Investment Vault Is Not a Portfolio Tracker

Two different jobs

Portfolio trackers connect to brokerage accounts (or accept manual entry) to show live balances, performance, and allocation—the job is real-time visibility into what you currently hold. Investment Vault does a different job: it organizes the documents you already have—statements, confirmations, transfer notices—into a source-linked history of what those documents show, reviewed and confirmed by you.

Neither job is a substitute for the other. If what you need is today's balance or a live performance chart, a portfolio tracker is the right category of tool. If what you need is a defensible, evidence-linked record of ownership and transaction history—especially across old statements, broker changes, or inherited accounts—that is the problem Investment Vault is built around.

What this means in practice

Investment Vault does not connect to brokerage accounts or pull live account data, does not show real-time performance or market pricing, and does not aggregate current balances across accounts. It processes the PDF documents you import, locally on your device, and extracts candidate events for your review—nothing is added to your history without your confirmation.

It is also not a trading platform, not a robo-advisor, and not a source of investment, tax, or legal advice. It does not recommend trades, evaluate performance, or tell you what to do with your holdings.

Why the distinction matters

Calling Investment Vault a portfolio tracker would set the wrong expectation and put it in the wrong category entirely—competing on live data and charting against tools built for exactly that. Investment Vault's actual value is in the harder, less-served problem: turning years of scattered, sometimes conflicting paper and PDF records into a clearer, document-backed history you can inspect, export, and hand to a professional when it matters.