Finizens
Track your Finizens portfolio in Index Balance with TWRR analysis, drawdown and long-term projections that Finizens does not offer.
Finizens is a Spanish passive management robo-advisor offering index fund portfolios from Vanguard, iShares and other providers, with a value proposition based on maximum simplification of the investment process. It is particularly known for its indexed pension plan product, considered one of the most competitive in the Spanish market. Finizens portfolios adjust automatically according to the investor's risk profile and time horizon, with automatic rebalancing included. The platform is designed so that the investor does not need to make any active decisions beyond the initial setup. Currently, direct integration between Finizens and Index Balance is not available, but you can manually record your transactions in Index Balance to obtain additional analysis such as historical drawdown calculation, Sharpe Ratio and monthly comparison with the MSCI World or another benchmark. If you are a Finizens user and want automatic import to be available, you can request it in the Index Balance suggestions section.
Frequently asked questions
Can I automatically import my Finizens portfolio?
Not currently. Automatic integration with Finizens is not available. You can manually record your transactions in Index Balance to analyse your portfolio. You can request this integration in the suggestions section.
What is the point of Index Balance if Finizens already manages everything automatically?
Finizens automates management, but Index Balance gives you an analytical layer that Finizens does not offer: detailed historical drawdown, Sharpe Ratio, monthly benchmark comparison, configurable projections and the ability to see your Finizens portfolio alongside other investments in a single view.
Is Finizens available outside Spain?
Finizens operates exclusively in Spain. If you reside in another European country, you can explore local robo-advisors with a similar philosophy or use index fund brokers available in your country and record your transactions manually in Index Balance.
Can I track my Finizens pension plan in Index Balance?
You can manually record contributions to your Finizens pension plan in Index Balance by adding the fund by name or ISIN. Note that the net asset value of pension plans may be less accessible than that of standard investment funds.