Institutional-grade intelligence. Retail-accessible price.
APRIS CORE — AI-Enabled Portfolio Intelligence
The explainability, governance visibility, and AI-assisted decision support that institutional investors have had for decades — built for self-directed retail investors who demand more than a brokerage app.
Six interconnected intelligence modules built around explainability, traceability, and governance. Every insight is backed by rationale. Every recommendation is trackable. Nothing executes without you.
Concentration analysis, allocation drift detection, diversification scoring, and sector exposure mapping. Understand your real risk — not just your balance.
Every AI output includes rationale, confidence context, portfolio impact, governance implications, and limitations. You always know why.
127 configurable governance rules spanning concentration limits, cash buffer requirements, allocation guardrails, and rebalancing triggers — all user-defined.
Every recommendation stored with its full context: portfolio state, AI rationale, risk flags, what you decided, and what changed afterward. Investment memory built in.
Model allocation changes, market stress events, rebalancing impacts, and diversification improvements — before you act. Simulation is never execution.
Ask questions about your portfolio in plain language. Explore allocation logic, understand governance alerts, and navigate recommendations interactively.
Define your goals, risk tolerance, governance preferences, and cash reserve targets. APRIS builds your personalized intelligence baseline.
Enter holdings manually or upload a CSV from your brokerage. APRIS validates, structures, and analyzes your real portfolio data.
APRIS runs governance rules, concentration checks, and diversification scoring — then generates explainable AI insights specific to your situation.
Review recommendations with full rationale, risks, and portfolio impact. Accept, defer, reject, or keep watching — every decision is yours and logged.
Governance alerts surface when thresholds are crossed. Your recommendation history evolves into a personal investment intelligence record.
Most retail investment tools have no concept of governance. APRIS is built around it. Set your own thresholds. The engine monitors continuously and explains every alert in plain language — never in jargon, never a directive.
Every response includes rationale, confidence context, and limitations. Directive language is blocked platform-wide. You always stay in control.
Every AI output surfaces rationale source, confidence band, portfolio impact, and known limitations before you act on it.
Blocked language includes buy/sell directives, guaranteed return language, and fiduciary framing. Compliant by design.
Every AI prompt and response is persisted with portfolio snapshot, timestamp, and rule context for traceability and review.
Join early access. Import your portfolio. Get explainable AI insights backed by governance rules, not guesswork.