About Vault & Compass
I built the first version of Sheetful because I was frustrated. I had a spreadsheet I loved, a bank account that had my data, and no good way to connect them without handing my credentials to something I did not trust.
Prismfolio came from a similar place. I wanted to see my portfolio allocation without signing up for another platform that would sell my data or push me toward their financial products.
Vault & Compass is the company I built to house these tools. The name comes from the two things I think financial software should do: keep your data secure, and help you navigate where you are going.
Vault & Compass is independently owned and operated. I take no outside investment, which means no pressure to monetize your data, sell to an acquirer, or optimize for anything other than your outcomes.
Our mission
We build financial tools that give individuals the same clarity that institutions have.
How we work
Privacy-first
We design data handling before we design features. If something can stay on your device, it stays on your device. On this site we use privacy-oriented analytics for aggregate traffic; see our Privacy Policy.
Transparency
No jargon, no dark patterns, no buried settings. Financial products should make things clearer, not murkier.
Craft
We build fewer things, done to a higher standard. The quality of the tool is a statement about how seriously we take your time.
Independence
Independently owned. No outside pressure means we optimize for your outcomes, not our exit.