Weekly briefing for the stocks you own.

Every Sunday morning, a personalized briefing lands in your inbox — what happened inside companies you hold, what's shifting around them, and what it means for you.

Currently in private beta — join the waitlist.

Not your average newsletter

Built entirely around the stocks you own — not the market, not the sector, not what everyone else is watching.

Yours, not theirs

Every brief is generated specifically for your holdings. Two investors with different portfolios get different emails.

Yours, not theirs

Every brief is generated specifically for your holdings. Two investors with different portfolios get different emails.

Ten minutes, every Sunday

Concise enough to read with your morning coffee. Substantial enough to carry you through the week.

Ten minutes, every Sunday

Concise enough to read with your morning coffee. Substantial enough to carry you through the week.

No dashboards. No digging.

You don't open an app. You don't run a search. The intelligence arrives. You read. You act or move on.

No dashboards. No digging.

You don't open an app. You don't run a search. The intelligence arrives. You read. You act or move on.

Beyond the news feed

Supplier signals. Competitor moves. Ecosystem shifts. The signals that never appear in your companies' own news.

Beyond the news feed

Supplier signals. Competitor moves. Ecosystem shifts. The signals that never appear in your companies' own news.

Honest, not optimistic

When your thesis is intact, we'll say so clearly. When something's worth watching, we won't bury it.

Honest, not optimistic

When your thesis is intact, we'll say so clearly. When something's worth watching, we won't bury it.

Smarter over time

The longer you use Aphelion, the more precisely it understands what matters to you. Month 6 is different from month 1.

Smarter over time

The longer you use Aphelion, the more precisely it understands what matters to you. Month 6 is different from month 1.

What's inside every Sunday?

Six sections. Ten minutes. Everything that matters for your portfolio this week.

Every Sunday morning, Aphelion lands in your inbox with a briefing built entirely around your stock holdings.

Each issue covers what happened inside your companies this week, what's shifting in the ecosystems around them, and whether anything changed that you should know about. No summaries of things that don't apply to you.

The further you go, the sharper it gets. Aphelion learns what matters to you over time — which signals you act on, which you ignore, and where your thinking tends to drift.

Alex Davidovich
Founder & first user of Aphelion

Your portfolio deserves better than noise.

"This is exactly what I was missing. I spend 10 minutes on Sunday morning and feel genuinely closer to my portfolio for the whole week."

Early beta reader

Six sections, every week:

Conviction Board

Thesis status across all your holdings

The Signal

Deep analysis of one company from your portfolio

The Orbit

Ecosystem intelligence around your holdings

The Pipeline

Two companies worth researching next

The Ledger

Honest performance review for the week

The Provocation

One question to carry through the week

Who's writing

And, more importantly, why this newsletter exists.

I'm a serial entrepreneur — I started my first company at 16.
I've been interested in markets and stocks since I was 14,
and investing seriously for nearly a decade.

Over the years I built a concentrated portfolio around one idea: the technologies that will define the next decade. AI infrastructure. Autonomous systems. The picks and shovels of the crypto economy. Companies I believe in enough to hold through the drawdowns.

The problem was staying close to that conviction without it becoming a second job. I couldn't find anything that knew my thesis, tracked my companies, and told me what actually mattered each week. So I built it.

I'm the first user of Aphelion. Every Sunday morning, I read the same email you'll receive. When something isn't sharp enough, I fix it. Built this for myself — hoping it's useful for you too. If it's not, I want to know.