Roadmap - Findex

Later

Under consideration

TRADE REPUBLIC

TO INTERGRATE

to have a wider selection of financial and investment options

Hello, I would like to kindly request the addition of several banks and investment platforms to your service. Having these institutions integrated would allow users like me to manage all financial accounts and investments in one place, which would significantly improve the overall experience and make your platform even more valuable. The institutions I would like to see supported are: Luminor (Lithuania) — https://www.luminor.lt ABN AMRO (Netherlands) — https://www.abnamro.nl/nl/prive/index.html (abnamro.nl in Bing) Freedom24 — https://freedom24.com/ Interactive Brokers — https://www.interactivebrokers.ie/en/home.php Profitus (Lithuania – real estate investing) — https://www.profitus.lt/ Indemo (real estate and alternative investing) — https://www.indemo.eu/ All of these institutions operate within the EU or follow EU financial regulations, and many already support open banking or API-based integrations. Adding them would benefit a wide range of users across the Baltics, the Netherlands, and the broader European market. Thank you in advance for considering this request. I appreciate your continuous improvements and hope to see these institutions added in the future. Best regards,

Erikas Andriusaitis

Providers & Integrations

ABN AMRO

https://www.abnamro.nl/nl/prive/index.html

Erikas Andriusaitis

Feature Request

Providers missing

Opti, Fair Investments, Bäcke&Timerdal, Lysa, SBAB

Linear

Committed and queued

Providers & Integrations

SAVR

Robert Herber

Providers & Integrations

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

Providers & Integrations

Integration with Savr

savr.com

Carl-Erik Dang

Feature Request

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

Feature Request

Track FX risk

Guys, had an idea the other day, born out of my own need for a Findex feature, I would love to be able to track the FX risk that my portfolio is exposed to. So, when I hold the MSCI in Euros, I am exposed to Dollars as well as Euros. That would be great to track in greater detail. Or a company that is listed on the NYSE but earns significant revenue in other currencies. Maybe these are already complex scenarios.... but simply showing my asset allocation in currency risk exposure is something that I currently don’t do well and maybe Findex could help me do that.

Jonas Hermann

Providers & Integrations