Agentic research for Asian markets
Your professional agent team for Asian markets.
Every analyst now has an AI — but how much can you trust it? YXAlpha is a team of agents that does the real work: deep, verified, primary-source research that turns a narrative into a tested thesis and tracks it across every source. Asia-deep, where the data is hardest to read — starting with the AI supply chain.
Built by portfolio managers and analysts with years at tier-1 US hedge funds.
Hon Hai / Foxconn
2317.TW · Taiwan
YXAlpha reads it
Revenue is surging on AI servers — a record NT$2.6T in 4Q25, up 22% YoY. Yet net margin compressed to 1.7%, the thinnest in two years: AI-server assembly is high-volume, low-margin, so the top line grows faster than the bottom line.
Real, primary-source numbers — the kind of contradiction a good analyst catches, and generic AI misses.
The research loop
Fundamental and quantitative research, in one loop.
A narrative observation becomes a testable thesis, tested with quantitative rigour, checked to the source, and tracked over time. The boundary between the two traditions disappears — the agents run the whole loop, with the discipline that stops false positives.
Fundamental
Observe
A filing, a disclosure, a shift in management's tone.
See it in action
A structured deep-dive, in one ask.
The Asia moat
Deep in Asia — the whole market, in one place.
Filings · Transcripts · Investor decks · Guidance · Segments · Capacity
Primary-source financials live across all six markets — US, Taiwan, Japan, Korea, China and Hong Kong.
Different regulation, disclosure and market structure — understood and unified in one place.
Structured and unstructured — filings, transcripts, decks — primary-source, translated, original preserved.
Local disclosures global investors can't get elsewhere — one multilingual search.
Your knowledge tree
A knowledge tree that grows with you.
Most platforms hand you a flat list of tickers. YXAlpha maps the whole dependency graph — from compute demand down to the packaging, memory, optical and power bottlenecks that decide who wins — and lets you layer your own notes and overlays on top.
A living map of the technologies, generations and bottlenecks that move your names — from compute demand to packaging, memory, optical and power.
Time-travel any node: which bottleneck mattered when, and how the roadmap shifted quarter by quarter.
Layer your own notes and overlays on top — the tree learns your coverage and becomes yours.
The flywheel
It gets better the more you use it.
Everything you capture and track — clips, notes, meetings and the names you follow — feeds your agents. The more you use YXAlpha, the more it works the way you do.
You capture what matters
Clip pages, save notes, record meetings, and follow the names you cover — it all lands in one place.
Your answers get more tailored
Every response draws on your own library plus live primary-source data — focused on the names you actually follow.
You research faster, dig deeper
Less time gathering, more time deciding — and each question picks up where the last left off.
Why we’re different
Not another data terminal. Not another chatbot.
| Legacy terminals | Generic AI chat | Asia platforms | YXAlpha | |
|---|---|---|---|---|
| Every number traced to its source | ||||
| Asia primary-source depth | ||||
| Multilingual filings & transcripts | ||||
| A knowledge tree that grows with you | ||||
| Custom news, social & research tracking | ||||
| One agent reasoning over everything you cover | ||||
| Turns a thesis into a tested view — fundamental + quant |
Full Partial None
Already built
This runs in production today.
Built by portfolio managers and analysts with years at tier-1 US hedge funds — and held to Assay, our public benchmark of finance-AI accuracy, in the open.
- AI-agent system reasoning over structured + unstructured data (numbers verified to source)
- Primary-source data live across six markets: US · Taiwan · Japan · Korea · China · Hong Kong
- Thousands of tickers across the AI supply chain
- Quantitative research environment — point-in-time data, event studies, factors, holdouts
- Interactive knowledge tree with your own overlays
- Custom news + social-account tracking, mapped to your names
- Research papers integrated via OpenAlex
- Marginalia + Notes + multilingual meeting transcription
- Monitors + customizable alerts
- Telegram + web access
- Cross-lingual search
See Asia clearly. Test every thesis.
YXAlpha is invite-only while we onboard design partners. Request access and tell us your coverage.