model_tracker.xlsxAuto-sync ✓
- Q4 EPS0.71
- FY26 Revenue214.3B
- Gross margin18.4%
Synced 12s ago
Excel Plug-In
Reads the models you already maintain and leaves them exactly where they are.
Live estimate tracking
Earnings prep, set up once
The AI workflow tool for hedge fund analysts
Alpharepo sets up earnings previews and sector sheets once, runs them across every model your analysts already keep in Excel, and gives the prep time back.
15 min
to first synced model
30 sec
to build a sector sheet
2x
coverage per analyst
Coverage · internal estimates vs consensusSelect a row to switch the chartLive
| Ticker | Metric | Internal | Consensus | vs consensus | Last rev. | Next print |
|---|---|---|---|---|---|---|
| TSLATesla | Q4 EPS | $0.71 | $0.68 | +4.4% | 2d ago | Oct 22 |
| NVDANVIDIA | FY26 Revenue | $214.3B | $208.1B | +3.0% | 5d ago | Nov 19 |
| AAPLApple | Q1 EPS | $2.41 | $2.45 | −1.6% | 1d ago | Oct 30 |
| MSFTMicrosoft | Q2 Revenue | $69.9B | $68.7B | +1.7% | 3d ago | Oct 29 |
| AMZNAmazon | Q4 EPS | $1.62 | $1.58 | +2.5% | 7d ago | Oct 30 |
| METAMeta Platforms | FY26 EPS | $27.40 | $28.10 | −2.5% | 4d ago | Oct 28 |
TSLA · Q4 EPS revision historyvs consensus+4.4%
Internal Consensus5 revisions: internal +14.5% · consensus +3.0%
TSLA q4 eps estimate+2.9%revised 2d ago
Sector revision trendAcceleratingTech · 14 names
Previews ready6 of 6models · next print
Consensus, actuals and revisions out of the box
- MSFT
- AMZN
- GOOGL
- META
- ORCL
- NVDA
- AAPL
- TSLA
The Problem
Earnings prep resets every quarter, and it is all done by hand
Consensus pasted in line by line, model by model
VLOOKUPs stitched across every model in the book
No single view of where your estimates sit against consensus
At one model it is manageable. At 150, with the segment lines where the divergences show up, the preview becomes the job.
The Solution
Set it up once. It runs on every model.
Models stay in Excel
Direct sync with the models you already keep. Nothing is rebuilt or migrated.
One setup, every model
Previews and sector sheets apply across your whole coverage at once.
The whole book in view
Your estimates, consensus and revisions across every name, whenever you need them.
Platform
Everything the hedge fund workflow needs, from the models you already keep
Direct Excel sync. Previews and sector sheets built once. Revisions tracked as they happen.
- TSLAQ4 EPS$0.71+4.4%
- NVDAFY26 Revenue$214.3B+3.0%
- AAPLQ1 EPS$2.41−1.6%
- MSFTQ2 Revenue$69.9B+1.7%
internal vs consensus, today6 names
Divergence and revisions
Where your number sits against consensus on every line, and how both have moved since the last print.
GENERATETech_Sector_Comp.xlsx
30 secto build a sector sheet
14 names · 22 forward KPIs · live consensus
Sector and data sheets
One row per company, internal and consensus side by side, for the whole coverage list.
Earnings previews
Build the preview once. Run it on every model.
Every company gets the same preview at the same time: your estimate against consensus on each line, the gap in dollars and percent, your growth against consensus growth. Five models here. At 150, it's the same step.
Same template, five models. Switch companies to see the lines that slot in underneath.
ORCL · Earnings preview · Q1 FY272027 Q1internal below consensus on EPSreports 2026-09-10
Metric
Internal (illustrative)
Consensus
PointLatestFieldComputedAmbiguousEmptyConsensus as of 2026-09-10 · internal column illustrative
The group on one sheet
Previews are per company. The questions that matter this season are not. Where does our capex sit against consensus, name by name? How much of it is net new versus last year, and versus last quarter? One row per company, internal and consensus side by side, from the same models.
Hyperscalers · one sheet, upcoming quarteras of 2026-09-10Consensus
| Company | Revenue | Capex | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Reports | Consensus | Internal vs consensus | Internal | Consensus | Internal vs consensus | Net new YoY | Net new QoQ | Consensus since Apr | |
| ORCLOracle Corporation | Sep 10Q1 FY27 | $19.06B | +0.3% | $19.19B | $19.39B | −1.0% | +$10.89B | +$2.90B | +35.3%23 brokers |
| MUMicron Technology, Inc. | Sep 30Q4 FY26 | $50.52B | +1.0% | $10.05B | $10.00B | +0.5% | +$4.34B | +$2.18B | +23.1%19 brokers |
| TXNTexas Instruments Incorporated | Oct 19Q3 FY26 | $5.89B | −0.4% | $744.4M | $745.3M | −0.1% | −$451.7M | +$231.3M | +32.1%15 brokers |
| GOOGLAlphabet Inc. | Oct 20Q3 FY26 | $127.34B | +0.9% | $56.65B | $55.97B | +1.2% | +$32.02B | +$11.05B | +17.0%34 brokers |
| METAMeta Platforms, Inc. | Oct 28Q3 FY26 | $63.33B | −0.5% | $41.52B | $41.50B | +0.1% | +$22.67B | +$11.38B | +28.5%30 brokers |
| NOWServiceNow, Inc. | Oct 28Q3 FY26 | $4.10B | 0.0% | $211.0M | $211.0M | 0.0% | −$24.0M | +$97.0M | −16.7%32 brokers |
| MSFTMicrosoft Corporation | Oct 29Q1 FY27 | $90.66B | +1.4% | $46.14B | $46.15B | 0.0% | +$26.75B | +$10.35B | +63.0%29 brokers |
| AMZNAmazon.com, Inc. | Oct 30Q3 FY26 | $202.23B | 0.0% | $58.13B | $57.90B | +0.4% | +$22.81B | +$3.69B | +12.5%20 brokers |
| AMDAdvanced Micro Devices, Inc. | Nov 3Q3 FY26 | $13.08B | −1.1% | $630.4M | $637.4M | −1.1% | +$379.4M | −$170.6M | +169.1%22 brokers |
| QCOMQUALCOMM Incorporated | Nov 4Q4 FY26 | $10.17B | −0.8% | $440.7M | $444.1M | −0.8% | +$37.1M | −$51.9M | +1.9%17 brokers |
| PANWPalo Alto Networks, Inc. | Nov 13Q1 FY27 | $3.31B | −0.9% | $85.0M | $85.7M | −0.8% | +$1.7M | −$17.3M | +31.5%30 brokers |
| INTUIntuit Inc. | Nov 19Q1 FY27 | $4.31B | −0.1% | $55.7M | $55.3M | +0.7% | +$17.3M | −$17.7M | +5.6%18 brokers |
| NVDANVIDIA Corporation | Nov 25Q3 FY27 | $109.26B | +1.0% | $2.67B | $2.65B | +0.7% | +$1.02B | −$22.7M | +28.7%25 brokers |
| WDAYWorkday, Inc. | Nov 27Q3 FY27 | $2.69B | +0.4% | $63.6M | $64.1M | −0.8% | +$26.1M | +$4.1M | −4.7%28 brokers |
| CRMSalesforce, Inc. | Dec 2Q3 FY27 | $11.47B | +0.9% | $176.6M | $175.8M | +0.5% | +$36.8M | +$4.8M | −1.9%32 brokers |
| ADBEAdobe Inc. | Dec 10Q4 FY26 | $6.83B | −0.9% | $66.0M | $66.0M | +0.1% | +$32.0M | −$19.0M | +23.6%17 brokers |
| AVGOBroadcom Inc. | Dec 10Q4 FY26 | $34.87B | +0.7% | $848.2M | $845.6M | +0.3% | +$608.6M | +$313.6M | +180.5%23 brokers |
Group capex, consensus: $236.9B · internal: $237.7BNet new vs a year ago: $121.2B · vs last quarter: $41.9BFiscal quarters as reported, not calendarized. Internal figures illustrative.
One template
Define the shape of a preview once: the lines that matter, and under each one the same comparisons against the same sources.
Company lines slot in
Standard lines map to consensus automatically. AWS and retail for Amazon, Azure for Microsoft, impressions and pricing for Meta sit underneath.
Rerun after the print
The template stays. When a company reports, the same preview rebuilds for the next quarter against the new consensus.
Who it's for
Built for hedge fund analysts, PMs and the teams behind them
One workflow tool for the analyst, the PM and the ops team.
See where your team is differentiated, and where it isn't.
Every estimate across the book, lined up against consensus, and how that gap has moved going into the print.
- Coverage-wide view of every estimate vs consensus
- Sector sheets that roll every model up against consensus
- Revision alerts before the print, not after
2x
coverage per analyst
Outcomes
What changes
15 min
from install to first synced model
30 sec
to build a sector sheet
2x
coverage per analyst
Team Access
Multiple analysts, one platform
- Analyst seats
- Unlimited
- Excel integration
- Direct sync
- Setup time
- 15 min
The first 30 days
What teams see in the first month
- Every model synced in the first week, nothing rebuilt
- Earnings previews for the whole coverage list from one template
- Sector sheets in seconds instead of an afternoon of VLOOKUPs
Questions
FAQs
Yes. Alpharepo is an AI workflow tool built for hedge fund and buyside analysts. It reads the Excel models your team already keeps, maps standard lines to consensus, and produces earnings previews, sector sheets and revision history without a rebuild.
Explore
Find the page for your desk
How the same setup reads for each kind of team and each sector universe.
By investor type
- Know where the book sits against consensus before every print
- Deeper coverage without a bigger team
- One view of every estimate across the firm
- The AI workflow tool for hedge fund analysts
Technology investors
- Semiconductor investors: every name in the universe against consensus
- Software investors: every name in the universe against consensus
From the blog
- Getting Ready for Earnings with Alpharepo
Hyperscaler earnings, prepped with one template. Every model gets the same preview at the same time, and capex, the line moving at all five, rolls up into one sheet.
Your next earnings season, prepped once
Join the hedge fund and buyside teams who have stopped rebuilding the same earnings prep every quarter. Ten minutes with your own models shows you how the workflow fits.