Advanced Portfolio Risk & Intelligence System

Institutional-grade intelligence. Retail-accessible price.

Your portfolio,
finally understood.

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.

Get Early Access Explore Capabilities
11
Core Modules
127
Governance Rules
32
Data Entities
25
API Endpoints
100%
Decision-Support

Everything you need to
govern your portfolio.

Six interconnected intelligence modules built around explainability, traceability, and governance. Every insight is backed by rationale. Every recommendation is trackable. Nothing executes without you.

01 — Intelligence

Portfolio Risk Analytics

Concentration analysis, allocation drift detection, diversification scoring, and sector exposure mapping. Understand your real risk — not just your balance.

Concentration Drift Detection Diversification
02 — Intelligence

Explainable AI Recommendations

Every AI output includes rationale, confidence context, portfolio impact, governance implications, and limitations. You always know why.

Rationale Confidence Band Explainability
03 — Governance

Governance Rule Engine

127 configurable governance rules spanning concentration limits, cash buffer requirements, allocation guardrails, and rebalancing triggers — all user-defined.

127 Rules Threshold Alerts User-Defined
04 — Transparency

Recommendation History & Traceability

Every recommendation stored with its full context: portfolio state, AI rationale, risk flags, what you decided, and what changed afterward. Investment memory built in.

Decision Log Audit Trail History
05 — Analysis

Scenario Simulation

Model allocation changes, market stress events, rebalancing impacts, and diversification improvements — before you act. Simulation is never execution.

What-If Stress Testing Rebalancing
06 — Conversation

Conversational AI Advisor

Ask questions about your portfolio in plain language. Explore allocation logic, understand governance alerts, and navigate recommendations interactively.

Natural Language Session Memory Governed AI

From onboarding to
portfolio clarity.

01
Profile & Onboarding

Define your goals, risk tolerance, governance preferences, and cash reserve targets. APRIS builds your personalized intelligence baseline.

02
Portfolio Import

Enter holdings manually or upload a CSV from your brokerage. APRIS validates, structures, and analyzes your real portfolio data.

03
AI Analysis

APRIS runs governance rules, concentration checks, and diversification scoring — then generates explainable AI insights specific to your situation.

04
Review & Decide

Review recommendations with full rationale, risks, and portfolio impact. Accept, defer, reject, or keep watching — every decision is yours and logged.

05
Monitor & Evolve

Governance alerts surface when thresholds are crossed. Your recommendation history evolves into a personal investment intelligence record.

Rules that protect
your boundaries.

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.

Concentration limits per single holding, sector, or asset class
Allocation drift from your target — detected and explained
Cash buffer monitoring against your defined reserve floor
Rebalancing frequency governance aligned to your preferences
Full audit trail of every rule execution and user response
Single Stock Concentration (AAPL) 12.4% / 10% limit
Technology Sector Exposure 38% / 35% limit
Cash Buffer Reserve 6.2% / 5% floor
Allocation Drift from Target Within 3% tolerance
International Diversification 8% / 15% target
Fixed Income Allocation 22% / 20% target
APRIS AI Advisor — Portfolio Session Decision-Support Mode
Why is my portfolio flagging a concentration alert on technology?
APRIS AI — Decision Support Your technology sector exposure currently sits at 38.2% of total portfolio value, exceeding your self-defined governance threshold of 35%. This is driven primarily by AAPL (12.4%), MSFT (9.1%), and NVDA (7.8%). Based on your stated moderate risk profile, this concentration level exceeds your own parameters — not a universal standard. You retain full authority over whether to act.
What would rebalancing to 32% look like?
APRIS AI — Scenario Analysis Reducing technology from 38.2% to 32% would require reallocating approximately 6.2% of portfolio value (~$7,440 at current holdings). The Scenario Simulator can model the allocation impact, diversification score change, and governance threshold effects before you take any action. This is analytical only — APRIS does not execute or recommend specific trades.
⚠ APRIS is not a registered investment adviser. Output is not investment advice. You retain all decision authority.

Governed AI that
explains itself.

Every response includes rationale, confidence context, and limitations. Directive language is blocked platform-wide. You always stay in control.

🔍
Explainability Layer

Every AI output surfaces rationale source, confidence band, portfolio impact, and known limitations before you act on it.

📋
Prompt Governance Catalog

Blocked language includes buy/sell directives, guaranteed return language, and fiduciary framing. Compliant by design.

🗂
Full AI Audit Trail

Every AI prompt and response is persisted with portfolio snapshot, timestamp, and rule context for traceability and review.

Built on a modern, secure, cost-disciplined stack
React + Vite
Frontend
Cloudflare
Hosting & CDN
Supabase
Auth + PostgreSQL
Polygon.io
Market Data
Claude Haiku
AI Engine
Sentry + Resend
Monitoring & Email
Not a Registered Investment Adviser
Decision-Support Platform
No Trade Execution
Audit-Ready Architecture
RLS-Enforced Data Isolation
Explainable AI Outputs
Ready to Begin

The intelligence your
portfolio deserves.

Join early access. Import your portfolio. Get explainable AI insights backed by governance rules, not guesswork.

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