> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://docs.alfa.boosted.ai/alfa/guides/llms.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.alfa.boosted.ai/_mcp/server.

# Guides

## Docs

- [Alfa Use Case Examples](https://docs.alfa.boosted.ai/alfa/guides/get-started/example-prompts.md): Explore practical examples of how Alfa can power your financial workflows
- [Create your first workplan](https://docs.alfa.boosted.ai/alfa/guides/build-with-alfa/workplans/creating-your-first-workplan.md): Learn how to create, monitor, and manage your Alfa workplans using our API.
- [Edit and manage workplans](https://docs.alfa.boosted.ai/alfa/guides/build-with-alfa/workplans/edit-and-manage-workplans.md): Learn how to modify, update, and maintain your existing workplans.
- [Create and manage reports](https://docs.alfa.boosted.ai/alfa/guides/build-with-alfa/workplans/create-and-manage-reports.md): Learn how to run workplans and generate reports using our API
- [Workplan usage monitoring](https://docs.alfa.boosted.ai/alfa/guides/build-with-alfa/workplans/track-token-usage.md): Track token consumption and usage patterns for your Alfa workplans.
- [Schedule and automate workplans](https://docs.alfa.boosted.ai/alfa/guides/build-with-alfa/scheduling-workplans/schedule-and-automate-workplans.md): Learn how to set up automatic updates and scheduling for your Alfa workplans
- [Alfa Tool Examples](https://docs.alfa.boosted.ai/alfa/guides/build-with-alfa/knowledge-base/tool-calls.md): Learn about Alfa's specialized tools for controlling inputs, operations, and outputs
- [Documents](https://docs.alfa.boosted.ai/alfa/guides/build-with-alfa/knowledge-base/documents.md): Learn how to upload, manage, and use documents with Alfa workflows
- [Custom Data Workflows](https://docs.alfa.boosted.ai/alfa/guides/build-with-alfa/knowledge-base/custom-data.md): Learn how to manage and upload custom datasets to Alfa.
- [Creating and Using Threads](https://docs.alfa.boosted.ai/alfa/guides/chatting-in-threads/creating-and-using-threads.md): Learn how to use chat threads to interact with Alfa.
- [Fetching Thread Artifacts](https://docs.alfa.boosted.ai/alfa/guides/chatting-in-threads/fetching-thread-artifacts.md): Learn how to fetch tables and graphs inside threads.
- [Create and manage agents (Deprecated)](https://docs.alfa.boosted.ai/alfa/guides/legacy-workflows/create-manage-agents/creating-your-first-agent.md): This documentation is deprecated. Please use the new workflow documentation instead.
- [Agent usage monitoring](https://docs.alfa.boosted.ai/alfa/guides/legacy-workflows/create-manage-agents/tracking-token-usage.md): Track token consumption and usage patterns for your Alfa agents.
- [Schedule and automate agents](https://docs.alfa.boosted.ai/alfa/guides/legacy-workflows/scheduling-agents/schedule-and-automate-agents.md): Learn how to set up automatic updates and scheduling for your Alfa agents
- [Custom documents](https://docs.alfa.boosted.ai/alfa/guides/legacy-workflows/knowledge-base/custom-documents.md): Learn how to upload, manage, and use custom documents with Alfa agents
- [Custom Data Workflows](https://docs.alfa.boosted.ai/alfa/guides/legacy-workflows/knowledge-base/custom-data.md): Learn how to manage and upload custom datasets to Alfa.


> **Note:** This page contains both a page directory (above) and the landing page content (below). The page directory is generated for agent use and does not appear on the landing page.

> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://docs.alfa.boosted.ai/alfa/guides/llms.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.alfa.boosted.ai/_mcp/server.

# Boosted.ai Documentation

## How Alfa Works

#### Submit Your Prompt

Describe what you want in natural language—whether it's market analysis, document summaries, or custom research. You can directly reference:

* **Data Sources:** SEC Filings, Capital IQ, FRED, News, Earnings Transcripts
* **Web Intelligence:** Search results, Web Scraping, Historical Archives
* **Tools & Functions:** Text-to-Table, Charts, Data Extraction, Summarization

#### Powerful AI Orchestration

Alfa intelligently accesses our comprehensive financial data ecosystem:

* Connects to multiple specialized databases and market feeds
* Applies advanced analytical tools and processing functions
* Coordinates between knowledge sources for comprehensive answers

#### Receive Actionable Results

Get structured, professional-grade outputs ready for immediate use:

* **Text:** Insights, summaries, and analysis
* **Tables:** Structured financial metrics
* **Visuals:** Charts revealing patterns and trends

## Key Capabilities

#### [Market & Macro Intelligence](/guides/get-started/example-prompts#market-and-macro-intelligence)

Track breaking news with impact analysis, generate market commentary, monitor trends across sectors, and deliver comprehensive macro analysis.

#### [Security & Company Analysis](/guides/get-started/example-prompts#security--company-analysis)

Create detailed stock deep dives, compare competitors, analyze earnings releases, and conduct thorough due diligence—all with natural language.

#### [Document Intelligence](/guides/get-started/example-prompts#document-intelligence)

Instantly summarize long reports, detect changes between document versions, extract key data points, and ensure compliance with regulatory standards.

#### [Client & Portfolio Management](/guides/get-started/example-prompts#client--portfolio-management)

Prepare personalized client briefs, create portfolio risk analyses, draft custom communications, and generate tailored investment ideas.

#### [Research & Idea Generation](/guides/get-started/example-prompts#research--idea-generation)

Quickly research complex topics, screen stocks with custom criteria, create thought leadership content, and develop investment theses—in seconds.

#### [Custom Workflows](/guides/get-started/example-prompts#custom-workflows)

Design bespoke analytical processes, compliance workflows, and specialized research pipelines tailored to your unique needs and data.

Want to see detailed examples of what Alfa can do? Visit our [full examples page](/guides/get-started/example-prompts) to explore dozens of use cases with sample prompts.

## Getting Started

Ready to leverage Alfa's capabilities? Our technical documentation will guide you through implementation:

#### [Create Your First Workplan](/guides/build-with-alfa/workplans/creating-your-first-workplan)

#### [Automate with Scheduling](/guides/build-with-alfa/scheduling-workplans/schedule-and-automate-workplans)

#### [Knowledge Bases](/guides/build-with-alfa/knowledge-base/tool-calls)

#### [API Reference](/api-reference)

## Get Support

Need help implementing Alfa in your workflow? Our team is here to support you. Contact us at [support@boosted.ai](mailto:support@boosted.ai) or reach out to your account manager directly.