Avex AI

Avex AI brings your whole financial picture into one place and helps you understand it. Track your portfolio, property and private investments, see how you are tracking against your goal, and ask questions about your own money in plain language. YOUR NET WORTH, IN ONE VIEW See stocks, ETFs, crypto, cash, property and private investments together, in the currency you choose. Upload a CSV, PDF or screenshot from your broker or bank, or connect supported accounts. Your dashboard shows total net worth, goal progress, cash runway and any concentration risks. DAILY BRIEF Start each day with a short summary of what changed in your portfolio, plus an intelligence feed on the holdings you own: news, sentiment and anything worth a closer look. ASK AVEX Ask questions about your portfolio and get answers based on your actual holdings, goals and cash. What would a 20% market drop mean for my timeline? How much cash do I hold across accounts? What dividends are coming this quarter? THE HORIZON Set a target and a year, and see the path to get there under conservative and optimistic returns, the growth rate you would need, and the deposits that would close the gap. SMART WITHDRAWAL Need cash? Enter an amount and compare ways to raise it: a tax-aware option, a balanced option and a fastest-liquidity option, each with the estimated capital gains tax and the holdings involved. DIVIDEND TRACKER See your estimated annual dividend income, the next payment due and the yield across your dividend-paying holdings. PROPERTY AND PRIVATE INVESTMENTS Add properties and private holdings to see their estimated value, equity, rental income and share of your net worth, alongside everything else. PRIVATE BY DESIGN Read-only access, AES-256 encryption and an optional Face ID lock. Avex never moves your money. TRY IT FIRST New accounts can explore the full app on a sample portfolio for their first 24 hours, without uploading anything. Avex AI provides mathematical context, scenario analysis and educational content only. It is not regulated financial advice, a personal recommendation or an inducement to buy or sell any financial instrument. Past performance is not indicative of future results.