Timeless Investments.
Modern Wealth.
AI-Powered Wine & Whiskey Investment Portfolio Dashboard
Track valuations, measure ROI, and model 10-year growth across your fine wine and whiskey holdings — powered by AI.
See What Your Portfolio Could Unlock
This is a static preview with illustrative sample data only.
Executive Summary
This sample portfolio shows diversified exposure across Bordeaux, Kentucky, Castilla Y Leon, Tuscany, and Yamanashi. With a current valuation of $8,475 and a modeled 5% annual growth trajectory, the portfolio demonstrates how premium wine and whiskey holdings can be tracked with clear regional allocation, top positions, and long-horizon performance visibility.
Highlights
- Bordeaux and Kentucky account for more than 60% of allocation.
- Realized gains of $640 show profit captured from prior exits.
- Projected value reaches approximately $13.8K by 2034 in this sample model.
- Top holdings include globally recognized labels with strong appreciation.
Top Holdings
Global Distribution Map
Regional Analysis
Bordeaux
32.8%Kentucky
28.2%Castilla Y Leon
18.4%10-Year Valuation Projection
Preview Notes
- Static sample data only
- No deep-dive generation
- No AI API calls from this section
- Illustrative map and projection model
Sample Portfolio Assets
| Asset Name | LWIN | Vintage | Region | Qty | Purchase Price | Market Value | Gain/Loss |
|---|---|---|---|---|---|---|---|
| Chateau Haut-Brion, Blanc, Pessac-Leognan | 1017092 | 2010 | Bordeaux | 1 | $4,000 | $4,800 | +$800 |
| Pappy Van Winkle's, Kentucky Straight Bourbon Family Reserve 23YO | 1350917 | NV | Kentucky | 1 | $500 | $1,200 | +$700 |
| Vega Sicilia, Unico, Ribera del Duero | 1121359 | 2013 | Castilla Y Leon | 1 | $980 | $1,000 | +$20 |
Get Started
Choose the method that works best for your collection:
| Addition Method | Best For |
|---|---|
|
Bulk CSV Upload
Upload your entire portfolio at once using a formatted spreadsheet.
|
Users with existing spreadsheets, tracking tools, or large portfolios looking to get started instantly. |
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Manual Entry
Add individual bottles and casks directly to The Cellar Index.
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Users with smaller collections, those just starting out, or adding recent purchases. |
How to Create Your Upload File
To import your assets, create a CSV file with the following columns:
| Column Header | Required? |
|---|---|
|
Asset Name
Use official names as closely as possible for accurate results. |
Yes |
| Vintage | Yes |
| Purchase Date (MM/DD/YYYY) | Yes |
| Purchase Price | Yes |
| Quantity | Yes |
|
LWIN, Region, Trade ID, Sale Date, Sale Price, Volume Per Unit, Market Value
You can find official LWIN codes and product names at liv-ex.com/lwin |
No |
Ensure your file is saved as a .csv before clicking the "Upload" button above.