How It Works

From your first bottle to your tax return — in one platform

A complete visual walkthrough of every feature — from adding your first bottle to generating IRS-ready tax reports.

1 The Dashboard

Your cellar at a glance

The moment you log in, you see your entire collection summarized — total value, unrealized gain, cost basis, and which bottles are at peak drinking right now. No hunting through spreadsheets.

  • Cellar Valuelive fair market value across all active bottles
  • Total Gainunrealized appreciation since purchase, shown as a dollar amount and percentage
  • Peak Drinkingcount of bottles currently in their ideal drinking window
  • Cost Basistotal amount invested across your collection
  • Drink Soonbottles approaching the end of their window so you never miss the moment
  • Top Performersbiggest gainers in your cellar by percentage return

Always current

Valuations, drinking windows, and gain calculations update automatically as you add, sell, or donate bottles — the dashboard always reflects your live collection.

app.vaultsomm.com/#/dashboard
VaultSomm Dashboard showing cellar value $67,322 and top performing bottles

Dashboard — portfolio summary with drinking windows and top performers

2 My Cellar

Add bottles three ways

Your cellar is the foundation of everything. Add bottles individually, photograph a label with your phone camera for instant auto-fill, or import your entire existing collection from a CSV.

  • Manual entrywine name, producer, vintage, region, quantity, purchase price, storage location, and condition
  • Camera scanpoint your phone at the label and VaultSomm auto-fills producer, vintage, and varietal
  • CSV importbulk-import from a spreadsheet or CellarTracker export in seconds
  • Sortable columnssort by wine, vintage, region, quantity, cost, current value, gain, or drinking window
  • Filter by statusview active, sold, or donated bottles separately

Bottle detail

Click any row to open the full detail panel — provenance, drinking window progress bar, cost vs. fair value, condition (fill level, label), storage location, and tasting notes.

app.vaultsomm.com/#/cellar
VaultSomm Cellar page showing sortable bottle table with 61 bottles

My Cellar — every bottle with live value, gain %, and drinking window

3 Live Valuations

Every bottle priced against the live market

When you add a bottle, VaultSomm's valuation engine fires immediately — querying live retail and auction data to establish a fair market value. The engine accounts for critic scores, vintage quality, bottle condition, and regional comps.

  • Live comp dataretail and auction prices sourced in real time, not from a static database
  • Composite formulacritic score, vintage quality, and condition adjustments applied on top of the market comp
  • Valuation rangelow-to-high replacement cost range for insurance documentation
  • Drinking windowalgorithmic peak window with a visual progress bar per bottle
  • Manual overrideset your own FMV for bottles where you have a private appraisal
  • Quarterly refreshvaluations update automatically every 90 days to track market shifts

Bottle detail panel

Click any bottle for full provenance — cost vs. fair value, drinking window progress bar, condition (fill level, label), storage location, and tasting notes. All data flows directly into your reports.

app.vaultsomm.com/#/cellar
VaultSomm bottle detail panel for Château Pétrus 2016 showing drinking window 2026-2050 and fair value $10,500

Bottle detail — Château Pétrus 2016, fair value $10,500, peak window 2026–2050

4 Portfolio Analytics

See your collection as an investment

The Portfolio page breaks down your collection the way a financial dashboard would — value by region, varietal composition, and total return over time. Built for collectors who think about their cellar as an asset.

  • Value by Regionbar chart showing how much of your cellar value sits in each wine region
  • Bottles by Varietaldonut chart of your collection by grape variety
  • Portfolio Value Over Timeline chart tracking total cellar value at each quarterly valuation
  • Total returnoverall gain in dollars and percentage since first purchase
  • Next valuation dateshown in the header so you always know when prices refresh

Track what matters

See at a glance whether your collection is concentrated in one region, how your varietal mix compares to your goals, and whether your portfolio value is trending up over time.

app.vaultsomm.com/#/portfolio
VaultSomm Portfolio page with value by region bar chart and portfolio value over time line chart

Portfolio — value by region, varietal breakdown, and historical performance

5 Sommelier AI

A world-class sommelier who knows your cellar

Ask anything about your collection. Your AI Sommelier knows every bottle you own — drinking windows, food pairings, cellaring advice, when to sell, what to open tonight. It answers the way a great sommelier would: specific, opinionated, and always relevant to what you actually have.

  • Drinking window advice"Is my Pétrus ready to open?" gets a direct, nuanced answer
  • Food pairingspecific dish recommendations for bottles in your cellar
  • Sell or holdmarket-informed guidance on when to realize your gains
  • Decanting timeexact recommendations by wine and vintage
  • Cellar compositionadvice on gaps and diversification based on your actual holdings

Context-aware

The Sommelier AI reads your entire cellar before answering. It knows every bottle you own, their condition, and their current value — answers are specific to what you actually have, not generic wine advice.

app.vaultsomm.com/#/sommelier
VaultSomm Sommelier AI answering a question about Château Pétrus 2016 drinking window

Sommelier AI — asking about the 2016 Pétrus drinking window gets a detailed, cellar-aware answer

6 Market Intelligence Connoisseur

Live pricing on any wine in the world

Before you buy, before you sell — check the market. Search any wine for live retail and auction pricing, trend direction, and investment outlook. Not a static price list — live data pulled at the moment you search.

  • Wine Searchsearch any producer, wine, or vintage for real-time retail low, retail high, and auction average
  • Critic scoresRP, WS, and other ratings surfaced alongside pricing so you have full context
  • 12-month trendrising, stable, or declining market signal with a plain-language explanation
  • Investment outlookAI-generated market intelligence summary for each wine
  • Cellar cross-referenceif you own the wine, your quantity and current value appear inline in the result
  • Watchlistbookmark wines you’re considering to monitor price movement over time

Connoisseur plan

Market Intelligence is exclusive to the Connoisseur plan — the research layer that turns your cellar into an informed investment. Know exactly what anything in your collection is worth on the open market before you make a move.

app.vaultsomm.com/#/market
VaultSomm Market Intelligence search result for Screaming Eagle Cabernet 2018 showing retail low $4,170 retail high $4,638 and auction avg $4,500

Wine Search — live retail, auction, trend, and AI investment outlook per bottle

app.vaultsomm.com/#/market • Regional Explorer
VaultSomm Regional Explorer interactive map showing 12 wine regions with 36-month price trends

Regional Explorer — interactive map with 36-month price trends across 12 major wine regions

Regional Explorer

Understand where the market is moving

The Regional Explorer maps live price data across 12 major wine regions globally. Filter by price range or trend direction to find where value is concentrated — and where momentum is building.

  • Interactive mapbubble overlays sized and colored by 36-month price change
  • 12 regions trackedBurgundy, Bordeaux, Piedmont, Napa, Tuscany, Champagne, Sonoma, and more
  • Trend filtersfilter to Rising, Stable, or Declining regions instantly
  • Zoom to appellationsdrill into sub-appellations for granular market data
  • My cellar regionstoggle to show only regions you already hold bottles in
7 Reports

IRS-ready reports. One click.

Fine wine has tax and legal implications most collectors handle badly. VaultSomm generates branded, IRS-standard PDF reports for every scenario — insurance, capital gains, estate planning, gift tax, and charitable deductions.

Collector

Insurance Valuation

Per-bottle FMV with provenance detail and valuation range — formatted for insurance carriers.

Collector

Schedule D — Capital Gains

IRS-equivalent Schedule D with Form 8949, short/long-term separation, and NIIT disclosure.

Connoisseur

Estate Inventory

Full cellar inventory grouped by region with FMV, drinking windows, and unrealized gains for estate planning.

Connoisseur

Form 709 — Gift Tax

IRS Form 709-equivalent with per-bottle gift valuation, annual exclusion, and lifetime exemption tracker.

Collector

Charitable Deductions

IRC §170 charitable contribution report with per-bottle FMV, recipient detail, and Form 8283 indicator.

app.vaultsomm.com/#/reports
VaultSomm Reports page showing 5 report types including Insurance Valuation and Schedule D

Reports — five IRS-standard PDFs generated instantly from your live cellar data

Ready to manage your cellar like this?

Start your free 14-day trial. No credit card required. All features included from day one.