Appius for individual investors
Give your
investments a team. Keep more
of your time.
Appius reviews what you own and looks for opportunities that fit your goals. When something needs your attention, your team helps you understand the options and decide what to do next.
Work through your next investment decision.
Ask your AI CIO about your portfolio, direct the team, or prepare a supported action for approval.
Start with how you want to invest.
Work through your goals, time horizon, and limits. Review and approve the investment Plan your team will use.
You can review and amend your Plan.See the work behind
an investment decision.
Follow a recorded recommendation, compare reviews of an existing holding, or explore a company's dividend history.
Host Hotels: a buy idea.
A strong trend put Host Hotels on the radar. A pullback signal gave the team something to challenge.
Read the supporting evidenceHistorical recommendation · User approval remains the next step.What changed in the next portfolio review?
Your team keeps revisiting the investments you own. Compare the recorded actions and reasoning across three reviews of a holding.
Historical paper-mode reviewsExplore PortfolioThe price pulled back. The business case remained.
The team kept its Hold view after the price fell following news. Revenue and earnings growth still supported the business case, with daily reviews against the recorded risk level.
Read the original review
After the post‑news pullback, ORCL sits near oversold readings with long‑term fundamentals intact (revenue and earnings growth). Holding retains a core quality cloud position while we reassess daily against 140.5 risk.Verbatim portfolio review · Sep 17, 2026
Historical paper-mode portfolio reviews. Recorded actions are review recommendations.
Look at the payments behind the yield.
Explore recorded dividend payments per share. Select a company and a payment to inspect its date and amount.
Historical payments, not income forecastsExplore Dividend3.1% higher across this recorded history.
The dividend per share rose from $1.30 to $1.34 between May 27, 2025 and Aug 25, 2026. This describes these six observations; it does not predict the next payment.
Historical dividends per share. Dates follow the stored market-data series.
Historical Appius records. Each example shows its date and environment. These examples do not place trades.
Tell your team
what to focus on.
Add context to a holding, choose a research focus, tighten a risk limit, or set an income preference. Your saved instructions shape later reviews.
Explore InstructInstructions do not change your approved Plan or authorize a trade.
“Look more closely at cash flow.”
The next research review gives cash flow more attention.
The work continues
after you invest.
Keep your holdings under review, revisit the reasoning, and give your team new direction as your goals change.
Meet your investment teamExplore the work that matters to you.
Review your portfolio.
Explore position reviews, risk checks, dividend income, and your AI CIO.
02 / How it worksFollow an investment decision.
See what the team recommended, what it challenged, and why an idea stopped.
Give your portfolio
a team of its own.
Start with your goals and review the investment Plan your team will work from.
Your Plan guides the work.