Findex
Brokerage

Findex × Opti

Connect Opti to Findex.

Opti

Track Opti in Findex

Findex does not yet have a native integration with Opti. You can still track your Opti holdings by exporting a CSV from Opti and uploading it to Findex, or by adding them manually. When a native integration launches, Findex will sync automatically.

About Opti

Opti is a Swedish digital wealth manager that builds automated, ETF-based portfolios with a focus on diversification and low fees.

How to track Opti in Findex

Connect directly

Not yet available. Use CSV or manual entry below.

Upload CSV

Export your holdings as a CSV from Opti and upload the file to Findex. Available soon.

Add manually

Enter your holdings directly in Findex. Takes a few minutes per account.

Benefits of tracking Opti in Findex

  • Investment data: Holdings and transaction history in one view.
  • Performance tracking: Returns, risk, and allocation analysis.
  • Portfolio aggregation: Opti sits alongside your other accounts.

Security and data protection

Findex encrypts all communication and never stores login credentials.

Your complete net worth, finally in one place.

Join investors using Findex to consolidate, track, and grow their portfolios. One view of everything you own.

No payment information required.

Request early access

Findex is currently invite-only. Leave your details and we'll email you a personal access code as soon as your spot opens up.