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Don’t Just Track It.
Prove It.

Investment Vault helps investors reconstruct ownership histories from brokerage statements, review supporting evidence, identify missing records, and preserve a clear source-linked history—privately on their device.

Every Share Has a Story.

Investment records are often scattered across years, brokers, transfers, and document types. Investment Vault helps you organize the evidence, identify gaps in the record, and build a clearer ownership history from the documents you already have.

Five Ways Investment Vault Puts You Back in Control

  1. 01

    Import supported statements

    Import text-based PDF brokerage statements. Investment Vault processes them locally on your device and extracts candidate details for your review.

  2. 02

    Review extracted details

    Review, edit, confirm, reject, or defer candidate events before anything is added to your ownership record.

  3. 03

    Reconstruct your history

    Build a source-linked ownership history across statements from different years, brokers, and accounts.

  4. 04

    Verify each source

    Keep confirmed ownership events linked to their supporting documents so you can review the evidence behind the record.

  5. 05

    Export a clear record

    Export an organized summary and PDF report of the supporting evidence, confirmed events, and identified gaps in your ownership history.

Help Shape Investment Vault Before Launch

Apply to participate in beta testing and help improve Investment Vault before launch. Beta access will be limited, and submitting an application does not guarantee selection.

Investment Vault, Explained

Clear answers about privacy, supported documents, local processing, beta access, and what Investment Vault does—and does not do.

What is Investment Vault?

Investment Vault helps investors reconstruct ownership histories from brokerage statements, review supporting evidence, identify missing records, and preserve a clear source-linked history—privately on their device.

Where is my data processed?

Investment Vault processes supported records locally on your device. Dog House Ventures does not receive those imported records through the app.

Does Investment Vault connect to my brokerage?

No. Investment Vault does not connect to brokerage accounts or pull live account data. You import supported documents yourself.

What documents are supported?

Investment Vault is designed to import text-based PDF brokerage statements and related supported PDFs. Exact support details may evolve during beta testing.

Is this financial, investment, legal, or tax advice?

No. Investment Vault is a records and evidence tool. It does not provide financial, investment, legal, or tax advice.

How does beta testing work?

Beta access is limited. Submitting an application does not guarantee selection. Selected participants help evaluate Investment Vault before launch and may receive product updates.