Equity research done with AI, and our money managed on it.
Alpha with AI researches great companies the market has sold on a story. The AI does the reading, every filing, call and results release, and the Research Dives are where that reading turns into a verdict. The verdicts go into two books, a live portfolio and a model portfolio, and paid subscribers see every trade in them.
We checked how often a company like that comes back. Between 2015 and 2025, companies in today’s S&P 500 fell 40% or more from their high 834 times, and a year later 54% of them had beaten the index. Nothing in the price or the headline numbers told the two halves apart, so the work is in the reading, and that is the work we do with AI.
Before I built any of this I managed $60 million of client money in direct equities. Everything published here comes out of that, out of the paid client work that followed, and out of what I am still learning in this line.
The AI is not here to replace your judgement as an investor. It takes the reading, the cross-checking and the number-pulling off your desk, so your hours go on the part that decides the position. Every view here is mine.
5,000+ analysts and investors read Alpha with AI.
Who this is for
This is for professionals who want to move beyond basic analysis and become true Super Analysts and Super Investors:
Equity research analysts who need to process complex filings and build conviction quickly
Portfolio managers and sector specialists tracking themes and macro shifts
Consultants running deep industry analysis under tight deadlines
Serious individual investors who want repeatable systems instead of one-off ideas
If you are ready to transform the way you research and think, using AI as a real partner, this is for you.
What paid subscribers get
The AI workflow library, in full. The frameworks behind every trade, each one a research job done with AI from the first question to the answer, reusable on your own portfolio, and every new one as it comes out.
Research Dives, in full. Great companies the market has sold on a story, with AI running the research. The free half tells the story, and the paid half holds the fine print from the filings, the valuation with the method shown, and where I land.
The live portfolio and the model portfolio. Our highest-conviction names, actively managed, with every trade as we make it. The model portfolio runs on notional capital and is labeled as a model book; the live portfolio is ours.
The Valuation Model Library: the model behind every dive, updated whenever my view changes, and the verification folder each dive ships with. The workbook the numbers were built in, and the file the sources sit in, so you can take it apart and rebuild it your own way.
This is not static content. It is a research operating system that gets sharper every month.
What Professional adds
Professional is for one analyst, investor, consultant or finance professional whose company is paying through a learning and development or research budget. The invoice is issued in the company's name.
Pricing and tiers
Quality research should not depend on where you live. There are four ways into the paid editions:
Upgrade at the regular price on the subscription page
If you are based in a developing economy, write to info@shikshannivesh.com and we will try to adjust the price of Professional to your local purchasing power
Earn months of full access through the referral program
Join the Alpha with AI club premium, which includes this newsletter
The work behind the paywall is the same either way.
Paying through work?
Company invoices and annual group subscriptions are available.
For one person, choose Professional and pay through Substack with your own card or a company card. After payment, add your company’s billing details and download the invoice for reimbursement.
If several people at your firm need access, use Group so one administrator can pay and manage every seat.
If your company needs an invoice before payment, write to info@shikshannivesh.com.
About the creator
Alpha with AI is built by Shubham Borkar, founder of Shikshan Nivesh.
Mechanical engineer, MBA. I ran a ~$60M book on a broking desk, then left to rebuild research with AI. For the last two years I have been developing AI-powered research systems for analysts, funds, and founders. Everything here comes out of that work and the portfolios it runs.
Connect with me on LinkedIn:
https://www.linkedin.com/in/shubhamsborkar/
5,000+ investors read Alpha with AI. Subscribe for the first half of every edition. Go paid for the full workflow library, the Research Dives and both portfolios. If your company is paying, choose Professional.
Nothing here is investment advice. The model portfolio is a model book, not a record of real trades, and the live portfolio is an actual account. Full disclaimer: ai.shikshannivesh.com/p/disclaimer
