Integrate Opti for a Simplified Overview of Smart Investing
Monitor your Opti portfolios alongside your other accounts to maintain a clear perspective on your financial goals.
Provider Analysis: Opti
Opti is a Swedish digital wealth manager that delivers automated, ETF-based investment portfolios with an emphasis on diversification and cost efficiency.
Functional Benefits for Findex Users
Connecting Opti to Findex provides a clear view of how your robo-managed funds perform relative to assets held with brokers, in savings accounts, and in alternative investments.
- Automated Updates: Delivers automatic updates of portfolio values and returns.
- Asset Allocation Visualization: Provides a visual breakdown of your asset allocation.
- Comparative Performance: Allows for the comparison of Opti's performance against other accounts.
- Holistic Net-Worth Tracking: Contributes to a comprehensive calculation of your total net worth.
Connection Protocol
In Findex, navigate to Integrations → Opti and authorize the connection securely with BankID.
Data Security
All connections are encrypted and regulated under Swedish financial standards. User credentials are not stored by Findex.
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.
