FI Investment Tracker is built by Granite Hall Solutions LLC, a U.S. software company focused on one thing: investment accounting and reporting for credit unions and community banks. The product is purpose-built for the FFIEC RC-B / NCUA 5300 workflow your team runs every month and quarter.
A securities subledger that takes the recurring math, the GL entries, and the quarter-end support off your team: effective-interest amortization, MBS/CMO paydowns, month-end close, call-report support packages, reconciliation, and evidence organized for examiner review, designed around how FI accounting and operations teams work.
U.S. credit unions and community banks, from roughly $100M to $10B in assets. The vocabulary, the reports, and the controls are theirs.
Your portfolio data stays on your own machine, in an encrypted local database. It is never sent to us. We designed it that way on purpose: your investment records stay in your own environment, under your own controls, and we do not hold a copy.
Every release is code-signed by GRANITE HALL SOLUTIONS LLC (the verified publisher your IT team sees on install) and ships with a published SHA-256 checksum so anyone can confirm the exact file they ran is authentic and unmodified.
Your portfolio data is never sent to us, so there is no copy on our side to protect: your security team reviews software that runs inside your own controls. The vendor review packet covers data custody, release and code-signing controls, and backup and restore evidence in one place, and your team can evaluate the software on its own holdings file from the first day. If you ever stop, nothing is deleted: the app becomes read-only, and you can still open your records and export an encrypted backup and the audit log.
Questions about our letter, or anything else: hello@granitehallhq.com, the Granite Hall Solutions company mailbox. Support: support@fiinvestmenttracker.com. Billing: billing@fiinvestmenttracker.com. All three reach the same mailbox, and our replies come from hello@granitehallhq.com. We aim to send a first reply within two business days.
Granite Hall Solutions LLC is a Florida limited liability company, document number L26000295535, which you can look up at sunbiz.org. Our mailing address, 7901 4th St N, Ste 300, St. Petersburg, FL 33702, is our registered agent’s office, so email is the fastest way to reach us.