A team for building your portfolio
and managing what comes next.
Set your investment Plan, weigh new opportunities, review existing holdings, and monitor risk and income. Archimedes connects the work to your questions and the actions you choose to take.
Keep the reason for every holding under review.
Review proposed holds, additions, trims, exits, and profit-taking alongside the original investment case. Add position notes or prioritize a holding for review.
Compare historical paper-mode position reviews.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.
The weaker short-term momentum and mixed news remained part of the assessment. A supported recommendation still carries investment risk.
Summary of recorded Research and Validation reviewsStrong bullish trend signaled by EMA above SMA and ADX strengthening, despite a bearish MACD indicating potential short‑term pullback.
Original Validation review · Sep 10, 2026Technical view shows EMA above SMA, price above EMA200/SMA200 and ADX strengthening (ADX_SS). MACD is bearish but indicates only a short‑term pullback. Fundamentals are solid with strong quarterly net income, healthy cash flow, dividend yield ~3.2% and analyst target price 24.95, providing upside. Recent news is neutral to mildly bearish but does not contradict the bullish trend.
- Environment
- Live mode
- Research approach
- income quality growth
- Expected horizon
- weeks to months
- Validation outcome
- approved
Historical research. Validation approval is one stage of the review.
The 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.
What if the market turns?
The system tested five adverse moves. The proposed size stayed within the risk budget in every case.
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.
The checks supported moving forward.
Portfolio exposures, liquidity, and all five stress cases fit the limits. Each specialist marked the required evidence complete.
The numbers told a different story.
Research proposed selling Baker Hughes. Validation found mismatched moving-average and MACD claims, alongside neutral and bullish signals. That mixed evidence did not justify the sell.
Read the original Validation note
Technical indicators do not support the proposed sell thesis: EMA and SMA are above the price (contrary to claim they are below), MACD signal shows bearish increasing momentum (MACD_EIM) not decreasing (MACD_EDM), RSI signal aligns with oversold but other signals are neutral or bullish (SAR indicates uptrend, Bollinger bands within range, volume and MFI neutral). Overall evidence is mixed to contradicting, so sell setup is not justified.
The idea was rejected on the investment evidence.
3.1% 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.
Why did Archimedes agree?
The idea fit the income-and-quality strategy, stayed within the allocation and risk limits, and clearly identified the investment. Archimedes agreed, and the proposal advanced to user approval.
Read the exact source
“Trade aligns with the income-quality focus, stays within the client’s allocation and risk limits, and the instrument is clearly identified.”
Plain-language summaries of the recorded decision. Each answer keeps its original source.
Every new investment competes
for a place in your portfolio.
Appius weighs eligible opportunities against existing holdings, available capital, and your investment limits. A proposal can move forward, receive a smaller allocation, or wait for a later review. You can inspect the reasons behind the result.
Follow a recorded allocation decisionYour 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.
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.
Give the next review your direction.
Add a holding note, direct research, tighten a risk limit, or set an income preference.
Bring your holdings
into the conversation.
Connect a supported brokerage account so Appius can use its holdings and balances in your reviews. The app shows whether each connection supports trading or supplies account information only. Supported accounts also provide order and account-management workflows.
Features depend on the connection, account permissions, subscription, and released app.
Check access and availability