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.
From your investment Plan
to the next portfolio decision.
See how Appius finds opportunities, weighs them against your portfolio, and keeps existing holdings under review. Inspect the work and ask questions before approving a proposed trade.
Weigh where your money could go.
The team researches opportunities, challenges the evidence, and compares eligible ideas against your holdings, available capital, and risk limits.
Keep reviewing what you own.
Your Position Manager revisits the reason for each holding. Portfolio checks flag issues, while the Dividend division reviews income history and estimates.
Decide with the work in front of you.
Read the recommendation, ask Archimedes a follow-up, or request a supported action. Review the details before approving a team-proposed trade.
One new-investment reviewFollow the recommendation
Follow the recommendation
back to the evidence.
Explore dated reviews that show how an idea advanced, or why it stopped. The original notes stay attached.
HST / Host Hotels & Resorts, Inc.
The team’s work, in plain English
The stronger case earned a yes.
A short-term signal pointed to a pullback. The broader trend, earnings, cash flow, and income potential supported buying Host Hotels. The team weighed both sides and approved the recommendation.
Why it matters
Approval came from weighing the evidence and checking how the idea fit the portfolio.
Where this leaves the decision
Portfolio selected the idea, Archimedes concurred, and the allocation advanced to user approval. You decide whether to proceed.
Keep in view
The weaker short-term momentum and mixed news remained part of the assessment. A supported recommendation still carries investment risk.
HST / Five recorded stress cases
What if the market turns?
The system tested five adverse moves. The proposed size stayed within the risk budget in every case.
A sudden company-specific drop
A sudden drop specific to this company. This was the largest of the five modeled moves and drove the scenario sizing limit.
12% modeled decline in the proposed position’s value.Stored model assumptions, not forecasts or realized losses. Percentages describe the proposed position, not the whole portfolio. Sep 10, 2026.
Summary of recorded reviews · Historical live-mode recommendation. No orders are placed here.
HST / THE REVIEW RECORD01 / 06
Sep 10, 2026 · Follow the recorded decisions.
ResearchSep 10, 2026
HSTHost Hotels & Resorts, Inc.
The idea enters the review.
Research found a strong upward trend in Host Hotels, while noting a short-term pullback signal.
Research proposalBuy
Research candidate
Historical live-mode recommendation. The recorded reason stays attached.
After the first decisionYour holdings stay
Your holdings stay
under review.
The next review can confirm the original case or propose a change. Compare a recorded holding review with the one before it.
A record you can return toPaper mode
ORCL · Sep 17, 2026
How the holding review changed.
Recorded action: Hold
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.
The previous review
The team saw the price moving back toward support after a sharp swing. It kept the position under review while waiting for the price to stabilize.
BKR · Sep 16, 2026
Why the sell idea stopped.
Research proposed: Sell
Research saw weakening momentum and proposed selling Baker Hughes.
Validation: rejected
Validation found contradictions in the evidence. The sell thesis did not pass the second review.
Summaries of recorded Appius reviews. Historical paper-mode decisions.
Review the action before it happens.
A committee recommendation is yours to approve or decline. Archimedes also pauses supported trades, order changes, and material instruction changes for review. Check the proposed action and account before approving.
Direct orders are a separate user-directed workflow. A research finding, alert, or instruction is not an order.
Your investment PlanYour goals become
Your goals become
the Plan your team uses.
Work through your objectives, time horizon, and restrictions. Review the proposed Plan, correct anything that needs changing, and approve it before it guides the team.
Try the Plan walkthroughExplore the first two questions of a sample conversation.
Start with youIllustrative onboarding1 / 2
What are you investing for?
Start with what feels right. You can change your mind.
A conversation, one question at a time.
An example only. Your choices aren’t saved or sent.
Questions about your team.
What does Appius do after I invest?
The Position Manager reviews existing holdings using the original investment case, current evidence, and your Plan. Portfolio checks surface issues, and the team can propose holding, adding, trimming, exiting, or taking profit.
Can I bring investments I already have?
Supported brokerage connections can bring your holdings into Appius. The available reviews and actions depend on the account and connection. Read-only connections do not enable in-app orders through that connection.
Can Appius help me work toward dividend income?
The Dividend division supports income preferences, quality criteria, dividend history, and estimated income timing. A monthly target guides the division; it is not a promised payment.
Can my AI CIO do more than answer questions?
Yes. Archimedes can prepare supported orders, order changes, and instruction changes for approval. The app shows the exact proposed action and account before you approve it. Availability depends on your installed release and account permissions.
Does Appius trade without my approval?
Team-proposed trades require your approval. Alerts and research findings do not authorize orders. On read-only connections, any trading must happen through the available external broker workflow.
How often does the team work?
Research cadence and review capacity depend on your subscription and enabled features. Check the current limits in your account. A scheduled cycle does not guarantee a new recommendation.
Are these examples my recommendations?
No. They are dated records or labeled illustrations selected to show how Appius works. Their environment and assumptions are shown with the example. Nothing on this site places a trade.