Private portfolio management · for serious collectors
The private portfolio management platform for serious wine collectors. Track every bottle, value your collection with live market pricing, model your capital gains exposure, and explore deep market intelligence — all with the rigor of a professional-grade financial intelligence layer.
14-day free trial · Cancel anytime
Built for collectors who treat fine wine as the alternative asset it is
Everything you need
Most cellar apps track your bottles. VaultSomm treats your collection as the alternative asset class it is — with the tools your accountant wishes you had.
Log every bottle with full provenance — producer, vintage, region, varietal, purchase price, and storage location. Track cost basis, unrealized gains, and year-over-year portfolio performance with collector-grade precision.
Live market pricing from leading retailers and auction houses, weighted across market comps, critic score, condition, and vintage quality. Every bottle gets a fair market value and a confidence rating, refreshed quarterly.
One-click PDF reports for every stakeholder — your accountant, broker, attorney, and insurer. Generate IRS Schedule D capital gains summaries, insurance replacement-value reports, estate inventory valuations, Form 709 gift tax documentation, and charitable deduction schedules. All updated quarterly.
An interactive global map lets you drill from region to appellation level. Each area shows 36-month price trends, rising or declining signals, top producers, and live auction comps — so you always know whether to buy, hold, or sell before the market moves.
Ask anything about your collection. Which bottles are approaching their peak? Should you hold or sell your DRC given current auction trends? Your AI sommelier knows your cellar intimately and gives answers grounded in live market data.
Never open a bottle too early or too late. VaultSomm tracks the optimal drinking window for every bottle and surfaces what is ready to drink now, approaching peak, or should be held for longer aging — prioritized by your personal taste profile.
Attach purchase receipts, bottle photos, auction lot sheets, and third-party appraisals directly to individual bottles — the provenance evidence your insurer, attorney, and accountant need. Available on the Connoisseur plan.
Point your camera at any label to identify the wine and add it to your cellar in seconds — producer, vintage, and region filled in automatically. No typing required.
Know where your cellar stands. The proprietary Cellar Benchmark Score compares your collection’s composition, aging potential, and market performance against comparable collector portfolios.
Inside VaultSomm
The interface your wealth manager would expect — portfolio analytics, market intelligence, and appraisal-ready reports.
Simple to start, powerful at scale
Upload a CSV from CellarTracker, Vivino, or your own spreadsheet — or add bottles manually. VaultSomm imports your full history including purchase prices, quantities, and provenance in minutes. No manual re-entry required.
VaultSomm's proprietary valuation engine queries live pricing from leading retailers and auction houses, then applies a weighted four-factor model across market comps, critic score, bottle condition, and vintage quality to derive a precise fair market value. Each result includes a confidence rating — so you always know how deep the market data runs behind your number.
Your AI sommelier surfaces which bottles to open, hold, or sell. Generate insurance reports for your broker, capital gains models for your accountant, and estate valuations for your attorney — all from one platform. Share read-only reports with your wealth manager or family office.
Why VaultSomm
CellarTracker and Vivino are great for casual collectors. VaultSomm is the purpose-built CellarTracker alternative for collectors who treat fine wine as an alternative asset — with live market pricing, capital gains modeling, and Form 8949-style tax reports. See the full comparison →
| Feature | VaultSomm | CellarTracker | Vivino |
|---|---|---|---|
| Wine cellar inventory management | ✓ | ✓ | ✓ |
| Cost basis & purchase price tracking | ✓ | Partial | — |
| Drinking window tracking | ✓ | ✓ | Partial |
| AI bottle valuation engine | ✓ | — | — |
| Bottle condition scoring (fill, label, OWC) | ✓ | — | — |
| Portfolio gain / loss analytics | ✓ | Partial | — |
| AI sommelier consultation | ✓ | — | Limited |
| Valuation PDF reports | ✓ | — | — |
| Bottle attachments (receipts, photos, appraisals) | ✓ | — | — |
| Estate planning & gift tax reports | ✓ | — | — |
| Market Intelligence & regional price maps | ✓ | — | — |
| Wine Search & Watchlist (any wine, not just your cellar) | ✓ | — | Partial |
On wine & investing
Wine is one of the most civilised things in the world and one of the most natural things of the world that has been brought to the greatest perfection.
In vino veritas. (In wine, there is truth.)
Good wine is a necessity of life for me.
Simple, transparent pricing
Every plan includes a 14-day free trial.
For hobbyist collectors just getting started
For serious collectors managing significant holdings
For estate-level collections and serious investors
Managing a collection beyond 7,500 bottles, a family office, or wine fund? Contact us about additional capacity →
Common questions
VaultSomm uses a proprietary valuation methodology that combines live market pricing data from leading retailers and auction houses with a weighted multi-factor model covering market comps, critic scores, bottle condition, and vintage quality. Each valuation produces a single fair market value with a confidence rating of High, Medium, or Low. The specific weighting formula is proprietary. The result is what your bottle is worth today — not what you paid for it.
Yes. Fine wine is classified as a "collectible" by the IRS, which means long-term capital gains are taxed at a maximum rate of 28% — not the preferential 15%–20% rate that applies to stocks and real estate. VaultSomm models this exposure for every bottle, so you and your accountant know your exact tax liability before you sell a case at auction.
Yes. VaultSomm accepts CSV imports from CellarTracker, Vivino, and any spreadsheet. Our importer maps columns automatically and preserves your purchase prices, quantities, and tasting notes. Most collectors are fully imported in under 10 minutes.
Your AI sommelier is powered by advanced AI and trained on your actual cellar data. Ask it about drinking windows, food pairings, vintage reports, auction market trends, or which bottles to open for a specific occasion. Unlike generic wine apps, it has full context of what you own, when you bought it, and how prices have moved.
All data is encrypted at rest and in transit. Your cellar data is never sold or shared with third parties, and is never used to train our AI models. We're built for UHNW collectors who expect the same level of confidentiality from their software that they expect from their private bank.
Yes. All paid plans include downloadable PDF reports your advisors can use directly. Collector plan members can generate insurance replacement-value reports for their broker, capital gains summaries for their accountant, and charitable deduction schedules. Connoisseur plan members additionally receive estate inventory valuations and Form 709 gift tax documentation for their estate attorney. No account login is required for your advisors to receive or use any of these reports.
