Midas AI
Plain language portfolio analysis, available 24/7
Ask Midas anything about your portfolio. It analyzes holdings, benchmarks performance, flags drift and hidden drag — in plain language, on demand.
Show me where I have concentration risk and how my allocation compares to my targets
Allocation vs targets:
Concentration risk: Your tech exposure sits at 38% of equities, driven by Spotify and Evolution Gaming on Avanza ISK. Worth checking against your risk tolerance.
Midas provides analysis based on your portfolio data. Not financial advice.
Getting insight on your portfolio should not require hours of research.
News without context
Market news arrives from everywhere. None of it knows what you own or why it matters to you.
No analyst on call
Actual insight on your holdings means booking an advisor — a step most investors skip.
Missed signals
Rebalancing gaps, concentration risks, earnings catalysts. You find them in hindsight, if at all.
AI assistant
Built for your portfolio, not a generic feed
Midas doesn't scan the internet and return generic headlines. Every insight is tied to your actual holdings, current allocations, and exposure.
Context
Returns are a number. Midas gives you the reason behind it.
A return figure on its own tells you almost nothing. Midas explains which positions drove it, how each compares to relevant benchmarks, and where rebalancing would actually move the needle.
Ask in plain language
Performance & risk analysis
Benchmarks & rebalancing flags
Hidden drag detection
Always on
A second opinion, the moment you need one
Before you place a trade or rebalance, ask Midas what the move looks like in the context of your full portfolio. No appointment. No follow-up email. An answer the moment the question forms.
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 FAQAsk Midas about your portfolio
Join investors using Findex to consolidate, track, and grow their portfolios. One view of everything you own.
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