How to Edit and Update Assets

Editing an Asset

1. Go to Portfolio > Investments.

2. Find the asset you want to edit.

3. Click on the asset to open its detail page.

4. Click the Edit button.

[Image: The asset detail page with the Edit button highlighted]

5. Update any of the available fields:

   • Asset Name

   • Quantity

   • Invested Amount

   • Current Value

   • Additional details (varies by asset class)

6. Click Save to apply your changes.

[Image: The edit modal with updated fields]

Updating Valuations

For manually added assets, updating the current value is how you keep your portfolio accurate. You should update valuations when:

• You receive a new valuation report

• A funding round sets a new price

• Market conditions change significantly

• You want to adjust an estimated value

Simply edit the asset and change the Current Value field. Your dashboard, net worth, and diversification will update automatically.

Editing Provider-Imported Assets

Assets imported from connected providers are synced automatically, so most fields are updated during each sync cycle. However, you can still:

• Rename the asset to something more recognizable

• Add notes or additional context

• Link documents to the asset

Note: For provider-imported assets, values like quantity and current price are managed by the data sync. Manual edits to those fields may be overwritten on the next sync.

[Image: A provider-imported asset showing the sync badge and limited edit options]

Tips

• Update regularly — For unlisted assets without automatic pricing, try to update valuations at least quarterly to keep your portfolio picture accurate.

• Check the detail page — After editing, visit the asset's detail page to confirm your changes are reflected in the valuation history.

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!