Findex Saved Me Hours Every Month — Without Me Doing Anything

The true cost of manual portfolio tracking

Martin Andersson has been angel investing for several years alongside running his own ventures. What started as a small portfolio of a few listed stocks has grown into a more complex mix: equity positions in five early-stage companies, listed holdings across two brokerages, and savings spread across multiple bank accounts.

The administration crept up on him. What once took an hour a month gradually became two, then three, then four — as new positions were added, companies sent shareholder updates, and the number of accounts multiplied.

"I knew roughly how my investments were performing, but 'roughly' isn't good enough when you're making decisions about where to deploy more capital. I was spending hours getting to a number that was still imprecise."

The time spent wasn't just the direct cost of sitting at a spreadsheet. It was the context-switching, the mental overhead of knowing the task was waiting, and the nagging awareness that the picture was never quite complete.

What attracted him to Findex

Martin heard about Findex from a founder in his network who was using the Investor Relations module. Curious about the investor-side functionality, he signed up.

The setup was fast — connecting his Avanza and Nordnet accounts took minutes. Adding his SEB bank account took a few more. The private equity positions, which he'd previously tracked in a spreadsheet, were added manually and are now updated when the companies push IR updates through Findex.

He describes the first week as a pleasant shock: his portfolio was simply there, complete and current, without him doing anything after the initial setup.

Automation as a feature

What Martin values most about Findex is what it doesn't require from him. He doesn't need to remember to update it. He doesn't need to export files or reconcile numbers. He doesn't need to maintain a separate spreadsheet for the private holdings.

The Midas AI Agent has become a trusted second opinion. When Martin is evaluating a new angel investment opportunity, he asks Midas how it would fit into his existing portfolio — sector exposure, stage concentration, geographic mix. The answers aren't always decisive, but they're consistently useful.

Key benefits:

• Fully automated sync across all connected brokerages and bank accounts
• Private equity tracking via IR updates from Findex-connected portfolio companies
• Midas AI Agent for portfolio analysis and investment decision support
• Monthly admin time reduced from 4+ hours to under 30 minutes
• Shareholder communication consolidated in one place rather than scattered across email threads

The result

Martin's relationship with his portfolio has fundamentally changed. He went from managing information to having information available — a subtle but significant distinction.

"Findex does everything automatically — it has saved me hours every single month."

For an angel investor with a growing, complex portfolio, that time compounds into meaningful capacity for the work that actually matters: finding and evaluating new opportunities.