Answers can outrun evidence
A plausible paragraph is not a research conclusion. Material facts must remain connected to the document and date that support them.
AI investment research · India
AI that helps the research process—and shows its work.
Altys combines India-first financial data, filings, concalls, guidance, quantitative tools, financial models, portfolio context and continuous monitoring. You do not need prompt engineering or an internal AI team. You need a clear investment process and evidence you can verify.
Source-linked researchPoint-in-time dataExcel-verifiablePortfolio monitoring
The operating problem
A chatbot answers a question. An investment platform preserves the process.
Professional research needs more than fluent summaries. It needs the correct company, period, source, formula, historical availability and portfolio context.
Calculations need deterministic rules
Ratios, screens, scorecards and backtests should produce the same result from the same inputs. Language models should not be hidden calculators.
Research goes stale after the memo
A useful system keeps comparing new results, guidance and disclosures with the assumptions the team originally approved.
The workflow
A practical AI workflow from question to monitored decision.
Altys automates volume and preserves evidence while investment judgement stays with the team.
01
Ask
Start with a company, portfolio or strategy question in plain language.
02
Retrieve
Find the relevant structured data and primary-source documents for the correct entity and period.
03
Calculate
Run explicit formulas, screens, scorecards and model logic outside the language model.
04
Verify
Inspect citations and export analytical work to Excel for independent checking.
05
Monitor
Keep watching the company-specific guideposts, assumptions and portfolio rules that matter.
What the system adds
Useful to experts. Understandable to teams starting with AI.
No prompt library is required. Bring the research question, company universe and investment rules. The system supplies the governed context around the AI.
India-first contextNSE and BSE companies, Indian mutual funds, official filings, local financial conventions, macro and relevant alternative data.
Calculated and citedStructured figures and deterministic calculations sit separately from generated language, with source links for material claims.
Excel as the verification bridgeScreens, scorecards and analytical outputs can leave the application so analysts can inspect what the software did.
Built for the full loopScreening, research, modelling, portfolio context, monitoring and institutional memory remain connected.
Questions, answered
What teams ask before a pilot.
What is an AI investment research platform?
It is software that uses AI to accelerate document reading, comparison, extraction and monitoring while connecting those tasks with structured financial data, calculations, models and portfolio workflow. It should support research rather than provide unexplained investment instructions.
Do I need AI or coding experience to use Altys?
No. Users can begin with ordinary research questions and existing spreadsheets. Altys prepares the data, source context and repeatable workflow; coding is optional for teams that want custom analysis.
How is Altys different from using ChatGPT or Claude directly?
General AI tools are flexible readers and writers. Altys adds an India-first, point-in-time financial data layer, deterministic calculations, firm-configured workflows, portfolio context, citations, Excel exports and continuous company monitoring.
Can Altys replace our Excel models?
It does not need to. Altys can prepare sourced inputs and repeatable analysis around the model, while Excel remains available for assumptions, formulas, scenarios and independent verification.
Does Altys recommend stocks?
No. Altys is financial data, analytics and research-workflow software. It does not provide buy, sell or hold recommendations.
Related guides
Continue with the workflow that fits your team.
One-month pilot
Bring one real research workflow.
We will configure a one-month pilot around your universe, models, scorecards and monitoring conditions—not a generic chatbot demo.