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
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.
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 every holding, 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
What you’re really paying for
Not the AI. The research, the data and the method behind it.
Every day
The research
Every story about every holding, every day, labelled and without duplicates. An AI chatbot fetches a few pages per question.
Built over time
The data
A connections map between companies, built up over time, and what’s inside your ETFs and funds from official filings. An AI chatbot starts with none of it.
0 numbers guessed
The method
About 40 questions designed by an investor. Every number calculated in code, every sentence sourced. An AI chatbot only answers what you ask, and its maths isn’t checked.
What changed
The memory
Your reasons and your last Vault report kept as data, so the next one shows exactly what changed. An AI chatbot starts over.
≈ 5 min
Your time
About 5 minutes instead of an evening of prompting and fact-checking.
AI chatbots answer the questions you ask. The Vault report answers the ones you didn’t think to ask.
The Vault report makes your own AI smarter, so take it to any AI chatbot to go deeper. The last page of every report is a short summary to paste in, with good questions to start from.
Three steps, about five minutes
5 minutes of your time. Hours of research by .
Share your portfolio
Your way. An export file, screenshots, or just type or say what you own.
Tap a few answers
Why you own each stock, what worries you. Or just speak.
Get your PDF
In your inbox within minutes. In English, Dutch or French.
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 every holding
- 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
- 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.
“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 one nuclear power deal touched four of my holdings, I only noticed one. 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.
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.