What is a Findex system folder?
When you add assets, liabilities, or companies to your Findex portfolio, the platform automatically creates dedicated folders to store related documents. These are called "system folders", and they help you keep files neatly tied to the right investment without any manual setup.
Last updated About 1 month ago
How System Folders Work
System folders are generated by Findex whenever you create or add:
An asset (e.g., a stock holding, real estate property, crypto position) -- a folder is created under that asset's name.
A liability (e.g., a mortgage or loan) -- a matching folder appears for storing related agreements.
A company (via the IR Portal) -- a company-level folder is created for corporate documents.
You will find these folders in the directory tree inside the Documents section. They are organized hierarchically, so a property asset's folder might sit under a "Real Estate" grouping, making it easy to browse.
[Image: The directory tree showing auto-generated system folders for various assets]
Screenshot note: Show the left-side directory tree with a few system folders visible (e.g., one for a real estate asset, one for a stock holding).
What Makes System Folders Different from Custom Folders?
System folders are managed by Findex, which means:
They are created automatically -- you do not need to set them up.
They cannot be renamed or deleted -- this ensures documents stay linked to the correct asset or company.
They update with your portfolio -- if you add a new asset, a new folder appears. If an asset is removed, the folder is archived accordingly.
Custom folders, on the other hand, are entirely yours to create, rename, and delete as you see fit. For more on custom folders, see How to Create a Custom Folder.
What Should I Store in a System Folder?
System folders are the ideal home for any document that is directly tied to a specific asset, liability, or company. Examples include:
Share certificates or stock purchase confirmations
Property deeds and appraisal reports
Loan agreements and amortization schedules
Company bylaws or shareholder agreements
Tips
Think of system folders as the "official filing cabinet" for each investment -- use them for anything directly related to that holding.
Store cross-cutting documents (e.g., annual tax filings that cover multiple assets) in a custom folder instead.
You can upload files directly into a system folder by selecting it in the directory tree and clicking Upload.
Need Help?
If you have questions about how system folders are organized or cannot find a folder you expected to see, contact us at team@findex.se -- we are here to help.