Vaultfolio is a local-first portfolio tracker that never phones home. Import your CSVs, see real returns, and keep every number on your own device.
Free forever core tracker · No account required · Pro is a one-time $39 unlock, not a subscription
If you invest across more than one broker, you're stuck choosing between a spreadsheet with no real analytics, or a broker-adjacent app that harvests your data to upsell you products.
"Free" portfolio apps make money from what they see in your account — holdings, balances, behavior — not just from you.
Real performance needs tax-lot cost basis, money-weighted return, and benchmark comparison — most tools stop at "total balance went up."
Another $10-15/month recurring charge for a tool you open twice a month doesn't add up. You shouldn't have to rent access to your own numbers.
Pull exports from your brokers and drop them in. No account linking, no OAuth, no credentials shared with a third party.
XIRR / money-weighted return, tax-lot tracking, and benchmark comparison — the analytics layer that's usually locked behind a subscription.
Computation happens on-device. Nothing is uploaded unless you explicitly turn on optional encrypted sync.
No subscription for the analytics that matter. One-time unlock, yours permanently.
Not anonymized, not aggregated, not ever. Holdings data leaving this product for sale isn't on the roadmap — it's ruled out.
We don't get paid to nudge you toward a broker or product. Recommendations aren't for sale here.
Your returns, cost basis, and benchmarks are calculated locally. Sync is opt-in and encrypted, never required.
Leave your email and we'll notify you the moment Pro pre-orders open — refundable any time before launch, no obligation today.
Placeholder for validation — this form isn't wired to a live backend yet (no domain or payment processor is set up, tracked on IDE-8). Entries aren't sent or stored anywhere right now. Once that infrastructure is approved, this becomes a real waitlist + refundable pre-order.
Your portfolio data and every calculation (returns, cost basis, benchmarks) live and run on your own device by default. Nothing is uploaded to a server unless you explicitly opt in to encrypted cloud sync.
No. It's a one-time purchase for the Pro analytics layer, yours permanently. The only optional recurring charge is encrypted cloud sync/backup, off by default, priced at real infrastructure cost ($4-6/mo).
Once real pre-orders open, they're 100% refundable any time before launch — no questions asked.
We're validating demand before committing to the full build. Reserving your spot helps decide whether this ships — no fixed date yet.
Not finalized. The plan is to support the common export formats from major brokerages first; tell us yours when you reserve your spot.