oboloo Glossary

Financial Inventory

oboloo Glossary

Financial Inventory

Financial inventory is a term used to refer to the total amount of money invested across all available classes of assets. It includes investments in stocks, bonds, mutual funds, derivatives and other investment instruments. This inventory can be managed actively, or passively, depending on one’s risk appetite and financial goals. In addition to helping individuals plan for their future, financial inventory allows companies to gauge the overall health of their finances and determine where potential improvements should be made.