Findex Glossary

Core Financial Terms

Asset Anything of value that you own. In Findex, assets include stocks, cash, real estate, crypto, bonds, and alternatives. You can add and track all of them under Portfolio > Assets.

Liability A financial obligation or debt you owe. Mortgages, loans, and credit balances are common examples. Track these under Portfolio > Liabilities to get a complete picture of your finances.

Net Worth Your total assets minus your total liabilities. Findex calculates this automatically on your Dashboard, giving you a single number that represents your overall financial position.

ROI (Return on Investment) A measure of how much profit or loss an investment has generated relative to its cost. Expressed as a percentage, it helps you evaluate how well an asset is performing.

Diversification The practice of spreading your investments across different asset types, sectors, or geographies to reduce risk. Findex helps you visualize your diversification through portfolio allocation breakdowns.

Findex Platform Terms

Provider An external financial institution -- such as a bank or broker -- that you connect to Findex through Settings > Providers & Integrations. Providers sync your account data automatically so your portfolio stays up to date.

IR Portal (Investor Relations Portal) A dedicated space within Findex where companies manage their relationship with shareholders. It includes tools for cap table management, share ledgers, communications, and document sharing.

Cap Table (Capitalization Table) A record of a company's ownership structure, showing all shareholders and their respective holdings. Company admins manage this through the IR Portal.

Share Ledger A detailed log of share transactions for a company -- including issuances, transfers, and changes in ownership. Maintained by company admins within the IR Portal.

Shareholder An individual or entity that owns shares in a company. As a Findex investor, you may appear as a shareholder on a company's cap table if you hold their equity.

Investment Types

Listed Equity Shares in a company that trades on a public stock exchange. These assets typically have real-time pricing available through market data feeds.

Unlisted Equity Shares in a private company that does not trade on a public exchange. Valuations for unlisted equity are usually set manually or provided by the issuing company.

Findex Features

Snapshot A point-in-time capture of your portfolio's value and composition. Snapshots let you look back and see how your holdings have changed over time.

Midas AI Your AI-powered portfolio assistant within Findex. Midas analyzes your holdings, surfaces insights, and answers questions about your portfolio. It is an informational tool -- not a financial advisor. Learn more in our Midas AI articles.

Need Help?

If you come across a term that is not covered here, or if a definition needs more context, reach out to us at team@findex.se -- we are always expanding this glossary.