This task can be performed using Finfolio
Your financial memory. Every major decision, in context.
Best product for this task
Finfolio
accounting
Finfol.io is a financial OS for high-stakes decisions. It helps founders, executives, and high-net-worth individuals capture the reasoning, assumptions, and context behind their most important financial choices — not just the numbers. With decision memos, assumption tracking, financial snapshots, and annual narratives, finfol.io builds a structured financial memory over time so you never lose the "why" behind a major move.
What to expect from an ideal product
- Shows you which parts of your wealth can actually be used when you need money versus what's tied up long-term
- Breaks down your assets by how quickly you can access them without major penalties or losses
- Reveals if you're house-rich but cash-poor by separating liquid wealth from illiquid investments
- Identifies gaps between your total net worth number and the money you can actually move around
- Helps you spot if most of your wealth is locked in retirement accounts that won't help with current financial needs
