Apex Trade — Absolute control over your portfolio

The toolkit

Everything you need to run a book with discipline.

Real-time pricing, quantitative signals and a private, cloud-synced portfolio — in one focused app.

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Live portfolio

Value, day & all-time P&L, cost basis and per-holding stop losses, updated in real time.

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Market heat-map

S&P 100, today's top gainers and key ETFs, sized and colored by the tape.

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Fair value & VWAP

Consensus fair value, VWAP flow and pre-trade fundamentals on every ticker.

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Daily Report & alerts

An opening-range report on your portfolio each morning, plus price targets and confirmed VWAP breaks.

Client guide

How to use Apex Trade, screen by screen.

A quick tour of each surface and exactly how to reach it.

01 · Portfolio

Your book, at a glance

The home tab opens on Portfolio Performance — total value, today's and all-time P&L, the live VIX, and an interactive value-over-time chart. Below it, each holding sits on its own card — symbol & shares, trade price with your confirmed stop loss, unrealized P&L and the live mark (mid of bid/ask) — with an allocation donut and the day's Daily Report underneath. One tap copies the whole package: portfolio, report, top gainers and most active.

1Open the app — you land on the Portfolio tab (bottom-left).
2Tap + Add Holding to enter a symbol, shares and average cost.
3Tap the chevron on the performance card to reveal the chart and time ranges.
4Tap the pencil on a row to edit shares, average price or stop loss; tap anywhere else to open the fact sheet.

Real-time valueGainLossStop lossDaily ReportCopy portfolio

02 · Charts

Pre-trade scan & live charts

The Charts tab has two modes. Portfolio shows a live mini-chart per holding with stop-loss and VWAP status. Pre-Trade Scan surfaces the fundamentals that matter before you buy — market cap, P/E, EPS, relative volume, beta and VWAP — for the names you're evaluating.

1Tap Charts in the tab bar.
2Use the segmented control to switch Portfolio ↔ Pre-Trade Scan.
3Flag a watchlist name as "evaluate" to have it appear in the scan.

RVOLBetaP/E (TTM)VWAP

03 · StockMap

Map market liquidity

A Finviz-style heat-map with three views: S&P 100 sized by market cap, Top Gainers graded green by the size of the move, and ETFs grouped into sectors. Instantly read where capital is flowing and which names show relative strength.

1Tap StockMap in the tab bar.
2Switch the segment: S&P 100 · Top Gainers · ETFs.
3Tap any tile to open its fact sheet.

Brighter = bigger gainSized by capAuto-refresh

04 · Company fact sheet

Every ticker, in depth

Open any symbol to see the live price and after-hours quote, a scrubable chart, consensus fair value, volatility and 52-week ranges, VWAP flow, actionable metrics (RVOL, ROC, ATR, RSC) and a full fundamentals grid — plus one-tap news and a route-to-broker button.

1Tap a holding, a watchlist row, or a heat-map tile.
2Use the range selector under the chart to change the timeframe.
3Tap the bell to set a price alert, or the star to add to your watchlist.

Fair valueVWAP flowFundamentalsRoute to broker

05 · Watchlist & alerts

Track and get notified

Keep the names you care about in the Watchlist with live price, market cap and beta. Set price targets and let Apex Trade watch VWAP for confirmed bearish breaks — you're notified the moment it matters, even in the background.

1Open any company and tap the ★ to add it to your watchlist.
2Tap the 🔔 bell on a fact sheet to set a price target.
3Enable VWAP & price alerts in Settings → Investment Preferences.

Price alertsVWAP alertsBackground monitoring

06 · Your data

Private by design

Sign in with Apple and everything — holdings, watchlist and alerts — syncs to your private iCloud. Nothing lives on our servers; nothing is sold. Switch light/dark, choose your broker for routing, and set your risk levels in Settings.

1Open Settings (gear, top-right of Portfolio).
2Tap Sign in with Apple to sync across your devices.
3Set appearance, stop-loss levels and your default broker.

Absolute control over your portfolio.