Welcome to the Aerarium beta. Aerarium is a personal finance app built around investment discipline, not trading. The app helps you create an Investment Policy Statement, monitor your portfolio against your own rules, review policy violations, track goals, and inspect your real exposure through Portfolio X-Ray, including ETF look-through where supported. What to test: - Create or review your IPS. - Check the Dashboard, Portfolio, Goals, IPS, and Profile tabs. - Review your Policy Score and compliance details. - Open Portfolio X-Ray and review sector, asset class, holdings, and currency exposure. - Test goal funding and asset assignment flows. - Test thesis/check-in and IPS review flows if prompted. - Review notifications and any due/overdue check-ins. - Try connecting brokerage data if you have SnapTrade test credentials. Brokerage testing: (snaptrade.com) Please create a free SnapTrade account and get your credentials for this beta testing. Please add them during the brokerage connection flow. Use test/paper credentials where possible. If you connect a real account, remember this is beta software and should not be used as your source of record for financial decisions. Developer/debug menu: To access the developer menu to enter your SnapTrade client ID and key, go to the app version number and tap it 5 times. This will expose the wizard needed for SnapTrade setup. Important beta notes: - This is pre-release software. You may see incomplete screens, stale data, loading delays, or calculation edge cases. - Aerarium is not a broker, trading platform, robo-advisor, or financial advisor. - Do not rely on beta output for investment, tax, legal, or financial decisions. - Please report crashes, confusing flows, incorrect numbers, missing data, or UI issues through TestFlight feedback. Screenshots and a short note about what you were trying to do are especially helpful. Thank you for helping test Aerarium before launch.
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