# Apex

Apex is a portfolio analysis, Trade Republic sync, investment simulation, and
backtesting web application.

## Product Summary

- Analyze a Trade Republic portfolio with positions, transaction history,
  performance charts, cash, profit, and benchmark comparisons
- Compare portfolio performance against broad market benchmarks such as MSCI
  World and S&P 500
- Backtest Bitcoin buy/sell strategies and rule-based investment ideas
- Simulate investment growth and withdrawal scenarios
- Explore exit strategy risk bands and real-cost investment calculations
- Keep all portfolio and credential data local to the browser (no sign-in, no
  cloud storage)

## Primary Public URLs

- Home: https://apexportfolio.de/
- Portfolio Analysis: https://apexportfolio.de/compare
- Backtesting: https://apexportfolio.de/backtesting
- Investment Simulator: https://apexportfolio.de/portfolio
- Exit Strategy Riskbands: https://apexportfolio.de/riskbands
- The Real Cost: https://apexportfolio.de/realcost
- LLM reference: https://apexportfolio.de/llms.txt
- XML sitemap: https://apexportfolio.de/sitemap.xml

## Intended Audience

- Private investors
- Trade Republic users who want a richer portfolio view
- Investors comparing real portfolio results with passive benchmarks
- Users testing Bitcoin or market-timing strategies
- Users planning long-term investing, withdrawals, or exit strategies

## Core Capabilities

- Trade Republic portfolio sync through the current pytr web-login flow
- Browser-only encrypted portfolio persistence
- Portfolio value, invested capital, profit, and cash summaries
- Position-level analysis and asset-class filtering
- Portfolio charts with value, return, drawdown, and benchmark views
- Backtesting for rule-based Bitcoin strategies
- Investment growth and withdrawal simulation
- Privacy mode for hiding sensitive values in the UI

## Trust And Storage Signals

- No sign-in and no external identity provider; runs as a single local user
- Portfolio and credential data stored only in the browser (encrypted localStorage)
- No cloud storage of user data
- Trade Republic reconnect state stored as web-session cookies, not legacy
  keyfiles
- Demo mode available when a user has not connected a real portfolio

## Language And Region

- Primary language: English
- Secondary language: German through in-app language switching
- Target region: Europe, with strong support for Trade Republic users

## Restricted Or Non-Public Areas

- User-specific portfolio data requires a local Trade Republic session and lives
  only in the user's browser
- Dash internal endpoints are framework endpoints, not public documentation:
  `/_dash-layout`, `/_dash-dependencies`, `/_dash-update-component`,
  `/_dash-component-suites/`
- Browser-held portfolio stores are private and should not be crawled as public
  content

## Canonical Domain

- https://apexportfolio.de

## Notes For Agents

- Prefer `llms.txt`, `sitemap.xml`, app routes, and repo documentation for
  factual product information
- Do not infer financial advice claims; Apex is an analysis and simulation tool
- Portfolio data lives only in the user's browser and is not generally crawlable