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for Modern Enterprises

A2  /  Architecture · Alpha IQ

A conversational agent framework, piloted in capital markets.

Alpha IQ is a reference architecture for building conversational AI over enterprise data. We've stress-tested it on Indian capital markets — multi-analyst research, backtesting, screening, document intelligence, and operational alerts across 3,700+ NSE and BSE-listed companies. The same pattern adapts to any structured-data domain.

02  /  The pattern

Why we built it as a framework, not a product.

Most "AI for X" tools hard-code one domain into the model layer. We took the opposite approach: a domain-agnostic agent runtime, with the schema, tools, and data sources as pluggable inputs.

The capital-markets pilot proves the framework on a particularly hard surface — structured tabular data, time-series, document corpora, and external APIs all in one workflow. The same architecture transfers to compliance, operations, supply chain, or any domain with messy structured data and analyst-style questions.

What the framework gives you

  • A conversational analyst your team can talk to in natural language — over your data, with your house knowledge
  • Multi-perspective answers that surface where specialists agree and where they disagree, with sources cited
  • Document ingestion that turns PDFs, spreadsheets, and reports into first-class facts the agent reasons over
  • The ability for agents to compute, model, and act safely — without touching your production systems
  • Alerts, monitors, cost transparency, and observability built in from day one — operations teams sleep at night
  • A pattern that adapts to your domain instead of forcing your domain into a vendor's mould
03  /  Modules

A complete set of capabilities.

Grouped into five clusters. Each is a discrete capability your team can adopt piecemeal or take whole.

Conversational research

Conversational Research Agent

Talk to your data in plain language. The agent understands context, follows up across turns, and remembers your prior questions.

  • Streaming, conversational
  • Source-cited answers
  • Replayable history

Multi-Analyst Deep Research

Three specialist agents — Technical, Fundamental, Sentiment — run in parallel. A Master Analyst reconciles their verdicts and surfaces disagreements.

  • Parallel execution
  • Master-analyst consensus
  • Source-cited output

Document Intelligence

Upload PDFs, spreadsheets, and reports — the agent extracts the data, indexes it, and reasons over it alongside your structured sources, citing sources back.

  • PDF · Excel · DOCX
  • Cited references
  • Per-team isolation
Market analysis

Strategy Backtesting

Single-instrument and portfolio-level backtests with Pine Script, MQL5, and Python code export. Pre-built strategy catalog plus user-authored strategies.

Stock Screening

Multi-criteria SQL-based filters over the data lake. Includes the Minervini uptrend template, fundamental scoring, and user-authored screens.

Quantitative Analysis

DCF intrinsic value, CAPM, Monte Carlo, Kelly criterion, portfolio optimisation, and the standard suite of risk metrics.

Charts & Visualisation

Price, comparison, line, and bar charts rendered as PNG inline in agent responses or downloadable.

Market Pulse

Real-time BSE snapshot — volume spikes, circuit hitters, sector breakdown, and breadth indicators.

Corporate Events Calendar

Dividends, splits, AGMs, board meetings, insider trades. Filtered, scheduled, and pushed to monitors.

Data foundation

Comprehensive Market Data

2,200+ NSE and 1,500+ BSE stocks. Intraday and tick-level price data, quarterly fundamentals, derivatives, fixed income, shareholding patterns — and clean, ambiguity-resolved tickers across exchanges.

Works With Your Data

Connects to the data you already have — wherever it lives. Lakes, warehouses, internal APIs, structured documents — all surface through the same agent interface.

Automation & delivery

Monitors & Alerts

Eight condition types — price, volume, fundamentals, news, custom SQL — evaluated continuously and delivered via WhatsApp or email.

WhatsApp Integration

Bi-directional chat with the agent, alert delivery, research dispatch, and full delivery tracking.

Sandboxed Computation

Agents can run on-the-fly calculations and modelling — safely isolated from your production systems. Numbers your team can trust, without security tradeoffs.

Brokerage & Portfolio Integration

Pull holdings, positions, and trade history from brokerage accounts or document uploads. Portfolios become first-class context the agent reasons over.

Tooling & oversight

Knowledge Base

A 52-term financial dictionary plus per-user research notes with full markdown — searchable, exportable, agent-accessible.

Watchlists

User-managed lists, taggable, runnable against any screen or strategy.

Usage Analytics

Cost transparency, skill breakdown, and a 50-query history. Surfaces what the agent is doing and what it costs.

Administration

Analytics dashboards, feedback tracking, the data scheduler, and an observability layer for ops teams.

04  /  Architecture

The mechanics that make it work.

Right tools, right moment

Faster answers, lower cost.

The agent loads only the tools the current question actually needs, not the full catalog. The result is shorter response times, predictable token spend, and more capacity for the agent to reason through complex questions instead of drowning in setup.

Multi-perspective synthesis

Three specialists answer. One master reconciles.

For deep research, specialist agents — Technical, Fundamental, Sentiment in the capital-markets pilot — work in parallel and a Master Analyst reconciles their findings into a single verdict, citing sources back to the data lake. Where the specialists disagree, you see the disagreement. No false certainty.

Safe by design

Agents that compute, safely.

When the agent needs to run a calculation that goes beyond a database query, it can — inside a sandbox that has no filesystem access, no network, and a tight time budget. Your production systems stay untouched. Your security team gets a story they can sign off.

05  /  Adapt

What this looks like outside capital markets.

The agent framework is the asset. The capital-markets pilot proves it works on the hardest variant of structured-data analysis. The same pattern adapts for compliance copilots, supply-chain analysis, and operations command-centre use cases — each with a different schema, different tools, and the same runtime.

If you have an analyst-style workflow over messy structured data — financial, operational, regulatory, or otherwise — we can adapt this architecture to your domain. The 4-step engagement model on the home page applies: discovery, MVP build, production, hand-off.

Want this adapted to your domain?

A short conversation to understand your data, your analyst workflows, and where conversational AI would actually move the needle. We start with discovery, not a sales pitch.