Navigating the Dashboard

Understand the Findex dashboard layout, navigation menu, and key widgets.

Last updated About 1 month ago

Overview

The dashboard is your home screen in Findex. It provides a high-level snapshot of your financial health — including total assets, liabilities, invested value, liquid cash, portfolio diversification, and net worth. From here you can navigate to every area of the platform.

Step-by-Step Guide

Understanding the Navigation Menu

The main navigation menu appears on the left side of the screen (or at the bottom on mobile). It includes:

  • Dashboard — Your home screen with summary widgets.

  • Portfolio — Expands to show:

    • Assets — View and manage your investments.

    • Liabilities — View and manage your debts.

  • News — Your AI-curated financial newsfeed.

  • Documents — Your uploaded files and documents.

  • Opportunities — Investment opportunities marketplace.

If you are an IR Company Admin, you will also see Investor Relations navigation items such as Cap Table, Share Ledger, Communication, and Documents.

Reading the Dashboard Widgets

When you have assets or liabilities added, the dashboard displays these key widgets:

  • Assets — Shows the total count of your investment assets.

  • Liabilities — Shows the total count of your tracked liabilities.

  • Total Invested — The total amount you have invested, displayed in your chosen currency.

  • Liquid Cash — The total value of your cash and cash-equivalent holdings.

  • Portfolio Value — A chart showing your portfolio value over time.

  • Diversification — A breakdown of your portfolio by asset type.

  • Net Worth — Your total assets minus total liabilities.

  • News — A preview of recent financial news items.

Using the Empty State

If you haven't added any assets or liabilities yet, the dashboard shows:

  • "Nothing to show yet" with the message "Add your first asset to get your dashboard going!"

  • An Add Asset button that opens the add-asset form.

Click Add Asset to begin — see Adding Your First Asset.

Switching Between Portals

If you have multiple roles (e.g., individual investor and IR admin), you can switch between portal views:

  1. Look for the portal switcher in the navigation area.

  2. Select Personal for your individual portfolio view.

  3. Select a Company to switch to the IR Admin view for that company.

FAQ

Q: Why is my dashboard empty? A: The dashboard requires at least one asset or liability to display data. Click Add Asset or go to Managing Investments to add your first holding.

Q: Can I customize which widgets appear on the dashboard? A: The dashboard layout is fixed and automatically shows all relevant widgets once you have data. Widgets that don't have data yet will not appear.

Q: What currency is displayed on the dashboard? A: The dashboard uses the currency you set in your profile. You can change it in Settings > My Profile —> Currency.

Q: Why do I see Investor Relations items in my navigation? A: You have been granted IR Admin access for one or more companies. See IR Overview for more information.