See inside
your portfolio
A personal report on what you own and what the news means for it.A personal report on what you own, what the news means for it, and whether your own reasons still hold.
Launching soon · 20% off for the waitlistLaunching soon · waitlist members get 20% off
Live · reading new stories every day
See a real example first →- 3–5 min
- Any broker
- No account
Share your portfolio from
- Revolut
- Trade Republic
- Degiro
- Bolero
- Saxo
- eToro
- Interactive Brokers
- Trading 212
- Keytrade
- Belfius
- KBC
- ING
- BNP Paribas Fortis
- Finary
What you could discover
“What is the news telling me about what I own?”
Sofie, 34, Ghent · her Vault report answered it
5 of 12
of her reasons backed by this month’s news
5 mixed, 2 with no news, none weakening. Every verdict shows the stories behind it.
2
headlines linked 4 of her holdings
Connections she’d have missed. Each link comes straight from the story, with its source.
14 Oct
Next: ASML results
ASML is 5% of her money (about €1,330). Its results are the first date that touches her portfolio.
41%
in 3 stocks
The one thing to keep in mind is that Nvidia, Microsoft and Apple carry it, so news about any one of them moves her whole portfolio.
Sofie is a fictional example based on a typical portfolio.
How it works
5 minutes of your time. Hours of research by .
- 2 min
Step 1
Share your portfolio
An export file, screenshots, or simply type or say what you own.
- 1 min
Step 2
Check what we read
Correct any position before anything is calculated, then see a first look before you pay.
- 2 min
Step 3
Add your reasons
After payment, a few questions on why you own what you own.
You finish with your own Vault report, usually within minutes by email, in English, Dutch or French, with your reasons checked against the news.
- 2 min
Step 1
Your goals
Your goal, your horizon, a budget range and how a fall would feel.
- 1 min
Step 2
Your options side by side
Savings, bonds, funds, ETFs and stocks, with the costs and taxes in your country.
- Ready
Step 3
On your phone
Read it right away on your phone or as a PDF.
You finish with a clear picture of your options, what they cost, and the questions to ask before you start. Vault Start €9, credited on your first Vault Scan within 12 months.
See a real example
Clavis puts Sofie’s whole portfolio on one page. Take the guided tour, or get the Vault View preview by email.
Why not just ask an AI chatbot?
ChatGPT, Claude and Gemini give you an answer. A Vault report gives you hours of research on your own portfolio, in about five minutes.
- Not in an AI chatbot: Reads a few pages per questionIn your Vault report: Every story about your biggest holdings, every day
- Not in an AI chatbot: Looks at holdings one by oneIn your Vault report: One headline traced to every holding it touches
- Not in an AI chatbot: Can’t see inside your ETFs and fundsIn your Vault report: Stocks, ETFs and funds combined, from official filings
- Not in an AI chatbot: Forgets why you boughtIn your Vault report: Your own reasons checked against the news
- Not in an AI chatbot: Maths in its headIn your Vault report: Every number calculated, every sentence sourced
- Not in an AI chatbot: Starts from zeroIn your Vault report: Compares with your last report and shows what changed
A chatbot answers what you ask. Your Vault report also shows what you didn’t know to ask.
The Vault report makes your own AI smarter, so take it to any AI chatbot to go deeper. Your Vault report comes with a short summary to paste into your own AI chatbot, with good questions to start from.
Prices at launch
One-off. No subscription, no account. Waitlist members get 20% off.
Vault Scan
A quick look inside. Where do I stand?
€9
- 5 things to know about your portfolio
- What you own twice, and your real top 5
- This month’s 5 key updates
- Your reasons checked for your top 5
Best for: a quick, honest look · about 12 pages
- Most complete
Vault View
Everything inside, explained. What’s happening, and do my reasons hold?
€29
- Everything in Vault Scan, for your 20 biggest holdings, the rest grouped
- How each headline affects all your holdings
- Context when a stock drops sharply
- Your own questions answered
Best for: 10+ holdings or several apps · 20–30 pages
- Best value
Vault Keys
Four Vault Views, one per quarter. What changed?
€79 €19.75 each
- One Vault View every quarter
- Each one compared with your last
- Valid 24 months, use them when you like
- A reminder when it’s time
Best for: following your portfolio all year
Not investing yet?
Vault Start €9
An orientation report for €9, before you invest.
- Your options explained for your amount and horizon
- What starting really costs, and taxes in your country
- Questions to ask before you start, and a first-year checklist
Your €9 comes back on your first Vault Scan.
- Start smallVault Scan, upgrade for €20 later
- Come back for less20% off your next report, or 4 for €79
- Always datedyour portfolio vs today's news
For comparison, research subscriptions cost €120–240 a year, and a planner’s review a few hundred euros.
Compare the three
Three ways to see inside your portfolio, side by side.
- What’s inside
- Vault Scan · The essentials, with your reasons checked for your five biggest holdingsVault View · Your reasons checked for your 20 biggest holdings, the rest grouped, and your own questions answeredVault Keys · Four Vault Views, each compared with your last
- Pages
- Vault Scan · 12 pagesVault View · 20–30 pagesVault Keys · 20–30 pages each
- Ready
- Vault Scan · Usually within minutes, by emailVault View · Usually within minutes, by emailVault Keys · Each within minutes, whenever you like within 24 months
- Price
- Vault Scan · €9Vault View · €29Vault Keys · €79€19.75 each
- Best for
- Vault Scan · A quick, honest lookVault View · 10+ holdings or several appsVault Keys · Following your portfolio all year
Not investing yet? Vault Start (€9) explains your options before you start and is not a portfolio report, so it stays out of the comparison. Your €9 comes back on your first Vault Scan. See Lotte’s example
Which one is for me?
3 quick questions, about 20 seconds
This only helps you pick a report. It is not investment advice.
“When AI chatbots took off, I started using them for my investing all the time, and they answered every question I asked. The problem was the questions I didn’t think to ask. When two companies struck a deal, I followed the one in the headline and missed the others it touched, in my portfolio and beyond. So I built . It reads every story about what I own, connects it to everything I hold, and tells me when my own reasons change. The Vault report puts that in one report, for your portfolio.”
- Only your email keptWhat you share is read once and deleted.
- Every fact sourcedNumbers calculated, never guessed.
- You decideFacts only, never buy or sell advice.
Questions
Is this investment advice?
No. It describes what you own and what’s happening. It never tells you to buy, sell or hold.
What happens to my data?
Whatever you share (files or screenshots) is read once and deleted. Your answers and report are deleted after 7 days. Only your email is kept, unless you buy a pack and choose to keep a short summary (no amounts) to compare your next Vault reports. Privacy
How do I share my portfolio?
Your way. Send an export file from your broker or bank (CSV, Excel or PDF statement), screenshots of your holdings, or simply type or say what you own. We never ask for your bank login, and you check what we read before anything is calculated.
When can I buy one?
Soon. Join the waitlist and you'll get an email with your personal 20% code.
How fast do I get it?
Usually within minutes, by email, with a download link valid for 7 days.
Which portfolios is it for?
Best for 5 or more holdings in shares, ETFs and funds, across one or more broker or bank apps. Not for crypto-only portfolios. Crypto and other assets we can’t price are listed but not analysed.
I haven’t started investing. Is this for me?
The three Vault reports read a portfolio you already have. If you have not started yet, Vault Start is for you. For €9 it explains your options for your amount and horizon, what starting really costs and taxes in your country. We explain your options. We never choose products for you. Your €9 comes back on your first Vault Scan. See Lotte’s example
Know what you own.
Understand what’s happening.
Launching soon · waitlist members get 20% off
Coming next is Signals, with an honest record of how they held up.