What Can Midas Do?

Midas AI is your personal portfolio assistant built right into Findex. It helps you make sense of your holdings, spot trends, and stay informed -- all through a simple conversational interface.

Last updated About 1 month ago

Getting Started with Midas

Before you can use Midas, you will need to accept the Midas AI terms of use. This is a one-time step that appears the first time you open the assistant.

  1. Navigate to Midas AI from the main menu.

  2. Review and accept the Terms of Use.

  3. Start chatting with Midas right away.

[Image: The Midas AI terms acceptance screen] Screenshot should show the terms modal that appears on first launch.

What Midas Can Help You With

Portfolio Analysis

Midas reads your portfolio data in real time. Ask it questions like:

  • "How is my portfolio allocated across asset types?"

  • "What percentage of my holdings are in equities?"

  • "Show me my top-performing assets."

Midas pulls directly from your connected assets and liabilities to give you a clear picture of where you stand.

Insights and Suggestions

Based on your portfolio composition, Midas can surface observations you might not notice on your own -- such as heavy concentration in a single sector or significant changes in asset value. These insights are meant to inform, not instruct.

Questions and Answers

Think of Midas as a knowledgeable conversation partner. You can ask it to explain financial concepts, clarify what a metric means, or walk you through how a particular part of your portfolio is performing.

Market Context

Midas can provide general market context relevant to the assets you hold. If you own shares in a listed company, for example, Midas can help you understand recent market movements that may be relevant.

Tips

  • Be specific. The more focused your question, the more useful the answer. "How has my real estate allocation changed this quarter?" works better than "Tell me about my portfolio."

  • Ask follow-ups. Midas keeps the conversation context, so you can drill deeper into any topic.

  • Use it regularly. The more up to date your portfolio data is, the more accurate Midas will be.

Good to Know

Midas AI is an informational tool. It does not provide financial advice, execute trades, or make decisions on your behalf. Always consult a qualified financial advisor before making investment decisions.

Need Help?

If you have questions about Midas or run into any issues, reach out to us at team@findex.se -- we are happy to help.