Adding Your First Asset

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

Last updated About 1 month ago

Overview

Before Findex can show you portfolio insights, you need at least one asset. You can add investments manually or connect a bank or broker to import them automatically. This guide walks you through adding your first asset.

Step-by-Step Guide

Adding an Asset from the Dashboard

  1. Log in to Findex. If this is your first time, you'll see the empty dashboard with the message "Nothing to show yet".

  2. Click the Add Asset button on the dashboard.

  3. The add-asset form will open.

  4. Select the asset type (e.g., stocks, cash, real estate, crypto, bonds, alternatives).

  5. Fill in the required details such as name, value, and quantity.

  6. Click Save to add the asset to your portfolio.

  7. Your dashboard will update to show your new holdings.

Adding an Asset from the Portfolio Page

  1. Navigate to Portfolio > Assets in the left menu.

  2. Click the Add button (plus icon).

  3. Select the asset type and fill in the details.

  4. Click Save.

Importing Assets from a Provider

Instead of adding assets manually, you can connect a bank or broker to automatically import your holdings.

  1. Navigate to Portfolio > Assets or go to Connecting a Provider.

  2. Click Connect Provider or Link Account.

  3. Follow the Finsquid integration flow to select your bank or broker.

  4. Authorize the connection.

  5. Your holdings will be imported automatically into your portfolio.

See Connecting a Provider for detailed instructions.

What Happens After Adding Your First Asset

Once you have at least one asset, the dashboard comes alive:

  • Assets count shows your total number of holdings.

  • Total Invested reflects the value of your investments.

  • Diversification shows your portfolio breakdown by type.

  • Portfolio Value begins tracking your value over time.

  • Net Worth calculates your total assets minus liabilities.

FAQ

Q: What asset types can I add? A: Findex supports stocks, cash, real estate, crypto, bonds, and alternatives. You can select the type when creating a new asset.

Q: Can I edit an asset after adding it? A: Yes. Go to Portfolio > Assets, find the asset, and click on it to edit its details. See Managing Investments.

Q: Do I need to add assets manually if I connect a provider? A: No. When you connect a bank or broker through Finsquid, your holdings are imported automatically. You can still add manual assets alongside imported ones.

Q: Can I delete an asset I added by mistake? A: Yes. Open the asset from Portfolio > Assets and use the delete option. See Managing Investments for details.

Q: How many assets can I add? A: There is no hard limit on the number of assets you can add to your portfolio.