Time Saving Product
Quickly access information across a variety of companies and sectors. Can search by topic or keyword. This is a big timesaver.
Overview
What is AlphaSense?
AlphaSense is a market intelligence platform used by companies and financial institutions. Since 2011, their AI-based technology has helped professionals make business decisions by delivering insights from public and private content—including company filings, event transcripts, news, trade journals, and equity…
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Popular Features
- Search Tools (99)9.191%
- Industry-Specific Information (104)7.777%
- Independent Research Access (99)7.676%
- Private Company Data (81)5.555%
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Product Details
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What is AlphaSense?
AlphaSense is a market intelligence and search platform used by companies and financial institutions. Since 2011, the technology has helped professionals make smarter business decisions by delivering insights from a universe of public and private content—including company filings, event transcripts, expert calls, news, trade journals, and equity research. The platform boasts users among over 4,000 enterprise customers, including a majority of the S&P 500.
Content and data types include:
10,000+ searchable data sets aggregating broker research, SEC filings, regulatory content, earnings & conference call transcripts, private company data, news, and 4,000+ trade journals
Wall Street Insights®, an exclusive collection of real-time and aftermarket research from global bulge-bracket brokers, as well as regional and boutique firms
Expert Insights' library of expert call transcripts between business operators and buy-side analysts
Users can also upload their own internal reports and data, making it indexable for internal users in the AlphaSense platform.
AlphaSense helps corporations track market forces and monitor competitors. For financial services firms, AlphaSense’s time-saving search capabilities help generate investment ideas and mitigate risk without the fear of missing critical information.
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AlphaSense: For Decisions That Matter
Salesforce Unlocks Competitive Insights with AlphaSense and Stream
Tech Mahindra Sifts Insights from Noise to Identify New Business Opportunities with AlphaSense
E2open Saves Hundreds of Hours Using AlphaSense
AlphaSense Competitors
AlphaSense Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | Apple iOS |
Frequently Asked Questions
AlphaSense is a market intelligence platform used by companies and financial institutions. Since 2011, their AI-based technology has helped professionals make business decisions by delivering insights from public and private content—including company filings, event transcripts, news, trade journals, and equity research. The platform boasts users among 4,000 enterprise customers. Headquartered in New York City, AlphaSense employs over 1,000 people across offices in the U.S., U.K., Finland, and India.
Reviewers rate Search Tools highest, with a score of 9.1.
The most common users of AlphaSense are from Enterprises (1,001+ employees).
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Reviews and Ratings
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Reviews
(1-25 of 180)Companies can't remove reviews or game the system. Here's why
November 26, 2023
Time Saving Product
Quickly access information across a variety of companies and sectors. Can search by topic or keyword. This is a big timesaver.
- AI
- Search
- Smart summaries
- Providing context to the positive and negative sentiment
- Pull more articles from publications, such as WSJ, FT, Bloomberg, etc.
November 25, 2023
Quick AlphaSense Review
Research documents/transcripts of covered companies.
- Quick information
- Easy to use
- The search bar is sometimes confusing, if it were more like Google then it would be an improvement.
November 24, 2023
Great Stuff
We research company filings and transcripts for information.
- Searching for the same word or theme through multiple documents.
- There's a lot going on visually. A more simplistic interface might help new users.
November 24, 2023
Top business search platform in the market
AlphaSense is well integrated into our investment research workflow. AlphaSense is quite close to being a one-stop-shop for us to search for materials such as regulatory documents, conference transcripts, press releases and business news to support investment decisions. Table extraction from 10-K/Q documents is also made easier with the platform. We also rely on AlphaSense to monitor real time news flow for any specific topic or company.
- Natural language search. It recognizes the synonym of the words, and the accuracy of the search result is unrivalled out there.
- One-stop-shop for the business-related contents. If you can name it, AlphaSense most likely would have it. I am also quite appreciative how we can access most sell side research reports on the platform.
- Table extractions from 10-K/Q. It saves us so much time.
- The platform could be quite buggy or unstable. Sometime the search could be particularly slow, or the search results were not appearing. Sometime the platform forced logout me, especially after a long browsing session.
- AlphaSense claimed that it could integrate with our internal research database, but it is difficult to work in real life and the results weren't as good as it could have been.
- With ChatGPT and LLM, I wish that AlphaSense could integrate them into the search process, making the search results more concise and contextually accurate.
AlphaSense is able to synthesize and drastically reduce the amount of information we'd need to filter through to get to the insights we want. We use it as a supplement to our existing databases since most people are still new to the product. However, it addresses different use cases (filtered information) than other providers.
- pulling research we don't have in our existing databases
- finding very specific information
- Points out trends we may not have already thought of
- The searched results could be a lot and overwhelming
- some information irrelevant to that searched
- Perhaps have more group in person training
November 20, 2023
AlphaSense Helps Get Us to the Right Datapoint or Insight Quickly and You Only Pay for the Research You Consume!
AlphaSense is used to access broker research and financial summary data, get insights on various industries quickly, access public information like news, public disclosures, annual reports, and investor presentations, and access public disclosures to authorities, like the FDA Extract data and tables from 10-Ks.
- Get the right insights quickly
- Pay only for the pages of research consumed
- Industry research
- Search within financial disclosures
- Cite sources for financial numbers
- Create Excel API for financial data
- Provide ability to create comp sets like in CapIQ
November 08, 2023
Great platform for bankers and corp dev
Use it to pull transcripts, 8-Ks, financial reports, investor presentations, etc. for global companies
The platform is much better than competing solutions like BamSEC given that it covers the filings of international companies, can pull transcripts of international companies without any issue as well, offers a sentiment analysis tool that color shades whether the discussion in earnings was positive, captures investor presentations, and a whole bunch of other content in one place
The platform is much better than competing solutions like BamSEC given that it covers the filings of international companies, can pull transcripts of international companies without any issue as well, offers a sentiment analysis tool that color shades whether the discussion in earnings was positive, captures investor presentations, and a whole bunch of other content in one place
- Filings for international companies
- Sentiment analysis for transcripts
- Combining all news sources to monitor select companies
- Sorting document types could be more streamline and intuitive. I think BamSEC does a great job of this so if you wanted to find proxy info vs financials it is much easier on other platforms
- The relevance score is very off, just because something is new doesn't mean it is relevant if it has less keyword hits
November 06, 2023
great product
I use it to search news and research for keywords. I also use it to follow research, set alerts for research reports.
- user interface
- search
- stream transcripts
- broker access
- notes integration
- entitlements
- other sources
- transparency
November 06, 2023
Robust set of analyst reports to always choose from.
I use it to scour for commentary from analysts for their views on our product and our competitors.
- Capturing reports from top tier bulge bracket analysts.
- Filtering of reports to get exactly what i need.
- Sec filings.
- Providing full access to all bulge bracket reports.
November 06, 2023
Intuitive Platform to Drive Strategy
We primarily leverage AlphaSense to review our responses to Medicaid bids as well as our competitors.
- Easy to use search
- Easy to use notes for recording insights
- Generally intuitive platform
November 06, 2023
Excellent Platform for Research, Analysis, & Search
We use AlphaSense regularly to conduct company/industry research. I primarily use it to review and analyze transcripts, filings, and broker research. The usability and various features make the product standout from peers. In particular, the smart search feature is excellent, and makes it extremely easy to sort through a large amount of information quickly. I also find the Notes function very useful to gather findings in one centralized place. The AI-based summaries of earnings calls are great when looking to get a quick snapshot for a company's quarterly call.
- Smart search functionality
- Great interface with easy ability to navigate between documents/transcripts
- Access to aggregated broker research
- It is not very easy to do searches across a specific industry rather than one company (requires use of advanced search functionality)
- Can be a slow load time for long broker research reports
November 06, 2023
Great product for increased productivity
We use AlphaSense as a tool to aid in our deep research into companies or fields of interest. It is helpful in our financial modeling, deep dives into complex topics, and as a source for transcripts. It is my go-to tool when looking for information on almost any work related query.
- Historical financial tables
- Transcripts
- Web based search prioritization
- Audio file navigation using available text in transcript
- Developing larger pool of expert transcripts
November 06, 2023
AlphaSense makes sense!
1) After a live event, AlphaSense's transcripts are super helpful. They map the dialogue really well and provide tiny backgrounds to each of the speakers. Other platforms don't address this. AlphaSense even has sentiment indicators to make overall general themes for the call a lot easier to assess. 2) Data searching: I recently used AlphaSense to find certain info on guidance, and after only a few clicks I managed to find it immediately. Really helpful!
- UI/UX is really good
- Data searching tool is really effective
- Event transcripts
- Not a biggie but it does take time to load occasionally
- I'm not aware of any live transcripts but that is something that I know I'd reliably use
November 06, 2023
AlphaSense - one of the top resources for analysts
It is extremely useful in trying to find specific information from a sea of documents and disclosures from companies. We can simply type the keywords which we are interested in and they will show all documents for the company with the relevant portions of the disclosure. This helps analysts figure out the topic in a crisp and fast manner.
- Search NIM for BAC
- Search Assets for JPM
- Search Comp Ratio
- Other platforms like SNP Cap IQ Pro give easier ways to get data pulled to Excel
- Home page is complicated and UI can be simplified
- History of similar data should be available more easily
November 06, 2023
I Use AlphaSense Everyday!
AlphaSense is my go to resource as an Investor Relations professional. AlphaSense equips our team with tools and capabilities that we need to research company data such as SEC filings and presentations. The AlphaSense search function is unmatched and allows me to easily study the industry and track our competition.
- Search function
- Scoring search results
- Note taking
- Access to analyst and news reports
- Downloading MP3 Files
- Notifications and alerts when a Earnings Transcript is updated from "Raw" to "Corrected"
November 06, 2023
User-friendly and drives productivity improvements
We use AlphaSense in lieu of desktop research. We use it to create custom reports on a variety of topics that influence the strategic business decisions of the company. We also use the table explorer feature extensively to pull data from SEC filings.
- Keyword Search
- User-friendly Interface
- Table Explorer
- Latency, reports take longer to load
- Errors in Table Explorer
- More information on private companies
November 04, 2023
A Great Product for Corporate / Market Data
We use Alphasense to quickly decipher broker research - the main advantage is not having to download each broker report to analyze the content
- Strong database of content (company reports, broker reports, etc.)
- Strong keyword search function
- Ease of access to quickly flip through data without downloading
- More broker coverage
- Excel plug in for industry data
November 02, 2023
Great Product with Powerful Search Tools
I use AlphaSense to stay up to date with the industries I work in, client we work with, and to assist with research using AlphaSense's cutting edge search tools. AlphaSense allows us to search and digest an enormous amount of information in a short period of time, allowing us to better serve our clients.
- Search engine
- Data aggregation
- Identifying relevant information
- Good user interface but things can always be improved
- Continue expanding data sources
- Continue push to integrate AI
November 02, 2023
AlphaSense - great language learning model for searches
I primarily use it to quickly find information across company filings, equity research reports, transcripts, etc.
- language model
- easily see where in the documents your searched items are
- well-rounded sources of information
- when scrolling through the pages of a document, it takes a few seconds of buffering for each page of the document to load
November 01, 2023
Equity research review
Primarily, searching financials and earnings transcripts for key words and sentiment. The most common use is for us to query financial statements to find nuances about how disclosures or language has changed over time, often times we have a need to find those in real-time to answer live questions from clients or colleagues.
- Semantic searches
- Aggregation
- Filtering
- Timeliness
- Summarization
- Call transcription
November 01, 2023
Good product and comprehensive expert transcript database
Primary due diligence with expert transcripts. Research different industries and get expert opinions using AlphaSense pre-recorded database.
- Recent transcripts
- Wide coverage
- Saves time
- Interviewers could be more informed about the company
- Better tracking of new content
- Better integration with acquired companies
As a competitive intelligence analyst, I need to be able to access near real-time data about the activities of competitors, what is happening in the market, and what issues need to be tracked that could potentially impact our market. Alphasense helps me stay on top of key market trends as well as news that mentions competitors. I use Alphasense on a weekly basis due to the quality of information. I also use Alphasense to read analyst reviews and earnings calls. Alphasense highlights sentiment, which makes it much easier to quickly understand a large amount of information and also makes it easier to send to higher-level executives since sentiment is marked up already.
- Key market trends- I input a topic name and get information related to the topic.
- Competitor filings- Alphasense is able to get all the regulatory documents quickly.
- Earnings calls- Alphasense now provides transcripts, which is incredibly helpful when I can't attend the earnings call live.
- The dashboard changed its layout recently which makes it hard to relearn.
- There are local websites that repost news articles. Alphasense frequently misses posts about competitor activities when news sites mention a competitor.
- If there were some sort of effort to track competitor ads (visuals), that would be extremely helpful.
October 30, 2023
Search in scale.
I use AlphaSense to search public companies' documents by keywords. The product enables users to search for the information they need from all of the historical files, which is a huge plus.
- Use keywords to search historical companies documents.
- Download charts/table as excel for 10k/10q.
- I need to download charts/tables as Excel from companies filling other than 10q/10k.
- Sometimes the portal doesn't show the latest companies filling.
October 30, 2023
One of the best search tools out there!
I use AlphaSense primarily for broker research. I also use it to identify key themes, source data for specific queries, earnings summaries and industry news. We also use it to get historical financials of public companies.
- Search - the keyword search tool is the best I've seen across various databases. Much more useful than Google due to the access to broker research. I use it quite frequently.
- Downloading research by page / snipped instead of the entire report.
- Very intuitive user interface. Best I've encountered across various databases.
- Would love to see the financials & estimates screen with an option to view a more detailed financial picture - like the full income statement, balance sheet, and cash flow statement.
- Would love to see more KPI tracking for companies in addition to financials.
- Maybe have a legend for earnings call sentiment - it's not always clear how it defines the positive / negative sentiment.
October 28, 2023
Review of AlphaSense.
Specific pieces of information, and looking for key words.
- Finding relevant items.
- easy to use.
- nice interface.
- Slow to load sometimes.
- Searches can be more comprehensive.
- Some features work on the older version but not new interface.