This task can be performed using Finfolio
See what your net worth hides
Best product for this task
Finfolio
accounting
Most people know their net worth, but very few know how financially flexible they really are. finfol.io helps you see what your net worth hides by looking at the structure behind your finances, not performance or returns. It doesn’t give advice or predictions. It simply reflects where your wealth gives you options, and where it doesn’t. Takes about 5 minutes. No account linking. Just clarity.
What to expect from an ideal product
- Shows you which parts of your wealth are actually locked up and can't be easily accessed when you need them
- Reveals if too much of your money is tied to one type of investment or asset, creating risk you didn't know about
- Identifies gaps where you have no backup options if your main income source disappears
- Exposes whether your wealth gives you real choices or just looks good on paper
- Points out areas where your money isn't working as hard as it could be for your actual life goals
