AlphaX is an advanced equity research company developing AI-Native research platform for institutional investors. Its technology enables research teams to perform comprehensive, scalable, institutional-grade analysis with precision, efficiency and autonomy.

About AlphaX

The Future of Equity Research is Here

AlphaX Technologies operates an independent research platform using AI research agents specialized by sector. Each analysis is verified by experienced human analysts to deliver institutional-quality research at scale.

The platform covers thousands of companies that receive limited or no coverage from traditional sell-side firms. AI processing is combined with professional analyst oversight to provide comprehensive research while maintaining accuracy standards.

AI-Native Platform

Sophisticated AI research agents specialized by sector

Human Verification

Every analysis verified by seasoned professionals

Global Coverage

Unprecedented coverage across underserved markets

Our Approach

Bottom-Up Research Reimagined Through AI

AI

Specialized AI Agents

Our methodology represents a fundamental shift in how equity research is conducted. We employ specialized AI agents that function as sector experts, each trained on decades of market data, financial models, and analytical frameworks.

24/7

Continuous Processing

These digital analysts work continuously, processing vast amounts of information to generate comprehensive, actionable research with unprecedented speed and consistency.

QC

Human Quality Control

Every piece of analysis undergoes rigorous quality control by our team of professional human analysts, ensuring accuracy, relevance, and adherence to institutional standards.

The Best of Both Worlds

This hybrid approach delivers the scalability and consistency of AI with the critical thinking and market intuition that only experienced professionals can provide.

Technology & Innovation

Replicating and Surpassing Human Expertise

Digital Twin Architecture

Our proprietary technology creates "digital twins" of expert analysts through sophisticated knowledge capture and activation systems. We've successfully replicated the analytical workflows, decision-making processes, and domain expertise of top-tier equity researchers into our AI framework.

Advanced Agent Orchestration

Multi-Model Integration

Seamlessly combining capabilities from leading foundation models including OpenAI, Claude, Perplexity, and Gemini

Chain-of-Thought Processing

Advanced reasoning capabilities that mirror human analytical thinking

RAG Integration

Real-time integration of market data, news, earnings reports, and SEC filings

Quantitative Models

Sophisticated financial modeling and valuation frameworks

Agentic Workflows

Autonomous task execution and intelligent decision-making

Performance Metrics

AlphaX consistently outperforms standalone AI models:

89%

Accuracy Rate

on complex financial analysis tasks

38%

Higher Accuracy

than Claude Opus 4.1 (50.9%)

42%

Higher Accuracy

than GPT-5 (46.9%)

Superior performance on nuanced questions requiring deep market understanding

Comprehensive Analysis Framework

72-Point Institutional-Grade Research Process

Every company analysis follows our rigorous 9-phase framework, encompassing 72 distinct analytical components:

1

Initial Assessment & Context

  • • Comprehensive forecast requests with ticker identification
  • • Investment assessment including conviction levels
  • • Recent news and disclosure analysis
2

Company & Industry Profiling

  • • GICS classification and competitive landscape analysis
  • • Industry performance reviews and trend identification
3

Market & Technical Analysis

  • • Index options analysis (SPX, NDX, RUT)
  • • Stock options analysis with strike level insights
  • • X Platform sentiment scoring and trend analysis
4

Fundamental Deep Dive

  • • Stock classification and business model analysis
  • • Betting markets and congressional trade monitoring
  • • Wikipedia and social media signal analysis
  • • Capital markets event scanning
5

Financial & Accounting Analysis

  • • Fundamental data pull and NAV calculations
  • • Legal case monitoring and regulatory assessment
  • • Earnings call transcript analysis
  • • Financial quality checks and fraud risk assessment
6

Comprehensive Risk Analysis

  • • Leverage and credit analysis
  • • Macro shock and sensitivity analysis
  • • Concentration and supply chain risk evaluation
  • • Geopolitical and regulatory risk assessment
  • • Idiosyncratic and cyber risk analysis
7

Valuation & Market Positioning

  • • Earnings quality and cash conversion analysis
  • • Volatility and beta analysis
  • • Consensus expectations and revision tracking
  • • Ownership and governance structure review
8

Strategic & Forward-Looking Analysis

  • • Capital allocation and ROIC assessment
  • • Return profile and quality analysis
  • • Options and short interest evaluation
  • • Intrinsic value calculation using multiple methodologies
9

Synthesis & Recommendation

  • • Gamma risk and downside scenario modeling
  • • Composite risk scoring
  • • Near-term catalyst identification
  • • Social media sentiment analysis
  • • Seasonality and corporate action tracking
  • • Earnings thesis and alpha generation
  • • Investment memo creation with actionable insights

Coverage Universe

Bridging the Global Research Gap

Traditional sell-side coverage leaves vast segments of the market underserved. AlphaX changes this paradigm by providing comprehensive research across:

Coverage Statistics

Prime Market Stocks
  • • Traditional coverage focuses on TOPIX Core 30 and Nikkei 225
  • • Hundreds of smaller Prime stocks receive limited or no coverage
  • AlphaX provides full coverage across all Prime listings
Standard Market Stocks
  • • Only 25-35% have any sell-side coverage
  • • 65-75% remain completely uncovered
  • AlphaX delivers institutional-quality research on 100% of Standard listings
Growth Market Stocks
  • • Minimal publicly available research exists
  • • Most growth companies are ignored by traditional analysts
  • AlphaX ensures complete coverage of all Growth market opportunities

Global Reach

100%

Prime Coverage

100%

Standard Coverage

100%

Growth Coverage

24/7

Real-time Updates

  • • Comprehensive coverage across all major exchanges
  • • ETF analysis and constituent breakdown
  • • Real-time adaptation to new listings and market changes

Guided by Industry Veterans

AlphaX benefits from the strategic guidance and expertise of seasoned financial professionals who have led equity divisions at the world's premier financial institutions:

MG

Michael Green

Managing Director

  • • Managing Director at Evo Capital Management Asia
  • • Former Head of J.P. Morgan Japan
  • • Former Head of Equities at Merrill Lynch
  • • Expert in cross-border investment strategies
MD

Senior Portfolio Manager

Managing Director at a major hedge fund

  • • Portfolio Manager at leading hedge fund
  • • Former Head of Derivatives Research at major investment bank
  • • Former Head of Derivatives Research at global financial institution (#1 Institutional Investor Ranking)
  • • Pioneer in quantitative arbitrage strategies
YF

Yasuhiro Fujiwara

Managing Director

  • • Former Head of Equities at Nomura
  • • Former Head of Global Markets at Bank of America
  • • Former Head of Equities at Merrill Lynch
  • • 25+ years of experience in Asian and global markets
PK

Peter Kim

Managing Director

  • • Former Head of Global Distribution & Strategy at KB Securities
  • • Former Head of Global Markets at Mirae Asset
  • • Former Head of Equities at Daewoo Securities
  • • Specialist in institutional distribution and market structure

Use Cases

Empowering Every Investment Decision

AM

For Asset Managers

Access comprehensive research on your entire investment universe, including small and mid-cap opportunities traditionally overlooked by sell-side analysts.

HF

For Hedge Funds

Leverage our AI-powered insights to identify alpha-generating opportunities and risk factors across thousands of securities in real-time.

FO

For Family Offices

Make informed investment decisions with institutional-quality research previously available only to the largest investors.

RT

For Research Teams

Augment your capabilities with AI-powered analysis, freeing your team to focus on high-value strategic decisions.