Portfolio Structure
See your complete ownership structure
Map personal accounts, ISK, KF, holding companies, and family members into one clear hierarchy. Know what you own, through which entity, at what percentage.
Your wealth is spread across entities and nobody connects the dots.
Invisible layers
ISK, KF, holding company, direct ownership. Each has its own login, its own view. No tool shows the full chain.
Manual aggregation
To know your real exposure to a single stock, you check three accounts and do the math yourself.
Family blind spots
Your partner holds overlapping positions. Your children have custodial accounts. Nobody tracks the household picture.
Structure
Wealth is rarely held in a straight line
ISK, KF, holding companies, direct ownership — most investors hold assets through multiple layers. Findex maps every path so you see the real picture.
Clarity
Stop guessing your effective exposure
When you own shares through an entity that owns shares through another entity, your actual exposure is not obvious. Findex calculates it for you.
Portfolio Structure
What you get
Personal accounts, ISK wrappers, KF accounts, holding companies, and trusts — all visible in a single ownership tree.
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Entity mapping
Personal accounts, ISK wrappers, KF accounts, holding companies, and trusts — all visible in a single ownership tree.
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Percentage ownership
See your effective ownership through every layer. Holding 40% of a company that holds 60% of another? Findex calculates the chain.
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Consolidated vs entity view
Switch between your total exposure and a per-entity breakdown. See the forest or the trees.
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Family grouping
Group accounts across family members into one household view. Track shared wealth without merging accounts.
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 FAQMap your ownership structure
Join investors using Findex to consolidate, track, and grow their portfolios. One view of everything you own.
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