Miller Family Vault Fully Encrypted

Base Currency

Financial Overview

Real-time consolidated asset summary across your family network.

Portfolio Scope:

Family Members:

CONSOLIDATED NET WORTH

$0.00

Consolidated Wealth All Members

TOTAL ASSETS

$0.00

Cash, Stocks, Properties, 529s Asset Share

TOTAL LIABILITIES

$0.00

Credit Cards & Debts Total Debt

Family Portfolio Brief

Dynamic Analysis

Compiling vault assets analysis...

Wealth Categories

💵 Cash

$0.00

Liquid deposits & checking

📈 Stocks

$0.00

Public stock positions

🏠 Properties

$0.00

Real estate valuations

🎓 529 Plan

$0.00

Education savings plans

🚀 Startups

$0.00

Angel equity checks

💳 Cards

$0.00

Credit card debts

Portfolio History

Family Financial Insights

Portfolio Breakdown by Family Member

Grouped by Asset Category & Owner

Individual Family Member Portfolios

Vault Accounts

Symmetrically encrypted financial institutions, deposits, and liabilities.

Institution	Type	Last 4	Owner	Balance	Last Updated	Actions

Stock Portfolio

Active equity investments and brokerage holdings with live values.

Symbol	Company	Broker	Quantity	Cost Basis	Current Price	Market Value	Actions

Startup Equity Investments

Track your pre-seed, seed, and private equity investments across early-stage startups.

CONSOLIDATED STARTUP EQUITY

$0.00

Calculated at current valuation multiples

Startup / Company	Equity Share %	Amount Invested	Current Valuation	Investment Date	Holding Entity	Owner	Actions

Credit Cards & Debts

Track balances, limits, and credit lines. Balances are treated as liabilities.

CONSOLIDATED CREDIT CARD DEBT

$0.00

Directly reduces family net worth

Card Name / Bank	Last 4	Balance	Currency	Owner	Actions

529 College Savings Plans

Track education savings, tax-advantaged college funds, and Vanguard portfolios.

CONSOLIDATED 529 COLLEGE SAVINGS

$0.00

Directly aggregates into family investment assets

Institution / Plan	Last 4	Balance	Currency	Beneficiary / Owner	Actions

General Ledger

Unified family receivables, contractor invoices, and personal transactions.

Party / Description	Amount	Transaction Date	Status	Logged By	Actions

Encrypted Tax Records

Symmetrically encrypted financial tax data. View and report details for US and India separately.

Report Tax Year Data

Tax Year

Currency

Total Gross Income

Taxes Owed

Taxes Paid

Tax Summary Metrics

Effective Tax Rate

0.00%

Refund Status

$0.00

Taxes Owed is calculated as total obligation for the year. Effective tax rate represents (Owed / Total Gross Income) * 100.

Tax Filing History

Year	Total Gross Income	Taxes Owed	Taxes Paid	Effective Tax Rate	Reported By	Actions

AuraNest

AuraNest Demo

Verify Demo Access

AuraNest Onboarding

Financial Overview

$0.00

$0.00

$0.00

Family Portfolio Brief

Wealth Categories

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

Portfolio History

Family Financial Insights

Portfolio Breakdown by Family Member

Individual Family Member Portfolios

Vault Accounts

Stock Portfolio

Startup Equity Investments

$0.00

Credit Cards & Debts

$0.00

Real Estate

529 College Savings Plans

$0.00

General Ledger

Encrypted Tax Records

Report Tax Year Data

Tax Summary Metrics

0.00%

$0.00

Tax Filing History

App Guide

AuraNest

AuraNest

AuraNest Demo

Verify Demo Access

AuraNest Onboarding

Financial Overview

$0.00

$0.00

$0.00

Family Portfolio Brief

Wealth Categories

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

Portfolio History

Family Financial Insights

Portfolio Breakdown by Family Member

Individual Family Member Portfolios

Vault Accounts

Stock Portfolio

Startup Equity Investments

$0.00

Credit Cards & Debts

$0.00

Real Estate

529 College Savings Plans

$0.00

General Ledger

Encrypted Tax Records

Report Tax Year Data

Tax Summary Metrics

0.00%

$0.00

Tax Filing History

Card Statement Analysis

$0.00

0

N/A

Category Breakdown

Budgeting Insights

Statement Items

Log Account Balance

Term Deposit Details

Log Stock Position

Add Real Estate Asset

Log Ledger Entry

Zero-Knowledge Architecture

Log Startup Investment

Invite Family Member

Plaid Connection Link

Chase Bank

Credentials Verified. Discovered Accounts:

Import Statement CSV

Vault Settings & Family Network

Active Family Members

Invite New Family Member

Pending Invitations

Vault Tier & Subscription

Vault Trial Active

$0.00 /mo

Select Subscription Tier

Sandbox Trial

$0.00

AuraNest Pro

$24.00 /mo

AuraNest Team

$59.00 /mo

Cryptographic Keys & Export

Decrypted Vault Master Key

Offline Encrypted Backup

Zero-Knowledge Custody Terms

1. Zero-Knowledge Cryptographic Custody

2. Responsibility for Passwords

3. Aggregation Services

4. Subscription Terms

AuraNest Security Agreement

Zero-Knowledge Cryptographic Waiver