The native, AI-powered wealth tracker for people who've outgrown spreadsheets. Track every asset class, dissect performance, and organize your portfolio your way - all encrypted, all local, all yours.
You started with a spreadsheet. It worked, until it didn't. Now you need real tracking for a real portfolio.
AI can't see your data. To use AI with a spreadsheet you have to export, copy-paste, or link files manually, and the context is always incomplete. No transaction history, no cost basis, no live prices. The AI is flying blind.
No live prices. You're manually copying stock prices from another tab or website, and they're stale by tomorrow.
No real returns. Simple percentage gains don't account for when you invested. XIRR formulas in spreadsheets are fragile and error-prone.
No history. You see today's snapshot, never the journey. Did that ETF actually outperform over 3 years? Good luck finding out.
No flexibility. Want to see your portfolio by geography, by risk level, and by tax status? That's three separate spreadsheets.
AI-native financial data. Built-in chat and MCP integration make your portfolio first-class data for AI analysis. Ask questions in plain English or connect any AI assistant - Claude Desktop, Cursor, your own tools - with full context: every transaction, cost basis, and live price.
Live market prices for stocks, ETFs, crypto, precious metals, and mutual funds, updated automatically.
True time-weighted returns (XIRR) that account for every deposit, withdrawal, and dividend. Compare against S&P 500 or Nifty 50.
Full historical tracking with automatic backfill. See exactly how your net worth evolved over months and years.
Infinite views. Slice your portfolio by geography, asset class, risk level, tax status, or any dimension you invent, without duplicating data.
Create unlimited views to organize your assets by any dimension - geography, tax status, risk level, time horizon, or anything you dream up. Each view has sheets, sections, and per-item allocation splits.
Allocation splits - Assign 60% of an asset to one sheet, 40% to another. Same asset, multiple lenses, zero duplication.
AI-generated views - Describe what you want in plain English. "Organize by geography and risk level." Vantid builds the view.
Goals per sheet - Set target values, currencies, and IRR goals for each sheet. Track progress with visual dashboards.
True time-weighted returns (XIRR) for every asset and your entire portfolio. Benchmark against S&P 500, Nifty 50, or any index. Automatic historical price backfill so you can see the full picture from day one.
FIFO lot tracking - Automatic cost basis tracking with stock split detection, long/short-term holding classification.
Benchmark comparison - See if you're actually beating the market, or just keeping up. Compare against major indices across currencies.
Historical backfill - Import years of price history automatically for stocks, ETFs, and mutual funds. No manual data entry.
Built-in AI that understands your entire financial picture. Ask questions in plain English, import data from screenshots, and get proactive insights.
Conversational queries - "What's my best performing asset this year?" "Show me all assets with negative returns." Natural language, real answers.
Screenshot import - Take a photo of your brokerage statement. AI extracts every holding, matches tickers, and imports them automatically.
MCP integration - Expose your portfolio to any AI assistant via Model Context Protocol. Ask Claude Desktop or Cursor about your finances without copy-pasting.
No cloud accounts. No bank credentials. No data harvesting. Vantid runs natively on your machine with military-grade encryption.
AES-256 encrypted database stored on your machine. Backups to Google Drive are encrypted end-to-end before they ever leave your device. Nobody, not even us, can read your data.
29 currencies with automatic exchange rate conversion. Track cost basis in the original currency, view everything in your preferred one. Perfect for global portfolios spanning US, India, Europe, and beyond.
Not a website pretending to be an app. Built with Tauri for genuine native performance. Fast startup, OS-level security, and system keychain integration. Market data flows through secure APIs while your portfolio stays on your machine.
Sync across devices through an encrypted proxy server. Your data is encrypted end-to-end before it ever leaves your machine. The server only sees ciphertext. Restore on any device with a single click.
Expose your portfolio data to any AI assistant via Model Context Protocol. Ask Claude Desktop or Cursor about your finances without copy-pasting. Your wealth data becomes a first-class tool for any AI workflow.
Automate recurring SIPs, withdrawals, interest accruals, and expense tracking. Set it once, and Vantid keeps your portfolio up to date without manual entries every month.
No bank credentials required. Sign in with Google, add your assets, and start tracking.
Add holdings manually, import from CSV, snap a screenshot of your brokerage statement, or use the MCP integration to pipe data directly from any AI assistant. Stocks, real estate, crypto, bonds, cash, vehicles, precious metals.
Create views to slice your portfolio any way you think about it. Tax planning, geographic diversification, risk assessment, or let AI generate the structure for you.
Watch your net worth evolve with live prices and historical tracking. Benchmark against indices, analyze true returns with XIRR, and ask AI about any aspect of your portfolio.
Vantid is built for people who want to deeply understand their wealth, not just track spending.
| Vantid | Spreadsheets | Budgeting Apps | |
|---|---|---|---|
| Custom portfolio views | Manual tabs | — | |
| XIRR returns | Fragile formulas | — | |
| Historical price backfill | — | Limited | |
| Benchmark comparison | — | — | |
| Built-in AI assistant | — | — | |
| MCP / AI tool integration | — | — | |
| Local encrypted data | Cloud-hosted | Cloud-hosted | |
| Multi-currency native | Manual conversion | Limited | |
| FIFO lot tracking | — | — | |
| No bank credentials needed | Required |
Download Vantid and see your full financial picture in minutes.