Who is Alpha for exactly?
60 modules is a lot. Here's how Alpha adapts to your profile — beginner who wants a quick verdict, serious investor building a portfolio, or pro handling complex situations (international tax, multi-portfolios, personal RAG).
I'm new to investing
"I just want to know if I should buy Apple"
📊I invest seriously
"I manage 50k+, structured portfolio"
🏆I'm a pro / advisor
"I have clients, complex cases, multi-country"
🎯 Your needs
BUY, SELL or WAIT — clear, fast, simply explained.
Understand WHY this verdict (don't just suffer it).
No need to know WACC or EBITDA to start.
Test without risking €50/mo.
📚 Your 5 essential modules (beginner workflow)
- 1Quick Analysis30s verdict on any stock
- 2Wealth trackerTrack your positions + auto-refresh prices
- 3Watchlist + BriefWatch 10-20 stocks, daily brief
- 4Demo modeExplore analyses without paying
- 5Knowledge BaseAsk questions about your documents
🎯 Your needs
Real 10-K decoders, DCF with assumptions, scored Buffett audit.
Performance, attribution, correlations between positions.
Stress tests, value-at-risk, macro scenarios.
Pick the best model per module, compare verdicts.
📚 Your 12 key modules (full workflow)
- 110-K Decoder200-page filing in 30 seconds
- 2DCF ValuationIntrinsic value + sensitivity
- 3Buffett AuditScore on 7 criteria + red flags
- 4CEO ForensicsDecode real signals from earnings calls
- 5Position SizingHow much to buy based on conviction (Kelly)
- 6Performance AttributionWhich positions win/lose
- 7Correlation MatrixDetect hidden duplicates in your portfolio
- 8Stress TestWhat happens with -30% market?
- 9Macro DashboardCycle, rates, inflation, upcoming events
- 10Sentiment TrackerSocial media + news pulse
- 11Earnings CalendarAll earnings on your positions
- 12Capital Gains FIFO/WACAutomated tax computation
🎯 Your needs
Tax Optimizer 8 jurisdictions (FR, BE, CH, LU, US, UK, IT, ES…).
Client data never leaves your device. GDPR-compliant.
Clean PDF export, customizable branding.
Justify a strategy to a client: data 1990-2025.
📚 Your advanced modules
- 1Tax Optimizer 8 countriesCapital gains, dividends, wealth tax, treaties
- 2Capital Gains FIFO/WAC/LIFOMulti-currency, multi-account, Excel export
- 3IFI / Wealth tax calculatorReal estate + bare ownership splits
- 4Gifts & Inheritance FR/EUOptimize transfers (PEA, life insurance, splits)
- 5Estate DocumentsGenerate notes for heirs / notary
- 6Backtest 1990-202535 years of data to validate a strategy
- 7Multi-currency P&LHistorical conversion for EUR/USD/CHF accounts
- 8RAG Knowledge BaseAsk about your own docs (regs, case law, client files)
- 9Performance AttributionQuarterly client reporting
- 10CEO Forensics + Buffett AuditDefensible scored recommendations
Profile comparison
| Criterion | 🌱 Beginner | 📊 Serious | 🏆 Pro |
|---|---|---|---|
| Assets managed | €1k-20k | €50k-500k | €500k-5M AUM |
| Modules used | 5 | 12 | 20+ |
| Time saved/month | 5-10h | 20-40h | 50-100h |
| Recommended plan | Monthly €9.99 | Lifetime €299 | Lifetime €299 |
| Monthly AI cost | €0-2 | €5-15 | €15-40 |
| Recommended AI provider | GitHub Models (free) | Claude Sonnet + Cerebras | Claude Opus + Sonnet |
| Estimated Y1 ROI | 5-10× cost | 20-50× cost | 100×+ cost |
FAQ by profile
🌱 I'm a beginner, will I understand?
Yes. Quick Analysis gives a BUY / SELL / WAIT verdict in one sentence + educational explanation. No jargon. Demo mode lets you test without paying or configuring a key.
📊 I already use Koyfin / Stock Rover. Why switch?
Koyfin and Stock Rover are excellent for screening and pro charts. They have zero AI modules. Alpha complements them: keep Koyfin for screening, use Alpha to dissect a 10-K, calculate a DCF, audit management. Detailed Alpha vs Koyfin comparison.
🏆 My clients require total confidentiality. Guaranteed?
Yes — that's our main value proposition. No client data goes through our servers. You can verify yourself via DevTools. Full GDPR compliance (nothing to declare since nothing is collected).
💳 What if I want to change profile in 6 months?
All modules are included in all plans. You can move from "5 essential modules" to "20+ advanced modules" without changing plan. Just a usage shift.
Whatever your profile, start risk-free.
14-day money-back guarantee · Cancel in 1 click · Free demo mode to test before paying
→ See pricing 📬 Get the free PDF guide🛡️ €9.99/mo or €299 lifetime · No card stored on our side