Multi-account DIY investors

You should not need three browser tabs and a spreadsheet to know where your money is

You did the hard part: saved aggressively, opened the right account types, rolled over the old 401(k), funded the HSA, and set aside money for education. But now the result of all of your good decisions is a management nightmare

Vault Vantage turns taxable accounts, IRAs, old rollovers, HSAs, and 529s into one clean view of your actual portfolio. It nets overlapping positions, shows allocation drift, and enables you to rebalance your accounts based on what you actually own

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One dashboard with everything you own

Do you want a simple view of all of the stocks you have in tax-advantaged accounts? Even if they're spread across multiple brokerage firms? With Vault Vantage, you can create an account group based on every tax-advantaged account to see them as one

All Accounts

Account Value Total value of all positions plus cash	Total BPR Total buying power reduction across all positions	Buying Power Available capital for new positions	Cash Cash balance in the account	Unrealized PnL Profit or loss on open positions	Realized PnL Profit or loss from closed positions	Θ Theta: portfolio daily time decay	V Vega: portfolio sensitivity to implied volatility	Δ Delta: portfolio directional exposure	Γ Gamma: rate of change of portfolio delta	βΔ Beta-weighted delta: SPY-equivalent directional exposure
682,000	610,687.5	71,312.5	37,200	114,585	17,950	-	-	1,809,300	-	-

Ticker The underlying stock or ETF ticker symbol	Name Full name of the position or strategy	Count Number of contracts or shares held	Debit Total debit paid to enter the position (negative for credits)	Price Current market price	Avg Cost Average purchase price	Currency Currency code	PnL Current profit and loss	Today's Δ % Percentage change in position value today	IV Implied volatility (annualized)	PoP Probability of Profit at expiration	CVaR Conditional Value at Risk (expected loss in worst 5% scenarios)	Max Loss Maximum potential loss at expiration	Max Gain Maximum potential gain at expiration	Max Gain @ Underlying price(s) where max gain occurs	BPR Buying Power Reduction (margin/capital required for position)	% Percentage of total portfolio value represented by this position	DTE Days to expiration (minimum across all legs for spreads)	Δ Delta: approximate change in position value per $1 move in underlying	Γ Gamma: rate of change of delta	Θ Theta: daily time decay (negative for long options)	V Vega: sensitivity to implied volatility changes
AAPL	Stock	225	35,640	195	155	USD	8,235	-	-	-	-	35,640	∞	∞	26,325	3.86%	-	225	-	-	-
AVUV	Stock	180	13,680	88	76	USD	2,160	-	-	-	-	13,680	∞	∞	15,840	2.32%	-	180	-	-	-
BND	Stock	1340	94,690	73	70	USD	3,130	-	-	-	-	94,690	∞	∞	86,505	12.68%	-	1,340	-	-	-
MSFT	Stock	130	46,800	430	360	USD	9,100	-	-	-	-	46,800	∞	∞	27,950	4.1%	-	130	-	-	-
NVDA	Stock	95	37,050	525	390	USD	12,825	-	-	-	-	37,050	∞	∞	24,937.5	3.66%	-	95	-	-	-
QQQ	Stock	120	46,800	456	390	USD	7,920	-	-	-	-	46,800	∞	∞	54,720	8.02%	-	120	-	-	-
SCHD	Stock	260	18,720	79	72	USD	1,820	-	-	-	-	18,720	∞	∞	20,540	3.01%	-	260	-	-	-
SPY	Stock	310	156,400	600	510	USD	29,600	-	-	-	-	156,400	∞	∞	144,000	21.11%	-	310	-	-	-
VNQ	Stock	230	18,400	92	80	USD	2,760	-	-	-	-	18,400	∞	∞	21,160	3.1%	-	230	-	-	-
VTI	Stock	455	107,340	282	235	USD	20,970	-	-	-	-	107,340	∞	∞	91,650	13.44%	-	455	-	-	-
VXUS	Stock	1375	75,165	64	56	USD	12,835	-	-	-	-	75,165	∞	∞	74,560	10.93%	-	1,375	-	-	-
TSLA	Covered Call	1	394.5	-	-		3,230	-	-	-	-	39,450	5,550	≥ $450	22,500	3.3%	0	-	-	-	-

Group by:

P&L

Winners and losers across positions

Unrealized

Realized

+$17950.00

Portfolio Allocation

Position weight by buying power reduction

Find overconcentration before it leads to permanent losses

You know how you want your accounts to be balanced. But you don't have simple tools to maintain that and frequently end up too concentrated into one stock or sector

Vault Vantage empowers you to see what you really own and rebalance accordingly

Turn target allocation into actual trades

You have a plan. You want 12% of your tax-advantages money in VOO but only 10% of your individual account in VOO. But now when it comes to rebalancing your accounts, you have to update your spreadsheet and maintain formulas to achieve your desired percentages

Instead, we give you a simple rebalancing tool that tells you exactly what you need to buy and sell based on what you really own

Position	Taxable Brokerage %	Roth IRA %	Old 401(k) Rollover %	HSA Brokerage %	529 Plan %
TSLA Covered Call
AAPL
BND
MSFT
NVDA
SPY
VTI
VXUS
AVUV
QQQ
SCHD
VNQ

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Join the invite-only beta launch