# Vault & Compass

- **Website:** <https://vaultcompass.io>
- **Primary alias:** `vaultcompass.io`

## Description

Vault & Compass is an independent financial technology company that builds focused tools to help people understand and manage their finances. Its products are designed to make financial information clearer, with an emphasis on privacy, transparency, and practical functionality. The company offers Prismfolio, a Chrome extension for Fidelity, Schwab, and Vanguard that analyzes portfolio holdings on brokerage pages, helping users see how a potential trade could affect their investments. Prismfolio also has a web app where accounts can be saved for deeper analysis. Its second product, Sheetful, syncs bank transactions into a Google Sheet or Excel file owned by the user, avoiding the need to paste CSV files or rely on another financial dashboard. Bank connections use Plaid with read-only access, while Sheetful writes to the spreadsheet the user connects. Vault & Compass says it is funded by subscriptions and favors focused products over broad, feature-heavy platforms. The company draws on experience in regulated wealth technology, including advisor platforms, brokerage, and bank data.

## Industries

- 💰 Finance
- 💰 Investing _(under Finance)_
- 💰 Financial Planning and Management _(under Finance)_

## Links

- [linkedin](https://linkedin.com/company/vaultcompass)
- [twitter](https://twitter.com/vaultcompasshq)

## Logos & icons

- logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/idgmIMKbEU/w/180/h/180/theme/dark/logo.png?c=1bxid64Mup7aczewSAYMX&t=1792414176415)
- icon _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idgmIMKbEU/w/400/h/400/theme/dark/icon.jpeg?c=1bxid64Mup7aczewSAYMX&t=1792414176513)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Nile Blue | #1a4a5c | accent |
| Mirage | #1c1c2e | dark |
| Spring Wood | #f8f7f2 | light |

## Fonts

- var(--font-serif — asset _(custom)_
- Inter — asset _(google)_

## Imagery

- banner _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idgmIMKbEU/w/1500/h/500/idovpfOlYs.jpeg?c=1bxid64Mup7aczewSAYMX&t=1792414176642)

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_Source: <https://brandfetch.com/vaultcompass.io>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._