Autonomous Margin of Safety & Thesis Break Detector

Never Let a Broken Thesis Blindside Your Portfolio.

Stop manually parsing 100-page SEC filings. Define the rules your investment case depends on — ROIC, margins, debt — and LocalAlpha watches every new filing and alerts you the moment one of them breaks.

No credit card required
Buffett & Munger Principles
Direct SEC EDGAR Links
Autonomous Financial Intelligence

Designed for Rigorous, Disciplined Value Investors

Everything you need to build an investment case, calculate intrinsic value, and protect your capital from thesis drift.

Rule-Based Thesis Defense

Set hard numerical boundaries on ROIC, Debt-to-Equity, and Operating Margins. When a quarterly 10-Q breaks your rules, you get notified immediately.

No Emotional Bias • Pure Discipline

Automated SEC 10-K Audits

Autonomous AI filing audits parse newly filed 10-K and 10-Q documents to extract shifts in management guidance, hidden risk factors, and capital allocation changes.

AI Filing Audits

Institutional DCF Models

Conservative Discounted Cash Flow valuation calculator based on Owner Earnings, customizable discount rates (WACC), and Graham Number targets.

True Margin of Safety

Form 4 Insider Intelligence

Direct verification of C-suite buying and executive liquidations cross-referenced with official SEC EDGAR links to verify skin in the game.

Real Skin in the Game

Why LocalAlpha is Built Differently

Generic screeners focus on price noise. LocalAlpha focuses on underlying business durability.

Capability
Generic Stock Portals
LocalAlpha
Investment Thesis Underwriting❌ None (Only price alerts) Custom qualitative thesis & rules
Automated SEC 10-K Audits❌ Manual reading required AI filing audits of guidance shifts
Thesis Breach Alerts❌ Only triggers on stock price Triggers on fundamental deterioration
5-Year Audited Financials⚠️ Paywalled behind $300+/yr Included with Owner Earnings DCF
Official EDGAR SEC Links❌ Third-party summarized data Direct 1-click links to primary filings
Simple, Transparent Pricing

Start Free. Upgrade for Autonomous Pro Monitoring.

Lock in lifetime Pro access as one of our first 100 Founding Beta Members.

Starter Investor

FREE FOREVER
$0/ month

Essential tools to research stock theses and calculate conservative DCF fair values.

  • Track up to 3 core compounders
  • Institutional DCF Fair Value Calculator
  • 5-Year historical statements & ROIC
  • Daily email summary alerts
Get Started Free
★ Founding Beta Offer

Pro Autonomous

PRO TIER
$0$19 / moFREE FOR FIRST 100 USERS

Complete autonomous monitoring engine with automated SEC breach triggers and AI filing audits.

Founding Beta terms: the first 100 registered users keep every Pro feature at $0 for life in exchange for product feedback. After that, Pro is $19/month.

  • Unlimited watchlists & tracked stocks
  • Filing breach email alerts within 15 minutes
  • Autonomous AI 10-K/10-Q qualitative risk audits
  • Live Form 4 insider buying & selling scanner
  • Customizable mathematical rule thresholds
Claim Lifetime Founding Beta Access

Frequently Asked Questions

When you track a stock, you define custom rule thresholds (e.g. ROIC > 15%, Operating Margin > 20%, Debt-to-Equity < 1.0). LocalAlpha automatically ingests new quarterly SEC filings (10-K/10-Q) and financial statements, evaluating whether the core fundamentals still satisfy your margin of safety criteria. If a metric breaches your threshold, the system flags the thesis as BROKEN and triggers an instant alert.

Protect Your Capital with
Autonomous Thesis Underwriting.

Join value investors tracking their circle of competence with automated SEC filing audits and margin of safety alerts.