Your Institutional Reality Check.
A research engine that doesn't just summarize—it validates. Cross-reference narrative optimism with insider selling, macro regimes, and technical breakdowns instantly.
Designed for hedge funds, family offices, and professional investors.
Research Capabilities
Designed to identify narrative–price divergence before consensus forms.
Rapid Narrative Ingestion
We process material market-moving commentary within hours to detect emerging narrative pressure before it reaches consensus.
Decision-Ready Signals
Each report isolates the security, the thesis, the catalyst, and the conditions for invalidation—no generalized commentary.
Narrative Divergence Detection
We flag situations where operator narratives and market pricing diverge—often weeks before the sell-side adjusts.
Structured Risk Framing
Every signal includes a conviction score, supporting evidence, and explicit downside risks to support position sizing.
How It Works
A repeatable process for identifying narrative–price divergence.
Curate the Inputs
We track a controlled watchlist of operators and sector specialists with demonstrated capital exposure—filtering for signal, not volume.
Triangulate & Validate
We separate narrative from observable behavior and cross-check claims against market and behavioral data to surface contradictions and mispricing.
Publish the Signal
You receive a concise divergence memo outlining the security, thesis, catalysts, risk framing, and conditions for invalidation—ready for decision-making.
Signals are derived from public expert commentary and validated using market data.
Research Philosophy
How narrative asymmetry creates investable edge
The most valuable investment insights emerge before they appear in financial statements—often embedded in expert narrative.
Forward-Looking vs. Backward-Looking
Traditional research explains outcomes. Narrative research surfaces intent, constraints, and expectations—often before they are reflected in reported results.
Signal vs. Noise
We focus on repeatable patterns and contradictions across expert narratives, filtering out commentary that lacks predictive relevance.
Access to Alternative Intelligence
We systematize narrative analysis traditionally available only through time-intensive, manual research—without lowering the bar for rigor.
Sources & Coverage
StackAlpha synthesizes narrative signals from public institutional commentary and long-form operator conversations, then validates key claims against market data.
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Institutional & API Access
Designed for Family Offices, Hedge Funds, and Wealth Managers who require raw signals, structured data, and system-level integration.
Why Investors Use StackAlpha
Designed for disciplined narrative analysis and decision-ready signals.
Faster Narrative Detection
Identify emerging narrative pressure early—before it becomes consensus and shows up in positioning and price.
Decision-Ready Outputs
Each memo delivers the security, thesis, catalysts, risk framing, and conditions for invalidation—ready for action.
Non-Consensus Sourcing
Surface divergence between operator narrative and market pricing—where misperceptions and risk asymmetry often appear.
Common Questions
Create Your StackAlpha
Account
Narrative–price divergence is rarely obvious in the moment.
StackAlpha surfaces decision-ready signals—selectively, after review.