by AlphaVault AI
Track your budget, manage your investment portfolio, and analyze the stock market with AI-powered tools. AlphaVault AI offers free budget tracking, investment analytics, portfolio optimization, stock analysis, and financial planning for smart investors. Start building wealth today.
Replace Bloomberg, your CRM, your data stack, and your internal tools with one fully integrated, AI-powered platform. Built for investment teams. Priced to scale with you.
Stop paying for six separate tools that do not talk to each other. AlphaVault gives your entire team a single, AI-powered environment — from live market data to LP portals, in real time.
Everything your fund needs. No fragmentation. No integration headaches. One invoice.
119 MCP tools covering every dimension of institutional finance — plugged into a fully configurable Agent Builder with 16 enterprise-grade features. Run any agent on Gemini, OpenAI or Anthropic — your fund's intelligence layer, finally unified.
Real-time financial data, institutional analytics, and AI-powered signals — unified in a single workspace for your entire investment team.
Centralize every deal, track every contact, and manage your entire investment pipeline in a secure, collaborative environment.
Give every analyst, portfolio manager, and IR professional a shared workspace with integrated messaging, documents, and live data access.
Enterprise-grade security, full audit trails, and compliance reporting built for regulated financial institutions.
119 MCP tools covering every dimension of institutional finance — plugged into a fully configurable Agent Builder with 16 enterprise-grade features. Your fund's intelligence layer, finally unified.
Every MCP tool is instantly callable by any agent via the ReAct loop. From SEC filings to LP distributions, your agents access every data source your fund needs — in real time, with full auditability.
RSI · MACD · ADX · AlphaVault Score · Regime Detection
Income Statement · Balance Sheet · Altman Z-Score · AI Reco
QoQ · YoY Comparison · TTM Metrics · AI Recommendation
Contacts · Accounts · Deals · LP Prospects · Portfolio
Funds · Investors · Capital Calls · Distributions · NAV
Documents · Q&A · NDA Gate · Notes · Meetings · Stats
38 Currencies · ECB Rates · Fibonacci · Pivot Points
Shareholders · Rounds · 409A · Waterfall Scenarios
IC Memo · Sections · Comments · Sharing & Collaboration
Listings · Transactions · Positions · GP Consents
Real-time RSS · Sentiment · By Topic · Market Mood Score
Meetings · Call History · Notifications · Details
KPI Requests · GP Messages · Resources · Submissions
Agent List · Conversations · Team Agents · Knowledge Base
Profile · Posts · Code Projects · Drive Files · MCP History
Financial Models · Presentations · List · Search
Fear & Greed · Trending Companies · Risks & Opportunities
Channels · Posts · Search · Follow Relationships
Enterprise Profile · Members · Invites & Permissions
Institution Favorites · Business Plans · Referrals · Usage
Run any of the 119 tools live, test agent workflows, and explore ReAct reasoning in real time. No setup required.
Build, configure and deploy autonomous AI agents tailored to your fund's workflows. From single-task specialists to full multi-agent swarms, the Agent Builder gives your team complete control over every dimension of AI autonomy.
3-tier cognitive memory: Working (session), Episodic (90 days), Semantic (permanent). Agents remember past analyses, client preferences and deal history across sessions.
Human-in-the-Loop control at every reasoning step. Approve, modify, skip or abort actions before execution. Supervised, Assisted or Autonomous mode — configurable per agent.
In-browser Python (Pyodide WASM), JavaScript and SQL execution. Agents write and run DCF models, Monte Carlo simulations and Black-Scholes directly in the chat.
Full observability: tokens consumed, cost per run, duration, tool usage frequency, success rates and hallucination flags. Compare agents and track quality over time.
MiFID II, SEC Safe Harbor and Enterprise Safety presets built-in. Block restricted language, auto-append disclaimers, enforce source citations and redact PII.
Drag-and-drop multi-agent pipeline builder. Connect Researcher, Analyst and Writer nodes with conditional branching, parallel execution and failure fallback paths.
Unit tests, regression suites, A/B agent comparison and adversarial probes. Red-team your agents with finance-specific attack prompts before deploying to live workflows.
Native Web Speech API — zero external dependencies. Speak to agents and receive spoken responses with streaming TTS. Hands-free mode with 15+ language support.
Agent-to-Agent standard (Google/Anthropic 2025). AlphaVault agents delegate tasks to external platforms and accept incoming calls — sync, async and SSE streaming modes.
Graph-RAG engine connecting companies, deals, funds, LPs and people via semantic edges. Natural language queries traverse the graph and return structured answers.
Checkpoints at every ReAct step. Rewind to any reasoning state, branch alternative investment theses and run What-If parameter scenarios. Version control for reasoning.
Institutional-grade IC Memos, CIM Summaries, Term Sheets and LP Reports generated from agent analyses in-browser. One click to PDF, DOCX or XLSX with firm branding.
Lead agents spawn up to 5 specialized sub-agents in parallel. Researcher, Analyst and Legal Reviewer run simultaneously — results aggregated by a supervisor with configurable merge strategies.
Agents extract reusable skills from successful runs — prompt fragments, validated scripts and optimal tool chains. A shared library that compounds intelligence across your agent fleet.
Configure your first autonomous agent in minutes. Choose a template, attach MCP tools, set guardrails and deploy to your team.
All features included regardless of team size. Price per user decreases as your organization grows.
Extend your platform with specialized modules available on selected plans.
Specialized AI assistants for financial modeling, deal analysis, and market research
Fully branded investor reports, LP statements, and performance dashboards
Start with a small team and expand seamlessly as your fund grows. No migration. No friction. No tool fragmentation.
Join institutional teams already using AlphaVault to centralize their market intelligence, deal flow, and team collaboration.
Professional-grade tools for individual investors and finance professionals
Complete income statement, balance sheet & cash flow analysis with AI scoring, institutional valuation metrics and 10-year historical evolution — for any public company.
Real-time SEC 13F filing analysis with AI pattern detection, factor exposure radar, and Alphy AI smart money recommendations to track every hedge fund position.
Sophisticated technical and fundamental analysis powered by machine learning for accurate predictions.
Machine learning models to forecast market trends and identify emerging opportunities before the market.
Comprehensive financial dashboard with real-time updates, customizable widgets, and advanced visualizations.
Advanced risk parity implementation for balanced risk contribution across your entire portfolio.
AI-powered merger and acquisition screening with SEC filing analysis and predictive deal scoring.
Detect and analyze high-potential IPOs with multi-criteria AI scoring and comprehensive S-1 analysis.
AI-powered financial news aggregation with sentiment analysis and market impact prediction.
Advanced simulators for real estate investments and tax optimization with comprehensive scenario analysis.
Our AI engine analyzes millions of financial data points to instantly suggest the most relevant companies for your analysis.
Than traditional manual analysis
With our AI relevancy algorithm
Continuous updates from 100+ sources
NASDAQ: TSLA • Automotive
NASDAQ: LCID • Automotive
NASDAQ: RIVN • Automotive
Connect with investors, share insights, and learn from expert analyses
Share market insights, investment ideas, and engage in meaningful discussions with fellow investors.
Access in-depth market analyses, stock reports, and weekly intelligence reports from top contributors.
Create private 1-on-1 conversations or join thematic groups to discuss strategies with like-minded investors.
248 members • 12 online
189 members • 8 online
156 members • 5 online
134 members • 3 online
Access exclusive analyses from experienced traders and investors
Get real-time market insights and trending investment opportunities
Connect with like-minded investors and build valuable relationships
Contribute quality content and earn points to unlock premium features
Start sharing insights, learning from experts, and growing your investment knowledge
Free for all AlphaVault AI members
AlphaVault AI combines advanced AI reasoning, multi-source market data aggregation, and a secure cloud foundation — engineered to deliver precise, transparent, and auditable investment intelligence.
AlphaVault AI aggregates, normalizes, and enriches financial market data from multiple licensed and publicly available third-party sources to support advanced analytics, forecasting models, and signal generation.
Data sources include third-party providers such as Finnhub, Twelve Data, FRED® (Federal Reserve Bank of St. Louis), and SEC EDGAR. AlphaVault AI is not affiliated with, endorsed by, or sponsored by these organizations.
The GX-AVX Intelligence Engine leverages state-of-the-art large language models — including Google Gemini — enhanced by AlphaVault's proprietary reasoning, validation, and traceability layers.
This architecture enables deep contextual understanding, cross-asset intelligence, and explainable real-time investment analysis.
Gemini is a trademark of Google LLC. Use of Gemini models does not imply endorsement or responsibility for outputs.
AlphaVault AI ingests and analyzes large volumes of financial news and media content from publicly accessible and licensed third-party sources to extract market narratives, sentiment signals, and thematic intelligence.
News content is never redistributed. All outputs are the result of proprietary transformation, abstraction, and sentiment modeling.
News analysis may incorporate content from third-party publishers such as CNBC, Bloomberg, Financial Times, Seeking Alpha & MarketWatch. AlphaVault AI is not affiliated with, endorsed by, or sponsored by these publishers. No original news content is redistributed.
AlphaVault AI is built on a secure, scalable cloud foundation designed for institutional-grade reliability, privacy, and performance.
Third-Party Technologies & Data Disclaimer:
AlphaVault AI utilizes third-party technologies and data sources under their respective licenses. AlphaVault AI is an independent platform and is not affiliated with, endorsed by, or sponsored by any referenced data provider, technology vendor, or media publisher.
Whether you're starting your investment journey or you're an advanced investor
Build and optimize your first portfolio with AI-powered insights, educational tools, and step-by-step guidance to grow your wealth.
Professional-grade tools for experienced traders and investors. Advanced analytics, AI predictions, M&A screening, and institutional-level insights.
Historical, parametric, and Monte Carlo VaR calculations with confidence intervals
Combine market equilibrium with investor views for optimal asset allocation
RSI, MACD, Bollinger Bands, moving averages, and 50+ technical indicators
LSTM, Random Forest, and regression models for predictive analytics
Dynamic correlation matrices and dependency structure analysis
Test strategies on historical data with comprehensive performance metrics
Mean-variance optimization for efficient frontier and optimal portfolio allocation
Run 10,000+ simulation paths to model potential outcomes and assess portfolio risk
Start free, upgrade when you're ready
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Full professional toolkit
AI-powered intelligence
Join thousands of investors using AlphaVault AI
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