Making the most out of your monitoring tools in AlphaSense

Ensure you never miss a beat with monitoring tools from AlphaSense.

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

In AlphaSense, you have the ability to find insights and monitor the latest information across a wide range of perspectives (from company documents & events, expert broker research, news & trade journals, and now expert calls) - to help you build a complete picture of how a company, watchlist of companies, or industry is performing.

Take these steps to make sure you are making the most of the monitoring tools is AlphaSense:

Any questions? Just hit Live Chat as our team will help.

Set up your Dashboard

Your dashboard provides a centralized place to monitor and organize all of your most important information streams at a glance. All dashboards are fully customizable. You can use one of our templates to get started, add or remove searches, or build your own from scratch.

  • Portfolio Monitor template: Used to keep track of the latest news, events, and topics from the companies in your watchlists.

  • Industry Overview template: Used to quickly find news, topics, and industry reports from specific industries and sectors.

  • Blank template: Used to Start with an empty canvas and so you can add your own widgets for a truly custom view

When you first log in, you’ll notice you already have some Dashboards set up for you based on the companies, industries, and topics that you selected when you set up your account.

Need help in creating and editing your Dashboards? Check out this article for step-by-step guides and how-to videos.

Create and update your Watchlists

Searching across multiple companies gives you an understanding of how key industry players are thinking about a specific theme or trend.

To create a Watchlist:

  1. Click on the Watchlist filter button next to the ticker search bar and select Add New Watchlist.

  2. Here you can type company names individually in the top left entry box, or upload them as a group by copy-pasting tickers into the larger field - click the Validate button below to add these to your Watchlist.

  3. Once your list is complete, click Save, name your list and select Create New Watchlist.

You can now overlay your Watchlist to search for any theme or topic across all the companies you monitor.

To update a Watchlist:

  1. Click on the Watchlist filter button next to the ticker search bar and select the expand button next to your desired watchlist

  2. From here you can:

    1. Select Manage to edit the companies in your watchlist

    2. Select Rename to edit the name of your Watchlist

    3. Select Duplicate to keep your current Watchlist while creating a new one with similar companies

    4. Select Delete to remove that Watchlist from your list

Set up and manage saved searches

Setting up saved searches can help if you have common searches you perform. Plus having these saved searches up-to-date now makes it easier to add them to dashboards, and helps with managing alert cadences.

Set up ongoing alerts

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

To create a new 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

To edit your alert:

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.

Keep an eye out for Recommended Reads

Every Friday, at 11 am in your local time, AlphaSense sends you a weekly alert with Recommended Reads of the latest documents, related to your interests, that you might have missed.

Download AlphaSense iOS app

Our powerful mobile app for iOS users, can help you research and monitor away from your desk. Including turning on push notifications.

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