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Your Portfolio.IntelligentlyAnalyzed.

All your assets — Stocks, Crypto, Real Estate, and Cash — intelligently analyzed and consolidated in a single platform. Automated fundamental analysis and capital optimization, built for serious investors.

No credit card · Free to start

dash.aportia.app

Total Portfolio Value

$15,567+3.2% vs last month
NVDA
$4,823+3.92%
MSFT
$4,218+2.14%
KO
$2,930+0.54%
O
$1,872-0.32%
ETH
$1,724+5.82%
Platform Capabilities

Everything you need to invest smarter

Everything you need to grow wealth systematically.

All Your Assets in One Place

Add your stocks, crypto, ETFs and real estate once. Aportia pulls live prices automatically and shows your full net worth in a single consolidated dashboard — no spreadsheets.

StocksCryptoRealtyCash→ Unified

Aportia Intelligence Engine

The AI reads quarterly earnings reports and scores each asset on growth, income quality and valuation. Every number is sourced directly from SEC filings — never guessed.

Gordon GrowthNLP AnalysisRAG ResearchSentiment

Proactive Market Scanner

Automatically scans the broader market for high-yield dividend opportunities outside your current watchlist — and alerts you before institutional money reprices them.

Scanning market...

3 signals found

Dividend Health Score

A 0—100 composite score built from five weighted dimensions: dividend yield safety (25%), payout ratio coverage (25%), net debt-to-equity (20%), consecutive years of dividend growth (15%), and free cash flow yield (15%). A score above 80 signals a highly resilient dividend. Below 50 triggers an automatic caution flag in your portfolio.

Yield Safety · 25%Payout Coverage · 25%Net Debt/Equity · 20%Div. Growth Streak · 15%FCF Yield · 15%
O
885.82%
MSFT
940.72%
MCD
792.31%
ABBV
833.94%

Portfolio Drift Alerts

Set your target allocation once. Aportia watches in real time and alerts you the moment any asset class drifts beyond your threshold — so you always know when to rebalance.

Stocks
Target: 60%+10%
REIT
Target: 20%-5%
Crypto
Target: 10%+2%
Cash
Target: 10%-7%

Capital Optimizer

Enter your monthly income and expenses once. The optimizer calculates exactly how much is available to invest and automatically distributes it across your target allocations.

Monthly Income$3,200
Expenses$1,850
Available to Invest$1,350

Alerts & Notifications

Get instant alerts across any channel — Telegram, email, push or webhook — whenever earnings surprise, dividends are cut, portfolio drifts or an AI score changes.

⚠️ MCD drifted +5.2% above target allocation

⚠️ JNJ dividend cut detected — payout ratio 89%

✅ MSFT earnings beat +12.3% — AI Score updated to 94

Daily Expense Log

Log daily expenses directly in the app. Spending data feeds into the Capital Optimizer so your investment plans always reflect your actual financial reality.

Housing42%
Food26%
Transport18%
Leisure14%
Pro Intelligence

Deep AI analysis, one click away

Explore assets across Equities, Crypto and ETFs — each scored, ranked and analyzed by Aportia's AI engine using real financial data. Select any ticker to explore its full report.

Product Roadmap

Built to evolve with your portfolio

A transparent, engineer-grade roadmap from day one to full automation.

Phase 1

Wealth Foundation

  • Multi-asset portfolio tracking
  • Automated Net Worth consolidation
  • Basic Dividend Value analytics
  • Real-time asset price ingestion

Phase 2

AI Semantic Core

  • Automated quarterly & semestral reports ingestion
  • NLP sentiment filtering on market news
  • Telegram Bot alert webhook routing
  • Aportia Intelligence Engine — full deployment

Phase 3

Financial Optimization

  • Integrated Daily Expense Logging
  • Capital Optimizer — full build
  • Advanced Portfolio Allocation drift alerts
  • Tax-loss harvesting suggestions

Phase 4

Ultimate Automation

  • Hybrid Algorithmic Trading Bot
  • Brokers integration
  • One-click Telegram approval safety switch
  • Ledger Strategy Backlog
FAQ

Common questions, answered clearly