You cover 15 names. Albert reads everything around them — and tells you what matters.
Every day, Albert scans news and filings across your coverage universe and the 100+ ecosystem companies around it. When something matters, Albert doesn't just flag it... it generates the follow-up question a top analyst would ask, researches the answer, and delivers it to your inbox with citations. No app to install. No IT approval. Just intelligence.
Free for 5 tickers · Paid tier for full coverage · Your feedback shapes the product
Debate your thesis with an AI that's been studying your positions for months.
Three Steps. No IT Involvement.
Email your tickers. Intelligence starts flowing. No setup, no forms, no thesis to articulate.
Email-first Means No Passwords, No Forms.
Just email your portfolio tickers. Albert maps the ecosystem — suppliers, customers, competitors — and seeds 3 months of history per company.
Albert Surfaces Net-News and Read-Throughs
Three times a day (10 AM, 2 PM, 5 PM), Albert scans news, filings, and earnings across your tickers and their ecosystem. Every article is compared against Albert's memory of what's already known. Only genuinely net-new, material developments make the cut.
Proactive AND On-demand Research
For material events, Albert generates the follow-up question a top analyst would ask — then researches the answer using built-in analytical tools. You get a cited research brief. Reply with your own question and Albert researches that too (and learns from your questions to get smarter over time).
Email-first Means No Passwords, No Forms.
Just email your portfolio tickers. Albert maps the ecosystem — suppliers, customers, competitors — and seeds 3 months of history per company.
Albert Surfaces Net-News and Read-Throughs
Three times a day (10 AM, 2 PM, 5 PM), Albert scans news, filings, and earnings across your tickers and their ecosystem. Every article is compared against Albert's memory of what's already known. Only genuinely net-new, material developments make the cut.
Proactive AND On-demand Research
For material events, Albert generates the follow-up question a top analyst would ask — then researches the answer using built-in analytical tools. You get a cited research brief. Reply with your own question and Albert researches that too (and learns from your questions to get smarter over time).
Eight analytical tools. Not just another chatbot.
Albert doesn't summarize headlines. It runs real analysis using purpose-built tools — the same kind of work a junior analyst would do, done in seconds.
Filing Net-New
Compares 10-K and 10-Q sections quarter-over-quarter. Surfaces what actually changed in Risk Factors, MD&A, and guidance language — not just that a filing was published.
Peer Analysis
Pulls live financial data across peer groups. When APO's leverage hits 4.2x, Albert instantly shows you where that sits vs. BX, KKR, and OWL — with no AI cost, just live market data.
Earnings Analyzer
Detects guidance shifts, management tone changes, and dodged questions across earnings calls. Flags when "robust" becomes "selective" and when the CFO stops saying "comfortable."
Calculator
Sandboxed Python for quantitative verification. When Albert claims a margin compressed 200bps, the calc tool proves it from the source numbers — not hallucinated math.
Plus: scenario modeler, cross-coverage pattern detector, management credibility tracker, and an intelligent tool router that picks the right tool for each event automatically.
What Hits Your Inbox
Not summaries. Intelligence filtered through what's already known about each company.
Daily Brief — 6 PM ET
KKR — No direct news, but TPG's earnings call included language about LP pullback in Asia. TPG's IR team used "selective" three times — last quarter it was "robust." This is net-new: Asia LP sentiment is shifting across the peer group. → Albert researched: "Are Asia LP commitments slowing across the alt manager peer group?" BOTTOM LINE: Mixed signals. Apollo 10-K shows Asia LP commitments up 12% YoY, but Ares flagged "extended decision timelines" in their Q4 call. KKR's Asia fundraising pace has not been independently confirmed since September. [Source: Apollo 10-K p.47] [Source: Ares Q4 call] KEY RISK: If KKR's March investor update doesn't confirm Asia momentum, this becomes a consensus headwind. → Want Albert to dig deeper? [Reply with your question] APO — 10-Q dropped. Credit deployment up 18% QoQ. → Albert ran peer comparison: APO leverage now 4.2x vs peer avg 3.6x (BX 3.4x, KKR 3.7x, OWL 3.3x) [Source: yfinance] Highest in peer group. Deployment-driven or structural? Worth watching paydown rate next quarter.
Weekly Intelligence Summary — Friday Evening
THIS WEEK IN YOUR COVERAGE:
KKR — 2 material events
Mon: TPG earnings flagged Asia LP concern
Albert researched peer group — signals mixed
Thu: Moody's downgraded KREF subsidiary
Albert scored 8/10, ecosystem read-through
to KKR credit portfolio (see Tuesday alert)
APO — 1 material event
Wed: 10-Q confirmed credit deployment acceleration
Albert flagged leverage outlier vs peers
(APO 4.2x vs 3.6x avg)
EWBC — Quiet week. Earnings in 4 days.
→ Want a pre-earnings brief? [Reply to request]
ECOSYSTEM READ-THROUGHS:
KREF downgrade → direct implications for KKR
credit portfolio. Full analysis in Tuesday's
intraday alert.
QUIET POSITIONS: QTWO (11 days), SSB (14 days)
No material events detected.For Teams: Your Analysts' Best Thinking, Captured Effortlessly
Albert helps your analysts prepare polished weekly updates in 5 minutes instead of 30. Nothing reaches you without their approval.
Every Friday, Albert drafts a summary of each analyst's research activity — what events they engaged with, what they investigated, where their views are shifting. The analyst reviews it, edits it, and decides whether to send. The PM can reply with follow-up questions, which Albert routes back to the analyst with supporting data. Over time, you build a complete record of how your team's thinking evolved — without adding any work to their day.
Sarah reviewed and sent this update: Active focus this week: credit risk across alt managers. KKR — Two material events. TPG earnings flagged Asia LP pullback. I researched the peer group and signals are mixed: Apollo up 12% YoY but Ares flagging delays. Moody's KREF downgrade adds a credit isolation question. Watching KKR's March investor update closely. My view: Moving from confident to uncertain on the fundraising cycle. Asia LP data is contradictory. APO — 10-Q confirmed credit deployment thesis. One flag: leverage at 4.2x is highest in peer group. Looks deployment-driven, not structural, but I'm adding paydown rate as a watchpoint. EWBC — Quiet week. Earnings Thursday. I'll revisit after the call. --- Reply to ask Sarah a follow-up through Albert.
Analyst-controlled
Albert drafts. The analyst edits. Nothing reaches the PM without explicit approval. No surveillance. No performance monitoring. Just facilitated communication that makes everyone's job easier.
PM-directed research
Send a research question to any analyst through Albert. Albert delivers it with relevant context and data. The analyst responds on their own time. The full Q&A is captured automatically.
Institutional memory
When an analyst transitions, 12 months of captured thinking — views expressed, questions investigated, research conducted — stays with the team. The next analyst inherits context, not a blank screen.
Simple Pricing. No Surprises.
$200/month covers our costs. We'd rather have more analysts using Albert well than fewer analysts paying more.
Forever free. No trial clock.
Deeper coverage. Priority support.
For teams: Albert helps your analysts prepare weekly updates and gives PMs a channel for directed research questions. Analysts get full access free — the fund pays.
$200/month is what it costs us to run Albert for 15 tickers — AI, search, infrastructure. We make our money from the team tier. Transparent by design.