01 · MCP integration

Connect in minutes.

Mint a token in the app, add it to Claude, ChatGPT, Cursor, or any MCP client, and ~50 research tools appear in your conversations.

1Mint a token in the Altfy app

2Add it to your MCP client's config

3Ask: the tools are in the conversation

company datavaluationscenariosportfolioknowledgethesis automation

claude_desktop_config.jsonILLUSTRATIVE

{
  "mcpServers": {
    "altfy": {
      "url": "https://mcp.altfy.ai",
      "token": "ivf_••••••••••••"
    }
  }
}

connected · 50 tools available

thesis · ACME · long

v5 · v6 · v7ILLUSTRATIVE

Pillar 1 · Pricing power holds through the cycle

bull · net pricing +3% y/ybull · churn stablebear · entrant discounting

We change our mind if net pricing turns negative for two consecutive quarters.

Pillar 2 · Unit economics improve with scale1 event tagged

bull · contribution margin +80bpbear · input cost inflection

02 · Theses

A thesis with structure.

Each thesis is built from pillars: bull signals, bear signals, and an explicit change-of-mind condition per pillar. Versions are kept as your view evolves, and incoming events are tagged to the pillars they touch.

The thesis holds until the unit economics break, not until the narrative does.

03 · Canvas

The board where numbers show their work.

Pin tables, charts, and commentary to an analysis board. Every block carries one of four provenance levels, so trust is visible at a glance. Compose commentary alongside the numbers and snapshot the board.

deterministic: versioned model output

cached scenario: stored with assumptions

agent run: computed on demand

knowledge base: curated retrieval

canvas · ACME thesis

snapshotILLUSTRATIVE

Reverse valuation

implied growth2.0%

upside to fair+18%

Scenario: margin squeeze

Commentary

Margins held through the last two downturns; the bear case needs a new mechanism, not a repeat.

Risk snapshot

beta (2y)1.4x

peer corr.0.62

04 · Coverage

1,300+ companies, structured.

Structured fundamentals and validated valuation models across the listed universe, filterable by sector and region. Re-run any model with your own assumptions.

sector: allregion: allsearch ticker or name1,300+ results

Ticker	Sector	Region
AAPL	Technology	US
MELI	Consumer discretionary	LATAM
SHEL	Energy	EU
JPM	Financials	US
CAT	Industrials	US
NVDA	Technology	US

sample rows · illustrative subset

event feed · todayILLUSTRATIVE

Guidance cut at largest peer · tagged to 2 theseshigh09:02:11 BRT

Input cost inflection · pillar 2 of ACME thesismedium11:47:53 BRT

10-Q filed · fundamentals refreshedlow16:20:38 BRT

Daily digest · 18:00

The day's events against your theses, one email.

05 · Feed & digest

Events, filtered by what you believe.

A continuous stream of market and company events, auto-tagged against your theses with severity. What touches a pillar surfaces; what doesn't stays quiet. A daily digest lands in your inbox.

The research stack, one tool call away.

Connect in minutes.

A thesis with structure.

The board where numbers show their work.

1,300+ companies, structured.

Events, filtered by what you believe.

See it inside your own AI.