The Vault is your central place on Vyzer to upload, organize, and connect your financial documents to your portfolio. It uses smart AI to help turn files into data, making your financial tracking easier and more accurate.
Where to Find It:
Look for “Vault” in the left-hand sidebar, or go to + Add Asset → Import from files.
What You Can Do with the Vault
Clean, User-Friendly Design
The Vault now has a fresh layout that’s easier to use and navigate. Whether you're uploading one document or dozens, the experience is smooth, fast, and intuitive.
AI That Works Behind the Scenes
Once you upload a file, Vyzer’s AI takes care of the rest:
Applies smart tags to organize your documents
Generates brief, helpful descriptions based on the content
Connects each document to the relevant asset in your portfolio
This reduces manual work and keeps everything in sync.
Add Helpful Information to Each File
To keep your documents even more organized, you can add:
Tags and file types
Dates and reporting periods
Status updates to show where each file is in the processing flow
This extra information makes it easier to understand and search your documents at a glance.
Sort and Filter with Ease
Quickly find what you need using built-in sorting options:
By name
By file size or format (PDF, Excel, etc.)
By status (processing, complete, etc.)
By last update or modification date
You can also use filters like tags, time periods, or file status to narrow down your results.
Connect Documents to Your Assets
The Vault doesn’t just store your files. It helps you take action by linking each document to the right investment in your portfolio. Just click to go from a document to its associated asset.
Save Time with Bulk Actions
Managing large volumes of documents is simple with bulk tools. You can:
Download multiple files at once
Delete several documents together
Update tags across multiple files in a single step
How the Vault Works
Here’s what happens when you use the Vault:
Upload a document using the Vault
Vyzer’s AI processes the content and pulls out key data
Additional insights are added within 24 hours (if needed)
Tags and descriptions are automatically applied
The file is linked to the appropriate investment in your portfolio
Getting Started
To begin, open the Vault from your left-hand menu or click + Add Asset → Import from files. Start uploading your financial documents and let Vyzer take care of organizing, labeling, and connecting everything to your portfolio.
The Vault makes it easy to keep your documents structured and accessible as your portfolio grows.