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.

  • Company Dashboard template: Used for monitoring a single company across research, company documents, news, and/or any additional searches.

  • Watchlist Dashboard template: Used for monitoring a set of companies all in one view across research, company documents, news, and/or any additional searches.

  • Industry Dashboard template: Used for staying up to date on all industry updates across research, company documents, news, and/or additional searches.

  • New (custom) Dashboard: A blank template that is best used when you want to create highly personalized feeds of information without using any pre-set feeds for research, company docs and news.

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 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.

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