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. Try the full Analyst tier free for 7 days.
Secure checkout · Cancel anytime · Observer tier stays free forever
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 on Observer. Upgrade when AI pays for itself.
Card collected at checkout. Cancel before trial ends to avoid charges.
Start with a 7-day trial. Card is collected at checkout; cancel before day 7 to avoid charges.
Sign up at app.alphenzi.com. The Observer tier is free forever and lets you explore the dashboard, holdings tracker, and one AI pipeline test run before you commit to anything.
Once signed in, click Manage Plan in the left sidebar. Select the Analyst tier and click Start 7-day free trial. Full Analyst features unlock instantly; billing begins after day 7 unless canceled.
Upload your portfolio history, add your holdings, and hit Start AI Pipeline. In 1–2 minutes you'll have weekly alpha, AI recommendations, portfolio-mapped news, and a buy watchlist. After 7 days, continue for $19/month or downgrade to Observer — your data stays either way.
Trial period
7 days
Full Analyst feature set, starting the moment you activate — not from signup date.
Checkout
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A card is collected when you start the trial. Cancel before day 7 to avoid the first charge.
After the trial
Your choice
Upgrade to Analyst ($19/mo), stay on Observer free, or cancel. Your holdings and data are never deleted.
Need help uploading your data? Read the setup guide →
Ready to track real alpha?
7-day free Analyst trial. Downgrade to Observer free anytime.