Private Beta · Invitation Only

Your Capital.Institutional Edge.

Apex's research system monitors markets 24/7 across equities, crypto, and commodities — and surfaces the decisions. You pay only when you make money.

Performance Fee
25%
On profits only
Minimum
$1,000
USD deposit
Asset Classes
04
Equities · Crypto · Gold · Cash
Custody
SIPC
Qualified third-party custodian
NVDA924.18+2.14%NVDA924.18+2.14%AAPL226.34+0.82%AAPL226.34+0.82%MSFT505.21+1.05%MSFT505.21+1.05%BTC72,418+3.21%BTC72,418+3.21%ETH3,232-0.48%ETH3,232-0.48%GLD232.00+0.34%GLD232.00+0.34%TLT89.28-0.21%TLT89.28-0.21%SPY568.12+0.61%SPY568.12+0.61%QQQ492.08+0.94%QQQ492.08+0.94%TSLA268.40-1.12%TSLA268.40-1.12%
The platform

One platform.
Every asset. Every decision.

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TRENDING|VIX 14.2|Tech +3.1%|Rates 4.5%
YOUR PORTFOLIO IN 10 YEARS
$22,134
Projected at hypothetical 8%/yr
$10,247+$247 today
alloc
US Equities42%
Gold18%
Intl15%
Equity Curve
1w1m3mYTD
Apr 1Apr 8Apr 15Apr 19
Actual
Benchmark
Why Feed
BUYNVDAMomentum signal + tech sector tailwind
0.82
HOLDBTCAwaiting breakout confirmation
0.61
TRIMGLDRegime shift detected
0.74
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Active Coverage
Research
LIVEAllHoldingWatchingConsidered
Trending|VIX: 14.2|Rates: 4.5%|Leader: Tech +3.1%
4 instruments
NVDA
stocks
holding
$924.18+2.14%
Position: 18.4% of fund
Momentum signal active — trend continuation confirmed
Tech sector tailwind from AI infrastructure spend
High (0.82)
BTC
crypto
holding
$72,418+3.21%
Position: 14.2% of fund
Trending regime supports directional crypto exposure
Low correlation to equity book provides diversification
High (0.71)
AAPL
stocks
watching
$226.34+0.82%
Mean reversion candidate — oversold on 20-day RSI
Watching for momentum confirmation before entry
Medium (0.58)
GLD
commodities
considered
$232.00+0.34%
Macro hedge thesis — rate sensitivity active
Regime gate not yet triggered for allocation
Low (0.44)
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Ada
Your portfolio AI. Ask anything about your investments.
Online
AI Disclaimer: Ada provides AI-generated context for informational purposes only. Not personalized financial advice.
How is my portfolio doing?
What is the model doing?
Explain my biggest position
What is the market outlook?
How am I doing this week?
ADA
You're up +3.2%this week, ahead of the S&P 500 (+1.1%).
NVDA contributed +1.8% — momentum held strong.
BTC added +0.9% as crypto outperformed.
GLD trimmed before minor pullback.
High confidencevia portfolio advisor
AI-generated context for informational purposes only. Not personalized financial advice.
Ask Ada anything...
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Insights
Proactive analysis of your portfolio, strategies, and market position.
SIMULATED
April 2026 Report
+8.2%this month
vs. S&P 500 +3.4% · Nasdaq +4.1%
Generated
April 19, 2026
Key Drivers
Momentum strategies
+3.1%
Sector rotation (tech rally)
+2.4%
Risk management limited drawdown
+1.8%
Crypto volatility drag
-0.9%
Factor Exposure
Radar
MomValueQualitySizeVolGrowth
Overweight Momentum and Growth vs fund avg.
April 2026
Strategy Contribution
Momentum+3.1%
Sector Rotation+2.4%
Timing+1.8%
Alpha+0.9%
Hedging-0.2%
Balanced Tier
Peer Benchmarking
73rd percentile
risk-adjusted return vs Balanced-tier investors
Sharpe Ratio
1.821.34 avg
Return (MTD)
8.2%5.6% avg
Max Drawdown
-4.2%-6.1% avg
Report Archive
March 2026+6.1%
February 2026+4.8%
January 2026+7.3%
Dec 2025+3.2%
Nov 2025-1.4%
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Preferences
Your Preferences
Strategy style
RecommendedDefault
Let the model decide
Conservative
Lower risk, steady growth
Balanced
Mix of growth and stability
Aggressive
Maximum growth potential
Market focus
Global (all markets)US OnlyInternationalCrypto Focus
Favorite stocks
NVDA×AAPL×+ Add2/10
Risk tolerance
6 / 10
ConservativeAggressive
Projected impact — hypothetical
Expected return
40.0%/yr
+0.0% vs default
Volatility
14.0%
+0.0% vs default
Max drawdown
10.0%
+0.0% vs default
Return
Volatility
Max DD
Save preferences
01 / Portfolio

Your money, with context.

Every decision our model makes, explained in plain English. Never wonder why again.

02 / Research

See what we see.

The stocks, crypto, and commodities on our radar right now, with our thesis for each.

03 / Ada

Your portfolio AI.

Ask anything about your money. Ada knows your exact positions and explains the model's reasoning.

04 / Insights

Deep analytics, zero noise.

Factor exposure, attribution, regime analysis. Institutional-grade reporting made simple.

05 / Customize

As hands-on as you want.

Set favorites, exclude stocks, pick a risk tier. Or let us decide. Your preferences inform our model.

The platform

One platform.
Every asset.

Manage your entire portfolio from one clean interface. Equities, crypto, commodities.

Invest AI platform preview
01 / Portfolio
Your money, with context.

Every decision explained in plain English.

02 / Research
See what we see.

Stocks, crypto, and commodities on our radar with full thesis.

03 / Ada
Your portfolio AI.

Ask anything about your investments.

Why Invest AI

Hedge fund discipline.
Consumer-grade simplicity.

A research system you co-own

A proprietary research engine trained on decades of market data. It surfaces signals across equities, crypto, commodities, and cash — you see what it sees.

Proprietary model

Every trade explained

Every buy, sell, and rebalance comes with a plain English rationale. You always know what the model did and why.

Explainable AI

You pay only when you win

25% of profits. Zero management fees. If the model loses money in a quarter, you pay nothing that quarter.

High-water mark protection

24/7 market coverage

Apex watches global markets every minute of every day — crypto, equities, commodities — and acts when its conditions are met.

Always on

Institutional custody

Your capital is held at Interactive Brokers, a SIPC member broker dealer with over $11T in assets. We manage. They custody. Your money never touches our servers.

Interactive Brokers

Your money, always liquid

Withdraw in a few business days. No lockups. No penalties. No minimum hold periods. It's your money.

Standard withdrawals
Our ambition
1%/day

Our model is trained with one goal: compound daily. That's the target, not a promise.

Important. The 1%-per-day figure is our model's internal optimization target, not a guarantee of returns. Past performance, including simulated results, does not predict future results. All investing involves risk of loss, including loss of principal. Hypothetical projections are not indicative of actual returns.
View simulated performance data →
How it works

Four steps. Then you're done.

Step 01

Open an account

A few minutes. Identity verification handled by our qualified custodian.

Step 02

Fund & set risk

Deposit from any US bank. Choose Conservative, Balanced, or Growth.

Step 03

Apex goes to work

The research system allocates across equities, crypto, gold, and cash — rebalancing as market conditions shift.

Step 04

Withdraw anytime

No lock-ups. No redemption windows. Your money, your schedule.

Pricing

One fee. Only when you win.

Performance fee
+25%
of profits we make you. That's it.
  • No management fee
  • No trading commissions
  • No lock-up periods
  • High-water mark protection
  • Quarterly settlement
  • SIPC-insured custody
Join the waitlist
Private beta

Get early access.

We're rolling out slowly to make sure every account is set up properly. Early access is first-come, first-served.

14,208
on waitlist
Q3 2026
public launch
$1,000
min. deposit