Platform Navigation

Last updated: March 12, 2026

Start here: Home

The Home page contains your most relevant updates:

  • Key insights from your automated agents and team activity

  • A personalized view into updates, agents, and discoveries based on companies and topics you care about

Use this space to stay aligned, get inspired, and spot new opportunities as they emerge.

Core sections of Alfa

1. Chats

This is your hub for past conversations with Alfa. Use it to:

  • Start a new chat

  • Review your full chat history

  • Revisit insights or actions taken in previous threads

Think of it as your searchable memory with Alfa—everything you’ve asked, explored, or saved, all in one place.

2. Agents

Agents are the structured workflows you generate from chats. You can:

  • Edit, schedule, and monitor agents

  • Share agents internally or externally

  • Set them to auto-update on a cadence that works for you

Think of agents as an autonomous team member that turn your chats into repeatable workflows that you can run anytime.

3. Catalog

The Catalog is a curated library of ready-to-use agents. Use it to:

  • Browse curated agents

  • Run agents instantly, with no setup required

  • Discover high-quality, earnings-focused content tied to the stocks you care about

4. Knowledge

Knowledge is where all your data lives. This includes:

  • Watchlists and portfolios you’ve uploaded

  • Documents and data sources you’ve permissioned for use

  • Preferences

  • App integrations

  • Variables and their coverage

If you're uploading something to Alfa or looking to manage a previous upload, this is where you should go.

5. Settings

Customize your experience. This is where you can:

  • Update personal, team, or organization-wide preferences

  • Manage data permissions, log-in info, authentication, and integrations

  • Control how Alfa interacts with your workflow

  • Toggle email notifications for automated agents