Investment intelligence for your workflow

Available in pilot

Investment Intelligence

Research analysts and investment teams

Investigate a company through its annual and quarterly filings. Explore business quality, risks and changes over time with AlphaLLM, with reading coverage and missing evidence made visible.

What you receive

An Investment Intelligence Report with cited findings, assumptions and interpretations. Discuss the findings and shape a company report for your team.

Available in pilot

Portfolio Builder

Portfolio managers, wealth managers and family offices

Describe your mandate and explore a proposed portfolio. Examine how it fits your constraints, its historical testing and its downside scenarios.

What you receive

A saved portfolio analysis with holdings, comparison results and limitations. Historical results are not a promise of future performance.

Available in pilot

Custom company reports

Teams preparing internal research discussions

Work with AlphaLLM to turn supported company findings and your questions into a professional report. Keep evidence separate from interpretations and assumptions.

What you receive

Shareable company reports in PDF and CSV. Custom portfolio reports are not currently offered through this service.

Available in pilot

Portfolio Check-up

Teams reviewing an existing portfolio

Assess your supplied allocation without replacing holdings or optimising weights. Examine historical risk metrics, a market-index comparison and stylised simulation sensitivities.

What you receive

An owner-private saved assessment with PDF and CSV exports. The first version uses constant weights, not your actual trading history or a full strategy refit.

Planned

Company news timeline

Analysts following developments between filings

Dated company and leadership context alongside the filing record, with sources and uncertainty visible.

What you receive

A sourced context timeline. News is not used as an input to investment calculations. This feature is not yet available.