Get daily portfolio moves from your holdings, liquidity, and macro. Avex AI is a private wealth copilot for self-directed investors. It unifies holdings across multiple brokers, accounts, and currencies into one view, parses statements automatically, and analyzes allocation and concentration risk. It is read-only with no custody or trading. View startup
AI investment portfolio tracker that unifies your accounts, analyzes your portfolio, identifies concentration risk, and provides personalized rebalancing and investment insights.
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