APRIS CORE gives self-directed investors the explainable AI analysis, concentration alerts, and portfolio governance tools that institutional investors have always had — at a price built for individuals. No broker. No adviser. No mystery.
Most portfolio tools show you a balance and a chart. They don't tell you that 38% of your portfolio is in one sector, that your largest holding has quietly become double your own risk limit, or that the last three AI-style recommendations you acted on have no documented rationale you can review. Self-directed investors deserve better tools.
"Why is my portfolio down more than the market?"
→ APRIS shows your sector concentration and correlation risk — explained in plain language."Did I make the right call six months ago?"
→ Every recommendation, what you decided, and what changed — permanently logged and searchable."Am I actually diversified, or just spread across correlated things?"
→ True diversification scoring across sectors, asset classes, and geography — not just ticker count.Three types of investors find APRIS CORE immediately valuable. If you manage your own portfolio and want to understand it better, you're in the right place.
Age 30–55. Managing $50K–$500K across Fidelity, Schwab, or Robinhood. You've outgrown your brokerage's native tools but aren't ready to hand off to an adviser.
You've been using a portfolio tracking tool that understands diversification and sector analysis — and now you need a replacement that's more capable, not less.
Age 25–40. Portfolio of $10K–$50K. You're learning, you're careful, and you don't want to make an expensive mistake you didn't understand.
Retail investors who outgrow basic trading apps face a frustrating choice: pay a financial adviser thousands per year, or accept tools that don't explain what they're doing. APRIS CORE closes that gap. It's the thinking tool for investors who want institutional-grade insight without the institutional price tag.
Every module is built around the same principle: you should know exactly what your portfolio is doing and exactly why. Nothing is a black box.
Concentration scoring, allocation drift detection, true diversification analysis across sectors and asset classes, and risk indicators — all calculated from your actual holdings, not a generic model.
Every AI output includes the rationale behind it, confidence context, what assumptions were made, and what the limitations are. You know why the insight matters — not just what it says.
Set your own concentration limits, cash reserve floors, rebalancing targets, and sector caps. APRIS monitors continuously and explains every alert in plain English — no jargon, no directives.
Every insight logged with its portfolio context, rationale, what you decided, and what happened next. Never lose track of why you made a call — your investment decisions have a permanent, searchable record.
Run what-if scenarios before you act. Model a rebalancing move, simulate a market decline, or test a new allocation. See the governance, concentration, and diversification impact — hypothetically only.
Ask questions about your actual portfolio in plain language. Explore your concentration risk, get an alert explained, or walk through a scenario interactively. Context-aware, session-persistent, and fully governed.
No broker connection required. No financial data shared with third parties. No obligation to act on anything APRIS shows you.
Tell APRIS your goals, risk tolerance, and governance preferences. Takes under 3 minutes.
Upload a CSV from Fidelity, Schwab, Robinhood, or any brokerage — or enter manually.
Instant concentration scoring, sector analysis, and governance alerts — with full explanations.
Accept, defer, reject, or watch any insight. Every decision is logged with its full context.
Governance alerts fire when your thresholds are crossed. Your history grows with every decision.
Most tools have no concept of personal risk governance. APRIS lets you set your own thresholds — concentration limits, cash reserve floors, sector caps, rebalancing windows — and monitors them continuously. Every alert tells you exactly which of your own rules was crossed, and why it matters.
Every AI output surfaces what data it used, what assumptions it made, its confidence level, and where its limitations are. No black-box answers.
Buy/sell directives, guaranteed return language, and fiduciary framing are blocked at the platform level. APRIS is a thinking tool, not an execution engine.
The AI knows your portfolio, your governance rules, and your history. Ask it anything — it responds to your actual situation, not a generic template.
APRIS works with holdings from any brokerage that exports CSV data. No account linking. No credentials shared. No lock-in. Your data stays yours.
CSV import guides for all major brokerages are available inside the app. Manual entry also supported.
Free during beta. When we launch paid tiers, founding members lock in their rate for life. Early access is always rewarded at APRIS.
Free during beta. Import your holdings in minutes. Get AI-powered portfolio intelligence with real rationale — no adviser required.
No broker login. No financial credentials. Cancel anytime. Free forever during beta.