Your financial review notebook

Record a financial snapshot, check its coverage, and keep your own notes. You can use this notebook manually without an AI connection.

Keep your working copy private. Before adding financial values, check Share settings and any inherited workspace or teamspace access.

Write your first review

1. Open Financial Reviews and create a draft. Enter the review date and the portfolio you chose.
2. Read that portfolio in Fillfolio. Copy the values you need into Recorded facts and keep the report currency with each amount. Use one source report at a time.
3. Record when you read the source. Copy a source timestamp only if it is provided, and explain what it means. Retrieval time does not establish quote freshness.
4. Keep missing values, partial results, and conversion warnings. Unavailable is different from zero. Do not combine currencies without a verified conversion.
5. Add your own notes and follow-up questions. Check the facts, currency, and destination before marking the review Reviewed.

Before making another review, check for the same portfolio and review date. Choose whether to update the existing page or keep a separate draft. Preserve personal notes when replacing copied facts.

Optional connected reviews

Manual reviews work with Notion Free. Connected reviews require an eligible Fillfolio account and access to personal Notion Agent MCP. Notion documents Business or Enterprise for this feature. Check your workspace’s current availability; the free template includes neither subscription.

Use Prompt Guide to request a bounded draft for one explicitly selected portfolio. Review the returned facts, currency and coverage, verify a private destination, then copy the result yourself. Prompts are guidance, not permission controls. Selecting one portfolio limits a request; the read permission covers the signed-in Fillfolio account.

Privacy and saved copies

The connection reads stored Fillfolio information. It does not refresh institutions or quotes. Saved reviews are dated copies: later Fillfolio changes do not update them, and Notion edits do not update Fillfolio. Retrieval time does not establish quote freshness. A review’s period label does not turn current balances into historical data or period returns.

AI interpretation belongs in its own labelled section. Information shared with an AI service is processed under that service's terms. Chats and saved pages may remain after disconnection.

To revoke access, open Fillfolio Settings, find the Fillfolio for Notion MCP grant, and revoke it. You can also remove the connection from Notion Settings, under Connections. Revocation stops new Fillfolio reads; it does not delete existing chats or saved reviews. Remove saved copies separately if needed.

Keep credentials, tokens, and full account numbers out of these pages. Use only clearly labelled synthetic records in a template intended for public sharing.

Connect your personal Notion Agent

1. In Notion Settings, open Connections, then Discover and Custom MCP. Choose OAuth.