How to Add Assets Manually to Portfolio

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

Last updated 9 months ago

Getting to the Asset List

  1. Navigate to the Portfolio section in the left sidebar

  2. Click on Assets to view your current asset list

You'll see a comprehensive view of all your assets, including their current values, ROI percentages, and recent activity.

Starting the Add Asset Flow

Once you're on the Asset List page:

  1. Click the blue "+ Add Asset" button located in the top right corner of the page

  2. A modal window will appear presenting you with two ways of adding assets:

    • Add Asset Automatically by connecting accounts or by importing data via CSV-files

    • Add Assets Manually - Select specific asset class to add manually by entering data.

For this guide, we'll focus on the manual process.

Select Asset Class to Add Manually

When adding assets manually, Findex offers tailored workflows for different asset classes. Select the appropriate category:

Available Asset Classes

There are in total 8 different asset classes to choose from as of now with respective sub types:

  • Listed Equity
    For publicly traded stocks and ETFs connected to tickers. The system will automatically track value changes.

  • Unlisted Equity
    For private company shares not listed on public markets. Keep your investment data updated manually.

  • Real Estate
    For different types of real estate properties (houses, apartments, commercial buildings).

  • Commodity
    For precious metals, energy resources, and agricultural goods connected to tickers.

  • Crypto
    For cryptocurrency investments connected to tickers. Track performance in real-time.

  • Alternative
    For alternative investments including art, wine, and collectibles.

  • Cash
    For different cash assets and liquidity tracking.

  • Debt
    For different types of debt instruments. Note: This enables you to add debt as a lender.

Completing the Asset Information Steps

Each asset type has a customized flow designed specifically for that asset class:

  1. Select your desired asset type

  2. Follow the tailored form for that specific asset class

  3. Fill in all required information (fields will vary based on asset type)

  4. Review your entries for accuracy

  5. Click Save to complete the process

Confirmation

Once saved, your new asset will:

  • Appear immediately in your Asset List

  • Be included in your portfolio calculations

  • Update your total portfolio value

  • Show in relevant reports and analytics

Tips

  • For assets with tickers (Listed Equity, Crypto, Commodity), the system will automatically track current values

  • For manual assets (Unlisted Equity, Real Estate, Alternative), remember to update values periodically

  • Use the search function to quickly find assets in your list

  • You can add multiple assets of the same type by repeating this process

Need Help?

If you encounter any issues while adding assets, please contact our support team at team@findex.se