Asset Page

The Asset Page is the detail view for any individual investment in your portfolio. It gives you a complete picture of that asset — from valuation and performance to documents and communications.

Last updated About 1 month ago

Accessing an Asset Page

  1. Go to Portfolio > Investments.

  2. Click on any asset in the list.

The asset's detail page will open.

[Image: The full asset detail page showing the overview tab with valuation and performance data]

Overview Tab

The Overview tab shows the key information about your investment:

  • Asset Name and Type — The name, logo, and asset class.

  • Current Value — The latest valuation in your preferred currency.

  • Quantity — How many units or shares you hold.

  • Invested Amount — The total amount you originally invested.

  • Return Value — The gain or loss (current value minus invested amount).

  • ROI — Your return on investment as a percentage.

  • Price History Graph — A chart showing how the asset's value has changed over time.

[Image: The overview section showing valuation, ROI, and price history chart]

Ownership Tab

If the asset is connected to Findex's Investor Relations Portal, you'll see an Ownership tab with:

  • Cap table — The full list of shareholders and their ownership percentages.

  • Your shares — Your specific holding and percentage.

  • Investor updates — Communications sent by the company.

Note: This tab only appears for IR-connected assets.

[Image: The ownership tab showing the cap table and shareholder breakdown]

Documents Tab

The Documents tab lets you manage files related to this specific asset:

  • Upload shareholder agreements, term sheets, or valuation reports.

  • Download or preview existing documents.

  • Organize files in folders.

[Image: The documents tab showing uploaded files with download options]

Communications Tab

For IR-connected assets, the Communications tab shows:

  • Investor updates sent by the company.

  • Announcements and messages.

  • Historical communications with timestamps.

  • The ability to view and respond to threads.

[Image: The communications tab showing investor update messages]

Editing from the Asset Page

You can edit the asset's details directly from its detail page:

  1. Click the Edit button.

  2. Update any fields (name, quantity, invested amount, current value).

  3. Click Save.

Tips

  • Use the price history graph to understand how your investment has performed over time.

  • Upload key documents to the asset — this keeps everything organized and easy to find when you need it.

  • Check the ownership tab for IR assets to stay up to date on cap table changes and investor communications.

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!