Alfa Recent Releases

Last updated: January 31, 2025

Here's what's new in January 2025

Here’s what’s new in December 2024

• Dashboard multi-select
  • You can now multi-select analysts on the dashboard list to either move them to a new section or delete them
  • This makes it much easier than doing it 1 by 1

• Stock/ETF Hub

• • You can now search for a security directly in Alfa

• • Use the top search and type in a security’s name to pull up the Stock or ETF hub page
  • You can also pull up a stock/ETF hub page by clicking a security chip in any of your Alfa reports

Here's what's new in November 2024

• Full report export
  • You can now combine all widgets from the same report into one export
  • Tables will be represented as tables in the doc if they have 6 columns or less, otherwise they will be shown as CSV data
  • Charts will be converted to images and inserted into the document
  • All citations will appear at the end of the list
  • You can now export individual chart menus as PNG files
•  Agent preview
  • Your analysts will now show a list of loading widgets with a title after their plan is generated.
  • This gives you an idea what the output would look like faster.
• Variable Picker/Explorer
  • You can now click the "#" button to bring up the variable picker/explorer feature.
  • Allows you to browse available variables by category or find variables through search, see their descriptions, and insert the variable through a chip in the chat. 
  • Variables that have aliases (such as price to earning is also P/E ratio) are shown in the description.
• Custom Document management page
  • Navigate to Settings > My Documents to manage your custom document uploads directly through Alfa.
  • Allows you to view all custom documents your team has uploaded and their status
  • You can also preview or download any document, delete a document or see upload quota usage.
• Widget renaming
  
  • You can now edit any widget name to further customize your experience using Alfa.
• Chat chips for portfolios & watchlists
  • Type @ to open the popup for selecting portfolios or watchlists, a chip is inserted in the chat and persists to the chat log.
• Get stocks from existing strategies
  • Ask an analyst to get stocks from a specified Boosted Insights strategy and perform a task surrounding these stocks.
  • For best results, refer to the strategy in the following format: <model name> - <strategy name>.

Here’s what’s new in October 2024

• Duplicating abilities
  •  All users can now duplicate an analyst within their account. This will create a new copy of the analyst, with all history and output transferred.
  • This can be used when you have an analyst that works well, but you'd like to apply it to a different company or make some slight modifications without altering the original.
• Suggestions using "@"
  
  •  When you type in chat ,if you start use "@", a menu will appear with your watchlist and portfolios as suggestions.
• Memory Page
  
  • Navigate to the memory page by clicking on Settings and then Memory
  • Here, you can view all your watchlists and portfolios, change their names or delete them. 
• Template Previews
  • When you open a template, you can now see a preview of the expected output before creating the agent
• Scoped Document Selection
  
  • You can now scope an agent to focus specifically on requested documents from your custom documents library.
  • To do so, add the EXACT NAME(s) of the document(s), including extension, to your query and the planner will keep the document scope to only the named document(s).
  • Limitations: You have to use the exact matching name from the document library including the extension, preferably in quotes.  Non exact names are not supported at this time.

Here’s what’s new in September 2024

• Thumbs up/down

  • You can now indicate if an output generated by Alfa is good or not and leave feedback using the Thumbs Up/Down tool.

• Agent Notification Emails

  • You can now set up email notifications for any of your active agents
  • You can add any teammates’ email addresses to an agent's email list if you want them to get notification emails as well.

• Citation explorer for custom docs

  • Clicking on a citation for a custom document in the chat output will now show an embedded preview of the original document and highlight the text that was used in the cited doc summary snippet.

• Stock Ranking

  • You can now ask Alfa to give you a ranked ordering of a list of stocks (ETFs, Universes, custom sets, etc.) based on some criteria/topic
  • You can return top N and/or bottom M stocks by asking in your query