The source pack is fragmented
Financials, notes, calls, guidance, KPIs and ownership arrive in different formats and locations.
For equity research analysts
Spend less time collecting. Spend more time forming the view.
Altys helps analysts move from primary documents to clean history, comparable evidence, driver-based models and monitored thesis conditions. AI accelerates reading and organisation; calculations, assumptions and conclusions remain inspectable.
Primary documentsCompany KPIsFinancial modelsResearch memory
The operating problem
Research time disappears into preventable work.
Analysts still spend hours finding documents, retyping tables, reconciling periods and repeating updates before the real analysis begins.
The model starts with transcription
High-value judgement waits while analysts spread history and repair copy-paste errors.
The original thesis gets buried
A new analyst can see the current model but may not know why an assumption was chosen or what would invalidate it.
The workflow
A faster path from disclosure to defended conclusion.
Automate the repeatable work and make every hand-off inspectable.
01
Collect
Maintain the relevant filings, calls, presentations, financials and company KPIs.
02
Compare
Identify what changed versus the prior period, prior call and original guidance.
03
Model
Populate sourced history and keep analyst-owned assumptions separate from reported facts.
04
Challenge
Surface counter-evidence, forensic signals, peer differences and scenario sensitivities.
05
Monitor
Track the small set of guideposts that can strengthen or falsify the thesis.
What the system adds
AI as research leverage, not an authority.
The analyst signs the conclusion. The system should make it easier to find, calculate, question and preserve the evidence.
Company-specific contextSector and company KPIs sit beside statements, calls, guidance, ownership and valuation.
Parallel researchRun consistent questions across a company set while preserving source-linked evidence per answer.
Model and scorecard supportConnect reported history with transparent factors, peer logic, scenarios and analyst assumptions.
Durable monitoringCarry the thesis and forecast into the next result rather than restarting the research every quarter.
Questions, answered
What teams ask before a pilot.
Can AI replace an equity research analyst?
AI can accelerate collection, extraction, comparison and monitoring. It does not replace the analyst’s responsibility for framing the question, choosing assumptions, interpreting evidence, valuing the business and communicating the conclusion.
How should an analyst verify AI-generated research?
Open the cited source, confirm entity, period, basis and units, reproduce material calculations, inspect counter-evidence and keep reported facts separate from assumptions.
Can Altys work with Excel and Python?
Yes. Altys can provide sourced inputs and governed analytical workflows while analysts continue using spreadsheets or Python for models and custom work. Core outputs can also be exported for verification.
What is GenGrid in Altys?
GenGrid lets a research team run the same evidence-seeking question across multiple companies in parallel, while retaining cited sources for each result. It is designed for comparable research rather than uncited bulk summaries.
Related guides
Continue with the workflow that fits your team.
One-month pilot
Use a company you already cover as the test.
We will walk through the source pack, model inputs, research questions and monitoring conditions your team already uses.