Skip to main content- Asset ListThe Asset List is your main view for all the investments in your Findex portfolio. It gives you a complete overview of every asset you're tracking — whether it was added manually or imported from a connected bank account.
- Asset Classes & TypesFindex supports a wide range of asset classes so you can track your entire portfolio in one place — from public stocks to private equity, real estate, and beyond. Here's a breakdown of every asset class available.
- How to Connect Assets AutomaticallyThe fastest way to add assets to your Findex portfolio is by connecting your bank, brokerage, or trading account. Findex supports 50+ financial providers and will automatically import your holdings.
- How to Add Assets Manually to PortfolioThis guide will walk you through the process of manually adding assets to your Findex portfolio.
- Tracking Unlisted Equity InvestmentsUnlisted equity — like startup investments, private company shares, or direct ownership stakes — doesn't have a public market price. Findex makes it easy to track these investments alongside the rest of your portfolio.
- Quick Add AssetThe Quick Add feature lets you add an asset to your portfolio in just a few clicks — right from your dashboard. It's the fastest way to get a new investment into Findex without navigating through multiple screens.
- How to Edit and Update AssetsNeed to update a valuation, change an asset's name, or adjust the quantity? Findex makes it easy to edit any asset in your portfolio.
- How to Delete AssetsIf you've sold an investment, added something by mistake, or simply want to clean up your portfolio, you can delete assets from Findex.
- Asset PageThe 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.