For equity investors who are serious about building lasting wealth

Invest in future quality compounders with risk-first, modern, and systematic rules

Learn how to build and manage portfolios for superior returns without more risks, hand-in-hand with me.

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Last update: Q2 2026
+30.9%
AlphaZen™ System
Real money, avg annual, updated quarterly
+13.7%
S&P 500
+18.49%
Nasdaq
The Idea

Grow your wealth with equities, on autopilot

AlphaZen™ is the private service I offer to independent part-time investors who want to accelerate their expertise and actually install a full system while they keep pursuing their primary career.

Alpha

Investing in high-quality asymmetric risk-rewards, anytime, to aspire to 15% per year or more, scientifically.

Zen

While saving a ton of time, and surfing the markets with peace and fun.

It's not a self-paced course, a subscription, or another Discord group. It's a system ready to be installed from day 1: training + tools + AI automations + me, supervising the implementation.

Two Ways In

The implementation is flexible

There are two ways to run AlphaZen, depending on your taste, needs, and time. You pick one, and you can switch anytime.

Process-mode

You run the system

You come for the full method. You learn every technical aspect, build your own portfolio, and make your own choices in complete autonomy. I supervise.

Output-mode

You see all my moves

You see every move I make, in real time, and decide whether to replicate it or not. Not blind-copying: every decision is explained, so your judgment grows over time.

How It Works

The plan is simple

Phase 01

Onboarding

Everything unlocked from day 1:

  • Training Curriculum: 20+ hours of learning material
  • All investing tools: Reverse DCF screeners, Risk-Reward simulators, advanced business frameworks
  • The AlphaZen Platform
  • The AI Agents built on top of the IP: Idea Generation OS™, Expectation Pulse™, The Business Brief™, Risk Buddy™, Dynamic Moat Scorer™, Risk-Reward Screener™, The Monetized Wait™ and more to come
  • My moves in real time: my personal Portfolio, Risk-Reward Priority Lists, and Investable Universe
  • 1:1 Chat with me
Phase 02

Backbone & Milestones

Foster extreme confidence through the 6 milestones of the curriculum:

  1. Idea Generation: build a quality investable universe of 700-1000 names that updates itself, like a super-quality ETF
  2. Art of Valuation: come down to 50-100 priority names and spot asymmetric opportunities immediately
  3. Risk Management: minimize company-specific risk and protect your downside first
  4. Business Fundamentals, Powers & Catalysts: build high-conviction theses from unit economics, moats, and catalysts
  5. Portfolio Building & Management: build and manage a quality concentrated portfolio
  6. Holding, Selling, Surfing The Markets: when to hold, rotate, and sell, across any market cycle
Phase 03

Implementation

Build or redesign your portfolio with confidence, using the simulation tools, the AlphaZen Agents Squad, and my direct supervision. Or just observe my moves while you familiarize with the system.

Phase 04

The Monetized Wait (optional)

Make some money while we wait with the Zen Option Method: a safe way to collect income with a minimal options strategy, built on top of our value investing principles.

The AlphaZen Platform

Everything runs in one place

No spreadsheets, no scattered tabs. Idea generation, valuation, and risk all live inside the platform, updated continuously.

Quality Clusters

28 curated clusters, refreshed quarterly
AlphaZen Quality Clusters screen showing curated excellence lists

Deep Dive Alerts

All flagged companies, bear, base and bull scenarios in one view
AlphaZen Deep Dive Alerts table with flagged tickers and CAGR scenarios

Francesco's Lists

Curated Risk-Reward collections, my own priority names
AlphaZen FF Lists showing curated Risk-Reward collections with grades

Risk-Reward Screener

Bear, base and bull scenarios, recalculated instantly
AlphaZen Risk-Reward Screener with scenario assumptions and projections

Risks

Every risk mapped: company, competitors, customers, external
AlphaZen risk map table categorizing permanent and temporary risks

This is just a slice. The platform is in continuous development, with new clusters, screeners, and agents added regularly.

Let me be super clear upfront

I'm looking for people who can get the most out of the program, seeking ROI from day 1, with enthusiasm and energy.

Not for you if you

  • Can't tolerate significant short-term volatility
  • Want trading signals, passive income, or quick 20-30% gains
  • Can't commit a few focused hours upfront, one-time, to understand the mechanisms

For you if you

  • Have at least $20K to deploy, in cash or allocated without confidence
  • Don't have time to read 100 newsletters to reach vague conclusions
  • Are in the value investing game for at least 3-5 years
  • Want insurance against costly mistakes
  • Want me to handle the hard job
Why Me

The exact process I've refined for 6 years

Francesco Ferrari

The one behind my real-money track record, updated every quarter. The system that let me multiply my net worth, climb a few levels of the financial independence ladder, and set my career as Corporate Finance Manager aside to build this new role as Investment Consultant, Writer, and Creator.

I experience a genuine sense of satisfaction when I see another professional crack the world of equity investing and own their favorite companies with clarity.

+30.9%
Average annual returns, real money, updated quarterly
4x
My investable net worth, multiplied with this system
n° 1707
Licensed Financial Educator, AIEF Italy
Portfolio performance benchmarked against Invesco QQQ and Vanguard 500 Index
My real portfolio, benchmarked against the Nasdaq (QQQ) and the S&P 500, tracked live.

"I was increasingly getting frustrated with books and podcasts, as they were too high-level, missing the actual implementation process."

BenDigital Business Owner

"I wanted to diversify my investments but didn't know how to value companies in a streamlined way. Now I have a systematic approach that actually works."

MarcelloStrategy Consulting Manager

"I recommend Francesco's Program to serious investors who want to advance to the next level. His methodology is very complete."

KennethStart-Up Investor · Ex-Entrepreneur
The Investment

One plan. Everything included.

€1,500
per year

It pays for itself on day 1 with the assets you get. Or at the first avoided mistake. Or with the first small win.

  • My moves in real time: portfolio, priority lists, investable universe
  • The system: full training curriculum and all investing tools
  • The AlphaZen Platform with the complete AI Agents squad
  • My 1:1 assistance and supervised implementation
  • Lifetime updates
Enrol Now
Need a call first? Book 15 minutes

P.S. If you're wondering whether you're "ready enough", you probably are. The investors who benefit most from AlphaZen aren't the ones with the most experience. It's actually the opposite.

P.S. II The scariest part of investing? The cost of inaction. Months of inaction have a very high opportunity cost. Now is the time.

FAQs

Frequently asked questions

Will I see results immediately?
You get ROI from day 1 through the assets, the tools, and the mistakes you avoid. The compounding itself needs its natural horizon: this is a game for investors thinking in 3-5 years or more, not weeks.
Is the Program for complete beginners too?
Yes. The investors who benefit most aren't the ones with the most experience, it's actually the opposite. Milestone 1 builds all the foundations: personal finance, behavioral finance, and financial statements from scratch.
Will I be able to invest in full autonomy after the Program?
Yes, that's exactly what process-mode is designed for. The 6 milestones exist to install the full system in your hands, so every decision becomes yours, with confidence.
Do I need to subscribe to any premium research platform?
No. All the tools, screeners, simulators, and AI Agents you need are included. Some optional third-party tutorials are provided as a bonus, but nothing extra is required.
Do you also cover day trading, or options trading?
No day trading and no signals. Options are covered only through the Zen Option Method: a conservative, minimal income strategy built on top of our value investing principles.
Do I need to pay for the discovery call?
No. The 15-minute call is free and exists only to answer your clarity questions before enrolling.
I have a demanding job: is this still for me?
It's built precisely for you. AlphaZen exists for part-time investors with a primary career. It requires a few focused hours upfront, one-time, then the system runs with minimal time. And if you're short on time, output-mode lets you simply follow my moves.
Will I beat the market after the program?
No honest person can guarantee that. What I give you is the exact system behind my own track record, a risk-first process designed to aspire to 15% per year or more. Past performance does not guarantee future results.
Are there group calls?
No. AlphaZen is a private, 1:1 service. You get direct chat access to me and supervised implementation, not another group community.
How long is the Program?
Access runs for one year, and you move at your own pace. Most complete the 6 milestones in the first months, then use the system, my moves, and my assistance for the rest. All materials come with lifetime updates.
Full Curriculum

Training material, milestone by milestone

The complete training program, lesson by lesson. Open any milestone to see exactly what's covered.

Onboarding
  • Welcome to AlphaZen
  • Milestones & Roadmap
  • Expectations, Goals, Tools
Milestone 1 - Foundations
  • Introduction
  • Personal Finance - Protection Layers
  • Personal Finance - Personal Finance Tracker
  • Personal Finance - Net Worth & FIRE Tracker
  • Behavioral Finance - Introduction
  • Behavioral Finance - Mental Traps
  • Behavioral Finance - Audit Survey
  • Behavioral Finance - Archetypes
Financial Statements for Modern Value Investing, Masterclass
  • Advanced Financial Statements Analysis - Introduction
  • Balance Sheets Special Items
  • Income Statement & Cash Flow Statement
  • Cash Flow Statements pt. 2
  • FS Analysis & Red Flags - Balance Sheet 1/3, 2/3, 3/3
  • FS Analysis & Red Flags - Revenues
  • FS Analysis & Red Flags - Gross Marginality
  • FS Analysis & Red Flags - Operating Expenses & Marginality
  • Economic Power
  • Capital Allocation
  • FS Red Flags - Prompt
Milestone 2 - Idea Generation
  • OS Intro
  • Activate Your API Key
  • Deep Dives Selection Logic
  • How to Operate
  • Premise
  • Founder-Led
  • Best Global Brands
  • Most Innovative Companies
  • World's Best Workplaces
  • Net Retention Rate
  • Owner Operators
  • Serial Acquirers
  • Health-Tech & ARR
  • Compounders List
  • Screeners Intro
  • Quality Growth
  • Quality Low Beta
  • Buyback
  • Alpha+Beta
  • Dividend Kings
  • 52-Week Lows
  • Dividend Growth
  • Gross Margin Scalers
  • CAPEX
  • OPEX Unoptimized Scalers
  • FCF Small & Mids
  • SaaS
  • Authority Lists
  • AI Quality Dashboard
  • AI Prompts & Custom Lists
  • Dream Watchlist
  • Build Your Own Watchlists
  • Closing Remarks
Milestone 3 - Art of Valuation
  • Introduction
  • Metrics to Avoid
  • Thoughts on DCF
  • Reverse DCF
  • Introduction to Risk-Reward
  • Multiples pt. 1
  • Multiples pt. 2
  • Closing the RR Model
  • Risk-Reward Priority Panel
  • Risk-Reward Screener, Practical Remarks
  • Risk-Reward Screener, Revenues
  • Buyback Calculator
  • Multiple Builder
  • Earnings Power Remarks
  • Multiple Normalizator
  • Mistakes to Avoid in the RR
  • Risk-Reward Scoring Method
Milestone 4 - Risk Management & Business Fundamentals
Risk Management
  • Introduction
  • Control, Profit, Growth
  • Industry
  • Management
  • CCC pt. 2
  • CCC pt. 3
  • CCC Prompt
  • PESTEL
  • PESTEL Prompt
  • Value Trap Summary
  • Market Related Risks pt. 1
  • Market Related Risks pt. 2
  • Market Related Risks pt. 3
  • Conclusion
Business Analysis
  • Introduction
  • Revenues
  • Strategic KPIs
  • TAM & Market Share
  • MAUs & ARPU
  • GMV & Take Rate
  • Capacity, Volumes, ASP
  • ACV
  • Locations
  • Conglomerates
  • Revenue Progression Automation
  • Unit Economics Deterioration
  • Earnings Power Introduction
  • Gross Margin Expansion
  • Operating Margin Expansion
  • Earnings Power Automation
  • Closing Remarks
Power Analysis
  • Introduction
  • 7 Powers Framework
  • ROIC Matrix
  • Dynamic Powers
  • Resources
  • Investable Situations
  • MOAT Erosion
  • Power & Inflection Points Automation
Investment Theses
  • Connecting the Dots
  • Risk-Reward Scores
  • Double Thesis
Milestone 5 - Building Your Portfolio
  • Composition pt. 1
  • Composition pt. 2
  • Multiple Entries
  • Behavioral Traps Bull Market
  • Behavioral Traps Bear Market
  • Behavioral Map Prompt
  • Portfolio Tracking
Milestone 6 - Surfing the Markets
  • Introduction
  • Holding & Selling pt. 1
  • Earnings Season
  • Holding & Selling pt. 2
  • Selling Mistakes
  • Holding & Selling pt. 3
  • Behavioral Traps Hold & Sell
  • Diary
  • Macro & Market Cycle - Our Approach
  • Macro & Market Cycle - Dashboard
Bonus - Fiscal.ai Tutorials
  • Overview of Important Features
  • Simulating Your Portfolio
  • Investor Relations
  • Custom Metrics
Bonus - Agentic Stack
  • Idea Generation OS Agent™
  • Expectation Pulse™
  • The Business Brief™
  • Risk Buddy™
  • Dynamic Moat Scorer™
  • Risk-Reward Screener™
  • The Monetized Wait™
  • Portfolio Autopsy™
Ready to start compounding?

Install the system, see every move I make, and build lasting wealth with equities, hand-in-hand with me.

Enrol Now