Precious Metals
Track privately held gold, silver, platinum, and palladium using quantities, cost basis, storage records, and current spot pricing.
- Spot Pricing
- Quantity History
- Vault Records
- Cost Basis
Product Overview
One Platform.
Every Part of Your Financial World.
MY VECTR connects your accounts, holdings, businesses, trusts, cash flow, precious metals, and digital assets into one coherent financial command center.
- Consolidated Visibility
- Entity-Aware Ownership
- Manual + Connected Assets
- Clear Financial Direction
The Complete Picture
Built Around How Wealth Is Actually Structured.
From the household level down to every entity, account, and asset, MY VECTR brings the complete financial picture into one place.
- Net Worth
- $7,245,850
- Entities
- 8
- Assets Tracked
- 126
Accounts and Institutions
Every Account.
Every Institution.
All in One Place.
- Connected accounts across financial institutions
- Manual accounts for assets not held at institutions
- Connection health and data-quality monitoring
- Statements, reconciliation, and account administration
Holdings and Allocation
Know What You Own.
Know How It's Allocated.
- Ownership structured by entity and account
- Consolidated allocation across all holdings
- Cost basis, performance, and market value
- Private assets and manually valued holdings
Holdings, Trusts, and Cash Flow
Map Your Structure.
Track What Moves.
Model how capital moves across businesses, trusts, foundations, insurance entities, and personal accounts, including distributions, premiums, donations, and owner compensation.
- Visual entity hierarchy
- Ownership relationships
- External income versus internal transfers
- Entity-aware cash movement
Internal transfers excluded
Alternative Assets
Alternative Assets Belong in the Same Picture.
Digital Assets
Track exchange accounts and manually maintained cold wallets while current market pricing updates portfolio value.
- Exchanges
- Cold Wallets
- Market Pricing
- Transaction History
Market prices and portfolio illustrations shown on this website are for demonstration purposes and are not investment advice.
From Data to Direction
A Clear Path From Information to Insight.
- 01
Organize
Bring every account, entity, and asset into one structure.
- 02
Understand
See how it all fits together with allocation, cash flow, and performance.
- 03
Act
Make more confident decisions with complete context.
Accounts
Structure
Holdings
Security by Design
Private by Design.
Clear by Default.
Household-Scoped Access
Access is limited to your household and its entities.
Server-Side Authorization
Access controls are enforced on the server for every request.
Encrypted Connections
All data in transit is encrypted end to end.
Private Data Boundaries
Your data stays within your secure environment.
Built for Every Financial Structure
A Platform That Grows With Your Financial Life.
Why MY VECTR
Replace Fragmented Tools With One Coherent View.
Accounts
Traditional Tools
Stored across disconnected portals
MY VECTR
All accounts in one organized view
Ownership
Traditional Tools
Unclear or manually documented
MY VECTR
Entity-aware ownership across everything
Cash Flow
Traditional Tools
Internal transfers and external income mixed
MY VECTR
Automated flow separation and structure
Alternative Assets
Traditional Tools
Often tracked outside the financial system
MY VECTR
Metals and crypto included with the full picture
Household Access
Traditional Tools
Hard to share and permission
MY VECTR
Household-scoped access and visibility
Your Financial World Already Has Structure.
Now Make It Visible.
No obligation. Product demonstrations use fictional financial data.