01
Less time rebuilding the picture.
Import transactions from CSV, keep records together and prepare client statements from the same history. Reduce repeated copying and report assembly.
One record. Multiple views.CLIENT PORTFOLIO MANAGEMENT
More clarity.
Less busywork.
Every portfolio.
Bring client accounts, cash movements and investment performance into one organized workspace. Spend less time piecing together the picture — and more time understanding it.
Built for people tracking multiple stock portfolios.
YOUR PRACTICE, AT A GLANCE
Account performance
Recorded portfolio value$187,416.00
Period investment P&L$16,416.00
Accounts in view05
All accountsMay – September 2026 · sample history
Portfolio value at saved datesDeposits are tracked separately from profit.
View sample figures
| Date | Value | Net contributions |
|---|---|---|
| 2026-05-01 | $171,000.00 | $171,000.00 |
| 2026-05-15 | $173,052.00 | $171,000.00 |
| 2026-06-01 | $172,026.00 | $171,000.00 |
| 2026-06-15 | $176,985.00 | $171,000.00 |
| 2026-07-01 | $176,301.00 | $171,000.00 |
| 2026-07-15 | $181,602.00 | $171,000.00 |
| 2026-08-01 | $180,918.00 | $171,000.00 |
| 2026-08-15 | $184,509.00 | $171,000.00 |
| 2026-09-01 | $187,416.00 | $171,000.00 |
Separate client recordsCash-aware performanceIndividual statementsMultiple accounts, one view
LESS ADMIN. MORE PERSPECTIVE.
The work is complex.
Your workspace shouldn’t be.
When information is scattered across accounts and files, even a simple client question takes work. AEROX gives that information a place to belong.
02
A clearer view of each client.
Move between the whole practice, a single client and an individual account. See who owns what, with separate cash balances and transaction records.
Organized around people.03
Know what changed — and why.
Separate deposits and withdrawals from investment P&L. Review holdings, recorded performance and missing prices before sharing the result.
Better context for every review.04
AI ratings. A clearer portfolio review.
Paid memberships unlock stock ratings out of 10 for short, medium and long horizons, plus AI reviews of portfolio performance, concentration and risks using the context you choose to share. Ratings require sufficient evidence and do not predict returns. AI is a research aid, can make mistakes and is not financial advice. Free has no AI access.
Premium 20 · Max 60 · Professional 150 requests/dayA WORKFLOW YOU CAN REPEAT
From scattered records
to a structured review.
Your brokerage holds the assets. AEROX helps you keep track of the records and understand the results.
- 01
Organize your clients
Create a profile for each person and link their accounts. Keep balances separate from day one.
- 02
Bring the activity together
Record deposits and trades or import a CSV. Review prices and save dated valuations.
- 03
Review with context
Track holdings and performance, then prepare a clear statement for each client.
ROOM TO GROW
A plan for your next chapter.
Every paid plan includes 10-star AI stock ratings across three horizons and AI reviews of your portfolio’s performance, concentration and risks. Free has no AI chat, ratings or portfolio reviews.
AI is a research aid, can make mistakes and is not financial advice. Verify important information independently.
USD · applicable taxes calculated at checkout. Annual plans are charged once per year.
Free
For your personal portfolio.
$0/month
No subscription payment.
1 personal profile- 1 personal profile · 2 accounts
- Portfolio, cash & transaction tracking
- Watchlist & general market news
- End-of-day prices when connected
- No AI chat, ratings or portfolio reviews
Sign-in required. Your personal workspace.
Premium
FOR YOUR PRACTICEFor a growing client practice.
$24/month
Choose annual and save two months.
Up to 6 clients- Up to 6 clients · 30 accounts
- Intraday prices & market research
- Calendar & client statements
- 10-star AI stock ratings · 3 horizons
- AI portfolio performance & risk reviews
- Shared AI limit · 20 requests/day
Paid checkout is not open yet.
Max
For managing more relationships.
$59/month
Choose annual and save two months.
Up to 25 clients- Up to 25 clients · 250 accounts
- Everything in Premium
- 10 accounts per client
- Priority issue handling & replies
- 10-star AI stock ratings · 3 horizons
- AI portfolio performance & risk reviews
- Shared AI limit · 60 requests/day
Paid checkout is not open yet.
Professional
For a practice without a client cap.
$129/month
Choose annual and save two months.
Unlimited clients- Unlimited client profiles
- No total account cap · 10 per client
- Unlimited in-app market-data viewing
- 10-star AI stock ratings · 3 horizons
- AI portfolio performance & risk reviews
- Shared AI limit · 150 requests/day
Paid checkout is not open yet.
Try a paid plan for 7 days — when subscriptions open.
Card required. The chosen monthly or annual plan renews automatically after the trial unless canceled. Cancellation stops the next renewal; paid access continues through the paid period. Payments are non-refundable except as required by law or payment-provider terms. Email is connected. Trial reminders are planned two days before renewal and still require an end-to-end trial test before launch.
WHAT YOUR MEMBERSHIP ADDS
More room to manage.
More context to work with.
- Manage client portfolios in one place. Keep client profiles, accounts, transaction history and statements connected.
- Bring market context into your reviews. Paid plans add intraday prices, calendar and research tools once their data services are activated.
- Put AI research beside your portfolio. Generate short-, medium- and long-term stock ratings with reasons and risks. Discuss recorded performance, cash flows and concentration with the AI coach. All AI tools share your plan’s daily request limit; ratings need sufficient data and are not forecasts.
- Get support as your practice grows. Max and Professional include priority handling of reported issues.
Professional includes unlimited client profiles and ordinary in-app market-data viewing, with up to 10 accounts per client. Provider coverage and update frequency apply. Automated scraping, bulk data downloads and redistribution are excluded. AI requests per UTC day: Premium 20, Max 60, Professional 150; Free 0. Attempts count, including failed and off-topic requests. Service capacity limits apply. Market data and live billing activation are still being completed.
CUSTOMER EXPERIENCES
A clearer picture.
In everyday use.
5/5 · 12 featured reviews
“Tracking my own, my wife’s and my kids’ portfolios used to mean hours in Excel. AEROX separates investment gains from deposits and withdrawals, so I can see what came from market growth.”
“AEROX brings my client profiles and accounts together. The charts and reports are clear.”
“Regular contributions made returns hard to understand in my brokerage app. AEROX keeps added cash separate from profits. It’s the focused tracking and research workspace I wanted.”
“Having research, news and an AI risk assistant alongside my portfolios means less switching between tabs. Discussing company risks adds depth to my research.”
Selected customer feedback supplied to AEROX, edited for length and clarity. These featured reviews are not a survey of all users or evidence of investment performance.
A FEW THINGS TO KNOW
Clear before
you begin.
YOUR NEXT REVIEW STARTS HERE