Aerarium

Aerarium turns investing from guesswork into a discipline. Write an Investment Policy Statement (IPS) - your personal rulebook for how you invest - and then let Aerarium manage every position within it. WHAT YOU CAN DO • Investment Policy Statement — Define your target allocation, risk limits, and rules in a guided, 7-step setup. Edit anytime; old versions are preserved. • Policy Score & Compliance — See a single score for how well your portfolio follows your plan, with clear alerts when you drift out of bounds. • Portfolio X-Ray — Look through your funds and ETFs to your true underlying exposure by holding, sector, and asset class — so you know what you actually own. • Goals & Funding Plans — Set goals, build a funding plan, and track your pace. • Connect your brokerage (Premium) — Link a brokerage through SnapTrade using read-only OAuth to import your holdings automatically. We never see your brokerage password. Prefer to keep it manual? Add accounts and position yourself on the free plan. • Net worth beyond stocks — Track homes, vehicles, and private investments alongside your portfolio for a complete balance sheet. PRIVACY & SECURITY • Your financial values are encrypted on your device before they're stored, so the dollar amounts in your portfolio aren't readable in our database. • Optional Face ID / Touch ID lock keeps the app private on your device. • Subscriptions are processed by Apple — we never see your card number. • Export or delete your data anytime from your profile. AERARIUM PREMIUM Aerarium is free to use. Premium unlocks unlimited accounts and positions, automated brokerage sync, advanced policy compliance — single-name and sector concentration caps, restricted- and speculative-asset rules, and portfolio sharing. • Monthly: CA$9.99 / month • Annual: CA$99.99 / year Prices shown in CAD; local pricing applies in your storefront. Subscriptions auto-renew unless turned off at least 24 hours before the end of the period. Manage or cancel anytime in your App Store account settings. Payment is charged to your Apple ID. Terms of Use: https://aerarium.app/terms Privacy Policy: https://aerarium.app/privacy Aerarium is a personal finance and portfolio-discipline tool. It is not a broker-dealer or investment adviser and does not provide investment advice.