Quick Add Asset

The Quick Add feature lets you add an asset to your portfolio in just a few clicks — right from your dashboard. It's the fastest way to get a new investment into Findex without navigating through multiple screens.

Last updated About 1 month ago

How to Use Quick Add

  1. From your Dashboard, click the Add Asset button.

[Image: The Add Asset button on the dashboard]

  1. A modal will appear. Choose whether you want to:

    • Connect Provider — Link a bank or brokerage to import assets automatically.

    • Add Manually — Enter the asset details yourself.

  2. If adding manually, select the asset class (e.g., Listed Equity, Real Estate, Crypto).

  3. Fill in the key details:

    • Asset Name

    • Quantity

    • Invested Amount

    • Current Value

  4. Click Save.

Your new asset will immediately appear in your portfolio and be reflected in your dashboard widgets.

[Image: The quick add flow showing the asset class selection and form fields]

Where You Can Quick Add From

The Add Asset button is available in two places:

  • Dashboard — The button on your main dashboard view.

  • Investments List — The button at the top of the Portfolio > Investments page.

Both take you through the same flow.

Tips

  • Perfect for quick entries — Use Quick Add when you want to log an investment quickly and fill in the details later.

  • You can edit anytime — After adding, click on the asset to update or add more information.

Need Help?

If you have any questions or run into something unexpected, don't hesitate to reach out. You can contact us at team@findex.se — we're happy to help!