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Planned

Integration of "Opti", "Fair Investments" and "Bäcke&Timerdal"

Dear Findex, I have just received early access to your service, and I am keen to import and set up my portfolio in the upcoming weeks. However, I already lack the opportunity to automatically import several of my assets. Hence, I would love if Opti, Fair Investments and Bäcke & Timerdal would be automatically connected to your services. Best, Johan

Carl Johan About 2 months ago

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Providers & Integrations

Planned

Enable unique investments for a user that connects to same provider with different personal numbers

If a user wants to connect to the same provider within the same Findex account, make it possible to have several connected assets/liabilites in the same portfolio without “overriding” the previous instance. Basically allow for unique provider assets/liabilities based on different personal numbers & accounts.

Souranshu De 2 months ago

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Feature Request

Completed

Only listing one instance of an investment

I have the same holdings in two accounts, but my portfolio only lists one of them, leading to an inaccurate total. Example: I own “fixed income fund A” for 8500 SEK in account A, and “fixed income fund A” again for 8500 SEK in account B. But only account A shows up. The total should be 17000 SEK of the fund, but only 8500 SEK is counted. It should recognize duplicate holdings and combine them into one total in my opinion.

Kristoffer Westermark 2 months ago

1
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Bug Report