Cedar Vaultmere connects to your existing accounts and synthesises holdings, market feeds and risk signals into a single set of recommendations — built for remote professionals who need sound decisions without a research desk.
Exporting statements, reconciling spreadsheets and cross-checking market movements is a reasonable approach when you have a desk and a fixed schedule. It is a poor fit for a working pattern that moves between time zones and devices.
Cedar Vaultmere replaces that routine with a single connection. Once an account is linked, the platform ingests your positions and begins modelling exposure immediately — no CSV uploads, no reconciliation step.
Each runs on the same data feed, so insight compounds rather than arriving in separate reports.
Forecasts how a portfolio is likely to behave under shifting market conditions, drawing on historical patterns and live pricing rather than a single static snapshot.
Identifies concentration and correlation exposure before it compounds, with alert thresholds you calibrate to your own tolerance for drawdown.
Surfaces material shifts in asset performance as they occur, so a decision can be made before the next market session rather than after the fact.
No generic advice templates — every output traces back to data from your own accounts.
Link a brokerage, exchange or custody account through a read-only API key. Cedar Vaultmere pulls transaction history, current holdings and relevant market feeds without any manual data entry.
Your data is cross-referenced against volatility patterns and correlation across your specific holdings, not a generic model portfolio, to identify where attention is warranted.
You are given a short, ranked list of actions, each with the reasoning behind it stated plainly. The decision — to hold, trim or rebalance — remains yours.
Three situations we are asked about most, shown with the specific response Cedar Vaultmere provides.
When markets move sharply, a portfolio review that would normally take an evening can be compressed into a single sitting. Exposure is recalculated the moment new pricing arrives, so the decision to hold, trim or rebalance is based on current data rather than the previous day's close.
For investors holding positions across several asset classes and currencies, the platform maps correlation between holdings and flags where exposure has quietly concentrated — a pattern that is difficult to spot without a consolidated view.
Remote-first teams managing a growing treasury or investment allocation can standardise how decisions get reviewed, working from one model output rather than a spreadsheet maintained by a single person.
Cedar Vaultmere was built for people who manage their own capital or a small team's allocations while working from more than one location. The design brief was simple: reduce the time between connecting data and making a decision, without reducing the rigour behind that decision.
The platform does not generate generic market commentary. Every recommendation is tied to the accounts you have connected, recalculated as your holdings or the market changes, and presented with the reasoning attached.
Read more about Cedar VaultmereNo testimonials here — this is the specification, in the same terms we'd use internally.
Forecast models are backtested against rolling historical windows and recalibrated on a fixed schedule. Variance by asset class and model version is available within your account dashboard once connected, so you can evaluate performance on your own holdings rather than a published average.
Account credentials are never stored directly. Portfolio data is synced through read-only API connections and encrypted both in transit and at rest.
Connect one account and review your first set of recommendations before your coffee cools.
Set up your accountNo credit card required to start. The sync can be removed at any time.