Closed-loop financial intelligence
Financial intelligence that has to face the outcome.
An always-on research and decision system for the portfolio you actually hold. Alpha connects research, decisions and market outcomes, so the evidence can inform future decisions. It proposes actions; you approve every order.
- Research
Keep the thesis and evidence together.
- Decision
Review the proposed action.
- Outcome
Compare expectations with what happened.
Evidence informs the next decision.
- Local-first
- Portfolio-aware
- You approve every order
Your portfolio. A moving world.
You don’t have hours in a day to watch everything.
Alpha does.
Earnings arrive. Rates move. News changes the thesis. Alpha brings ongoing research around your positions, connecting new evidence to recommendations you can review.
Research / Thesis health
Keep the thesis connected
to the evidence.
See the thesis, supporting and opposing evidence, conviction and upcoming catalysts together. Identify what needs another look as conditions change.
Screenshots use illustrative demo data. Balances, returns and charts are not evidence of investment performance.
How the record carries forward.
01 / Observe
Watch what matters to your portfolio.
Monitor markets, news, macro releases, calendars and portfolio state. Bring the signals that matter into the research process.
Market signals + portfolio context
Connected research
A wider view.
A specific portfolio.
Connect incoming signals to an investment thesis and the positions it may affect. Review extracted claims, upcoming events and market conditions with your portfolio in view.
- 01Markets
- Prices, instruments and market context.
- 02Macro & rates
- Economic releases and regime context.
- 03News & events
- Scored news, earnings and catalysts.
- 04Alternative signals
- Prediction markets and crypto context.
- 05Fundamentals
- Company financials, estimates and valuation.
- 06Your portfolio
- Positions, exposure and linked theses.
Available data depends on your connected providers, market-data subscriptions and account permissions.
Portfolio-aware / Interactive Brokers
Research around the portfolio
you actually own.
Alpha connects through your own IB Gateway to bring positions, cost basis and exposure into the research. Keep each holding linked to its thesis and the portfolio around it.
From research to an order
From a researched idea
to a decision you control.
Review the proposed action alongside its evidence, position context and risk. You decide whether to approve, reject or revise it.
- 01
Alpha builds the case.
Evidence and the thesis behind the position.
- 02
Alpha proposes an action.
Position context, sizing and risk for review.
- 03
You approve every order.
Approve, reject or revise the proposal.
Accountability by design
Every recommendation
leaves a record.
Keep the original thesis, conviction, proposed action and declared horizon alongside your decision. Where execution or sufficient market data is available, evaluate the outcome without rewriting the recommendation.
Approved & executed
The actual result
Connect the recommendation and execution to the observed outcome.
Rejected or expired
The road not taken
Keep the recommendation and estimate its hypothetical outcome at the declared horizon where pricing data is available, even when no trade was made.
Overridden
Two decisions, kept distinct
Preserve Alpha’s original recommendation alongside your decision and the subsequent outcome.
The record feeds the next decision.Hypothetical outcomes are estimates, not executed returns. They do not recreate a fill, guarantee liquidity or demonstrate investment performance.
Local-first, by architecture
Your portfolio shouldn’t become someone else’s dataset.
Alpha runs on your machine. Your broker connection runs through your own IB Gateway. Credentials and the portfolio record are stored locally, under your control.
Supported research tasks can use local model workers. If you configure an external model or data provider, requests sent to that provider are subject to its data-handling terms.
On your machine
Your credentials. Your local record.
Backloop Alpha / Early access
Put a research loop
around your portfolio.
Tell us how you invest, what you want Alpha to watch and how your research works today.
Start with the right setup.
Early access is a conversation about your workflow and deployment, not an instant hosted signup.
- Deployment
- A local machine with supported hardware for Alpha and its research workers. Requirements depend on the models you choose.
- Portfolio connection
- An Interactive Brokers account and IB Gateway for the connected-portfolio workflow.
- Data access
- Your own provider credentials and any required market-data subscriptions.