Welcome to Findex: Your First Steps

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

Last updated About 2 months ago

What Findex Provides

Findex gives you a consolidated view of your financial life. The platform allows you to track assets, liabilities, documents, and financial insights in one place, whether these originate from connected banks, listed markets, or manually entered positions.

At its core, Findex aims to provide:

  • A complete overview of your net worth

  • Accurate portfolio composition

  • Tools for tracking listed and unlisted investments

  • Read-only integrations with financial providers

  • Analytical insights to understand trends, exposure, and risk

Key Areas of the Platform

After logging in, you will have access to several core sections:

  • Dashboard — A high-level summary of net worth, recent changes, and key insights

  • Portfolio — A detailed view of assets, liabilities, and unlisted equity

  • Insights — Observations generated by Findex’s analytical engine

  • Documents — A secure storage space for financial files

  • Account Settings — Controls for profile information, notifications, and connected providers

Getting Started

Most new users begin by:

  1. Adding their first asset

  2. Connecting a bank or broker

  3. Reviewing their net worth overview

  4. Uploading relevant documents

Once these steps are completed, the dashboard and insights modules become significantly more informative.

Need Support?

If you require assistance at any stage, contact team@findex.se or review additional articles in this Help Center.