Quick Start Guide (5 Min Setup)

This guide outlines the fastest way to set up your Findex account and begin tracking your financial information.

Last updated About 1 month ago

Step 1: Create Your Account

Start by heading to the Findex sign-up page. You have two options:

  • Email & Password — Enter your email, create a password, and verify your account.

  • BankID — If you're in Sweden, you can sign up instantly using BankID for a seamless login experience.

Once you've created your account, you'll land on your dashboard.

[Image: The Findex sign-up page showing email/password and BankID options]

Step 2: Connect a Bank or Add Assets Manually

The fastest way to populate your portfolio is by connecting a bank or brokerage account. Findex supports 50+ providers including Avanza, Nordea, SEB, Swedbank, and many more.

  1. Click the Add Asset button on your dashboard.

  2. Choose Connect Provider to link a bank account automatically.

  3. Select your provider from the list and follow the authentication steps.

Your assets and liabilities will be imported automatically.

Prefer to add things manually? No problem — choose Add Manually instead and select the asset class you want to add (equity, real estate, crypto, and more).

Step 3: Review Your Dashboard

Once your assets are added, your dashboard comes to life. You'll see:

  • Portfolio Value — Your total portfolio value at a glance.

  • Net Worth — Assets minus liabilities, with a historical trend graph.

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

  • Quick Stats — Number of assets, total invested, and liquid cash.

Step 4: Explore Your Portfolio

Head to the Portfolio section from the sidebar to see your full list of investments and liabilities.

  • Investments — View, search, and filter all your assets. Click on any asset to see its detail page with valuation history and documents.

  • Liabilities — See all your debts, interest rates, and remaining balances.

Step 5: Set Your Preferences

Head to Settings to personalize your experience:

  1. Go to Settings > Profile.

  2. Set your preferred currency (SEK, EUR, USD, GBP, and more). All portfolio values will be converted to this currency.

  3. Update your name and country.

  4. Upload a profile picture if you'd like.

[Image: The Settings > Profile page with currency dropdown and profile fields]

You're All Set!

Your Findex portfolio is ready to go. From here, you can:

  • Add more assets and liabilities as your portfolio grows

  • Connect additional bank accounts

  • Upload important documents

  • Browse investment opportunities

  • Check your personalized newsfeed

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!