Short answer: The best fit is a platform that does the analyst's work for you across your entire balance sheet: measuring performance on public and private holdings alike, consolidating everything across your entities and ownership structure, forecasting liquidity, and measuring allocation against your targets. MyFO is built to be exactly that: a unified operating system that replaces the spreadsheets, one-off models, and manual reconciliation a family office would otherwise hire an analyst to maintain.

‍

Most reporting tools assume you have a team to feed and interpret them. MyFO assumes you don't. Here's what that looks like in practice.

‍

‍

What does a family office analyst actually do?

‍

Before choosing a tool, it helps to name the work. A family office analyst spends their time on a surprisingly broad set of jobs: measuring returns on everything from public stocks to private funds to a wholly owned operating business, consolidating those numbers across a tangle of trusts, holding companies, and individuals, tracking income and gains, projecting when cash will come in and go out, comparing the portfolio against targets and markets, and stitching it all into a report someone will actually read.

‍

That breadth is the point. It isn't one calculation, it's dozens of them, across every asset type and every entity, kept current as new data arrives. If a platform can do all of that reliably, you don't need a dedicated analyst to get the same output. That's the bar MyFO is built to clear.

‍

‍

Performance reporting across the whole portfolio

‍

MyFO measures performance the right way for each kind of holding, so you get a complete, institutional-quality picture without building any of it by hand:

• Public and liquid assets, allocation and concentration views alongside gains and historical performance, so you can see what you hold, how it's weighted, and how it's done.
• Private funds and illiquid holdings, fund performance metrics (IRR, TVPI, DPI, RVPI) that reflect the timing of calls and distributions, not just start-and-end values.
• Income and gains, dividends, interest, and distributions tracked alongside a clean split between realized and unrealized gains.
• Consolidated across your structure, every number rolls up through your entities and ownership percentages, so you can see performance for a single account, one entity, a whole family branch, or the entire balance sheet at once.

‍

Every figure is grounded in current valuations and updates as new data flows in, so the numbers stay honest instead of drifting the way a manual model does. Doing this by hand, public and private, entity by entity, kept reconciled, is exactly the workload that usually requires an analyst.

‍

‍

What can you track across each type of investment?

‍

A family office balance sheet is rarely just funds, it's public portfolios, private holdings, real estate, operating businesses, and cash, all at once. MyFO covers the full range and tailors what it shows to how each asset actually behaves. A few examples:

• Public equities, ETFs, and mutual funds, asset allocation and concentration views, gains, and historical performance.
• Fixed income and liquid assets, historical returns and their contribution to overall allocation and income.
• Private equity, venture capital, and private credit, track how each holding has performed to date (IRR, TVPI, DPI, realized and unrealized gains) and model forward-looking capital calls and distributions.
• Real estate and other illiquid assets, keep valuations, income, and cost basis current, and roll them into total net worth even without daily market pricing.
• Operating companies, treated as first-class holdings with their own return assumptions, feeding the same consolidated view.
• Cash and bank accounts, balances and personal cash burn folded into liquidity planning.

‍

The point is coverage plus context: public holdings get allocation views, gains, and historical performance; privates and illiquid assets get performance tracking and cash flow modeling suited to how they actually work; and everything rolls up into one number you can trust. That combination is normally the job of a dedicated analyst.

‍

‍

Cash flow forecasting without the spreadsheet

‍

Knowing what you own is table stakes. The harder question is when will I need cash, and will I have it? MyFO builds a forward-looking view of every inflow and outflow across the portfolio:

• Dividends, interest, and income from public and liquid holdings
• Capital calls and distributions from private funds, projected using the Takahashi-Alexander model, the deterministic "Yale Model" institutional investors rely on for private-market cash flow forecasting
• Rental income and expenses from real estate and other real assets
• Personal lifestyle spend, so investment obligations and everyday burn sit side by side

‍

Rather than forcing you to hand-model every position, MyFO applies sensible default assumptions and lets you override wherever you have better information. The result is a single consolidated liquidity picture, showing net cash position over time and the high-risk periods where obligations overlap, that would normally take an analyst days of spreadsheet work.

‍

‍

Asset allocation and performance context

Reporting is only useful with context. MyFO shows how your portfolio is structured across asset classes against your target allocation, surfacing concentration and drift, and pairs that with gains and historical performance so you can see not just how you're built, but how your holdings have actually done. That allocation-plus-performance view is the judgment layer an analyst normally supplies: whether you're built the way you intended, and how you've done getting there.

‍

‍

From reporting to decisions

Because everything sits in one structured system, MyFO also lets you look forward: a net-worth forecast that shows your trajectory after lifestyle spend, and scenario modeling to test the impact of selling, buying, or reallocating before you commit. Reporting stops being a rear-view mirror and becomes a planning tool.

‍

‍

The bottom line

The best investment reporting platform for a family office without a dedicated analyst is one that produces analyst-grade output on its own, across the whole balance sheet, not just one corner of it. MyFO measures performance on public and private holdings alike, consolidates everything through your entity and ownership structure, forecasts liquidity across all your cash flows, and puts it in context with your target allocation, all in one place. It's institutional capability, without the institutional headcount.

‍

Curious what this would look like across your own portfolio? Book a call and we'll show you MyFO running against your actual entities and holdings.

‍