Skip the spreadsheets and consolidate all your different investments in a centralized overview! Add and track your financial assets seamlessly to follow your performance over time.
Add & track all asset types
Maintain all asset classes by adding transactions manually or connect with banks and fintechs for automatic updates.
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A complete overview
Get new insights into your portfolio. Make data-driven financial decisions based on performance across all assets.
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Upload files & documents
Stay organized and structured by securely uploading all relevant files and documents for each asset.
REVIEWS
What our users are saying about us!
I love the intuitive platform!
"I used to use an excel file to track all sorts of investments and assets. Needless to say it was both cumbersome and pretty hard to maintain, it is now a breeze! Everything is gathered in one place automatically and I also love the intuitive UX."
Thorgeir Einarsson
CEO @ Elevera Advisers
I can finally have all assets in one place!
"I used to have countless Excel sheets to track my investments, but it quickly got messy, especially with tracking my startup investments. With Findex, I have everything in one place and it is so much easier to get a clear overview!"
Christian Zanders
Entrepreneur & Angel Investor
It's a breeze to manage my portfolio!
"With Findex, I avoid all the stress of manually keeping track of my investments. Everything is in one place. I can quickly see how my portfolio is developing and act accordingly. It has truly saved me time and simplified my everyday life!"
Omid Ghanbari
CEO @ Matspar
It gives me a complete overview!
"Previously, I had scattered notes and Excel sheets to track my assets. Now, Findex has solved this brilliantly with a sleek and simple interface where I can seamlessly consolidate all my investments and assets to give me a complete overview."
Jonatan Klintberg
CEO @ Bits Technology
Findex saves me valuable time!
"Before using Findex, I had a complicated Excel sheet for my investments. It took hours to keep it updated. Now, Findex does everything automatically, and I can focus on taking action instead of managing data."
Martin Ekberg Andersson
Entrepreneur & Angel Investor
I now have full control of my portfolio!
"Using the Findex platform lets me focus on making smart decisions instead of hunting for numbers and documents. It is a fantastic solution for those who want control but don’t have time for hassle."
Christopher Stålberg
Angel Investor
A DIVERSIFIED PORTFOLIO
Manage all asset classes!
Easily track all asset classes and see your total ROI, regardless of what you own! Add your listed equities, unlisted equities, real estate, commodities and other alternative investments.
Faq
Got questions about findex?
If any questions are left unanswered by our FAQ, you can contact us and let us know what we can help you with.
What is findex?
Findex is a digital portfolio management platform that enables you to get a complete overview of all your assets regardless of asset class.
It works by leveraging open banking to automatically track all your listed equities in addition to getting the correct information on startups and alternative assets such as real estate, crypto, collectibles etc.
How does findex make money?
The commercial idea for findex is to enable investors and other parties to connect. In other words, we make money by enabling different opportunities for our users and their capital. We do not sell your data.
How do I get started with findex?
Start by signing up for early access and if you are selected, you will receive an email with instructions for logging in to your account.
Once we have our official release, everyone will be able to sign up organically and get started seamlessly!
Is my data secure with findex?
Your data is always secure with findex, we utilize secure third-party providers such as Auth0 and AWS. All your data is encrypted. You can read more on our security page.
Why should I use findex?
Use findex to seamlessly track and manage your financial assets in one centralized overview to stay organized, save time and focus on taking data-driven decisions by tracking total ROI.
If you are tired of administering all your documents (shareholder’s agreements, captables, and more) and always updating your portfolio spreadsheets, then findex is the tool for you. In addition to this you will gain access to quality deal flow.
What is Investor Relations?
Staying up to date with investments in unlisted companies is usually a recurring pain point for investors. Findex aims to make this process of tracking and managing this asset class just as seamless as tracking the rest of your diversified portfolio.
The goal is to help you focus on what is most important - which is to take data driven decisions and grow your portfolio rather than wasting valuable time on administration.
Sign up for early access!
Join the waitlist to experience the future of self serviced private banking.
No payment information required!
