Graph & Snapshots

The Graph & Snapshots settings let you customize how your portfolio performance is visualized on your Findex dashboard. Adjust your graph preferences and manage snapshot settings to see the data that matters most to you.

Last updated About 1 month ago

Overview

Under Settings > Account Settings > Graph & Snapshots, you can control how Findex displays your portfolio charts and snapshots. These settings determine which data points appear on your graphs, how date ranges are handled, and how snapshots of your portfolio are captured over time.

Adjusting Graph Settings

  1. Navigate to Settings from the main menu.

  2. Select Graph & Snapshots under Account Settings.

  3. Review the available graph options, such as:

    • Default time range -- Choose the default period displayed when you open your dashboard (e.g., 1 month, 3 months, 1 year, all time).

    • Currency display -- Select which currency your portfolio values are shown in.

    • Graph type preferences -- Toggle between different visualization styles if available.

  4. Adjust any settings to your preference and click Save.

[Image: Graph & Snapshots settings page showing graph configuration options]

Screenshot the settings page with the graph preference controls visible, including time range and currency options.

Understanding Snapshots

Snapshots capture a point-in-time record of your portfolio value. They are used to build your historical performance chart, showing how your total wealth has changed over time.

  • Snapshots are taken automatically on a regular basis.

  • They record the total value of all connected accounts and manually added assets.

  • The more snapshots you have, the more detailed your performance graph becomes.

[Image: Dashboard performance graph built from portfolio snapshots over time]

Screenshot the dashboard showing the portfolio performance graph with data points over several months.

Managing Snapshot Settings

  1. Go to Settings > Graph & Snapshots.

  2. Review any available snapshot preferences, such as frequency or included accounts.

  3. Make your changes and click Save.

Tips

  • Give it time. Your performance graph becomes more useful as Findex collects more snapshots. If you are new, the graph will fill in over the coming weeks.

  • Keep providers connected. Snapshots rely on up-to-date data from your connected accounts. Make sure your provider connections stay active for accurate tracking.

  • Check your currency. If your graph values look unexpected, double-check that the correct display currency is selected in your settings.

Need Help?

If you have questions about how your graphs are displayed or need help with snapshot settings, reach out to us at team@findex.se.