Portfolio Management
Track your net worth and optimize your portfolio with AI
The modern private banking experience — consolidate every asset class across 50+ banks and brokers, get AI-powered insights, and make data-driven decisions.
No payment information required.
Tracking your portfolio shouldn't feel like a second job. Spreadsheets go stale, private assets live off-platform, and half your returns are buried in PDFs you'll never open again.
Spreadsheets that age badly
Every new position means another row, another formula, another reconciliation. One missed update and your net worth is wrong.
Private assets in the dark
Real estate, angel stakes, funds, crypto wallets — none of it shows up in your broker dashboard. You guess, round, and hope.
Performance you can't prove
Without total-return tracking across every asset, you don't know if you're beating the index or just telling yourself you are.
Portfolio Management
One dashboard for your entire net worth
Net Worth
4,285,000 kr
+12.4% YTD
Net Worth Trend
Real-time sync
Connected accounts update automatically. No manual data entry or CSV imports.
Multi-asset tracking
Stocks, real estate, crypto, bonds, cash, and unlisted equity in one view.
AI insights
Midas analyses your holdings and flags concentration risks, trends, and opportunities.
Bank-grade security
Read-only connections, GDPR compliant, encrypted at rest and in transit.
Explore Features
Everything you need to manage your wealth
Findex brings together portfolio tracking, AI insights, document management, and capital access in one platform.
Portfolio Tracker
MoreTrack every asset class across 50+ banks and brokers in real time.
Midas AI
MoreYour AI-powered portfolio assistant. Ask anything, get instant analysis and insights.
Capital Opportunities
MorePre-vetted deals from trusted partners, matched to what you already hold.
AI Newsfeed
MoreMarket news filtered and ranked by relevance to your actual holdings.
Financial Documents
MoreUpload statements, generate snapshots, and stay audit-ready at all times.
Portfolio Structure
MoreMap ISK, KF, holding companies, and family members into one ownership tree.
Midas AI
Your AI-powered portfolio co-pilot
Ask Midas anything about your portfolio. Get allocation analysis, rebalancing suggestions, and market insights — all tailored to your holdings.
Hello, how can I help you today?
Ask questions about your portfolio or ask me to do something for you!
Asset Classes
Track and optimize everything you own
Findex consolidates every asset class in one view. Connect accounts automatically or add positions manually — your complete net worth, always accurate.
Listed Equities
Unlisted Equities
Real Estate
Commodities
Crypto
Alternatives
Cash
Debt
Integrations
Connect the accounts you already use
Banks, brokerages, registries, and manual assets — all consolidated into a single, real-time view of your net worth.
Avanza 
Carnegie 
Carta 
Danske Bank 
Handelsbanken 
Lysa Avanza Carnegie Carta Danske Bank Handelsbanken Lysa Avanza Carnegie Carta Danske Bank Handelsbanken Lysa Avanza Carnegie Carta Danske Bank Handelsbanken Lysa Avanza Carnegie Carta Danske Bank Handelsbanken Lysa Avanza Carnegie Carta Danske Bank Handelsbanken Lysa 
NVR (Nordiska Värdepappersregistret) 
Nordea 
Nordnet 
SEB 
Swedbank 
Söderberg & Partners NVR (Nordiska Värdepappersregistret) Nordea Nordnet SEB Swedbank Söderberg & Partners NVR (Nordiska Värdepappersregistret) Nordea Nordnet SEB Swedbank Söderberg & Partners NVR (Nordiska Värdepappersregistret) Nordea Nordnet SEB Swedbank Söderberg & Partners NVR (Nordiska Värdepappersregistret) Nordea Nordnet SEB Swedbank Söderberg & Partners NVR (Nordiska Värdepappersregistret) Nordea Nordnet SEB Swedbank Söderberg & Partners Security
Your data is encrypted. Your money never moves.
Read-only bank connections. Your credentials go directly to your bank. We never store them, move your funds, or sell your data.
Read our security pageMobile BankID & 2FA
Swedish BankID and two-factor authentication on every login.
Read-only connections
View-only by design. Findex can never initiate transfers or trades.
Encrypted end-to-end
All data encrypted at rest and in transit via PSD2-regulated aggregators.
Testimonials
What investors are saying
"I have everything in one place and it is so much easier to get a clear overview of my entire portfolio!"
Christian Zanders
Entrepreneur & Angel Investor
"The seamless consolidation and sleek, simple interface makes managing my investments effortless."
Jonatan Klintberg
CEO
"Everything is gathered in one place automatically and I also love the intuitive UX."
Thorgeir Einarsson
CEO
"I now have full control of my portfolio. I highly recommend Findex to every investor."
Christopher Stålberg
Angel Investor
"Findex does everything automatically — it has saved me hours every single month."
Martin Andersson
Entrepreneur & Angel Investor
"Findex removes the stress of manually keeping track of all my investments across different platforms."
Omid Ghanbari
CEO
"I have everything in one place and it is so much easier to get a clear overview of my entire portfolio!"
Christian Zanders
Entrepreneur & Angel Investor
"The seamless consolidation and sleek, simple interface makes managing my investments effortless."
Jonatan Klintberg
CEO
"Everything is gathered in one place automatically and I also love the intuitive UX."
Thorgeir Einarsson
CEO
"I now have full control of my portfolio. I highly recommend Findex to every investor."
Christopher Stålberg
Angel Investor
"Findex does everything automatically — it has saved me hours every single month."
Martin Andersson
Entrepreneur & Angel Investor
"Findex removes the stress of manually keeping track of all my investments across different platforms."
Omid Ghanbari
CEO
"Findex removes the stress of manually keeping track of all my investments across different platforms."
Omid Ghanbari
CEO
"Findex does everything automatically — it has saved me hours every single month."
Martin Andersson
Entrepreneur & Angel Investor
"I now have full control of my portfolio. I highly recommend Findex to every investor."
Christopher Stålberg
Angel Investor
"Everything is gathered in one place automatically and I also love the intuitive UX."
Thorgeir Einarsson
CEO
"The seamless consolidation and sleek, simple interface makes managing my investments effortless."
Jonatan Klintberg
CEO
"I have everything in one place and it is so much easier to get a clear overview of my entire portfolio!"
Christian Zanders
Entrepreneur & Angel Investor
"Findex removes the stress of manually keeping track of all my investments across different platforms."
Omid Ghanbari
CEO
"Findex does everything automatically — it has saved me hours every single month."
Martin Andersson
Entrepreneur & Angel Investor
"I now have full control of my portfolio. I highly recommend Findex to every investor."
Christopher Stålberg
Angel Investor
"Everything is gathered in one place automatically and I also love the intuitive UX."
Thorgeir Einarsson
CEO
"The seamless consolidation and sleek, simple interface makes managing my investments effortless."
Jonatan Klintberg
CEO
"I have everything in one place and it is so much easier to get a clear overview of my entire portfolio!"
Christian Zanders
Entrepreneur & Angel Investor
"I have everything in one place and it is so much easier to get a clear overview of my entire portfolio!"
Christian Zanders
Entrepreneur & Angel Investor
"The seamless consolidation and sleek, simple interface makes managing my investments effortless."
Jonatan Klintberg
CEO
"Everything is gathered in one place automatically and I also love the intuitive UX."
Thorgeir Einarsson
CEO
"I now have full control of my portfolio. I highly recommend Findex to every investor."
Christopher Stålberg
Angel Investor
"Findex does everything automatically — it has saved me hours every single month."
Martin Andersson
Entrepreneur & Angel Investor
"Findex removes the stress of manually keeping track of all my investments across different platforms."
Omid Ghanbari
CEO
"I have everything in one place and it is so much easier to get a clear overview of my entire portfolio!"
Christian Zanders
Entrepreneur & Angel Investor
"The seamless consolidation and sleek, simple interface makes managing my investments effortless."
Jonatan Klintberg
CEO
"Everything is gathered in one place automatically and I also love the intuitive UX."
Thorgeir Einarsson
CEO
"I now have full control of my portfolio. I highly recommend Findex to every investor."
Christopher Stålberg
Angel Investor
"Findex does everything automatically — it has saved me hours every single month."
Martin Andersson
Entrepreneur & Angel Investor
"Findex removes the stress of manually keeping track of all my investments across different platforms."
Omid Ghanbari
CEO
Get started
From scattered accounts to a single dashboard in minutes
Connect your banks and brokers, get a consolidated view, and let Midas AI do the analysis.
Get started for free
FAQ
Got questions about Findex?
Can't find what you're looking for? Visit our full FAQ page for more in-depth answers.
Full FAQStart tracking your full portfolio today
Connect your banks and brokers, add unlisted assets, and get AI-powered insights — all in one place.
No payment information required.
