Financial Documents
Every financial document, in one secure place
Upload statements, generate portfolio snapshots, and stay organized year-round. Everything you need for tax season, due diligence, or your own records.
Your financial records are scattered across email, drives, and downloads.
Tax season chaos
K4 forms, dividend statements, annual reports — you spend days finding them before you can file.
No audit trail
You uploaded something last year. You cannot find it when your accountant asks. You are not sure which version is current.
Sharing friction
Sending documents to your advisor means finding, downloading, and emailing — every single time.
Organisation
No more hunting through email for statements
Tax season, due diligence, or a quick reference check — your documents are where you left them, organized and searchable.
Snapshots
Know exactly where you stood on any date
Generate a portfolio snapshot at any point in time. Useful for annual reviews, fundraising conversations, and personal benchmarking.
Financial Documents
What you get
Upload and organize PDFs, statements, contracts, and reports. Encrypted at rest and in transit.
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Secure document storage
Upload and organize PDFs, statements, contracts, and reports. Encrypted at rest and in transit.
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Portfolio snapshots
Capture a point-in-time view of your portfolio — useful for tax reporting, fundraising, or personal records.
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Tax-ready records
Store documents the way your accountant needs them. Year-end statements, trade confirmations, and cost basis records — all in one place.
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Controlled sharing
Share specific documents with advisors, accountants, or partners without giving access to your full portfolio.
The result? More clarity, less noise, and nothing missed.
Get started free5+ hours
Saved every week
Sync your banks, brokers, and registries once. Your portfolio updates automatically — no spreadsheets, no manual entry.
Zero
Missed opportunities
Market news, earnings, and alerts filtered to exactly what you hold. Only relevant signals, nothing extra.
9
Asset classes, one view
Stocks, real estate, private equity, crypto, cash, bonds, funds, collectibles, and liabilities — the full picture.
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.
Testimonials
What investors are saying
Real investors, real portfolios, real results.
“I have everything in one place and it is so much easier to get a clear overview of my entire portfolio!”
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 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 FAQKeep your financial records in order
Join investors using Findex to consolidate, track, and grow their portfolios. One view of everything you own.
No payment information required.
