Boosted.ai Launches Enhanced Version of Alfa, the Agentic AI Platform That Unlocks Productivity and Improves Decision-Making

NEW YORK--(BUSINESS WIRE)--Boosted.ai, the leader in AI-powered investment research, today announced the launch of the newest version of its flagship product, Alfa—a next-generation, agentic AI platform built to anticipate, analyze, and act the way investors do.

At its core, Alfa is about never missing anything that matters to your firm’s investment process. Designed from the ground up to surface relevant insights proactively, Alfa adapts to how you think, monitors the information you care about, and offers contextual, accurate guidance at every step. It learns based on your preferences - honing in from generalized recommendations into hyper-specific “agents” (smart assistants that can understand your goals and act on them) that predict your needs.

“Alfa is the culmination of everything we’ve learned about how asset managers want to work with AI,” said Joshua Pantony, CEO of Boosted.ai. “It’s fast, powerful, and most importantly, it’s agentic. That means it works on your behalf, behind the scenes, to find the insights in the noise. This is what the future of AI in finance looks like: research and ideas delivered before you even ask.”

From vision to execution: Alfa in action

Alfa supports specific, high-value workflows investment teams rely on every day.

Some of the many ways users are getting value include:

• Key data extraction
  In seconds, Alfa finds the right peer group, extracts every relevant key performance indicator (KPIs like margins, multiples, segment revenue, etc.), and automatically sources them from filings—with full citations and links.
  Benefits: Spend more time doing work that matters, have confidence in the number you report, identify trends and opportunities faster.
  
  

• Email monitoring
  Alfa ingests your inbox and surfaces the updates, documents, and disclosures that matter to your portfolio. It automatically categorizes and prioritizes incoming information so that you’re always aware—and never overwhelmed.
  Benefits: Time savings, better coverage, and assurance that nothing falls through the cracks.

Built to empower companies. Personalized for individuals.

This newest release introduces a range of enhancements designed for both enterprise sophistication and individual ease-of-use:

• Smart onboarding: Alfa configures itself based on your role, workflows, and tickers of interest.
  
  
• Home and Discover views: A curated feed shows new reports, updates, and shared work—all in one place.
  
  
• Voice and text enabled reporting: Automate the creation of robust financial reports by typing or talking, with Alfa suggesting follow-ups, visual layouts, and estimated compute usage.
  
  
• Knowledge control: Upload documents, set watchlists, and personalize Alfa’s memory and sources.

From intuitive navigation and report redlining to new APIs and team-level permissions, Alfa has evolved to meet the scale and complexity of modern investment teams—without sacrificing usability.

Experience the difference of Alfa’s agentic AI for yourself

In this launch, Boosted.ai has also removed traditional barriers to adoption:

• No sales call needed: Users can sign up directly via the website.
  
  
• Try before you commit: Key features are now available without a paid account.
  
  
• Upgrade on your terms: Self-directed pricing and feature selection right inside the app.

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.

https://www.boosted.ai/workflows