See your money clearly.
Financial tools built right

Q: What products does Vault & Compass offer?

Prismfolio overlays portfolio analytics on major brokerage sites and offers a web app for deeper analysis. Sheetful syncs bank data into Google Sheets or Excel. Both are available now. Open each Prismfolio or Sheetful product page to install, sign up, or view pricing.

For people who want portfolio and cash-flow clarity without the upsell. Built to last, not to exit.

Explore Prismfolio Explore Sheetful

Built for investors and households. Read-only bank connections. Independent and subscription-funded, not ad-funded.

What this can look like

broker.example / portfolio

Positions (example page)Prismfolio

On-page analysis

Allocation (sample)

e.g. 62% equity · 23% bonds · 15% cash

Blended expense (sample)

e.g. ~0.42% / yr

Illustrative. The extension runs on supported broker pages (e.g. Fidelity, Schwab, Vanguard). Sign in on the web app for Free access (up to 3 accounts and one read-only Plaid connection); Plus adds unlimited web Plaid sync and Analysis dashboards.

SpreadsheetSheetful

Sample rows

Date

Merchant

Amount

Mar 28

Farmers Market

−$47.20

Mar 27

Payroll deposit

+$3,842.00

Mar 26

Electric utility

−$128.90

Bank sync via Plaid. Rows land in your spreadsheet (Google Sheets or Excel), not another dashboard.

Built for how you already work

Prismfolio meets you on your brokerage page.

Sheetful writes to your Google Sheet or Excel workbook.

Same privacy-minded defaults and product craft. Two different surfaces.

Prismfolio

Chrome · on broker site

Illustrative overlay. What you see depends on the broker page.

Sector context

Where the page exposes sector data, compare to benchmarks. Full charts live in the Prismfolio web app.

Risk & fundamentals

Key on-page metrics on Free. Deeper fundamentals and full research tools expand in the Plus web app.

Fees

Estimated expense drag when holdings data is visible on the page. Coverage varies by broker.

Performance context

Holdings vs benchmark when your plan supports it. Detail scales from Free through Plus.

Sheetful

Google Sheets & Excel · Plaid sync

Example data, written directly to your spreadsheet

Cash flow (sample MTD)+$1,240

Your categories, your sheet

Plaid categories and cleaner merchants sync in. You refine labels and logic in your spreadsheet. Premium includes seven templates, such as budgeting, net worth, and cash flow; Free includes one.

Built differently, on purpose

Prismfolio's free Chrome extension runs on brokerage pages in your browser. Sign in on the web app for Free access (up to 3 accounts and 1 read-only Plaid connection); Plus adds unlimited web Plaid sync and Analysis dashboards.

No data sold. No ad model. Revenue comes from subscriptions only.

Clear pricing on every product page: see exactly what you'd pay before you sign up.

Independently owned and accountable. No outside investors to answer to.

Your portfolio on your broker. Your budget in your sheet.

Two focused tools. No new dashboards to learn.

Chrome Extension

Prismfolio™

Portfolio analytics, without leaving your brokerage

Real-time portfolio analysis on Fidelity, Schwab, and Vanguard in the free extension. Sign in on the web app for Free access (up to 3 accounts and 1 read-only Plaid connection); Plus adds unlimited web Plaid sync and Analysis dashboards.

Explore Prismfolio →

Web App

Sheetful™

Your sheets, full of financial clarity

Bank transactions sync into your Google Sheet or Excel workbook. Premium includes automatic daily Plaid sync; Free syncs manually.

Explore Sheetful →

Why Vault & Compass

Most financial software is either opaque or shallow. We build focused tools that are precise enough for professionals and clear enough for everyone.

Built by people with deep experience in regulated wealth technology: advisor platforms, brokerage and bank data. About Vault & Compass

Privacy by default

In-browser analysis where possible, encrypted tokens where required, and minimal data retention by design.

Transparency over jargon

No hidden fees, no dark patterns, and clear assumptions behind every insight.

Fewer features, higher quality

We ship focused tools that do one thing precisely rather than bloated dashboards that do everything badly.

Independent and sustainable

No outside investors. No exit pressure. Product decisions are made for the people using them.

Frequently asked questions

How we build, price, and protect your data.

Most portfolio tools monetize your data or bury their assumptions. Vault & Compass uses transparent calculations, runs sensitive data client-side where possible, and earns revenue through subscriptions only, not ads.

Prismfolio overlays portfolio analytics on major brokerage sites and offers a web app for deeper analysis. Sheetful syncs bank data into Google Sheets or Excel. Both are available now. Open each Prismfolio or Sheetful product page to install, sign up, or view pricing.

On supported brokerage pages, Prismfolio analyzes portfolio data locally in your browser. Sign in on the web app for Free access (up to three accounts and one read-only Plaid connection); Plus adds unlimited web Plaid sync and Analysis dashboards. We do not monetize user data through advertising. Full details are in our Privacy Policy.

Use Products in the navigation to open Prismfolio or Sheetful. Each product page walks through install or sign-up and plans. Pick the tool that fits how you manage money.

Our products

Prismfolio and Sheetful are available. Use Products in the nav to open each app.

AES-256 EncryptedNo data soldPrivacy-first

See your money clearly.Financial tools built right