Aevy user guides
Short, practical guides for the Aevy Asset Management platform: what each screen is, and how to work with it.
Ask your AI assistant about Aevy
Copy a prompt that hands any chatbot the complete guides, then ask it how Aevy works: it answers from the same pages you read here.
Or skip the paste: Squirrel is already inside the platform, and it knows the industry, your policies, your routines, your assets, and your preferences.
Meet SquirrelWhat's new
The latest changes on the Aevy platform.
Squirrel builds your Home pageDescribe a section and Squirrel makes it, or ask in the chat for a whole dashboard on Home or an asset's Overview. Squirrel can write text sections too.Read updateSmaller improvements, early OctoberSearch forgives typos and word order, document actions reach every menu, chart clicks narrow related sections, and text filters gain is and is not.Read moreSync health in more stepsA late sync turns orange before it turns red, empty files are skipped, failed files retry hourly, and Refresh on the Processing status card starts a sync.Read moreRight-click a field to ask for a valueRight-click a field to ask Aevy for its value, or a task, event, finding, system, or obligation to ask for a change. The answer arrives as a suggestion.Read moreAevy opens on HomeHome replaces the Portfolio page: your own dashboard of sections across all assets, with layouts as tabs, a map display, and document processing on top.Read more
Not on Aevy yet?
Everything in these guides happens on your documents as they are: give Aevy access to your source and the reading, extracting, and tracking start the same day. Gautier, co-founder and COO, will walk you through it on your own portfolio.