See your money clearly.
Financial tools built right

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

Explore Prismfolio Explore Sheetful

Privacy-first. No spam. No ad-driven data model.

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). Free includes on-page analysis plus up to 3 accounts and one read-only Plaid sync; Plus adds unlimited sync and the full web app.

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 nine 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. Free also includes up to 3 accounts and 1 read-only Plaid sync; Plus adds unlimited sync and the full web workstation.

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

Early access users lock in launch pricing before public release

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. Free includes up to 3 accounts and 1 read-only Plaid sync; Plus adds unlimited sync and the full web app.

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.

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

Everything you need before joining early access.

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 (portfolio analytics) and Sheetful (spreadsheet-powered budgeting) are the first two. More products are in planning. Joining the waitlist keeps you informed as they open.

On supported brokerage pages, Prismfolio analyzes portfolio data locally in your browser. Optional sign-in adds up to three accounts and one read-only Plaid sync; Plus adds unlimited sync and the full web app. We do not monetize user data through advertising. Full details are in our Privacy Policy.

Priority access before public launch, launch pricing locked in before we open to the public, and direct input on the roadmap. Early users shape what we build next.

Get in early.

Prismfolio and Sheetful are in active development. Join the waitlist and be first in line when we open the doors.

Get access

AES-256 EncryptedNo data soldPrivacy-firstSOC 2 in progress

See your money clearly.Financial tools built right