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Saving Searches and Building Alerts
Saving Searches and Building Alerts

Ensure you don’t miss critical changes to the companies you care about.

Mark Jones avatar
Written by Mark Jones
Updated over a year ago

In AlphaSense, you can easily return to a common search and make sure you never miss out on a single update related to your frequent search with Saved Searches and Alerts

Saving a Search

  1. Begin with a search on a relevant topic (for example, any mentions of capital expenditures within broker research).

  2. Save your search by selecting the Save Search button next to your search bars.

  3. You can now name your search and set up an alert for the search if desired.

Sharing Saved Searches

If you'd like to share a search with another user, simply select "Manage" from your Searches dropdown after the search is saved. Sharing the search will also include all of the watchlist companies that are a part of the search criteria (if any).

Creating an Email Alert

  1. Begin with a search on a relevant topic (for example, any mentions of capital expenditures within broker research).

  2. After running a search, create your Alert by selecting the green Create Alert For This Search button.

  3. Select the desired frequency, whether that’s real-time, multiple times a day or weekly, and name the alert.

AlphaSense will deliver email alerts based on your search criteria with highlighted statements, meaningful context, and links that bring you back to that document in the AlphaSense platform, allowing you to quickly react to the news that triggered the alert.

Edit Your Alert Frequency

Simply go to My Searches in the top row near the search bar, find the search /alert you would like to edit (if you have an alert set up for a specific search, it will be denoted by a green Alert Set button), then click Edit.

Edit Your Alert/Search Criteria

Simply go to My Searches in the top row near the search bar, find the search /alert you would like to edit, then click Edit Search Criteria. Don't forget to click Save Changes when you are done editing.

Edit Your Alert Email view

  1. Go to My Searches in the top row near the search bar, find the search /alert you would like to edit

  2. Select the three vertical dots to display the drop-down options and click Manage.

  3. To edit the style of your alert, select either Card or Table view in the Display Style section.

  4. Don't forget to click Save Changes when you are done editing.

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