The AI research OS that grows with you
The AI research OS that grows with you.
Verified fundamentals traced to the source filing, a living knowledge tree of the technologies that move your names, and the news, accounts and research papers you track — reasoned over by one compounding agent. Asia-deep, where the data is hardest to read.
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.
Who built it
Built by portfolio managers and analysts who’ve covered these markets.
YXAlpha comes from people who spent years on the buyside at tier-1 US hedge funds — researching Asian companies and living the workflow every day. That experience is built into the product: what to look at, how to read a disclosure, and where generic AI gets Asia wrong.
We've covered these markets
Years spent researching Asian companies at tier-1 US hedge funds — not a vendor's view from the outside.
Built for how investors work
Designed around the real research workflow of a buyside analyst and PM, because that's the job we did.
Judgment, not just data
We know which numbers matter, how to read a disclosure, and what one wrong figure costs.
The agent
AI agents that understand the institutional workflow.
Real research isn’t one question — it’s a process. YXAlpha’s agents run that process the way a buyside analyst does, and show their work at every step.
Frame it like an analyst
Structured deep-dives — business, drivers, risks, peers — not a chat toy that answers one question at a time.
Pull the primary sources
Filings, transcripts, decks and monthly data — across markets and languages, straight from the source.
Cross-check and reason
Connect the numbers with the narrative, compare to peers, and flag the contradictions that matter.
Show its work
Every number cited back to the exact source — so you can audit the answer, not just trust it.
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 · Decks · More · Guidance
Primary-source financials live for US, Taiwan, Japan and Korea; China and Hong Kong expanding.
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 thinking on top.
A living map of the technologies, generations and bottlenecks that actually move your names — not a static sector list.
Time-travel any node: see which bottleneck mattered when, and how the roadmap shifted quarter by quarter.
Add your own notes and overlays. The tree learns your coverage and compounds — it becomes yours.
The Wire
Track the news, accounts and research that move your names.
Follow the feeds and the specific social accounts you trust, mapped to the tickers you cover. And because signal doesn’t only live in the news, YXAlpha pulls in the academic research too — real papers, wired straight into your coverage. It’s the whole conversation around your names, in one place.
- TrendForce· 18m ago
HBM4 sampling accelerates as leading buyers lock 2026 allocation
SK HynixNVDAMU - DigiTimes· 1h ago
CoWoS capacity expansion on track; advanced-packaging tightness eases into 2H
TSM2330.TW - Reuters· 3h ago
Foundry pricing holds on leading-edge nodes despite mature-node softness
TSMUMC
News feeds · X & Reddit accounts · research papers via OpenAlex — every item tagged to the names it touches.
Your second brain
Capture what you read, hear and conclude.
Marginalia
A Chrome extension that clips web pages and highlights into your vault.
Notes
Your research workspace, searchable and agent-aware.
Audio
Record meetings; get live, multilingual transcription.
It all flows into your personal vault — alongside your tree overlays and the feeds you follow — and feeds your AI. It compounds with use. It becomes yours.
The workflow
Your whole research day, on one platform.
Capture
Monitor
markets + custom alerts (technical or your own criteria) → email + Telegram
Reason
a compounding agent that reasons over everything + a choice of minds
Anywhere
web /chat + Telegram (text & voice)
Why we’re different
The market makes you choose. We didn’t.
We don’t cover everything. We go deep where it matters — Asia and the AI supply chain — and that depth compounds every quarter.
Everyone else gives you one slice
- Incumbent terminals. Breadth and speed — but they resell normalized Western data, and their new AI cites sources without checking the numbers.
- US AI-native agents. Fluent over US filings — but Asia is a bolted-on vendor feed, and they cite rather than verify.
- Asia domestic platforms. Real local data — but single-market, domestic-language, and often walled off to offshore investors.
- Human-opinion networks. Analyst opinion to read — not structured data you can compute on and verify.
- Generic AI chat. Confident prose that hallucinates numbers and doesn't know how investors actually work.
YXAlpha is built for the whole: Asia primary-source depth × the institutional workflow × a compounding agent — every number checked to its source.
Our edge: three things at once.
Depth, not breadth
We don't resell vendor feeds. We extract structured financials straight from the regulators — the US, Taiwan, Japan and Korea — plus the hard local disclosures nobody packages in English: mandatory monthly disclosures, investor-conference decks, guidance and segment detail. In English, cross-lingually searchable.
A compounding agent for the real workflow
Not a chat toy. An agent that connects the structured numbers with the unstructured story — transcripts, decks, management commentary, your own notes and monitors — into reasoned, source-grounded analysis, the way a buyside analyst works. It works from the names you follow and the notes you keep.
Trust you can audit
The market ships citations. We verify values: every number our agent emits is checked against the exact source cell, or visibly flagged. You audit the answer — not just trust it.
Built to grow with you
The more you use it, the more it does for you.
Coverage keeps expanding, your personal research library keeps growing, and every answer comes back more tailored to the names you actually follow.
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.
Coverage that keeps expanding
We keep adding markets, names and data — so the platform covers more of what you follow, without you lifting a finger.
A knowledge tree that becomes yours
Add your own notes and connections, and the map starts to reflect how you see the space.
A second brain that's yours to keep
Everything you save becomes a private, searchable library your AI can draw on — so every new question starts a step ahead.
The scorecard
Not another data terminal. Not another chatbot.
| Incumbent terminals | US AI-native agents | Asia domestic platforms | YXAlpha | |
|---|---|---|---|---|
| Regulator-native structured financials (not resold vendor feeds) | ||||
| Asia primary-source depth (US / TW / JP / KR native) | ||||
| Hard local disclosures in English (mandatory disclosures, IC decks, guidance, segments) | ||||
| Connects structured + unstructured into reasoned analysis | ||||
| Every number verified to its source (not just cited) | ||||
| A living causal knowledge tree | ||||
| A personal vault that compounds with use |
Full Partial None
Already built
This runs in production today.
- AI-agent system reasoning over structured + unstructured data (numbers verified to source)
- Primary-source data: US · Taiwan · Japan · Korea
- Thousands of tickers across the AI supply chain
- 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
Assay
We publish the benchmark that measures this.
Assay is our independent, public benchmark of finance-AI accuracy — including the numeric-hallucination rate no one else reports. We hold ourselves to it in the open.
See Asia clearly. Reason over everything.
YXAlpha is invite-only while we onboard design partners. Request access and tell us your coverage.