CLOSED BETA — LIMITED ACCESS
The intelligence layer
your portfolio was missing.
your portfolio was missing.
Institutional-grade portfolio analysis. Personalized to your exact holdings. Available to every serious retail investor.
Closed BetaAI-PoweredInvite Only
7
Signal Gates
150+
RADAR Tickers
AI
Daily Brief
What Makes Alloy Different
📡 RADAR — Swing & Strategic Ideas
Scans 150+ curated liquid tickers outside your portfolio for technical setups — Bollinger squeeze, OBV accumulation, momentum signals. RADAR knows what you own and surfaces ideas that fit your existing investment themes. Not a generic screener.
SWING · STRATEGIC · PORTFOLIO GAPS · Powered by Quad Gate engine
🎯 Quad Gate Scanner
Eight simultaneous signal gates — BB squeeze, OBV divergence, SEC Form 4 insider velocity, macro catalyst alignment, short squeeze pressure, earnings surprise momentum, analyst revision momentum, and 52-week breakout proximity — scored and ranked across your entire portfolio. When multiple gates align, the AI Trade Brief explains exactly why it matters for your specific positions.
NVDA
89MAX CONVICTION
AMD
71HIGH
G1 BB SQUEEZE · G2 OBV · G3 INSIDER · G4 MACRO · G5 SHORT SQUEEZE · G8 ANALYST · G9 BREAKOUT
💰 ETF Fee Optimizer
Uncovers the hidden expense ratio drag silently eroding your returns. Analyzes every ETF in your portfolio — annual fees, 10-year compounding drag, and lower-cost alternatives with the same exposure. Most users identify hundreds of dollars in recoverable annual fees in a single session.
10-YEAR DRAG PROJECTION · LOWER-COST ALTERNATIVES · Pays for itself in one session
🌿 Tax Loss Harvesting
Surfaces every position sitting at an unrealized loss, ranked by size, with short/long-term lot breakdown and wash sale warnings (IRC §1091). Suggests replacement positions that maintain your market exposure while you capture the tax benefit. Automatically flags potential wash sale conflicts when you add a new position within 30 days of a sale.
SHORT / LONG-TERM LABELS · WASH SALE DETECTION · Stocks & ETFs · IRC §1091
☀️ AI Morning Brief
Every morning, a 2-3 sentence brief written specifically for your portfolio. Not market news — a personalized analysis grounded in your macro theses and the latest INTEL signals. Refreshes automatically every day.
Gemini 2.5 Flash · Personalized to your exact positions & theses
📊 Portfolio vs Benchmark Chart
Your portfolio return versus S&P 500 and NASDAQ — normalized, time-selectable, with your alpha surfaced as a single number. Finally see whether you're actually outperforming, and by exactly how much.
1M · 3M · 6M · 1Y · ALL · Alpha vs S&P 500 / NASDAQ
🛡️ Personal Risk Surface
Always-on risk intelligence — real sector exposure with ETF pass-through decomposition, correlated cluster detection across thematic groups, and concrete drawdown scenarios in dollar terms. The risk analysis your portfolio manager would run. Built for you.
ETF pass-through · Correlated clusters · Scenario modeling
🧭 Macro Thesis Tracker
Alloy builds a probabilistic model of your investment theses — uranium supercycle, AI infrastructure, precious metals — and tracks conviction over time. Every INTEL run updates your thesis probabilities with new evidence.
Particle filter algorithm · Calibration scoring · Trend: RISING / FALLING
📰 Portfolio INTEL Brief
Alloy scans market and company news, then maps every relevant development to your specific holdings with conviction scores, direction signals, and estimated move ranges. Not a news feed. A personalized impact briefing.
BULLISH / BEARISH / NEUTRAL · Estimated move range per holding
How It Works
1
Import Your Portfolio
Connect your brokerage via secure OAuth (Schwab, Fidelity, Robinhood, Coinbase + more), import a CSV, or add holdings manually. Alloy supports stocks, ETFs, crypto, and options.
2
Run INTEL
One click. Alloy scans 24-48 hours of market news, maps every item to your exact holdings, and generates your personalized brief.
3
Explore Signals & Ideas
The Quad Gate scanner and RADAR surface technical setups in your portfolio and beyond — ranked by conviction, explained by AI.
4
Monitor Your Risk Surface
Real sector exposure, correlated clusters, and drawdown scenarios update automatically with every market refresh.
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Important Disclosures
Alloy Alpha is an informational platform only. Nothing on this platform constitutes investment advice, financial advice, trading advice, or any other type of advice. All content, signals, analysis, ideas, and AI-generated outputs are provided for informational and educational purposes only and do not constitute a recommendation to buy, sell, or hold any security, cryptocurrency, or other financial instrument. Past performance is not indicative of future results. Investing involves substantial risk, including the possible loss of principal. You should always consult a qualified financial professional before making investment decisions. Alloy Alpha is not a registered investment advisor, broker-dealer, or financial institution. By using this platform, you acknowledge that you are solely responsible for your own investment decisions.
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