What HoldVault does

HoldVault is a private crypto portfolio dashboard. Type or upload your holdings once, and see live prices, gains, and allocation in a single screen. No wallet connection, no sign-up.

Three ways to load data

Manual entry — best for up to about five holdings. Excel/CSV upload — best for larger portfolios. Google Sheets — paste a public-view link for a live-refreshing source.

Manual entry field guide

• Symbol — e.g. BTC, ETH, SOL. Required.
• Quantity — how many units you hold. Required.
• Currency — the currency you paid in. Optional; defaults to your display currency.
• Cost — total cost for the position (not price per unit). Required.
• Location — exchange or wallet name. Optional.
• Target Price — the price you want to be alerted about. Optional.
• Purchase Date — the date you bought. Optional.

Templates

Use the Export → Templates menu to download an Excel or Google Sheets template with the exact column order HoldVault expects.

Privacy

All data stays in your browser. Nothing is sent to a server except optional AI narrative requests you explicitly trigger.