Workflows

Discover the ways finance professionals are using Boosted.ai's Alfa to do more

Key financial metrics extraction

Have confidence in the numbers you report and identify trends and opportunities faster

Industry Specific KPI Extraction (Tech)

List 20 high-impact KPIs for PLTR and provide quarterly data from 2022 Q1 to 2024 Q4. Focus on what matters most to investors.

KPI extraction

Quarterly Specific Metrics Extraction

Identify quarter-over-quarter key metric changes for a specific topic within a company. Use unstructured data from filings and earnings materials.

KPI extraction

Quarterly KPI Extraction

Extract KPIs and guidance from a company’s earnings presentation. Provide context on strategic direction and performance outlook.

KPI extraction

Peer Based Comps Extraction

Compare key performance metrics between a company and its closest peers. Highlight similarities, differences, and market positioning.

KPI extraction

Industry Specific KPI Extraction (Energy)

List 20 high-impact KPIs for DUK and present quarterly values from 2022 Q1 to 2024 Q4. Pull from earnings reports and presentations.

KPI extraction

Industry Specific KPI Extraction (Healthcare)

List 20 high-impact KPIs for UNH and chart quarterly values from 2022 Q1 to 2024 Q4. Source data from earnings materials.

KPI extraction

Email integration

Turn inbox noise into clear, actionable summaries

Macro Insights From Email

A brainstorm of the major macroeconomic events from the last week based on the emails you have received.

Email integration

Email Digest

Retrieve emails over the past week and summarize the information that matters for you and your firm.

Email integration

Web scraping

Extract key details from across the web with zero manual effort

Acquisition Analysis

Review a company’s investor relations page and search the web for M&A activity over the past five years. Summarize deal terms, rationale, and accretion based on filings.

Web scraping

Job Posting Extraction

Track job listings for a company via its website. Group by department and highlight shifts in hiring trends.

Web scraping

Newsroom and Web Mentions

Scan the latest news for a specified security. Summarize key developments and investor sentiment from the past 24 hours.

Web scraping

State Data Center Permits

Monitor U.S. state-level data center permits. Provide daily updates on new filings, regulatory changes, and development activity.

Web scraping

Document Extraction

Extract and summarize the contents of a linked document. Highlight key takeaways and assess implications.

Web scraping

Verbose Summarization

Summarize a webpage by topic. Break down each section clearly and provide two key points per topic for full coverage.

Web scraping

Earnings season

Surface key takeaways and trends from every earnings call

Positive and Negative Earnings Summary

Review the latest earnings calls for every security in a selected portfolio. Capture three key positives and two risks per company.

Earnings analysis

Detailed Earnings Analysis

Summarize the key details from a company’s latest earnings call. Include time-series consensus metrics to highlight performance trends.

Earnings analysis

Earnings Analyst Question Patterns

Identify recurring analyst questions in S&P 500 earnings calls. Group findings by sector to surface common priorities and concerns.

Earnings analysis

Inflation Mentions Analysis

Analyze the most recent earnings call across a watchlist. Count and summarize each reference to inflation by company.

Earnings analysis

Deep dives

Unpack company strategy, performance, and positioning in one view

Sector Deep Dive

Break down a sector’s total quarterly revenue and price shifts. Dive into one major trend and summarize key news across top companies.

Industry research

Detailed Company Overview

Identify and explain the most critical aspects of a company’s operations, earnings, and peer landscape. Focus on what matters most to strategic positioning.

Company deep dives

Company Valuation Analysis

Deliver a valuation overview using Cap IQ data. Benchmark the company’s metrics against peers to assess financial standing and market potential.

Company deep dives

Company Deep Dive and Quantitative Peer Overview

Provide a full company profile with peer comps and earnings call highlights. Include segment-level analysis and market cap comparisons.

Company deep dives

Company Comprehensive Multi Year Review

Conduct a five-year ESG and governance review for a selected security. Include disclosures, controversies, board structure, and risk factors.

Company deep dives

Company Stock Price and Earnings

Visualize a company’s stock price versus peers over the past 60 days. Summarize recent financial performance, outlook, and reported risks.

Company deep dives

Tariff Impact Analysis

Explore how potential tariff changes could affect your stock universe. Understand which securities stand to gain or lose and why.

Company deep dives

Compensation

See how pay aligns with targets, equity, and industry standards

Management Compensation Overview

Break down a company’s executive compensation structure in detail. Include PSU and RSU grants, performance targets, and historical achievement.

Compensation

Management Compensation Comparison

Compare executive compensation across an industry peer set. Highlight differences in pay structures, incentive plans, and performance alignment.

Compensation

Private companies

Analyze private players, their capital, customers, and competition

Detailed Private Company Overview

Summarize a private company’s profile, leadership, funding history, strategy, and competitive positioning. Highlight notable customers and market dynamics.

Private companies

Private Company Peer Identification

Generate a concise private company overview. Include core operations, management team, market position, and likely peers.

Private companies

Private Company News

Track daily news updates for a private company. Surface new developments, market activity, and strategic moves.

Private companies

Private Company Peer Analysis

Identify ten peers for a private company and analyze each one. Include funding history, location, business model, and competitive differentiators.

Private companies

Competitive analysis

Analyze peer performance and positioning to sharpen your edge

Competitive Metrics Comparison

Identify peer companies for a selected security and compile a table of key metrics. Make side-by-side comparisons easy to scan.

Competitive analysis

Detailed Competitor Comparison

Deliver a ranked peer analysis based on key industry criteria. Highlight how each company stacks up across strategic dimensions.

Competitive analysis

Qualitative and Quantitative Competitor Analysis

Compare a company’s earnings and revenue trends to its peers. Summarize earnings call takeaways and surface questions for management.

Competitive analysis

SWOT and Segment Analysis

Run a SWOT and segment analysis on two companies. Use filings to assess operations, strengths, market positioning, and edge.

Competitive analysis

Peers Detailed Comparison

Identify the seven closest peers to a company and analyze each one’s business model and market share. Include earnings dates and financial outlooks.

Competitive analysis

Monitoring your universe

Stay on top of what matters, without the manual work

Capex Analysis

Break down recent capex disclosures across ETF holdings. Assess the financial impact and segment spending by business unit.

Portfolio & watchlist monitoring

Top 5 and Bottom 5 Performers

Highlight the top and bottom performers in an ETF over a defined period. Summarize key events, earnings results, and drivers of price movement.

Portfolio & watchlist monitoring

52 Week Lows

Flag securities trading at their 52-week lows. Focuses on closing price data across your custom watchlist.

Portfolio & watchlist monitoring

Inventory Analysis

Identify S&P 500 companies that mentioned excess inventory last quarter. Group them by sector and summarize implications.

Portfolio & watchlist monitoring

Themes Analysis for Watchlist

Uncover recurring themes across a selected watchlist. Reveal common signals and trends shaping the broader market.

Portfolio & watchlist monitoring

Sector Based News and Web Analysis

Track news and web content for a given sector. Identify emerging trends, disruptions, and companies worth monitoring next.

Portfolio & watchlist monitoring

Industry research

Break down industry performance and pinpoint what’s driving change

Multi Layered Thematic and Quantitative Filtering

Identify large-cap companies in the electrical equipment sector discussing grid upgrades. Use earnings calls and filings to confirm recent mentions.

Industry research

Sector Deep Dive

Break down a sector’s total quarterly revenue and price shifts. Dive into one major trend and summarize key news across top companies.

Industry research

Risk controls

Spot risks early across portfolios, sectors, and securities

SEC Filing Risk Analysis

Scan recent SEC filings to uncover key risks across your portfolio, segmented by company-specific, sector-wide, and geopolitical themes.

Risk

Single Company Risks, Catalysts, Promises and Past Predictions

Review six months of company disclosures to surface key risks, catalysts, and commitments. Use the output to generate targeted questions for management.

Risk

Tariff Impact Analysis

Explore how potential tariff changes could affect your stock universe. Understand which securities stand to gain or lose and why.

Risk

ETF Earnings Risk Analysis

Analyze recent earnings calls across a selected ETF. Identify the ten most frequently cited risks from companies in the fund.

Risk

Macro insights

Get a clear read on markets, macro trends, and what’s moving them

High Level Global Macro Daily Summary

Summarize today’s financial markets with highlights across indices, sectors, and economic indicators. Focus on top-level insights.

Macro insights

Bond Market Overview

Review the past week in the bond market. Focus on macro events, central bank decisions, inflation trends, and regulatory shifts.

Macro insights

Global Market Daily Digest

Deliver a full snapshot of today’s markets. Cover index moves, FX, commodities, bond yields, and leading sectors.

Macro insights

Alfa automates workflows for every use case in asset management research

Quickly optimize and simplify your processes with our streamlined tools

Industry Specific KPI Extraction (Tech)

List 20 high-impact KPIs for PLTR and provide quarterly data from 2022 Q1 to 2024 Q4. Focus on what matters most to investors.

KPI extraction

Industry Specific KPI Extraction (Healthcare)

List 20 high-impact KPIs for UNH and chart quarterly values from 2022 Q1 to 2024 Q4. Source data from earnings materials.

KPI extraction

Industry Specific KPI Extraction (Energy)

List 20 high-impact KPIs for DUK and present quarterly values from 2022 Q1 to 2024 Q4. Pull from earnings reports and presentations.

KPI extraction

Macro Insights From Email

A brainstorm of the major macroeconomic events from the last week based on the emails you have received.

Email integration

Email Digest

Retrieve emails over the past week and summarize the information that matters for you and your firm.

Email integration

Sector Deep Dive

Break down a sector’s total quarterly revenue and price shifts. Dive into one major trend and summarize key news across top companies.

Industry research

Peer Based Comps Extraction

Compare key performance metrics between a company and its closest peers. Highlight similarities, differences, and market positioning.

KPI extraction

Quarterly KPI Extraction

Extract KPIs and guidance from a company’s earnings presentation. Provide context on strategic direction and performance outlook.

KPI extraction

Quarterly Specific Metrics Extraction

Identify quarter-over-quarter key metric changes for a specific topic within a company. Use unstructured data from filings and earnings materials.

KPI extraction

Multi Layered Thematic and Quantitative Filtering

Identify large-cap companies in the electrical equipment sector discussing grid upgrades. Use earnings calls and filings to confirm recent mentions.

Industry research

Peers Detailed Comparison

Identify the seven closest peers to a company and analyze each one’s business model and market share. Include earnings dates and financial outlooks.

Competitive analysis

SWOT and Segment Analysis

Run a SWOT and segment analysis on two companies. Use filings to assess operations, strengths, market positioning, and edge.

Competitive analysis

Management Inquiry

Create a list of management questions for a company. Cover strategy, operations, financials, and industry dynamics based on recent data.

Management questions

Qualitative and Quantitative Competitor Analysis

Compare a company’s earnings and revenue trends to its peers. Summarize earnings call takeaways and surface questions for management.

Competitive analysis

Detailed Competitor Comparison

Deliver a ranked peer analysis based on key industry criteria. Highlight how each company stacks up across strategic dimensions.

Competitive analysis

Competitive Metrics Comparison

Identify peer companies for a selected security and compile a table of key metrics. Make side-by-side comparisons easy to scan.

Competitive analysis

Verbose Summarization

Summarize a webpage by topic. Break down each section clearly and provide two key points per topic for full coverage.

Web scraping

Document Extraction

Extract and summarize the contents of a linked document. Highlight key takeaways and assess implications.

Web scraping

Acquisition Analysis

Review a company’s investor relations page and search the web for M&A activity over the past five years. Summarize deal terms, rationale, and accretion based on filings.

Web scraping

State Data Center Permits

Monitor U.S. state-level data center permits. Provide daily updates on new filings, regulatory changes, and development activity.

Web scraping

Newsroom and Web Mentions

Scan the latest news for a specified security. Summarize key developments and investor sentiment from the past 24 hours.

Web scraping

Job Posting Extraction

Track job listings for a company via its website. Group by department and highlight shifts in hiring trends.

Web scraping

Management Compensation Comparison

Compare executive compensation across an industry peer set. Highlight differences in pay structures, incentive plans, and performance alignment.

Compensation

Private Company Peer Analysis

Identify ten peers for a private company and analyze each one. Include funding history, location, business model, and competitive differentiators.

Private companies

Private Company News

Track daily news updates for a private company. Surface new developments, market activity, and strategic moves.

Private companies

Management Compensation Overview

Break down a company’s executive compensation structure in detail. Include PSU and RSU grants, performance targets, and historical achievement.

Compensation

Detailed Company Overview

Identify and explain the most critical aspects of a company’s operations, earnings, and peer landscape. Focus on what matters most to strategic positioning.

Company deep dives

Private Company Peer Identification

Generate a concise private company overview. Include core operations, management team, market position, and likely peers.

Private companies

Company Valuation Analysis

Deliver a valuation overview using Cap IQ data. Benchmark the company’s metrics against peers to assess financial standing and market potential.

Company deep dives

Detailed Private Company Overview

Summarize a private company’s profile, leadership, funding history, strategy, and competitive positioning. Highlight notable customers and market dynamics.

Private companies

Company Deep Dive and Quantitative Peer Overview

Provide a full company profile with peer comps and earnings call highlights. Include segment-level analysis and market cap comparisons.

Company deep dives

Earnings Analyst Question Patterns

Identify recurring analyst questions in S&P 500 earnings calls. Group findings by sector to surface common priorities and concerns.

Earnings analysis

Company Comprehensive Multi Year Review

Conduct a five-year ESG and governance review for a selected security. Include disclosures, controversies, board structure, and risk factors.

Company deep dives

Inflation Mentions Analysis

Analyze the most recent earnings call across a watchlist. Count and summarize each reference to inflation by company.

Earnings analysis

Company Stock Price and Earnings

Visualize a company’s stock price versus peers over the past 60 days. Summarize recent financial performance, outlook, and reported risks.

Company deep dives

Detailed Earnings Analysis

Summarize the key details from a company’s latest earnings call. Include time-series consensus metrics to highlight performance trends.

Earnings analysis

Themes Analysis for Watchlist

Uncover recurring themes across a selected watchlist. Reveal common signals and trends shaping the broader market.

Portfolio & watchlist monitoring

Inventory Analysis

Identify S&P 500 companies that mentioned excess inventory last quarter. Group them by sector and summarize implications.

Portfolio & watchlist monitoring

52 Week Lows

Flag securities trading at their 52-week lows. Focuses on closing price data across your custom watchlist.

Portfolio & watchlist monitoring

Single Company Risks, Catalysts, Promises and Past Predictions

Review six months of company disclosures to surface key risks, catalysts, and commitments. Use the output to generate targeted questions for management.

Risk

Capex Analysis

Break down recent capex disclosures across ETF holdings. Assess the financial impact and segment spending by business unit.

Portfolio & watchlist monitoring

SEC Filing Risk Analysis

Scan recent SEC filings to uncover key risks across your portfolio, segmented by company-specific, sector-wide, and geopolitical themes.

Risk

Industry Specific KPI Extraction (Tech)

List 20 high-impact KPIs for PLTR and provide quarterly data from 2022 Q1 to 2024 Q4. Focus on what matters most to investors.

KPI extraction

Industry Specific KPI Extraction (Healthcare)

List 20 high-impact KPIs for UNH and chart quarterly values from 2022 Q1 to 2024 Q4. Source data from earnings materials.

KPI extraction

Industry Specific KPI Extraction (Energy)

List 20 high-impact KPIs for DUK and present quarterly values from 2022 Q1 to 2024 Q4. Pull from earnings reports and presentations.

KPI extraction

Macro Insights From Email

A brainstorm of the major macroeconomic events from the last week based on the emails you have received.

Email integration

Email Digest

Retrieve emails over the past week and summarize the information that matters for you and your firm.

Email integration

Sector Deep Dive

Break down a sector’s total quarterly revenue and price shifts. Dive into one major trend and summarize key news across top companies.

Industry research

Peer Based Comps Extraction

Compare key performance metrics between a company and its closest peers. Highlight similarities, differences, and market positioning.

KPI extraction

Quarterly KPI Extraction

Extract KPIs and guidance from a company’s earnings presentation. Provide context on strategic direction and performance outlook.

KPI extraction

Quarterly Specific Metrics Extraction

Identify quarter-over-quarter key metric changes for a specific topic within a company. Use unstructured data from filings and earnings materials.

KPI extraction

Multi Layered Thematic and Quantitative Filtering

Identify large-cap companies in the electrical equipment sector discussing grid upgrades. Use earnings calls and filings to confirm recent mentions.

Industry research

Global Market Daily Digest

Deliver a full snapshot of today’s markets. Cover index moves, FX, commodities, bond yields, and leading sectors.

Macro insights

Peers Detailed Comparison

Identify the seven closest peers to a company and analyze each one’s business model and market share. Include earnings dates and financial outlooks.

Competitive analysis

SWOT and Segment Analysis

Run a SWOT and segment analysis on two companies. Use filings to assess operations, strengths, market positioning, and edge.

Competitive analysis

Bond Market Overview

Review the past week in the bond market. Focus on macro events, central bank decisions, inflation trends, and regulatory shifts.

Macro insights

Management Inquiry

Create a list of management questions for a company. Cover strategy, operations, financials, and industry dynamics based on recent data.

Management questions

High Level Global Macro Daily Summary

Summarize today’s financial markets with highlights across indices, sectors, and economic indicators. Focus on top-level insights.

Macro insights

Qualitative and Quantitative Competitor Analysis

Compare a company’s earnings and revenue trends to its peers. Summarize earnings call takeaways and surface questions for management.

Competitive analysis

Detailed Competitor Comparison

Deliver a ranked peer analysis based on key industry criteria. Highlight how each company stacks up across strategic dimensions.

Competitive analysis

Competitive Metrics Comparison

Identify peer companies for a selected security and compile a table of key metrics. Make side-by-side comparisons easy to scan.

Competitive analysis

Document Extraction

Extract and summarize the contents of a linked document. Highlight key takeaways and assess implications.

Web scraping

Acquisition Analysis

Review a company’s investor relations page and search the web for M&A activity over the past five years. Summarize deal terms, rationale, and accretion based on filings.

Web scraping

Management Compensation Comparison

Compare executive compensation across an industry peer set. Highlight differences in pay structures, incentive plans, and performance alignment.

Compensation

Management Compensation Overview

Break down a company’s executive compensation structure in detail. Include PSU and RSU grants, performance targets, and historical achievement.

Compensation

Detailed Company Overview

Identify and explain the most critical aspects of a company’s operations, earnings, and peer landscape. Focus on what matters most to strategic positioning.

Company deep dives

Company Valuation Analysis

Deliver a valuation overview using Cap IQ data. Benchmark the company’s metrics against peers to assess financial standing and market potential.

Company deep dives

Company Deep Dive and Quantitative Peer Overview

Provide a full company profile with peer comps and earnings call highlights. Include segment-level analysis and market cap comparisons.

Company deep dives

Earnings Analyst Question Patterns

Identify recurring analyst questions in S&P 500 earnings calls. Group findings by sector to surface common priorities and concerns.

Earnings analysis

Inflation Mentions Analysis

Analyze the most recent earnings call across a watchlist. Count and summarize each reference to inflation by company.

Earnings analysis

Detailed Earnings Analysis

Summarize the key details from a company’s latest earnings call. Include time-series consensus metrics to highlight performance trends.

Earnings analysis

Positive and Negative Earnings Summary

Review the latest earnings calls for every security in a selected portfolio. Capture three key positives and two risks per company.

Earnings analysis

Sector Based News and Web Analysis

Track news and web content for a given sector. Identify emerging trends, disruptions, and companies worth monitoring next.

Portfolio & watchlist monitoring

ETF Earnings Risk Analysis

Analyze recent earnings calls across a selected ETF. Identify the ten most frequently cited risks from companies in the fund.

Risk

Themes Analysis for Watchlist

Uncover recurring themes across a selected watchlist. Reveal common signals and trends shaping the broader market.

Portfolio & watchlist monitoring

Inventory Analysis

Identify S&P 500 companies that mentioned excess inventory last quarter. Group them by sector and summarize implications.

Portfolio & watchlist monitoring

52 Week Lows

Flag securities trading at their 52-week lows. Focuses on closing price data across your custom watchlist.

Portfolio & watchlist monitoring

Tariff Impact Analysis

Explore how potential tariff changes could affect your stock universe. Understand which securities stand to gain or lose and why.

Risk

Capex Analysis

Break down recent capex disclosures across ETF holdings. Assess the financial impact and segment spending by business unit.

Portfolio & watchlist monitoring

Bond Market Overview

Review the past week in the bond market. Focus on macro events, central bank decisions, inflation trends, and regulatory shifts.

Macro insights

High Level Global Macro Daily Summary

Summarize today’s financial markets with highlights across indices, sectors, and economic indicators. Focus on top-level insights.

Macro insights

Company Stock Price and Earnings

Visualize a company’s stock price versus peers over the past 60 days. Summarize recent financial performance, outlook, and reported risks.

Company deep dives

Detailed Earnings Analysis

Summarize the key details from a company’s latest earnings call. Include time-series consensus metrics to highlight performance trends.

Earnings analysis

Positive and Negative Earnings Summary

Review the latest earnings calls for every security in a selected portfolio. Capture three key positives and two risks per company.

Earnings analysis

Sector Based News and Web Analysis

Track news and web content for a given sector. Identify emerging trends, disruptions, and companies worth monitoring next.

Portfolio & watchlist monitoring

ETF Earnings Risk Analysis

Analyze recent earnings calls across a selected ETF. Identify the ten most frequently cited risks from companies in the fund.

Risk

Top 5 and Bottom 5 Performers

Highlight the top and bottom performers in an ETF over a defined period. Summarize key events, earnings results, and drivers of price movement.

Portfolio & watchlist monitoring

Tariff Impact Analysis

Explore how potential tariff changes could affect your stock universe. Understand which securities stand to gain or lose and why.

Risk

Industry Specific KPI Extraction (Tech)

List 20 high-impact KPIs for PLTR and provide quarterly data from 2022 Q1 to 2024 Q4. Focus on what matters most to investors.

KPI extraction

Industry Specific KPI Extraction (Healthcare)

List 20 high-impact KPIs for UNH and chart quarterly values from 2022 Q1 to 2024 Q4. Source data from earnings materials.

KPI extraction

Industry Specific KPI Extraction (Energy)

List 20 high-impact KPIs for DUK and present quarterly values from 2022 Q1 to 2024 Q4. Pull from earnings reports and presentations.

KPI extraction

Macro Insights From Email

A brainstorm of the major macroeconomic events from the last week based on the emails you have received.

Email integration

Email Digest

Retrieve emails over the past week and summarize the information that matters for you and your firm.

Email integration

Peer Based Comps Extraction

Compare key performance metrics between a company and its closest peers. Highlight similarities, differences, and market positioning.

KPI extraction

Quarterly KPI Extraction

Extract KPIs and guidance from a company’s earnings presentation. Provide context on strategic direction and performance outlook.

KPI extraction

Quarterly Specific Metrics Extraction

Identify quarter-over-quarter key metric changes for a specific topic within a company. Use unstructured data from filings and earnings materials.

KPI extraction

Acquisition Analysis

Review a company’s investor relations page and search the web for M&A activity over the past five years. Summarize deal terms, rationale, and accretion based on filings.

Web scraping

Private Company Peer Analysis

Identify ten peers for a private company and analyze each one. Include funding history, location, business model, and competitive differentiators.

Private companies

Private Company News

Track daily news updates for a private company. Surface new developments, market activity, and strategic moves.

Private companies

Private Company Peer Identification

Generate a concise private company overview. Include core operations, management team, market position, and likely peers.

Private companies

Detailed Private Company Overview

Summarize a private company’s profile, leadership, funding history, strategy, and competitive positioning. Highlight notable customers and market dynamics.

Private companies