Weekly SPY-relative alpha, AI news impact mapped to your exact holdings, and a portfolio-aware copilot that knows your risk rules — for serious self-directed investors.
The analytics institutional desks use to make real decisions — now at a price that fits a serious self-directed investor.
Track outperformance relative to S&P 500 every week. 4-week rolling alpha, cumulative alpha, regime classification, and drawdown vs your personalized stop thresholds.
Every earnings release, analyst upgrade, and macro shock is scored against your exact holdings. Know when news actually moves your portfolio before the week closes.
An AI that knows your specific holdings, risk thresholds, and weekly performance — not a generic chatbot. Ask it anything about your portfolio and get grounded, specific answers.
Set your own defensive drawdown thresholds, concentration trim limits, and volatility budget. The dashboard surfaces alerts when you breach your own rules — not generic warnings.
Manage cross-border portfolios with real-time FX conversion. Track TSX and NYSE holdings side-by-side with live CAD/USD rates — rare in this space.
Choose managed Alphenzi hosting or private deployment in your own environment. Portfolio data stays within your configured infrastructure and access controls.
No Bloomberg terminal. No financial analyst degree. Just your existing portfolio data and five minutes on a Monday morning.
Upload an Excel file, paste CSV, or enter holdings manually. Alphenzi parses your positions, cost basis, and purchase dates automatically — including legacy spreadsheet formats.
Hit refresh Monday morning. Live Yahoo Finance prices are fetched, alpha vs SPY is calculated, drawdown is measured against your thresholds, and your full risk board populates — in seconds.
The AI pipeline reads your portfolio, recent news, and risk state to generate prioritized recommendations, a portfolio brief, and a buy watchlist — all grounded in your own data.
The features that used to require a Bloomberg subscription or a full-time quant — at a price built for individual investors.
| Feature | Alphenzi | Robinhood / Wealthsimple | Sharesight | Koyfin |
|---|---|---|---|---|
| Weekly alpha vs SPY | ✓ | — | — | — |
| Portfolio-aware AI copilot | ✓ | — | — | Partial |
| News mapped to your holdings | ✓ | — | — | — |
| Risk rulebook / personal thresholds | ✓ | — | — | — |
| CAD/USD dual currency | ✓ | Partial | ✓ | Partial |
| Excel / CSV import | ✓ | — | Partial | — |
| Deployment flexibility & privacy controls | ✓ | — | — | — |
| Price (Pro tier) | $19/mo | Free | $13/mo | $49/mo |
Start free. Upgrade when it earns its keep.
Ready to track real alpha?
Free to start. No credit card. Your portfolio deserves better analytics.