Full Control, Zero Spreadsheets: Christopher Stålberg on Finally Knowing What He Owns

Investing without a complete picture

Christopher Stålberg has been an active angel investor in the Swedish startup ecosystem for a number of years. His portfolio includes positions in technology companies, a few consumer brands, and listed holdings through Avanza.

For most of that time, he managed his investments the way most private investors do: a spreadsheet for the unlisted positions, the Avanza app for listed stocks, and a rough mental model stitching the two together.

It worked, until it didn't.

"At some point you realize that your mental model is wrong. You think you know where you stand, but when you actually sit down and add it all up, the number is different — sometimes significantly."

The spreadsheet was always behind. Companies would issue new shares, do splits, or distribute dividends, and catching up with the implications took time and attention he didn't always have.

The moment of change

Christopher came across Findex through a recommendation from a founder he'd invested in. The company was using Findex's Investor Relations module to manage their cap table and communicate with shareholders — and that meant Christopher's position in the company appeared automatically in his Findex portfolio the moment he connected.

That was the hook. For the first time, a private equity investment was tracking itself.

He spent the next hour connecting the rest of his accounts. By the end of the day, he had a complete portfolio view — all his listed equities, all his angel investments, and his cash positions — in a single, live dashboard.

From fragmented to in control

The shift from fragmented to consolidated changed how Christopher thinks about his portfolio. With everything in one place, patterns became visible that weren't apparent before: sectors where he was overweight, companies that hadn't sent an update in months, and opportunities to rebalance that the data made obvious.

The Midas AI Agent helped surface these insights without requiring him to know what questions to ask. It proactively flagged concentration risk, sent alerts when positions moved significantly, and gave him a way to interrogate his portfolio in plain language.

What he values most about Findex:

Complete portfolio overview — listed and unlisted holdings in one live dashboard
Automatic IR updates from portfolio companies using Findex
BankID authentication for secure, frictionless access on every device
Midas AI Agent for proactive insights and on-demand portfolio analysis
No more spreadsheet maintenance — all data flows automatically

The result

Christopher describes the change as going from guessing to knowing. His spreadsheet is gone. His mental model has been replaced by accurate, current data that he can access any time, from any device.

"I now have full control of my portfolio. I highly recommend Findex to every investor."

For a private investor managing a mix of listed and unlisted positions, that control is exactly what Findex was built to provide.