01 · Discovery and ideation
Find the next idea in your universe.
Screen and score every listed company on your own criteria. Backtest the method before you trust it.
Meet Altys.
Your investment research operating system.
Our inspiration
amaltys
Where investment knowledge
takes root.
Named after Amaltas, the golden-flowering tree. Built to keep your firm’s methods, evidence and reasoning connected.
A connected workspace
Connect market data with your investment workflows.
Your team focuses on investment strategy. We keep your data, research and workflows connected.
What you do with Altys
Five workflows.
One place for the reasoning.
From the first idea to the decision you look back on, the work stays connected.
02 · Research
Ask a question. Get an investigation.
Altys reads the financials, filings and calls, then shows what it checked and where each figure came from. Fundamental, thematic or value: start with your question.
03 · Portfolio management
Know what moved, and why.
Agents watch your holdings and watchlist, read the filings and news behind a move, and flag what your team should look at first.
04 · Agentic automation
Teach Altys what matters to you.
Write your red flags and your method once, as skills. Automations apply them to every new filing and every morning, and tell you only when it matters.
05 · History and thesis
Remember why you decided.
Every remark, trade note and change of view is dated and kept, for you or the whole team. Your next review starts with the reasoning.
01 / 05
Illustrative views with sample companies and data.
Out in the world
Building Altys.
In good company.
Notes from the founder, conversations with investment teams, and moments from the journey.
01 / 03
Governance as the new alpha.
At the ETEntrepreneur Family Capital Summit, conversations with CIOs explored clear thresholds, testing ideas across market cycles, and making an investment process repeatable.
See the summit post on LinkedIn ↗The gap that started Altys.
After years of investing, Shlok kept coming back to fragmented research and the work of checking whether an investment thesis still held. That question became the starting point for Altys.
Read the founder’s post on X ↗Keep up with Altys.
Follow the company page for product updates, ideas from our work, and conversations with the investment community.
Visit Altys Labs on LinkedIn ↗Selected activity. Scroll or use the arrows to explore; each post opens on its original platform.
A few useful answers
Before you start.
Who is Altys for?
Investment teams, including hedge funds and family offices, that want to connect research, scorecards, models and the knowledge behind their decisions.
Can we use our own investment method?
Start with your criteria and research universe. We’ll work through a real workflow together and identify which data and methods Altys can support.
Are the product views on this page real data?
No. They are illustrations with sample companies and figures, to show how each workflow feels. Your pilot runs on live data for your own universe.
What stays with the team?
The methods, source evidence, saved research, model assumptions and versions behind the work stay connected, so a colleague can pick up with context.
How do we get started?
Bring one real workflow, your research universe and your own method. Join the waitlist and Shlok will be in touch to set up a first pilot.
Your firm’s work compounds
Start with one workflow.
Build on everything you know.
Your research universe. Your investment method.
A shared body of knowledge that grows with the team.