Vaultfolio
A consumer crypto and equities portfolio tracker with branded mobile apps
Vaultfolio is a consumer-facing portfolio tracker for users who hold a mix of equities and crypto across multiple custodians. It connects to brokerages via Plaid and to crypto via wallet addresses + exchange API keys, gives the user a clean cross-custodian view, and pushes price + portfolio alerts to the user's phone. It is shipped on the Realtime Mobile Stack because the audience checks portfolio on their phone and sleeps with their phone, not with a laptop.
Key features
- Brokerage account linking via Plaid (Robinhood, Fidelity, Schwab, etc.)
- Crypto wallet address tracking (read-only) + exchange API keys (read-only)
- Cost basis and realized / unrealized gain calculation
- Real-time price updates on opened tickers (WebSocket from data provider)
- Custom price alerts and portfolio threshold alerts (push + email)
- Tax lot reporting export for CPA / tax software (TurboTax-compatible CSV)
- Branded native iOS + Android apps (no Web3 wallet signing — read-only)
- Subscription tiers (free / pro / pro+) with portfolio-size or alert-count gates
Architecture
Built on the Realtime Mobile Stack.
What you get
Vaultfolio ships as branded iOS + Android apps and a read-only web companion under the customer’s brand. Plaid integrations and crypto data provider feeds are wired during onboarding; subscription billing runs through RevenueCat to handle the iOS / Android subscription split cleanly.
Sample customer story (placeholder — illustrative only)
A regional financial-media company with 280k newsletter subscribers licensed Vaultfolio as a paid subscriber retention layer. After six months in market, 14% of paid newsletter subscribers had connected at least one account, and the median engagement of those users with the daily newsletter rose 60% — having a daily reason to open the app drove consumption of the rest of the brand’s content.
What’s NOT included
- Trade execution. Read-only by design. We never touch a buy / sell button.
- Crypto wallet signing. Even on the crypto side, Vaultfolio reads addresses; it does not custody, swap, or sign.
- Tax filing. Vaultfolio exports tax-lot CSVs; the customer files via TurboTax / a CPA.
- Robo-advisor / portfolio rebalancing recommendations. Out of scope; tracking only, no advice.
Whitelabel surfaces
| Surface | Themeable | Custom domain |
|---|---|---|
| iOS app | yes | n/a |
| Android app | yes | n/a |
| Web companion | yes | yes |
| Push notifications | yes (sender + icon) | n/a |
| Email alerts | yes | yes (sender domain) |
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