Scattered Everywhere
Information spread across spreadsheets, notebooks and old emails that no one else can piece together.
Bank accounts, investments, insurance policies, properties, important documents and instructions — all in one secure place.
When life happens, the hardest part is often finding the information that matters.
Information spread across spreadsheets, notebooks and old emails that no one else can piece together.
Documents stored in drawers, drives, filing cabinets and inboxes — with no single source of truth.
Insurance policy numbers, nominees and account details buried when they are needed most urgently.
Loved ones simply don't know where everything is — or what to do — when it matters most.
One organized, secure inventory of your entire financial life — built for clarity, not tracking.
Savings, current and deposit accounts — institutions, account types and where each is held.
Stocks, mutual funds, retirement accounts and fixed deposits — recorded so nothing is ever forgotten.
Life, health and general policies with insurer details, policy numbers and nominee information.
Homes, land and vehicles — ownership details, locations and where the papers are kept.
Wills, deeds, tax records and identity documents — important files, safely organized in one vault.
Clear guidance, emergency contacts and wishes — so your family knows exactly what to do.
Sign in securely with a one-time code sent to your inbox. No passwords to remember, ever.
Record accounts, policies, properties and documents in simple, guided categories.
Gentle reminders help you review and refresh details so your inventory stays current.
When it matters most, the people you trust can find and understand everything.
Security isn't a feature — it's the foundation everything else is built on.
Your data is encrypted with the same standard trusted by banks and financial institutions.
Passwordless sign-in with one-time codes — nothing to steal, nothing to forget.
Redundant, protected infrastructure keeps your inventory safe and always available.
You decide who sees what, and when — with controlled access for the people you trust.
Join now and be among the first users. Early members will receive founding-member benefits and priority access at launch.
Get StartedMy Financial Inventory is a secure digital home for your entire financial life. It lets you record and organize bank accounts, investments, insurance policies, properties, vehicles, loans, important documents, emergency contacts and instructions for your family — all in one place. It is not a portfolio tracker; it exists so your family can locate and understand important financial information when it matters most.
Yes. Your information is protected with 256-bit bank-grade encryption, stored on secure cloud infrastructure, and accessed only through one-time password (OTP) verification. Security is the foundation of everything we build.
No. My Financial Inventory uses passwordless login. Each time you sign in, we send a secure one-time code to your email address. There is no password to remember, reuse or lose.
Only the people you choose. Emergency family access controls let you designate trusted contacts and define exactly what they can see and when they can see it — so your family has clarity in an emergency without compromising your day-to-day privacy.
Pricing is coming soon. Join the early access list today and you will be among the first users — with founding-member benefits when we launch.
Start your secure inventory today — your future self, and your family, will thank you.