Architecture
A research platform built around the investment workflow.
Aperture replaces fragmented Excel and email workflows with a single, governed pipeline — from raw filings to portfolio-level conviction.
Five-layer architecture
Sources
- • Postgres warehouse (read-only)
- • DuckDB analytical engine
- • Bloomberg DLWS
- • Email & document ingest
Pipelines
- • Document parsing & OCR
- • Earnings normalization
- • Entity resolution
- • Sentiment classifier
Intelligence
- • AI note drafting
- • Thesis summarization
- • Quant factor models
- • Anomaly detection
Surfaces
- • Dashboards
- • Portfolios & holdings
- • Earnings calendar
- • Quant screening
Governance
- • RBAC & access reviews
- • Immutable audit log
- • Data lineage
- • SSO + 2FA
Document → Insight flow
Step 1
Capture
Filings, transcripts, emails
Step 2
Normalize
Parse, OCR, entity resolve
Step 3
Enrich
Sentiment, factor scoring
Step 4
Reason
AI-assisted thesis drafts
Step 5
Decide
Portfolio fit & risk
Step 6
Audit
Immutable trail
Rules engine
Declarative YAML rules evaluated on every ingest event. Each rule can emit notifications, label documents, or trigger compliance workflows.
rule: earnings_miss
when:
event: earnings.reported
expr: eps_actual < eps_estimate * 0.95
then:
- notify: pm.coverage(ticker)
- label: doc, "Negative surprise"
- audit: severity=warnRBAC matrix
| Capability | Analyst | PM | Compliance | Admin |
|---|---|---|---|---|
| Documents | RW | R | R | R |
| Notes | RW | R | R | R |
| Portfolios | — | RW | R | R |
| Audit log | — | — | RW | R |
| Users & roles | — | — | — | RW |