AlphaDesk synthesizes overnight macro events, earnings surprises, and portfolio-specific signals into a personalized morning briefing — delivered before the market opens. No more missed signals.
CPI came in at 2.8% YoY, 10bps above consensus. Fed futures now pricing 1 cut in 2026 vs 2 prior. Watch rate-sensitive positions.
NVDA beat by $0.18 on EPS; guided Q1 revenue +12% above street. MSFT in-line; Azure growth decelerating to 31% (was 33%).
2 clients drift >5% from target allocation. Healthcare sector down 1.8% — Johnson portfolio at 31% vs 25% target.
The financial media ecosystem was not designed for advisors who manage real client money.
Financial advisors are drowning in market noise. Bloomberg Terminal. Morningstar. Your custodian's daily email. Research desks from three asset managers. Macro newsletters. Economic data releases. By the time you've read it all, you've lost two hours and still don't have a clear picture of what actually matters for your clients today.
Wirehouses solved this years ago — their research desks filter the signal from the noise and hand advisors a clean morning briefing. Independent RIAs have always had to do this themselves.
AlphaDesk changes that. Every morning before market open, your personalized briefing is ready. It covers only the macro events, earnings, and portfolio-specific developments that are relevant to your actual holdings and your specific clients. Not the general noise — the signal.
The briefing is built from primary data: Fed releases, earnings transcripts, SEC filings, your portfolio positions. It's not a news aggregator. It's a research analyst that knows your book.
Comprehensive. Personalized. Ready before market open.
Your briefing is ready by 7 AM ET, before the market opens. Start every client call already informed about overnight developments.
CPI, PCE, FOMC minutes, jobs data — every macro release is interpreted for its portfolio implications, not just reported as a number.
Beat/miss, guidance revisions, management tone, and analyst reaction — summarized for every holding in your book that reported overnight.
Know before market open if any client portfolio has drifted outside tolerance. One click to generate a rebalancing recommendation.
The briefing only covers what matters to you. No noise about sectors you don't hold. No coverage of indices you don't track.
Dashboard, mobile, email — your briefing is accessible wherever you start your day. One minute to read. Complete picture to start.
"The pre-market briefing completely changed how I start my day. I used to spend 90 minutes triaging news. Now I read for 3 minutes and walk into every call knowing exactly what my clients are going to ask about."
"When the Fed surprised us with their last statement, AlphaDesk had already flagged the rate-sensitive exposure in my book and suggested talking points for client calls. I was proactive instead of reactive for the first time in years."