Benchmark reality check
Compare your portfolio against a simple "invest in the S&P 500" strategy and see the real delta.
Built for long-term investors
Make the market feel calm again.
Vista turns long-term investing into a clear, confident routine. Import transactions, compare your strategy to the S&P 500, evaluate moats, and optimize taxes - all in one focused workspace.
Portfolio Snapshot
Total Value
Hidden Mode Privacy-safe display with one tap.
Benchmark Check
Live Compare See if you beat a simple S&P 500 plan.
Moat Signal
5-Factor Weighted score across your holdings.
Vista Highlights
- Tax optimizer + exportable reports
- PDF statement import with auto-fill
- Wrapped annual performance recap
Everything you need to stay the course
Vista focuses on the few signals that matter for long-term outcomes - and turns them into daily clarity.
Economic moat analysis
Score holdings on five moat pillars and track the quality of what you own.
Tax optimizer
Surface realized vs. unrealized gains, flag loss-blocking rules, and export reports in seconds.
Statement import
Drop broker PDFs and let Vista auto-create transactions - or edit manually with full control.
Are you outperforming the index?
Vista compares every decision against your chosen benchmark - so you know when stock-picking is adding value and when the index wins.
Drill down to the transaction level and see which moves outperformed a simple "buy the S&P 500" plan.
Vista portfolio
S&P 500 benchmark
Cash / idle capital
Know the quality of what you own
Vista's moat engine scores each holding across five defensibility pillars.
Brand / Monopoly strength
Economies of scale
Barriers to entry
Network effects
Switching costs
Tax-aware, without the spreadsheets
Vista surfaces the right numbers before you sell, so you can keep more of your gains.
Capital gains analyzer
Review realized and unrealized gains by year and position, in your preferred currency.
Loss-blocking rules
Vista flags blocked losses and released losses so you know what's deductible.
Exportable reports
Download clean Excel files for accountants or tax filings with one click.
Import once. Stay up to date.
Attach broker statements, auto-extract trades, and keep a source-of-truth ledger without manual typing.
01
Drop PDF statements
Drag & drop or attach broker PDFs. Vista reads them and prepares transactions.
02
Review & edit
Confirm trade data, commissions, FX rates, and margin details before saving.
03
Analyze forever
Every chart, benchmark, and tax view updates instantly from your transaction history.
Questions, answered
Short, honest answers for long-term investors who want clarity.
Is Vista built for long-term investing?
Yes. Vista emphasizes portfolio health, benchmark comparison, and tax efficiency over short-term trading noise.
Can I compare against the S&P 500?
Absolutely. Vista lets you set a default benchmark and compare performance at both portfolio and transaction level.
How does privacy mode work?
Hide sensitive values with a single tap, and optionally protect reveal with a 4-digit PIN.
Stay the course with Vista.
Join investors who want a calmer, clearer way to manage long-term wealth. Your portfolio, your rules.