Running a Tech Company and an Investment Portfolio — Findex Makes Both Manageable

High standards for software — including the tools you use

Jonatan Klintberg builds software products for a living. As CEO of Bits Technology, he spends his days thinking about user experience, product quality, and what separates tools people love from tools people tolerate.

That perspective shapes what he looks for in the tools he uses personally — including how he manages his investments.

"As someone who builds products, I'm acutely aware of when an interface is fighting you. Most financial tools feel like they were designed by someone who has never actually tried to use them."

Jonatan had tried several portfolio tracking apps before Findex. Most were either too complex (requiring manual data entry for every transaction), too limited (only connecting to one or two institutions), or too ugly (built for accountants, not investors).

Why Findex stood out

What struck Jonatan when he first opened Findex was how much it didn't ask of him. He connected his accounts — Avanza, Nordnet, and a private equity position — and the portfolio appeared. No configuration. No CSV imports. No mapping of account numbers to asset types.

The interface matched the quality of the integration layer. Clean typography, logical information hierarchy, fast navigation. It felt, in Jonatan's words, "like something you'd actually want to open every morning."

The Midas AI Agent was an unexpected addition. As a founder, he appreciated having an AI layer that could answer specific questions — not just present dashboards, but respond to queries like "how has my tech exposure changed over the last six months?" or "where am I most concentrated?"

What his portfolio management looks like now

Before Findex, portfolio management was an irregular, slightly dreaded task. Jonatan would go weeks without a clear view of his positions, then spend an hour manually reconciling when something prompted him to look.

Now his routine is a five-minute check on Sunday evenings. He opens Findex, reviews the week's performance, reads any AI insights from Midas, and checks for updates from his portfolio companies through the IR module.

Key improvements:

• Seamless automatic sync — positions update without any manual input
• Clean, focused interface — information architecture that makes sense
• Midas AI Agent for answering specific portfolio questions on demand
• IR module for staying updated on private company holdings
• Fast mobile experience for quick checks during the day

The result

Jonatan doesn't track exactly how many hours he's saved — but he notes that portfolio management has gone from something he avoided to something he actually looks forward to. The quality of the tool changed his relationship with it.

"The seamless consolidation and sleek, simple interface makes managing my investments effortless."

For a founder who spends all day thinking about how good software should feel, that's the highest form of endorsement.