Billing for MyFindex (For Investors)

MyFindex is the investor-facing side of the Findex platform -- your personal space for tracking assets, liabilities, documents, and more. This article explains how billing works so there are no surprises.

Last updated About 1 month ago

Is MyFindex Free?

Yes. MyFindex is currently free for individual investors. You can sign up, connect your providers, track your full portfolio, access the newsfeed, and use core platform features at no cost.

[Image: The MyFindex dashboard showing portfolio overview] Screenshot should show the main investor dashboard with key portfolio widgets visible.

What Is Included

With your free MyFindex account, you get access to:

  • Dashboard -- Your portfolio overview with net worth, allocation breakdowns, and performance.

  • Portfolio tracking -- Add and manage assets and liabilities across all supported types (stocks, cash, real estate, crypto, bonds, alternatives).

  • Provider integrations -- Connect banks and brokers through Settings > Providers & Integrations to sync your holdings automatically.

  • News -- An AI-curated newsfeed tailored to your portfolio holdings.

  • Documents -- Store and organize your investment-related documents.

  • Opportunities -- Browse available investment opportunities.

  • Midas AI -- Your AI-powered portfolio assistant for insights and analysis.

Will There Be Paid Features?

Findex may introduce premium features or subscription tiers in the future. If and when that happens, we will communicate any changes well in advance. You will never be charged without your explicit consent.

Managing Your Account

Viewing Your Account Details

  1. Click on your profile icon in the top-right corner.

  2. Navigate to Settings > My Profile.

  3. Here you can view and update your account information.

Provider Connections

Some third-party providers may have their own terms or fees independent of Findex. Findex does not charge for provider connections, but check with your bank or broker if you are unsure about their policies.

Tips

  • Keep your profile current. Make sure your account details are up to date, especially your email address, so you receive important communications.

  • Review connected providers. Periodically check Settings > Providers & Integrations to ensure your connections are active and syncing properly.

  • Watch for updates. We announce product changes and new features through email and in-app notifications.

Need Help?

Have a billing question or need clarification about your account? Contact us at team@findex.se -- we are happy to help sort things out.