In preparing to meet with a financial advisor today, I was scrambling around to create a comprehensive inventory of our financial assets. It shouldn't have been that hard but I did have to do some amount of digging around. Now that I have the skeleton of an inventory, what tools should I use to fill out the outline and keep it up to date? Are there tools that will keep a financial inventory up-to-date automatically? I will work through the list at [Tools and calculators - Bogleheads]( in search of such tools.

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Keeping a comprehensive inventory of your financial assets up-to-date can indeed be a challenging task. However, there are several tools available that can help you manage your financial inventory and keep it updated automatically.
  1. Portfolio Management Apps: Apps like Empower (formerly Personal Capital), SigFig Wealth Management, Sharesight, and Yahoo Finance can help you manage your financial portfolio. These apps can sync with your existing accounts, providing real-time information on all your investments in one place. They offer features like tracking your net worth, creating a savings plan, tracking performance, asset allocation, and fees with easy-to-read graphs and charts. Some of these apps also offer automated investing for a fee, optimizing your portfolio and providing daily monitoring to keep it on track with rebalancing, dividend reinvestment, and tax-efficient strategies.
  2. Budget Apps: Apps like Mint, YNAB (You Need A Budget), Goodbudget, EveryDollar, and PocketGuard can help you manage your budget and track your spending. These apps can sync with your financial accounts, track spending, and categorize expenses so you can see where your money is going. Some of these apps also offer features like setting up alerts when you have exceeded your budget in various categories, establishing goals, scheduling payments, and reviewing your investments.
  3. Bogleheads Tools and Calculators: The Bogleheads website offers a variety of tools and calculators that can help you manage your financial inventory. These include tools for backtesting, Monte Carlo simulation, tactical asset allocation and optimization, and investment analysis. There are also tools for maintaining your portfolio, computing and comparing tax costs, and modeling virtually every aspect of a retiree's financial life. Some of these tools are spreadsheets that you can download and use to manage your financial inventory.
  4. Credit Card Tracker Apps: If you have multiple credit cards, apps like TPG To Go, Spending Tracker, Mint, Bill Tracker, and Credit Card Manager can help you manage your credit cards. These apps can track your spending, set reminders for bill payments, and even recommend which card to use for a particular purchase to maximize rewards.
  5. Debt Reduction Software: If you have debts, software like Quicken can help you manage and reduce your debts. This software can provide a comprehensive view of your financial situation, including your debts, and help you create a plan to reduce your debts.
Remember to choose the tools that best fit your needs and preferences. Some tools may offer more features than you need, while others may not offer enough. Also, consider the security features of the tools, as you will be providing them with sensitive financial information.
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