MyVault
MyVault

Private wealth · One clear picture

See the whole family picture.

Every institution, entity, currency, and asset class in one reviewable ledger—so you can compare, account, and decide without rebuilding the picture by hand.

Map your portfolio Explore the platform

Dedicated instance · Human-reviewed AI · Multi-entity and multi-currency

One source of truth

From scattered statements to one family view.

A private back office for the portfolio and the books—not another disconnected dashboard.

Consolidate the real picture

Bring banks, brokers, custodians, companies, and illiquid holdings together across currencies and legal entities.

Cash & depositsStocks & ETFsBondsFundsReverse convertiblesStructured productsFX derivativesOptionsCommoditiesPrivate equityReal estateLoansCrypto

Account with evidence attached

Statements become proposed transactions and balanced journal entries. Your team—or ours—reviews before anything reaches the ledger.

Source documentBalanced entryHuman approval

Decide from the whole, not the fragments

See net worth, allocation, cash flows, maturities, and performance with every figure traceable back to the source.

Net worth€4.82MYTD+7.8%Institutions6

Compare what was incomparable

Institutions become peers,
not separate worlds.

Normalize holdings and reporting periods, then inspect performance, fees, currencies, and exposures side by side.

Institutions, side by side

Synthetic illustration · same reporting period

Broker ACustody
Time-weighted return+8.4%
Reported fee rate0.38%
Primary currenciesEUR · USD
Reconciled100%
Private Bank BAdvisory
Time-weighted return+6.9%
Reported fee rate0.72%
Primary currenciesEUR · CHF
Reconciled100%
Custodian CExecution
Time-weighted return+7.7%
Reported fee rate0.24%
Primary currenciesUSD · GBP
Reconciled100%

Ask from anywhere

Your preferred AI.
Your live vault context.

Connect an external MCP client and ask natural questions across institutions, entities, holdings, accounting, cash flows, and performance.

External AI · connected to MyVault MCPRead access
You
Compare my institutions. Where am I paying more, and what needs attention this quarter?
get_broker_comparisonget_net_worthget_cashflow_forecast
AI
Your portfolio is up 7.8% year to date.

Broker A leads net performance, while Private Bank B costs 48 bps more. Two bond maturities will release €350K next quarter; the main risk is a 31% single-currency concentration.

Based on live, entity-scoped MyVault data
Institution comparisonNet performance · YTD
Live view
10%5%0%
Broker A+8.4%
Private Bank B+6.9%
Custodian C+7.7%
Needs attentionCHF exposure · 31%
Review

Works with ChatGPT, Claude, Le Chat, Cursor, and other MCP clients. Access is scoped and controlled by the vault owner.

A controlled workflow

AI handles the repetition.
People keep the judgment.

The system accelerates intake and accounting without hiding the review step.

01Import

Import any statement

02Extract

AI reads and structures

03Verify

Confidence and rule checks

04Approve

A person reviews

05Report

Ledger, analytics, evidence

Private by design

Your vault. Under your name.

MyVault is white-label and single-tenant: the identity changes, the separation stays.

Control layerOwner governed
01

Dedicated by design

A separate instance and database for each client.

02

Human-approved AI

AI proposes. Your team—or ours—reviews before posting.

03

Traceable to source

Entries stay connected to statements and supporting evidence.

04

Role-based access

Owner, administrator, accountant, auditor, and viewer roles.

Start simply

Tell us what is scattered.

Send a short note, or complete the structured questionnaire for a more useful first conversation.

Open questionnaire