Coverage outgrows headcount
The watch list expands faster than the analyst team. Important disclosures get read late, unevenly or without the context of what the desk believed before.
For PMS firms
A research operating system for concentrated PMS books.
Altys gives lean PMS teams one sourced research ledger across screening, company work, modelling, investment committee output and post-investment monitoring. The goal is not more documents. It is a process the whole desk can inspect and repeat.
Company researchInvestment committeePoint-in-time dataPortfolio monitoring
The operating problem
More information does not create continuous attention.
A concentrated PMS book can have fewer positions than a broad fund and still require deeper attention per name. The research burden expands further when the same team screens the wider opportunity set.
Models and notes diverge
A spreadsheet contains one assumption, the investment memo another and the portfolio manager’s memory a third. Nobody can see the latest version of the full case.
Backtests flatter themselves
Research and strategy tests can unknowingly use restated figures or information that was unavailable on the historical decision date.
The Altys workflow
Research, decision and monitoring on one evidence trail.
Altys keeps the complete PMS research lifecycle on a source-linked, point-in-time foundation.
01
Screen honestly
Express the investment rule in plain language, run it on calculated fields and preserve what would actually have passed on each historical date.
02
Build the company case
Map the business, segment drivers, management guidance, forensic risks and valuation evidence into a common company workspace.
03
Model the drivers
Use spreadsheets or Python on the same sourced data, with assumptions and scenarios separated from reported facts.
04
Prepare the committee
Turn the work into an inspectable evidence pack that shows assumptions, counter-evidence, model sensitivities and portfolio impact.
05
Monitor after purchase
Track whether business KPIs, guidance, cash conversion, ownership and valuation are moving with or against the original thesis.
What the system adds
Infrastructure around the analyst, not a black box above them.
The scarce asset is not a 30-page memo. It is a reliable process that connects evidence, assumptions, decisions and subsequent outcomes.
Point-in-time by defaultScreens and backtests use the information available on the date being tested, not today’s cleaned history.
Company-specific intelligenceSector and company KPIs sit beside financial statements rather than being forced into a generic template.
Research reportsGenerate sourced, repeatable research outputs without turning the language model into the calculator.
Desk-wide memoryKeep decisions, forecasts, outcomes and lessons available to the next analyst and the next review.
Questions, answered
What teams usually ask before a pilot.
What does a PMS equity research platform need beyond a stock screener?
A PMS research platform should connect idea generation with primary documents, company models, guidance history, forensic checks, investment-committee work, portfolio context and ongoing monitoring. A screen is only the first step.
Can Altys support a concentrated investment style?
Yes. Altys is designed for teams that need depth on each portfolio company while continuously watching a wider opportunity set. Monitoring can be configured around the specific drivers and risks of each thesis.
How does Altys prevent look-ahead bias?
Altys stores financial information point-in-time, including when each value became available. Historical screens and backtests are evaluated against what could have been known on the decision date.
Does Altys replace Excel?
No. Altys prepares sourced data, context and repeatable workflows around the model. Analysts can continue using spreadsheets and Python for judgement-heavy modelling.
Private preview
Research once. Let Altys keep watching what changes.
Bring a real company universe and a real monitoring problem. We will show how Altys can connect the data, research workflow and alerts around the way your team already invests.