Document Organization Best Practices

Find answers about managing your portfolio, connecting accounts, and using Findex to track and grow your net worth.

Website

Sign In

Investor Knowledge Base

Company Knowledge Base

Getting Started

This article provides a brief introduction to Findex and outlines what you can expect when using the platform for the first time.

Welcome to Findex: Your First Steps

Quick Start Guide (5 Min Setup)

Understanding Your Dashboard

Menu & Navigation Overview

Collection of articles to help Investor navigate manage their portfolio in relation to assets, liabilities, networth, metrics and more.

Portfolio

Assets

Asset List

Asset Classes & Types

How to Connect Assets Automatically

This guide will walk you through the process of manually adding assets to your Findex portfolio. 

How to Add Assets Manually to Portfolio

Tracking Unlisted Equity Investments

Quick Add Asset

How to Edit and Update Assets

How to Delete Assets

Asset Page

Liabilities

Liability List

Liability Classes & Types

How to Connect Liabilities Automatically

This guide will walk you through the process of manually adding liabilities to your Findex portfolio. Tracking your liabilities alongside your assets gives you a complete view of your net worth.

How to Add Liabilities Manually to Portfolio

Quick Add Liability

How to Update and Edit Liabilities

How to Delete Liabilities

Liability Page

Investor Relations Assets & Shareholder Invites

Getting invited as a shareholder to an IR Asset

What is an IR Asset? (Investor Relations)

Performance, Metrics and Insights

Understanding Portfolio Calculations

Net Worth

Understanding Net Worth

Graph and Snapshots

Understanding the Net Worth Graph

Portfolio Structure

How to set owner company

Co-Investment & Shared Assets

What is co-investment / shared assets?

Connecting Accounts & Integrations

This guide will walk you through the process of connecting your external accounts to automatically sync and track your assets and liabilities in Findex.

How to Connect Accounts with Providers

Supported Banks and Providers

How to Reconnect Expired Sessions with Providers

How to Disconnect Connected Provider Accounts

Understanding Data Sync Frequency

What Data is Accessed (Privacy)

Troubleshooting Connection Issues

Midas AI

What is Midas AI and How to Use It

What Can Midas Do?

Understanding Midas Insights & Suggestions

Midas AI Best Practices

Midas AI Limitations and Disclaimers

Collection of articles to help Companies navigate Findex Investor Relations.

Investor Relations Portal

Cap Table

Cap Table & Shareholders

How to Invite a Shareholder

How to Edit a Shareholder

How to Delete a Shareholder

Share Ledger

How to Setup Share Ledger

How to Import Shareledger

Company Documents

Upload company document

Document Permissions

Investor Updates

How to Send Investor Update

How to Preview & Test Investor Update

Shareholder Permissions

How to Limit or Hide IR Information for Shareholders

Documents

How to upload a document?

How to create a custom folder?

What is a Findex system folder?

Capital Opportunities

Other Opportunities

What are Debt Opportunities?

Insurance Opportunities

Wealth Management Opportunities

Investment Opportunities

Settings

Company Settings (IR)

IR Admins & Permissions

Account Settings (MyFindex)

Security & Password

Graph & Snapshots

Providers & Integrations

Investor Relations Invites

User Profile

Security

How Findex Protects Your Data

Two-Factor Authentication

Understanding Read-Only Access

GDPR Compliance

Data Deletion Requests and Right to be Forgotten

News

How Does News Work?

Findex Glossary

Billing & Subscription

Billing for MyFindex (For Investors)

Billing for Investor Relations Portal (For Companies)

General

Referrals

How do I refer a friend or company?

Sending Product Feedback

How to send feedback to Findex?

Community

What is the Findex Community?

Troubleshooting

Login Problems

Why can't I connect to my provider account?

Sync Errors & Issues

Expired session for connected provider accounts

Browser Compatibility

Mobile Responsiveness

Mobile App Issues

Findex Help Center

Help Center

Improved

Fixed

findex

In Review

Planned

In Progress

Completed

Rejected

High Priority

Low Priority

Later

Done

MyFindex Roadmap

Investor Relations Roadmap

💡 Request Feature

🔴 Report a Bug

Hey {name|there}! 👋

How helpful was this article?

Is there anything we could do to make this article better for you?

What can be improved?

9960848 article survey