Private research agents for independent investment advisers

Your investment process, running every morning.

BYP Alpha builds private research agents around your sources, your numbers, your checklist, and your review discipline. Not generic AI. Your process, encoded.

Book the free workflow audit
Public data only, by design. Filings, transcripts, market data, newsletters, and watchlists. Your clients' information never touches our systems.
Not a chat window.A persistent agent with context, scheduled runs, logs, and source links.
Not generic research.Your thresholds, memo questions, watchlists, and definitions are encoded.
Not a black box.Outputs are informational tools for professional review, with every figure traceable.
01 / Problem

The process is the edge. The hours are the bottleneck.

A solo manager is the analyst, PM, and compliance officer. The work that gets skipped is usually the work that should have been systematized first.

Sourcing ideas 13Fs · letters · screens
Screening candidates multiples · balance sheet · fit
Monitoring holdings filings · price levels · news
Reading filings 10-Ks · 10-Qs · transcripts
Actual thinking the part that compounds
02 / Proof

An idea-sourcing workflow in production since 2025.

Recreated from the live system: sources, agent context, extraction, enrichment, alerts, morning brief, and dashboard queue.

ArchitectureRailway · Supabase · Vercel
SourcesDataroma 13F changes, subscribed research letters, market data
InputsWatchlists, tracked managers, thresholds, blacklist rules
Agent contextFrameworks and prior decisions injected before the task runs
ExtractionLLM ticker and thesis extraction with fallback handling
Brief + alertsMorning email, cross-source alerts, near-low alerts
DashboardFilterable queue, export, source-linked figures
Morning brief6:04 AM
3 items need your eyes
14 sources checked
212 holdings scanned
0 errors
2 SOURCES
CMCSA — added by 2 tracked managers and covered in a subscribed letter. P/E 9.8, 4% off 52-week low.
52-WK LOW
DG — watchlist name within 3% of its 52-week low. Re-check level crossed.
NEW BUY
MKL — new position opened by a tracked manager, 4.1% portfolio weight.
Automatic recoveryIf a scrape fails, stale data is flagged and prior data is retained. Nothing breaks silently.
Every figure sourcedEach number links back to the filing, article, or market-data source.
Runs without promptingScheduled daily. The system does not wait for a chat prompt.
03 / Agent design

A system shaped to how you already work.

The value is not access to AI. It is curated context, process memory, and review discipline.

Your sources
The exact newsletters, managers, screens, filings, and transcripts you already trust.
example: 9 tracked 13F filers + 6 subscribed letters, deduplicated before the brief
Your numbers
Your thresholds, definitions, and adjustments are codified rather than approximated.
example: owner earnings calculated your way, flagged below your chosen multiple
Your checklist
Your standard questions are asked of every name, in the order you use them.
example: your 14-point memo checklist run before anything reaches review
Your environment
Built on your accounts and API keys. You own the workflow outright.
if we disappear tomorrow, the system keeps running in your environment
04 / Workflows

Start with the bottleneck. Build the first workflow around it.

IN PRODUCTION
AGENT 01

Idea Sourcing & Aggregation

Your managers' 13F moves, newsletters, and screens become one enriched idea queue with alerts.

AGENT 02

Portfolio & Watchlist Monitoring

Daily checks on your names by your criteria, sent as a morning brief.

AGENT 03

Earnings & Filing Digestion

New filings and transcripts summarized against your thesis with what-changed deltas.

AGENT 04

Research Memo Drafting

Your checklist plus a ticker becomes a sourced first draft. You review; it drafts.

05 / Engagement

One audit, one map, one first workflow.

01

Free audit

60 minutes mapping your research week.

02

Automation map

Written 2-3 page plan within 5 business days.

03

First workflow live

Built in your environment around the first bottleneck.

04

You own, we maintain

Month-to-month iteration. Cancel anytime; the workflow stays yours.

The ask

60 minutes. We map your research process.

You receive a written automation plan: your process diagrammed, automatable workflows ranked, and the first workflow specified. Useful whether or not you hire us.

Book the free workflow audit
Prasad, Yashwanth & Pawan Three founders with combined backgrounds in value investing, software engineering, and analytics. We built these systems for our own investing first.