Institutional-grade analytics for real portfolios
Not a backtest lab. Not just a tracker.
Performance, risk, and construction analytics on actual holdings and transactions. Portfolio, market, and security research in one workspace.
Built on actual holdings and cash flows, not hypothetical backtests.
VaR/CVaR, Monte Carlo, rolling beta/correlation, factor exposure, and diversification metrics.
Portfolio analytics, market dashboards, security deep-dives, and research in one workspace.
Institutional-grade analytics with customizable charts, technical indicators, and performance metrics. Track returns, volatility, drawdowns, and more.
Manage multiple portfolios with detailed performance tracking, risk analysis, sector allocation, and fundamental metrics across all your holdings.
Real-time market data, macro indicators, sector analysis, and market breadth tools to understand broader market trends and opportunities.
Comprehensive risk analytics including VaR, beta analysis, correlation matrices, and drawdown analysis to manage portfolio risk effectively.
Deep dive into company fundamentals with P/E ratios, revenue growth, margins, balance sheet metrics, and cash flow analysis.
Flexible workspace layouts with drag-and-drop charts, customizable time periods, and multiple viewing modes to fit your workflow.
Three specialized environments for comprehensive financial analysis
Understand the World Your Investments Live In
A complete macro and policy dashboard covering economic growth, inflation, labour markets, debt dynamics, trade balances, and monetary policy expectations. It connects market moves with underlying fundamentals, giving you the full economic context in which companies operate.
Pre-built macro dashboards provide comprehensive analysis of key economic indicators with interactive charts, executive summaries, and rule-based insights. Each dashboard offers deep dives into specific macroeconomic themes, helping you understand the broader economic environment that drives market performance.
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Research Any Company in Minutes, Not Hours
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A deep analytical engine for any US or developed-market stock (with global coverage for advanced users). It includes price history, valuation ranges, fundamentals, profitability trends, financial statements, peer comparisons, SEC filings, price-behaviour analytics, and valuation models, everything needed to judge whether a company is undervalued, overvalued, or fairly priced.
See the Full Picture of Your Investments
A holistic view of your portfolio's performance, risk, valuation, diversification, and market exposures. It includes attribution analysis, rolling returns, drawdowns, volatility and correlation matrices, VaR, beta, Sharpe/Sortino, factor exposures, market-cap and sector composition, fundamental aggregates, concentration risks, and full transaction history.
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Alpha Analytics makes professional research accessible, intuitive, and beautifully visualised, so you can invest with the same depth and discipline as an institutional analyst.