
Apostle Act I
Professional Valuation Terminal
The video shown is a product demonstration, not investment / financial advice, and make no claims about returns.
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.
The images shown are a product demonstration, not investment / financial advice, and make no claims about returns.


The images shown are a product demonstration, not investment / financial advice, and make no claims about returns.
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




The images shown are a product demonstration, not investment / financial advice, and make no claims about returns.
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.
Multi-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.


The images shown are a product demonstration, not investment / financial advice, and make no claims about returns.


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




Investment Memo
The images shown are a product demonstration, not investment / financial advice, and make no claims about returns.
Scheduled Reports
Cadence-based PDF and Excel deliverables for portfolios, households, memos, and macro briefs, written to any folder you choose.






