Frequently Asked Questions

Can I change my subscription

You may add features or upgrade your subscription at any time.  The additional features or upgrade will take effect once payment has cleared.  At this point, you will be able to access your upgraded service.

Yes. All reports are available as PDFs and can be downloaded and printed. Please refer to our pricing to see the cost for reports

If you have a monthly subscription to the Services, we require 30 days’ notice in order to remove any service from your subscription. At the end of that notice period and on your next billing date, the requested change will take effect. Where you have an annual subscription, the requested downgrade or cancellation will take effect on the next billing date.

This is the date on which you pay your first subscription fee. This date will be used for regular billing periods. For example, if the first billing date is 3 June and you are on a monthly subscription, subsequent payments will be taken on the 3rd of each following month.

Getting started

No, we don't provide investment advice.

No. We are currently unable to execute trades on our client’s behalf, we are exploring partnerships with trading partners.

Our self-learning robo-interface, “ Alphie TM ”, works with you to understand your investment style and can propose investment ideas and forecasts for your portfolios and watchlists. The algorithm driving Alphie TM is based on time series prediction theory that is built into an artificial neural network. The accuracy of the robo-advice is crucial to the success of the platform, for this reason, Alphie TM is constantly re-calibrated and back-tested to make sure it can rapidly adjust to market phases and cycles in the best interest of our clients and subscribers. Alphie TM and the AI platform on which it operates have been under continual development since 2015.

Our current pricing source is close of business, previous day. We are exploring additional data sources to allow us to deliver near time data for free to our client community. This will allow us to introduce even more functionality and more indicators onto the platform. Watch this space.

No, we don't provide execution.

Glossary

 AlphieTMproduces forecasts for three different investment horizons: 15, 30 and 90 calendar days.  On any given day  AlphieTMproduces forecasts for the end-of-day price 15, 30, and 90 days ahead.

“Target price” is the price forecasted by  AlphieTMfor the corresponding investment horizon.

 AlphieTMis based on a complex machine learning platform which takes market-based information, such as prices, volumes, volatility as input. Forecasts are produced on a given day based on end-of-day market information that is available from the previous trading day.  In this respect,  AlphieTMuses end-of-day prices and volume and does not utilize near-time or real-time high-frequency information.

Upside/downside means the percentage change in end-of-day prices that is forecasted by  AlphieTMfor a given investment horizon.

The Value-at-Risk is calculated using an historical simulation approach based on the daily realised returns over a given time span.  We calculate this to a 95% confidence level of the empirical distribution of daily realized returns over the last three months.

The  “Probability of Upside” represents AlphieTM’s estimate of the probability of a price increase over the next 30 days (ie if the probability of upside is lower than 50% means that  AlphieTMis expecting a price decrease).

Current volatility is based on an historical estimate of realized volatility over the last three months.  This is consistent with the longest investment horizon for which  AlphieTMproduces forecasts.

It is the  AlphieTMsuggestion of whether it is taking a positive or negative view on a given day based on the forecasted price change for a security for the 30 calendar days ahead.

Payments

This is the date on which you pay your first subscription fee. This date will be used for regular billing periods. For example, if the first billing date is 3 June and you are on a monthly subscription, subsequent payments will be taken on the 3rd of each following month.

Profile

The additional features or upgrade will take effect once payment has cleared. At this point, you will be able to access your upgraded service.

To reset your password, you can click on the “Reset Password” button in the Profile section of the site.

This is the first date on which you pay your subscription fee. This date will be used for regular billing periods. For example, if the first billing date is 3 June and you are on a monthly subscription, subsequent payments will be taken on the 3rd of each following month.

Security

For legitimate interests, we may share your personal data with our service providers, sub-contractors and agents that we may appoint to perform functions on our behalf and in accordance with our instructions, including Know Your Client solution providers, payment providers, IT service providers, accountants, auditors and lawyers. We shall provide our service providers, sub-contractors and agents only the personal data they need to provide the service for us and if we stop using their services, we shall request that they delete your personal data or make it anonymous within their systems. We may also share personal data you provide to us with your employer.

Subject to the provisions of our Privacy Policy, we will retain personal data in accordance with applicable laws. We shall retain your personal data for as long as you have access or use our online services.

As an advisory only service, alphiewealth does not manage or take deposits from its clients.

You can download PDFs by opening a security and clicking the 'Download PDF' button or by clicking 'Download PDF' for securities in Indices on the 'Research' page.