No More Stress: How Omid Ghanbari Put His Portfolio on Autopilot

The cognitive overhead of running a company and an investment portfolio

Omid Ghanbari runs Matspar, one of Sweden's leading food comparison platforms. As a founder and CEO, his attention is a finite resource — and the time he spent manually tracking investments was time he wasn't spending on his company.

His portfolio wasn't small or simple. Listed equities through Avanza, a SEB savings account, several angel investments in Swedish startups, and a growing position in real estate. Each platform had its own app, its own login, its own way of presenting data.

"I'd log in to three or four places just to get a rough idea of where I stood. And even then, I never had the full picture because some of my holdings — like the private companies — weren't in any app at all."

The stress wasn't just about time. It was about carrying the mental weight of knowing that your financial picture was always incomplete.

Finding a solution that actually worked

Omid wasn't looking for a sophisticated wealth management tool. He was looking for something that would just handle the tracking so he didn't have to.

Findex fit that description precisely. The onboarding was fast — connecting his major accounts took about 15 minutes. Within an hour, he had a complete consolidated view that included, for the first time, his private equity holdings alongside his listed positions.

The difference from other tools he'd tried was the depth of Swedish bank integrations. Previous tools he'd evaluated connected to Avanza but not SEB, or handled listed equities but not private holdings. Findex handled everything.

Living without the mental overhead

The most significant change wasn't quantitative — it was the absence of anxiety. Omid no longer carries the background stress of knowing his financial picture is incomplete or outdated.

When he wants to know where he stands, he opens Findex. The information is current, complete, and requires nothing from him.

The Midas AI Agent has added a proactive layer he didn't expect. Rather than waiting for him to log in and look, it surfaces insights automatically — flagging when a position has moved significantly, when his allocation has drifted from his targets, or when a portfolio company has sent an update.

What changed:

• Fully automated sync — no manual updates, no CSV exports, no spreadsheet maintenance
• Complete picture including private equity positions alongside listed holdings
• Zero manual tracking — the platform does the work
• Midas AI Agent proactively surfacing insights without requiring active engagement
• More time and mental bandwidth for running Matspar

The result

Omid estimates he's reclaimed two to three hours per month — and, more importantly, the persistent background stress of incomplete financial visibility is gone.

"Findex removes the stress of manually keeping track of all my investments across different platforms."

For a founder managing a company alongside a diverse personal portfolio, that stress reduction is worth more than the hours saved.