Your entire portfolio.
One command center.
Stocks, crypto, real estate, and alternatives — unified with AI-powered tax optimization, wealth scoring, and institutional-grade security. Stop juggling apps. Start building wealth.
Total Portfolio Value
$1,247,832
Wealth Score
Stage 4: Wealth Builder
Tax-Loss Harvesting Alert
3 positions eligible — potential $4,200 savings
Your Portfolio Is Working Against You
Most investors lose thousands every year to fragmentation, missed tax opportunities, and blind spots. Sound familiar?
Fragmented Portfolio View
Stocks in one app, crypto in another, real estate on a spreadsheet. You have no single source of truth for your net worth.
Tax-Loss Harvesting Blind Spots
You're leaving money on the table every quarter. Without automated scanning, most investors miss thousands in tax-loss harvesting opportunities.
No Real-Time Risk Visibility
Market moves happen in seconds. Your portfolio allocation drifts, concentration risk builds, and you don't see it until it's too late.
Hours Lost to Manual Tracking
Updating spreadsheets, reconciling accounts, calculating cost basis. Time you should spend on research and strategy.
Six Modules. One Platform.
Every tool a serious investor needs — unified, intelligent, and working together to grow your wealth.
Unified Portfolio Dashboard
See every asset class — stocks, bonds, crypto, real estate, alternatives — in one real-time dashboard. Automatic sync across all your brokerage and exchange accounts.
Try It FreeUnified Portfolio Dashboard
See every asset class — stocks, bonds, crypto, real estate, alternatives — in one real-time dashboard. Automatic sync across all your brokerage and exchange accounts.
- Multi-asset aggregation (TradFi + DeFi)
- Real-time P&L and allocation tracking
- Correlation analysis across holdings
- Automatic cost basis calculation
WealthPath AI Scoring
A proprietary 100-point wealth score that measures your financial health across net worth, diversification, savings rate, and risk exposure. AI-powered recommendations to level up.
- 100-point Wealth Score system
- 5-stage wealth progression tracking
- AI milestone recommendations
- Dynasty planning & IUL analysis
AI Tax Optimization Engine
Atlas AI scans your portfolio 24/7 for tax-loss harvesting opportunities, tracks wash sale windows, and generates quarterly estimated tax reports automatically.
- Automated tax-loss harvesting alerts
- Wash sale rule monitoring
- Quarterly estimated tax calculator
- Year-end tax report generation
Web3 & DeFi Integration
Manage your crypto portfolio alongside traditional investments. Swap tokens across 90+ chains, track DeFi yields, and monitor NFT valuations — all in one place.
- Multi-chain wallet (90+ blockchains)
- DEX swap aggregation
- DeFi yield tracking & alerts
- Fiat on/off ramp integration
Atlas AI Investment Coach
Your personal AI financial advisor. Get portfolio rebalancing suggestions, risk alerts, market sentiment analysis, and personalized strategy recommendations.
- Portfolio rebalancing alerts
- Risk concentration warnings
- Market sentiment analysis
- Personalized investment roadmap
Fort Knox Security
Military-grade AES-256 encryption, biometric authentication, anti-screenshot protection, and real-time threat monitoring. Your financial data is safer than at any brokerage.
- 256-bit AES encryption
- Biometric + 2FA authentication
- Real-time fraud monitoring
- SOC 2 Type II compliant
OmniVault vs. Traditional Tools
See why thousands of investors consolidated into one platform
How Much Are You Leaving on the Table?
Between missed tax-loss harvesting, fragmented tools, and advisory fees, most investors leak thousands every year. Adjust the sliders to see your personalized estimate.
Your Savings Calculator
See how much OmniVault could save on your investments
Investors Who Consolidated & Profited
Real results from real investors
"I was using 4 different apps to track my portfolio. OmniVault unified everything — stocks, crypto, real estate — and the tax optimizer found $11K in harvesting opportunities I missed."
"The Wealth Score changed how I think about money. Went from 54 to 82 in 8 months. The AI recommendations are specific, actionable, and actually work."
"Managing crypto alongside my traditional portfolio was a nightmare. Now I see everything in one dashboard with real-time P&L. The DeFi yield tracking alone saves me hours."
Simple Pricing. Massive Alpha.
Start free. Upgrade when you're ready to optimize returns.
Observer
Perfect for getting started with portfolio tracking
- 3 linked accounts
- Basic portfolio dashboard
- Net worth tracking
- Wealth Score (basic)
- Community access
Strategist
For active investors optimizing returns
- Unlimited linked accounts
- AI Tax Optimization Engine
- Tax-loss harvesting alerts
- WealthPath AI coaching
- Portfolio rebalancing alerts
- Priority support
- Advanced analytics
Dynasty
For serious wealth builders and family offices
- Everything in Strategist
- Web3 & DeFi integration
- Multi-entity management
- Dynasty planning tools
- Dedicated account manager
- API access
- Custom reports & exports
Your Portfolio Deserves an Intelligent Command Center
Join 8,500+ investors who stopped losing money to fragmented tools, missed tax opportunities, and blind spots. Start tracking everything in 5 minutes.
Get Started FreeFree forever plan available · No credit card required · 5-minute setup