Request Early Access
Private wealth copilot

Investment intelligence that knows your portfolio.

Avex AI helps self-directed investors unify accounts, parse statements, spot concentration risk, and model what to add, trim, or rebalance next.

Request Early AccessSee the platform

Public Alpha membership is $99/month.

Built for self-directed investors who want private, portfolio-level clarity.

Net Worth Trajectory

+12.8%

12M change in base currency

Top Holdings

NVDA19.8%+2.1%
MSFT14.4%+1.0%
ASML8.6%-0.4%
VWRL7.9%+0.7%

Asset Allocation

56%
Equities
24%
Bonds
20%
Cash

Daily Avex Brief

Today’s focus

Reduce concentration and improve Europe exposure.

ResearchASML as candidate add
ReviewNVDA trim scenario
Allocate£12,000 Core Balance plan
One operating view for your wealth

See how the pieces interact, not just where they sit.

Most wealth tools show balances in isolation. Avex AI shows how cash, holdings, currencies, and macro pressure interact, so you can understand what is actually shaping your net worth.

Net Worth Goal

Progress toward your target architecture

Current net worth

£2.84M

Target by 2032

£5.00M

Projected path

Base case based on current contribution target and portfolio mix.

57% of target reached

On track

  • Monthly contribution target

    £3,500

  • Projected gap to target

    £410k

  • 12M trajectory

    +12.8%

How Avex AI works

Four pillars of private portfolio intelligence.

Unified Liquidity

Read-only bank connectivity gives Avex AI a live view of cash, liquidity, and short-term resilience before portfolio decisions are made.

The Hostile Broker Parser

When direct access is blocked, Avex AI parses PDF and CSV investment statements locally so holdings, currencies, and exposures can still be modeled privately.

The Avex AI Brain

The Avex AI Brain generates research candidates, holding reviews, and allocation scenarios grounded in your portfolio, liquidity, and macro regime.

Macroeconomic Stress-Testing

Avex AI re-reads your net worth against rates, liquidity conditions, and broader macro shifts so pressure points are visible earlier.

Daily intelligence

Your portfolio, distilled into what matters today.

Each morning, Avex AI surfaces research candidates, holding reviews, and allocation ideas grounded in your actual positions, liquidity, and macro regime. No noise. No generic prompts. Just what your portfolio needs to see next.

Daily Avex Brief

Based on your latest portfolio snapshot

Today's focus

Reduce concentration in NVDA and improve Europe exposure without increasing drawdown risk.

What changed

Single-name concentration remains above target and cash reserve now exceeds minimum threshold.

Recommended next moves

  • ResearchASML as candidate add to improve Europe exposure
  • ReviewTrim NVDA by 2–4% in Core Balance scenario
  • AllocateDeploy £12,000 using the Core Balance plan

Scenario comparison

  • Core BalanceLower concentration
  • High ConvictionHigher upside
  • VolatilityHigher variance
63% confidence

What could invalidate this view: rapid rates repricing, weaker semiconductor demand, or a sharp USD reversal.

Engineered for absolute confidentiality.

Avex AI runs on isolated European infrastructure. Before portfolio data reaches the intelligence layer, direct identifiers are separated from the analytics environment. The models evaluate holdings, exposures, and scenarios, not your name, email, or account labels.

Private by architecture. Read-only where connected. Local where uploaded.

Asset Allocation

Portfolio mix across investable assets and reserve cash

56%
Equities
24%
Bonds
20%
Cash

Sector mix

Technology
50%
Global equity…
32%
Cash & short d…
20%

Currency mix

USD
60%
GBP
28%
EUR
12%
Founding access

Public Alpha opens soon.

Public Alpha membership is $99/month.

Read-only connectivity. No custody. No trade execution.