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On the recordRead 14 Nov 202614 facts
Alpha Theory
On the record
- Analytics
- Alpha Insights provides portfolio and investment-process analytics, including freshness, forecast accuracy, sizing, and returns compared with optimal.alphatheory.com · read 14 Nov 2026
- Availability and pricing
- The site directs prospective users to request a demo and does not state public plan prices on the opened pages.alphatheory.com · read 14 Nov 2026
- Compliance and testing
- The company says its applications and data are hosted in SOC 2 compliant data centers and that it conducts annual penetration tests.alphatheory.com · read 14 Nov 2026
- Data aggregation
- Alpha Central aggregates research, company data, Excel files, custodian and fund-administrator data, alternative data, and market data.alphatheory.com · read 14 Nov 2026
- Data history
- Alpha Central can serve as a historical data store for client analysis.alphatheory.com · read 14 Nov 2026
- Integrations
- The platform supports Microsoft Excel Connect, flat-file integration, and API data uploads; named data partners include FactSet, Omega Point, and New Constructs.alphatheory.com · read 14 Nov 2026
- Intended users
- The platform is described as serving global investment managers and fundamental fund managers.alphatheory.com · read 14 Nov 2026
- Portfolio alerts
- Alpha View can alert users to stale or new research, position-size discrepancies, and exited positions that may merit review.alphatheory.com · read 14 Nov 2026
- Position sizing
- Its customizable rules engine translates firm-specific sizing criteria into position sizes aligned with an investment strategy.alphatheory.com · read 14 Nov 2026
- Purpose
- Alpha Theory helps fundamental managers turn investment research and intuition into repeatable position-sizing decisions and identify uncaptured alpha.alphatheory.com · read 14 Nov 2026
- Research inputs
- Alpha Engine uses inputs including price targets and conviction levels, and can update optimal sizes as underlying data changes.alphatheory.com · read 14 Nov 2026
- Security
- Alpha Theory states that customer data is encrypted in transit and at rest, using TLS and AES-256, unless a customer opts out.alphatheory.com · read 14 Nov 2026
- Support
- The company says its clients can work with investment-process experts, data scientists, risk professionals, investors, analysts, and technology engineers.alphatheory.com · read 14 Nov 2026
