Portfolio context first
Holdings, allocation, watchlists, and provider freshness become one readable starting point.
Private wealth intelligence
Complexity, made quiet.
Portfolios, filings, goals, and market noise become cited briefings for calm, deliberate decisions.
One picture before many tools.
Aperture gives the portfolio, the evidence, and the next question a shared place to meet.
Portfolio
See allocation, holdings, watchlists, and freshness before asking for an interpretation.
Evidence
Turn filings and market context into a cited brief with assumptions close at hand.
Plan
Enter the workspace Compare user-controlled scenarios without turning a range into a promise.
Follow the question, not the noise.
The daily loop stays deliberately small. Understand the position, inspect the source, keep a record for later.
Evidence stays attached
Filing passages, citations, assumptions, and interpretation remain close to every material claim.
Questions become a record
Save the brief, challenge the assumptions, and return to the conversation when the picture changes.
Quiet by design.
No brokerage. No trade execution. Research support with sources, freshness, and assumptions in view.
Server-owned
Secrets stay out of the browser.
Owner-scoped
Finance data stays behind identity checks.
Research support
Sources and assumptions stay visible.
Choose the depth of your review rhythm.
More context when you need it. No incentives to trade more.
Free
$0
1 portfolio
Pro
$19
5 portfolios
Research Pro
$49
20 portfolios
Team / Advisor
Custom
Shared rooms
Keep the final judgment with the person.
A calmer way to prepare for the next financial conversation.