Intelligence platform that knows your investment portfolio
Private wealth copilot
Intelligence platform that knows your investment portfolio
Avex AI helps self-directed investors unify accounts, parse statements, spot concentration risk, and model what to add, trim, or rebalance next.
Avex is free to use.
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.
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
- 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
- Core BalanceLower concentration
- High ConvictionHigher upside
- VolatilityHigher variance
+12.8%
01
Unified Liquidity
Read-only bank connectivity gives Avex AI a live view of cash, liquidity, and short-term resilience before portfolio decisions are made.
02
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.
03
The Avex AI Brain
The Avex AI Brain generates research candidates, holding reviews, and allocation scenarios grounded in your portfolio, liquidity, and macro regime.
04
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.
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
Scenario comparison
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.
56%
Equities
24%
Bonds
20%
Cash
Sector mix
Technology50%
Global equity…32%
Cash & short d…20%
Currency mix
USD60%
GBP28%
EUR12%
Get started
Open Avex and start with your portfolio.
Avex is free to use.
Read-only connectivity. No custody. No trade execution.