Understanding Your Dashboard

Find answers about managing your portfolio, connecting accounts, and using Findex to track and grow your net worth.

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Investor Knowledge Base

Company Knowledge Base

Getting Started

This article provides a brief introduction to Findex and outlines what you can expect when using the platform for the first time.

Welcome to Findex: Your First Steps

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

Quick Start Guide (5 Min Setup)

This guide walks you through creating your Findex account and getting your profile set up so everything is personalized to you.

Creating and Setting Up Your Account

Add your first investment to Findex and get your dashboard started.

Adding Your First Asset

Findex is designed to be easy to navigate. This guide walks you through the main menu and how to find your way around the app.

Menu & Navigation Overview

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

Navigating the Dashboard

Collection of articles to help Investor navigate manage their portfolio in relation to assets, liabilities, networth, metrics and more.

Portfolio

Assets

The 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 List

Findex 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.

Asset Classes & Types

The 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 Connect Assets Automatically

This guide will walk you through the process of manually adding assets to your Findex portfolio. 

How to Add Assets Manually to Portfolio

Unlisted 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.

Tracking Unlisted Equity Investments

The 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.

Quick Add Asset

Need 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 Edit and Update Assets

If you've sold an investment, added something by mistake, or simply want to clean up your portfolio, you can delete assets from Findex.

How to Delete Assets

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.

Asset Page

Liabilities

The Liability List is your central view for all debts and loans tracked in your Findex portfolio. It gives you a complete overview of every liability you're managing — whether it was added manually or imported from a connected bank account.

Liability List

Findex supports a variety of liability types so you can track all of your debts and obligations in one place — from mortgages to credit cards and everything in between. Here's a breakdown of every liability type available.

Liability Classes & Types

The fastest way to add liabilities to your Findex portfolio is by connecting your bank or lender. Findex supports 50+ financial providers and will automatically import your loans, mortgages, and other debts alongside your assets.

How to Connect Liabilities Automatically

This guide will walk you through the process of manually adding liabilities to your Findex portfolio. Tracking your liabilities alongside your assets gives you a complete view of your net worth.

How to Add Liabilities Manually to Portfolio

The Quick Add feature lets you add a liability to your portfolio in just a few clicks — right from your dashboard or the liabilities list. It's the fastest way to get a new debt into Findex without navigating through multiple screens.

Quick Add Liability

Need to update a remaining balance, adjust an interest rate, or change a maturity date? Findex makes it easy to edit any liability in your portfolio so your debt tracking stays accurate.

How to Update and Edit Liabilities

If you've paid off a loan, added something by mistake, or simply want to clean up your portfolio, you can delete liabilities from Findex. Here's how to remove one or many at a time.

How to Delete Liabilities

The Liability Page is the detail view for any individual debt in your portfolio. It gives you a complete picture of that liability — from remaining balance and interest costs to linked investments and attached documents.

Liability Page

Investor Relations Assets & Shareholder Invites

When a company uses the Findex IR Portal to manage its investor relations, it can invite you directly as a shareholder. This means you don't need to add the investment yourself — it shows up in your portfolio automatically once you accept the invitation.

Getting invited as a shareholder to an IR Asset

An IR asset is a special type of investment in your Findex portfolio that is created and managed by a company through the Findex IR Portal. Unlike regular assets that you add and update yourself, an IR asset is controlled by the company you've invested in — giving you an accurate, up-to-date view of your shareholding without any manual effort.

What is an IR Asset? (Investor Relations)

Performance, Metrics and Insights

Findex automatically calculates key financial metrics to help you understand how your portfolio is performing. This article explains exactly how your net worth, portfolio value, return on investment, and diversification numbers are computed — so you always know what you're looking at.

Understanding Portfolio Calculations

Net Worth

Your net worth is one of the most important numbers in your financial life, and Findex calculates it for you automatically. It represents the difference between everything you own and everything you owe — giving you a clear, honest picture of your overall financial position.


Understanding Net Worth

Graph and Snapshots

The Net Worth Graph gives you a visual timeline of how your financial position has changed over time. Instead of just seeing today's number, you can track the trend — whether your net worth is growing steadily, fluctuating, or heading in a direction that needs attention.

Understanding the Net Worth Graph

Portfolio Structure

If you hold investments through a company — such as a holding company or an investment vehicle — Findex lets you set up an ownership hierarchy to reflect that structure. By assigning an owner company to your assets, you can organize your portfolio the way it actually works in practice, with parent-child relationships between entities.

How to set owner company

Co-Investment & Shared Assets

Sometimes an investment isn't yours alone. Whether you've gone in on a property with a partner, co-invested in a startup with friends, or share ownership of an asset with family members, Findex lets you track shared assets and your specific ownership percentage. This way, your portfolio reflects exactly what you own — not just what the whole investment is worth.

What is co-investment / shared assets?

Connecting Accounts & Integrations

Connecting your bank or brokerage to Findex is the fastest way to build your portfolio. Once connected, your holdings, account balances, and liabilities are imported automatically — no manual entry needed.

How to Connect Accounts with Providers

Findex connects to 50+ banks, brokerages, and trading platforms so you can automatically import your holdings and get a complete view of your portfolio.

Supported Banks and Providers

Provider sessions do not last forever. For security reasons, your bank or brokerage may require you to re-authenticate periodically. When a session expires, Findex can no longer sync your data until you reconnect.

How to Reconnect Expired Sessions with Providers

If you no longer want Findex to sync data from a particular bank or brokerage, you can disconnect that provider at any time. Disconnecting stops all future data syncs for that connection.

How to Disconnect Connected Provider Accounts

Once you connect a bank or brokerage to Findex, your portfolio data is kept up to date through regular syncs. Here is how syncing works and what to expect.

Understanding Data Sync Frequency

What Data is Accessed (Privacy)

Running into problems with a provider connection? Most issues are straightforward to resolve. This guide covers the most common connection problems and how to fix them.

Troubleshooting Connection Issues

Midas AI

Midas AI is your AI-powered financial co-pilot built right into Findex. It helps you understand, manage, and explore your investment portfolio through natural conversation. Think of it as a knowledgeable assistant that knows your portfolio inside and out.

What is Midas AI and How to Get Started

Midas AI is your personal portfolio assistant built right into Findex. It helps you make sense of your holdings, spot trends, and stay informed -- all through a simple conversational interface.

What Can Midas Do?

Midas does not just answer questions -- it proactively surfaces insights about your portfolio so you can stay on top of what matters. Here is how those insights are generated and what they mean for you.

Understanding Midas Insights & Suggestions

Midas AI Best Practices

Midas AI is a powerful portfolio assistant, but it is important to understand what it can and cannot do. This article covers the boundaries of Midas so you can use it with confidence and realistic expectations.

Midas AI Limitations and Disclaimers

Collection of articles to help Companies navigate Findex Investor Relations.

Investor Relations Portal

Cap Table

The Cap Table in Findex gives you a clear, up-to-date view of who owns shares in your company and how ownership is distributed. Whether you are managing a handful of founders or a growing list of institutional investors, the Cap Table is your single source of truth for shareholder data.


Cap Table & Shareholders

Adding shareholders to your cap table in Findex is straightforward. You can invite them by email, assign their share count, and categorize them by type -- all in a few steps. Once invited, shareholders can access the IR Portal and view the information you have made visible to them.

How to Invite a Shareholder

Shareholder details can change over time -- a funding round may adjust share counts, an investor might change category, or you may simply need to correct an entry. Findex makes it easy to update any shareholder's information directly from the Cap Table.

How to Edit a Shareholder

When a shareholder exits your company -- whether through a buyback, full share transfer, or a correction -- you can remove them from the Cap Table in Findex. Deleting a shareholder removes their record from the active cap table and recalculates ownership for all remaining shareholders.

How to Delete a Shareholder

Share Ledger

Getting your share ledger up and running on Findex is the first step toward transparent, organized shareholder management. This guide walks you through the initial configuration so you can start tracking share transactions right away.

How to Setup Share Ledger

Already have share transaction history sitting in a spreadsheet? You can import it directly into Findex instead of entering each record by hand. This guide covers how to upload your data via CSV or file upload so your ledger is up to date in minutes.

How to Import Shareledger

Company Documents

Sharing documents with your shareholders is straightforward. The IR Documents section lets you upload files directly to your company's IR portal so shareholders can access them from their Findex accounts.

How to Upload a Company Document

Document Permissions

Investor Updates

Keeping your shareholders in the loop builds trust and transparency. With Findex, you can compose and send investor updates directly from the IR Portal -- no separate email tool needed. This guide shows you how to create and deliver an update to your shareholders.

How to Send Investor Update

Sending an update to all your shareholders is a big moment -- you want to make sure it looks just right. Findex lets you preview your content and send a test delivery before going live. This guide walks you through both features so you can ship updates with confidence.

How to Preview & Test Investor Update

Shareholder Permissions

Not every piece of information needs to be visible to every shareholder. Findex gives you granular control over which IR widgets your shareholders can see, so you can share exactly what you want -- nothing more, nothing less.

How to Limit or Hide IR Information for Shareholders

Documents

Findex gives you a central place to store and manage all the files related to your investments. Whether it's a property deed, stock certificate, loan agreement, or tax document, you can upload it directly to your Documents section and keep everything organized in one place.

How to upload a document?

Findex automatically generates system folders for your assets and companies, but sometimes you need your own folders to organize documents your way. Custom folders let you build a personal filing structure inside the **Documents** section so everything is exactly where you expect it.

How to create a custom 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.

What is a Findex system folder?

A well-organized document library saves you time and makes it easy to find what you need, whether you are reviewing a tax filing or sharing a shareholder agreement. This guide walks through practical tips for keeping your Documents section in great shape.

Document Organization Best Practices

Upload, browse, organize, and download your documents in Findex.

Managing Documents

Capital Opportunities

Findex gives you access to a curated selection of capital opportunities beyond traditional public markets. From unlisted equity to real estate and alternatives, you can explore investments that were previously hard to find in one place.

Other Opportunities

Debt Opportunities on Findex let you explore bond and debt-based investment offerings alongside the rest of your portfolio. If you are looking for fixed-income exposure or want to diversify beyond equity, this is where you will find it.


What are Debt Opportunities?

Findex offers access to insurance-related investment opportunities through our network of partners. These offerings are tailored on a request basis depending on what is currently available.

Insurance Opportunities

Findex offers access to wealth management opportunities through our network of partners. These services are tailored on a request basis depending on your needs and what our partners can currently offer.

Wealth Management Opportunities

Investment Opportunities on Findex let you explore equity and fund-based offerings alongside the rest of your portfolio. If you are looking for exposure to unlisted companies, private placements, or pooled investment vehicles, this is where you will find them.

Investment Opportunities

Settings

Company Settings (IR)

Managing who has access to your company's Investor Relations portal is essential for keeping your data secure and your workflows organized. This article explains how admin roles and permissions work in Findex's IR settings.

IR Admins & Permissions

Account Settings (MyFindex)

Your account security matters. The Security & Password settings in Findex let you manage your password and review your authentication method to keep your account protected.

Security & Password

The Graph & Snapshots settings let you customize how your portfolio performance is visualized on your Findex dashboard. Adjust your graph preferences and manage snapshot settings to see the data that matters most to you.

Graph & Snapshots

Findex connects to your banks, brokers, and other financial institutions so your portfolio stays up to date automatically. The Providers & Integrations settings page is where you manage all of these connections.

Providers & Integrations

When a company you have invested in uses Findex for Investor Relations, they can invite you to access their IR portal directly from your Findex account. The IR Invites section is where you manage these invitations.

Investor Relations Invites

Your user profile in Findex stores your personal information and display preferences. Keeping it accurate helps ensure a smooth experience across the platform.

User Profile

Security

Your financial data is sensitive, and we treat it that way. Findex is built from the ground up with security as a core principle -- so you can focus on managing your portfolio with confidence.

How Findex Protects Your Data

Two-factor authentication (2FA) adds an extra layer of security to your account by requiring a second form of verification when you log in. Here is what you need to know about 2FA on Findex.

Two-Factor Authentication

When you connect your bank, broker, or other financial provider to Findex, we use something called read-only access. This article explains what that means and why it matters for the safety of your money.

Understanding Read-Only Access

Findex is fully compliant with the General Data Protection Regulation (GDPR), the European Union's data protection law. Your privacy matters to us, and we are committed to being transparent about how we collect, use, and protect your personal data.

GDPR Compliance

As a Findex user, you have the right to request the deletion of your personal data at any time. This is part of your rights under the EU's General Data Protection Regulation (GDPR), often referred to as the "right to be forgotten."

Data Deletion Requests and Right to be Forgotten

News

The Findex newsfeed delivers AI-curated news articles tailored to the assets in your portfolio. Instead of sifting through generic financial headlines, you get a personalized stream of stories that are actually relevant to your holdings.

How Does News Work?

Findex Glossary

New to Findex or investing in general? This glossary covers the key terms you will come across while using the platform. Bookmark this page for quick reference anytime you need a definition.

Billing & Subscription

MyFindex is the investor-facing side of the Findex platform -- your personal space for tracking assets, liabilities, documents, and more. This article explains how billing works so there are no surprises.

Billing for MyFindex (For Investors)

The IR Portal is a paid feature designed for companies that want to manage their shareholder communications, share ledger, and cap table through Findex. This guide covers how billing works so you know exactly what to expect.

Billing for Investor Relations Portal (For Companies)

General

Referrals

Love using Findex? Spread the word! Our referral program makes it easy to invite friends, colleagues, and companies to join the Findex platform. The more people who discover smarter portfolio management, the better.

How do I refer a friend or company?

Sending Product Feedback

Your feedback helps shape the future of Findex. Whether you have a feature request, a suggestion for improvement, or just want to share what you think, we want to hear from you. Here is how to get your thoughts to our team.


How to send feedback to Findex?

Community

The Findex Community is a space for Findex users to connect, share insights, and learn from each other. Whether you are a seasoned investor or just getting started with portfolio management, the community is a welcoming place to engage with like-minded people.

What is the Findex Community?

Troubleshooting

Having trouble signing in to your Findex account? Don't worry -- most login issues have a quick fix. This guide walks you through the most common problems and how to resolve them.

Login Problems

Findex connects to your banks, brokers, and financial institutions through our integration partner Finsquid, supporting 50+ providers. If you're having trouble connecting a provider, here are the most common reasons and how to fix them.