Investment Vault
Reconstruct Your
Investment History
by Dog House Ventures LLC
Reconstruct first. Calculate second.
Product
Investment Vault: Brokerage History Reconstruction
by Dog House Ventures LLC
Investment Vault helps investors reconstruct fragmented brokerage histories so they can see what their records prove and what is missing.
Investment Vault begins where one broker’s record ends and another broker’s record begins. It is designed for records spread across multiple brokers, transfers, closed accounts, inherited assets, missing periods, and missing cost basis.
Investment Vault is local-first: supported source records are processed on your device. It is evidence-first: you review the evidence, including what is supported, what is inferred, and what remains unresolved. Import brokerage statements, review candidate events, and identify gaps in the record. Investment Vault does not provide investment, tax, or legal advice.
- Source-linked records
- Tamper-evident integrity
Start with the free missing cost basis reconstruction checklist.
Definition
What is Investment Vault?
Brokerage History Reconstruction helps you follow how the investments you own today moved across accounts, transfers, and periods of incomplete documentation. The result is a reviewable, evidence-linked history that distinguishes what your records establish from what remains missing or unresolved. Investment Vault distinguishes supported information from inferred or candidate information, and from what remains unresolved. You import supported source records, including PDF documents and scanned records read with on-device OCR, and the app extracts candidate events for your review; confirmed events stay linked to their sources with integrity protections you can inspect.
- What does evidence-linked mean?
- Confirmed events stay connected to the supporting files you imported so you can review the source behind each entry. Evidence-linked does not mean automatic legal proof of ownership, guaranteed accuracy, or complete cost-basis recovery.
- What remains user-reviewed?
- Extracted candidate events are presented for your review. You can edit, confirm, reject, or defer candidates before anything becomes part of your ownership record.
- Who developed it?
- Dog House Ventures LLC develops and publishes Investment Vault. The product brand is not a separate legal company. See About for company context.
The Problem
Scattered records make ownership history hard to follow
Scattered statements, incomplete transfer packets, closed accounts, inherited assets, missing cost basis, and missing periods make ownership history hard to follow. Investment Vault focuses on organizing source records and reconstructing what those documents support.
Scattered brokerage records are the default. Investment Vault is built for everyday investors who have accumulated years of statements, trade confirmations, transfer records, tax documents, and PDFs across multiple accounts or brokers.
Is Investment Vault for me?
It is especially useful if you:
- Save documents but struggle to keep them organized
- Have statements spread across folders, email, downloads, or old devices
- Have transferred investments between brokers
- Own older or noncovered positions with incomplete history
- Want a clearer record of how your holdings changed over time
- Need to identify missing documents or gaps before they become a problem
You do not need to be a professional investor. If your investment records are scattered, incomplete, or difficult to follow, Investment Vault is designed to help.
Investment Vault
Availability & Pricing
Pre-beta and preparing for release
Investment Vault is currently in pre-beta and preparing for release.
Free
$0
Trust
Core evidence processing, warnings, source visibility, and what needs attention.
Personal
$9.99/month
Workflow
Complete investigation workspace across multiple records.
Integrity
$19.99/month
Forensics
Deeper evidence tracing, provenance, source comparison, and explanation.
Professional
Coming Later
Future offering
Potential multi-client workflows for professional users. Pricing not established.
Truth is never gated.
Core evidence, warnings, and source records remain available at every tier. Paid plans expand workflow depth and forensic detail, not the underlying truth.
How It Works
Three Steps to a Source-Linked Ownership History
Import supported statements, review extracted events, and build a source-linked ownership history.
- 01
Import supported records
Bring in supported PDF brokerage statements and related documents, including scanned records processed with on-device OCR.
- 02
Review candidate events
Examine extracted details. Edit, confirm, reject, or defer each candidate before it becomes part of your ownership record.
- 03
Build and preserve the source-linked history
Confirmed events remain linked to supporting documents, with integrity checks and an append-only audit trail you can review.
Features and support details evolve based on user feedback. The workflow is designed so you can review all extracted events before they become part of your ownership record.
Who it serves
Built for Real Recordkeeping Situations
Investment Vault is for people who need evidence-linked history.
Long-term taxable investors
Years of statements, older lots, and incomplete firm history make a document-backed timeline essential—not just current balances.
Investors who changed brokers
After ACATS or other transfers, documents from delivering and receiving firms often diverge. Organizing both sides clarifies what moved and what may still be missing.
DRS and registered shareholders
Keep direct-registration advices and brokerage statements in one reviewable archive. Investment Vault is not a transfer agent and does not replace Computershare or issuer portals.
Heirs and executors
Organize inherited brokerage records and related paperwork for personal review or professionals. This is organizational support—not legal, tax, or probate advice.
Clients preparing packages for CPAs
Export an organized, source-linked summary of confirmed events and gaps so your tax professional can work from clearer evidence—not a chaotic folder of PDFs.
Integrity & protections
Tamper-Evident Protections Around the Record
Integrity controls help expose unauthorized changes and detect mismatches.
SHA-256
Integrity checks help verify that supporting records match the fingerprints preserved with your history.
SHA3-256
A second hash family strengthens mismatch detection across stored evidence and confirmed events.
Append-only audit history
Review activity is recorded in an append-only trail so prior actions remain inspectable over time.
Source-linked records
Confirmed ownership events stay connected to the documents that support them.
Chain-of-custody preservation
Preserved custody records help you understand how evidence moved through review and confirmation.
Integrity mismatch detection
When fingerprints no longer align, Investment Vault can surface mismatches instead of silently accepting change.
Local processing
Supported records are processed on your device. Dog House Ventures does not receive those imported records through the app.
These controls are designed to be inspectable and tamper-evident. They support careful recordkeeping; they do not convert Investment Vault into a legal certification service or guarantee that unauthorized change is impossible.
Boundaries
What Investment Vault does not do
- Not a brokerage, investment advisor, or tax advisor, and not investment, tax, or legal advice.
- Not a live portfolio tracker and not a trading platform.
- Does not connect to brokerage accounts or pull live account data.
- Does not invent missing records or guarantee cost-basis reconstruction.
- Does not provide automatic proof of ownership or guaranteed accuracy.
- Does not guarantee OCR accuracy or document completeness—OCR-derived details are candidates you must review and confirm, not automatically trusted facts.
- Does not file taxes or replace a CPA, attorney, broker, or transfer agent.
Questions about supported files or local storage? Visit Support or Contact.
Get Started
Investment Vault Workflow and Support
You can review documents and request support on setup, record handling, or supported files anytime.
Investment Vault FAQ
Clear answers on evidence linkage, local processing, and integrity controls.
What does evidence-linked mean in Investment Vault?
Confirmed ownership and transaction events stay connected to the supporting documents you imported, so you can review the source behind each entry. Evidence-linked does not mean automatic legal proof of ownership or guaranteed completeness.
What remains user-reviewed?
Extracted candidate events are presented for your review. You can edit, confirm, reject, or defer candidates before anything becomes part of your ownership record. The product does not silently invent or finalize history without your review.
Does Investment Vault connect to my brokerage account?
No. Investment Vault does not connect to brokerage accounts, aggregate live portfolio data, or require brokerage credentials. You import supported statements and related PDFs yourself.
Can Investment Vault identify gaps I may not know exist?
Investment Vault can identify potential gaps and inconsistencies based on the statements and confirmed events you provide. It does not invent missing records or claim certainty where evidence is incomplete.
Where is my data stored during processing?
Supported records are processed locally on your device. Dog House Ventures does not receive those imported records through the app.
Is Investment Vault financial, investment, legal, or tax advice?
No. Investment Vault helps you organize evidence and reconstruct ownership history from documents you provide. It is not financial, investment, legal, or tax advice.
How does Investment Vault protect record integrity?
Confirmed events remain linked to their source documents and are protected by SHA-256 and SHA3-256 integrity checks, an append-only audit trail, and preserved chain-of-custody records. These controls are tamper-evident and can detect integrity mismatches; they do not claim that tampering is impossible.
What is included in Investment Vault?
Investment Vault focuses on document-driven ownership history reconstruction, source-linked events, and local-first candidate extraction with human confirmation. Some features may evolve as the product grows.
Next step
Have a product question?
If you need direct help with setup, supported records, or local processing behavior, email our team.