Spreadsheets eventually stop answering the real questions about your money.

Aerarium is an investment governance ecosystem built to bring institutional-grade discipline to personal portfolios. Built for long-term investors who run a playbook, Aerarium bridges the gap between tracking what you own and understanding why you own it. It is not a brokerage or a trading app; it is a discipline layer for your wealth.

Aerarium Portfolio
You can’t follow a plan you can’t see. Aerarium helps you build your investment plan and stay disciplined by tracking your true exposure across every fund and account.

Policy Score: Measure your discipline with a 0–100 score weighing allocation drift, concentration, and goal alignment.

Trade Checker: Run hypothetical trades through your own caps and limits before placing them.

Thesis Log: Document the reasoning, conviction, and time horizon behind every position so you never drift from your original intent.

Aerarium Research
Institutional depth, without the institutional price tag. Aerarium Research provides source-first public-market research built directly on raw SEC filings.

Analyze revenue segments, margins, and free cash flow charted across decades of quarters.

Track institutional 13F holders, insider sentiment, and smart-money fund overlaps.

Monitor macro variables like yield curves, inflation, and credit.

Privacy-First Architecture
Your financial data belongs to you. Aerarium operates with a read-only, explicit-control design utilizing recovery-aware encryption, ensuring your personal portfolio records remain private and secure.

Currently available for free on iOS via TestFlight, with Research free to explore in your browser.

Aerarium Finance

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Aerarium Finance

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Teams

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