Welcome to Findex: Your First Steps

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

Last updated About 1 month ago

Welcome to Findex! We're glad you're here. Findex is a portfolio management platform built

for investors who want a clear, complete picture of their finances — all in one place.

Whether you're tracking stocks, real estate, crypto, or private equity, Findex helps you stay on top of your investments and liabilities so you always know where you stand.

What You Can Do with Findex

Findex gives you the tools to manage your entire financial portfolio:

  • Track your investments — Add assets like listed and unlisted equity, real estate, crypto, commodities, alternatives, bonds, and cash. See them all in one view with real-time valuations.

  • Monitor your liabilities — Keep an eye on loans, mortgages, and other debts alongside your assets. Track interest rates, remaining balances, and maturity dates.

  • See your net worth — Get an automatic calculation of your total net worth, with a historical trend graph that shows how it changes over time.

  • Connect your bank accounts — Link your bank, brokerage, or trading accounts to automatically import and sync your financial data. Findex supports 50+ providers.

  • Store and organize documents — Upload important financial documents and organize them by asset or category.

  • Stay informed with AI-powered news — Get a personalized newsfeed with articles relevant to the assets in your portfolio.

  • Explore investment opportunities — Browse curated capital opportunities including unlisted equity, real estate, and alternative investments.

Two Ways to Use Findex

Findex has two main modes depending on your needs:

MyFindex (For Investors)

Your personal portfolio hub. Track all your assets and liabilities, connect bank accounts, view your net worth, and manage your documents. This is where most users spend their time.

Investor Relations Portal (For Companies)

If you manage a company and want to keep your shareholders informed, the IR Portal lets you manage your cap table, send investor updates, share documents, and control what information shareholders can see.

What's Next?

Ready to get started? Here are the best places to begin:

  • Quick Start Guide — Get set up in just a few minutes

  • Setting Up Your Account — Create your account and configure your profile

  • Understanding Your Dashboard — Learn what each part of your dashboard shows

  • Menu & Navigation Overview — Find your way around the app

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!