One Dashboard for Everything I Own: Christian Zanders on Investing Without Spreadsheets

Managing a portfolio across asset classes

Christian Zanders has been investing actively for over a decade. As a serial entrepreneur, he doesn't just invest in listed stocks — his portfolio spans angel investments in early-stage startups, fund positions, listed equities through multiple brokerages, and cash across several banks.

The challenge with this kind of diversification isn't finding the right opportunities. It's knowing, at any given moment, what you actually own and how the whole thing is performing.

"When you invest across so many different things and places, you lose track. I had a rough idea of my net worth, but I never had a clear, accurate picture. It was always an estimate."

For years, Christian managed this with a combination of spreadsheets and memory. It worked — barely — but it required constant maintenance and was always several days out of date.

What drew him to Findex

Christian heard about Findex through the Stockholm startup community. What caught his attention wasn't the feature list — it was the promise of automatic consolidation without manual upkeep.

He connected his accounts in a single session. Nordea, Avanza, and several private equity positions were visible within the hour. For the first time, he had a single number representing his actual net worth, updating automatically.

The clarity that comes with consolidation

The immediate benefit was visibility. Christian could see, for the first time, that his portfolio was more concentrated in technology than he'd realized — angel investments in multiple SaaS companies compounded by listed tech exposure through his brokerage accounts.

That insight came not from manual analysis, but from the Midas AI Agent surfacing it automatically. He used the analysis to rebalance, adding exposure to real estate and diversifying away from early-stage tech.

What he values now:

Single net worth view across all asset classes — listed, unlisted, funds, and cash
Angel investment tracking with IR updates from portfolio companies that use Findex
Midas AI Agent for concentration risk analysis and portfolio insights
BankID authentication for secure, frictionless access
Mobile access so he can check his portfolio without opening a laptop

The difference it made

Christian describes the change as moving from a rough estimate to genuine knowledge. He spends far less time trying to figure out where he stands and more time making decisions about where he wants to go.

"I have everything in one place and it is so much easier to get a clear overview of my entire portfolio!"

For an angel investor managing a complex, multi-asset portfolio, that clarity is not a convenience — it's a competitive advantage.