Apostle Act I
Professional Valuation Terminal
A desktop valuation terminal built & customised for every client's professional analysts, portfolio managers, and family offices.
Apostle Act I replaces the patchwork of Excel models, Bloomberg lookups, vendor spreadsheets, and news clipping services with one integrated application that runs entirely on your own machine.
No cloud, no telemetry, no data leaves your laptop.
APÓSTOLOS AI Agent
A natural-language assistant that runs entirely on your machine via Ollama. Read-only access to every database the app maintains, durable memory across sessions, and a three-layer-safe SQL tool that can answer questions like "Based on XXX's portfolio, how does the most recent news and economy affect this portfolio?", without sending a single byte to a cloud provider.
Valuation Toolkit
Banker-grade DCF, multiples, football-field synthesis, and sensitivity analysis. Autofills from Yahoo Finance, S&P Capital IQ, or Bloomberg in three working modes (live formulas, snapshot values, or evaluation data).
Portfolio Builder & Analytics
Family office grade position keeping across equities, fixed income, funds, hedge funds, private equity, structured products, commodities, and cash.
Time- and money-weighted returns, Brinson attribution, Sharpe, Sortino, VaR, CVaR, max drawdown, scenario stress test, all computed locally from your own data.
Smart Import utilises a local AI Model to seamlessly identify all the different asset classes and types of assets based on your firm's current excel sheet formatting to automate the population of data into the software's portfolio builder for analytics.
Apostle provides this Smart Import AI, to be built and catered specifically for your firm for free.
Households & Mandates
Consolidate multiple legal entities under one client and enforce Investment Policy Statements with a live rule engine that flags breaches as soon as they happen.
Asset Research
A universal ticker resolver (Bloomberg, RIC, Capital IQ, ISIN, CUSIP, SEDOL) routes any identifier into a purpose-built per-asset-class research panel: equity consensus & drift, bond YTM & duration vs Treasuries, fund expense & holdings, commodity term structure & CFTC positioning, hedge fund Sharpe vs HFRX, PE IRR/MOIC/DPI/RVPI/PME vs MSCI World, structured product distance-to-barrier, cash rates vs policy benchmark. Every US-listed issuer surfaces its last 5 years of SEC 10-K filings as one-click downloads.
Live News, Priority News & Alerts
A real-time news feed, an AI-scored relevance filter scoped to your watchlist and holdings, and a configurable rule engine for price, mandate, analyst-rating, macro-surprise, and news-keyword triggers.
Economic & FX Forecasts
IMF, OECD, Fed SEP, ECB SPF, and Bloomberg economist surveys aggregated into one consensus view per country, with drift charts and a four-quadrant macro-regime classifier.
Investment Memo
One-click, fully-cited IC memos modelled on real KKR / Goldman / Blackstone / Morgan Stanley templates — 15 sections deep, from deal snapshot and investment thesis through 5-year financials, valuation, sensitivity grid, categorised risks, ESG, and Buy/Hold/Sell recommendation. The template branches per asset class — equity, fixed income, PE, hedge funds, commodities, funds, cash, structured products — and auto-weaves SEC 10-K filings, sell-side consensus, IMF macro, peer comps, and your DCF into a PDF, with 8 opt-in AI narrative boosts on demand.
Scheduled Reports
Cadence-based PDF and Excel deliverables for portfolios, households, memos, and macro briefs, written to any folder you choose.
