Every US market morning, a 2-page brief reads your portfolio — VTI, VOO, QQQ, NVDA, every name you own — and tells you whether to hold, watch or act, with the exact reason. You execute on your broker. We never touch your money.
HOLD, WATCH or ACT — a single read on whether your portfolio needs you today, drawn from your holdings against their plan, not from market noise.
The Tactician changes a position only when it drifts past its tolerance band — never on a daily schedule. Most weekdays: nothing to do, and a clear reason why.
Earnings on your holdings, the Fed, inflation prints — flagged before they land. Every figure traced to a source. Two minutes, your inbox or Telegram.
Each agent has one narrow job — prices, news, drift, ideas, risks. They run in parallel against live market data and one Scribe writes the brief, with every number traced to its source.
The brief lands at the time you choose. The questions come whenever they come — Apertture AI is there for them. A calm, experienced voice on markets, instruments, and every term inside your brief, that knows the shape of your book.
Educational, not personalised advice. Apertture publishes under §202(a)(11)(D); the chat never tells you to buy or sell.
Real format, real citations. This is what lands in your inbox or on Telegram — at the time you choose.
The book is on plan. Five of six holdings sit inside their target bands — no action needed. BND has drifted 6.3 points below its 20% target as bonds sold off; the Tactician flags a top-up to restore the model's fixed-income sleeve. Nvidia reports after the close on May 20; FOMC minutes land the same day.
Apertture is new. We will not show you a back-tested hit rate we did not earn. Here is the deal instead — and it starts the day we launch.
From day one, each signal the engine publishes is recorded with a timestamp, a thesis and the price at the time. Nothing is edited after the fact.
Each call is scored against its benchmark on a fixed horizon — wins and misses both. The public scoreboard updates every Friday.
The scoreboard is open. Judge the engine on real, dated calls — not a marketing number — before you ever enter a card.
Type them, paste a CSV, or adopt one of our model portfolios. Read-only — we never connect to your broker, we never trade.
The seven agents wake up before you do. Overnight news, pre-market quotes, macro releases, earnings calendars. Cost per brief: under 30¢.
Inbox or Telegram. Read the verdict. Most days it says you're on plan and you move on — Apertture never tells you what to do, it tells you what changed.
Three plans. One promise: every brief is cited, multi-asset, and yours alone. Annual gives you two months free.
Every figure in a brief traces back to a source URL or a market snapshot.
Published under the §202(a)(11)(D) publisher's exemption — Apertture is not your adviser.
Apertture never connects to your broker, and never places a trade for you.
Portfolio data is encrypted at rest and never used to train models.
Cancel anytime in one click. No clawback, no questions.
Hedge fund analysts walk in to a desk full of overnight research. Retail investors walk in to a brokerage app, a dozen browser tabs, and a chatbot that improvises numbers — and, too often, the urge to trade on the noise.
That gap shouldn't cost $24,000 a year. The analysis is the same; only the price tag is absurd.
So we built Apertture: seven AI analysts that read the markets and your portfolio overnight, and hand you a cited verdict before the bell. We never sell you a trade. Most mornings the verdict is "you're on plan" — and we give you the reasons to believe it, and the calm to close the app.
No. Apertture publishes general market analysis under the publisher's exemption (Investment Advisers Act §202(a)(11)(D)). It is information, not personalised investment advice. The final decision is always yours.
Often it will — and that is the feature, not a gap. Frequent trading quietly erodes returns through costs and tax. Apertture earns its place by catching the few mornings that genuinely need a decision, and giving you the confidence to calmly ignore the rest.
Yes. During onboarding you pick your channel — email, Telegram, or both. Switch anytime in settings. The Apertture plan supports multi-channel delivery.
A market-data provider covering US-listed equities and ETFs, FX and crypto, plus global macro and rate-decision calendars. News is attributed by source URL. Every figure in a brief traces to a URL or a snapshot ID — nothing is improvised.
Not yet. v1 covers US-listed equities and ETFs, FX and crypto — where most of a modern retail portfolio already sits. European-listed equities (IBEX, Euronext, Xetra) are on the roadmap; until they ship we say so plainly rather than imply coverage we don't have.
No, by design. Two ways to add your book — pick whichever is easier: (1) upload a CSV export from Fidelity, Schwab, Robinhood, IBKR or any broker — fastest path, since the file usually carries the historical cost basis we need; (2) type tickers in manually. Stuck on either? Hit the in-app chat and we'll walk you through it. Apertture is read-only intelligence — we never have permission to trade and we never want it.
Recurring billing through Stripe. One click in your account to cancel — no phone calls, no retention dance. Annual plans give you two months free.
Free includes 1 portfolio. Apertture includes 2 — run a model portfolio and your own book side by side. Advisor supports up to 25 client portfolios, each running the full agent pipeline.
Free to start. No card required. Cancel anytime.
Whenever you choose. The engine writes your brief pre-market in New York; you pick the hour it lands — in your settings, in your own timezone. Pick a slot before the brief is ready and it simply arrives as soon as it is, on email and Telegram together.
Yes. One-off micropayments: deep-dive on a holding ($4.90), sector comparison ($6.90), earnings alert ($1.90), custom ad-hoc brief ($9.90). No subscription required.