AlphaShot Platform

Next-generation AI research and Automation tools designed for financial professionals who demand speed, accuracy, and comprehensive market intelligence.

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Intelligent Research

Search Less. Know More.

Navigate millions of structured and unstructured data points — from SEC filings, 10-Ks/10-Qs, earnings transcripts, Fed statements, and investor decks to Bloomberg, Wall Street Journal, Twitter, LinkedIn, and proprietary research.

  • Unified Search across public and private datasets
  • Natural Language Queries for fast, audit-ready answers
  • Citations & Sources always linked for trust and transparency
📊 SEC Filings
📈 Earnings Calls
📰 News Articles
🏦 Fed Statements
📱 Social Media
📋 Research Notes
📑 Broker Research
💼 Paid Reports
👨‍💼 Analyst Coverage
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AI Research Agents

Pre-trained. Customizable. Always on.

Access a growing library of specialized agents designed for front-office intelligence and back-office efficiency. Each agent can be customized to mirror your firm's investment frameworks.

  • Earnings Call Summarization Agent
  • Company Screener Agent (by financials, strategy, ESG, etc.)
  • Macro-Policy & Rate Sensitivity Agent
  • Sentiment & News Flow Agent (cross-channel signals)
  • ESG Risk & Compliance Agent
  • And Many More
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Company Screener Agent
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Sentiment Analysis Agent
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Earnings Tracker Agent
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Earnings Summarization Agent
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Macro Agent
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ESG Compliance Agent
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Insider Tracking Agent
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Custom Workflows & Automation

Tailor AI to Your Workflow.

Whether you're a PM seeking macro overlays or an analyst focused on bottoms-up research, AlphaShot enables custom automation that seamlessly integrates with your existing processes.

  • Build bespoke multi-agent workflows
  • Trigger alerts, summaries, or chart packs on schedule or via API
  • Integrate with your existing research stack (Notebooks, CRMs, Excel, SQL)
Data Input
Preprocessing
AI Processing
Sentiment Analysis
Macro Overlay
ESG Check
Aggregation
Automated Output
📊 Excel
💾 SQL
🔗 API