Boosted.ai Unveils Enhanced Alfa: The Agentic AI Platform Transforming Investment Research
Boosted.ai, a leader in AI-powered investment research, has announced the launch of the latest version of its flagship product, Alfa—a cutting-edge, agentic AI platform designed to anticipate, analyze, and act in ways that align with how investors think and operate. At its core, Alfa is engineered to ensure that no critical insight or opportunity slips through the cracks of your firm’s investment process. By proactively surfacing relevant information, adapting to user preferences, and offering contextual guidance, Alfa transforms the way investment professionals interact with data. It evolves from generalized recommendations into hyper-specific “agents”—smart assistants capable of understanding goals and predicting needs—making it an indispensable tool for modern finance teams.
“Alfa represents the culmination of everything we’ve learned about how asset managers want to leverage AI,” said Joshua Pantony, CEO of Boosted.ai. “It’s fast, powerful, and, most importantly, agentic. This means it operates on your behalf, behind the scenes, sifting through the noise to deliver actionable insights. This is the future of AI in finance: research and ideas delivered before you even ask.”
Alfa in Action: Empowering High-Value Workflows
Alfa is built to support the specific, high-value workflows that investment teams rely on daily. Its capabilities are designed to streamline processes, enhance productivity, and improve decision-making. Here’s how users are already benefiting:
Key Data Extraction
In seconds, Alfa identifies the right peer group, extracts every relevant key performance indicator (KPI), such as margins, multiples, segment revenue, and more, and automatically sources them from filings—with full citations and links.
- Benefits: Save time on manual data collection, gain confidence in the accuracy of reported numbers, and identify trends and opportunities faster.
Email Monitoring
Alfa ingests your inbox, surfaces updates, documents, and disclosures relevant to your portfolio, and categorizes and prioritizes incoming information.
- Benefits: Save time, ensure better coverage, and rest assured that nothing critical falls through the cracks.
Built for Companies, Personalized for Individuals
This latest release introduces a host of enhancements tailored to meet both enterprise-level sophistication and individual ease-of-use:
- Smart Onboarding: Alfa configures itself based on your role, workflows, and tickers of interest, ensuring a seamless setup process.
- Home and Discover Views: A curated feed displays new reports, updates, and shared work—all in one centralized location.
- Voice and Text-Enabled Reporting: Automate the creation of robust financial reports by typing or speaking. Alfa suggests follow-ups, visual layouts, and estimated compute usage to streamline the process.
- Knowledge Control: Upload documents, set watchlists, and personalize Alfa’s memory and sources to align with your unique needs.
From intuitive navigation and report redlining to new APIs and team-level permissions, Alfa has evolved to address the scale and complexity of modern investment teams without compromising usability.
Breaking Down Barriers to Adoption
Boosted.ai has removed traditional barriers to adopting advanced AI tools, making Alfa accessible to a broader audience:
- No Sales Call Needed: Users can sign up directly via the website, eliminating the need for lengthy sales pitches.
- Try Before You Commit: Key features are available for free, allowing users to explore Alfa’s capabilities without a paid account.
- Upgrade on Your Terms: Self-directed pricing and feature selection are available directly within the app, giving users control over their experience.
A New Era of AI in Finance
The launch of this enhanced version of Alfa marks a significant step forward in the evolution of AI-powered investment research. Unlike traditional tools that require users to sift through mountains of data, Alfa anticipates needs, adapts to preferences, and delivers actionable insights in real-time. Its agentic nature ensures that it works tirelessly behind the scenes, empowering users to focus on higher-value tasks and strategic decision-making.
By combining enterprise-grade functionality with user-friendly interfaces, Alfa bridges the gap between sophisticated technology and practical application. Whether you’re an individual investor or part of a large asset management firm, Alfa is designed to meet your unique needs while scaling to accommodate the demands of modern finance.
Why Alfa Matters
In an era where data overload is a constant challenge, Alfa stands out as a transformative solution. Its ability to learn, adapt, and act on behalf of users makes it an invaluable asset for investment professionals seeking to stay ahead in an increasingly competitive market. By delivering insights proactively and streamlining workflows, Alfa not only boosts productivity but also enhances the quality of decision-making.
As AI continues to reshape the financial landscape, platforms like Alfa are leading the charge, demonstrating how technology can be harnessed to unlock human potential. With its latest enhancements, Alfa is poised to redefine the standards of AI in finance, offering a glimpse into the future of investment research and analysis.
About Boosted.ai
Boosted.ai is how investment managers work smarter. Through generative AI built specifically for capital markets, Boosted.ai provides analytics across millions of data points, through a macroeconomic, microeconomic and portfolio construction lens, giving asset managers major efficiency gains across their teams. Co-founded by Joshua Pantony, Jon Dorando and Nicholas Abe in 2017, the company and its proprietary web-based platform, Boosted Insights, bring advanced quantitative investing techniques to portfolio managers, without requiring any coding or data science background. Headquartered in Toronto and New York City, Boosted.ai is backed by Portage Ventures, Ten Coves Capital, Spark Capital and other leading investors.
