Zenly Financial
About Zenly
I'm Julian, an experienced software developer and avid investor who built Zenly because the tools I needed simply didn't exist the way I wanted them. Most portfolio trackers and researched tools missed the combination of simplicity and usefulness that I was looking for. My goal was to create something clean, fast, and genuinely useful.
Zenly is a passion project that was created both due to my love for finance and investing and as a personal tool to track my own investments and gradually grew into something much bigger. Every feature on this platform came from a real question I had about my own portfolio and a frustration that no existing tool answered it well.
The turning point was simple: once I became my own biggest customer — checking Zenly every day before any other tool — I understood I was on to something. If it had become indispensable to me, it could be for others too.
I believe that access to great financial tools shouldn't be a privilege. Whether you're just starting out or managing a complex multi-account portfolio, Zenly is here to give you the clarity and edge that used to require expensive subscriptions or professional advisors.
What's Coming
There's a lot in the pipeline. Here's a taste of what's on the way:
- Mobile AppNative iOS & Android experience your portfolio in your pocket.
- Push NotificationsPrice moves, dividend payments, and portfolio alerts delivered straight to your phone.
- Income Sustainability ScoreSee how well covered each dividend is, and how likely your income is to hold up.
- Tax Lot AnalysisUnderstand your realized/unrealized gains and optimize for tax efficiency.
- More Broker IntegrationsExpanding support for additional brokerages and countries.
- Enhanced AI AdvisorDeeper portfolio analysis, scenario planning, and personalized insights.