In AlphaSense, tables appear in a variety of documents ranging from SEC Filings (10Ks, 10Qs, S-1s, proxy statements and more) and Broker Research to our Company Overviews and Press Releases. With Table Extraction and Table Clipper, tables found in different documents can be exported to Excel in seconds, where the data can be easily analyzed, incorporated into models and used to build charts for presentations.
After entering a specific company (ex: Tesla (NASDAQ: TSLA) in the Company & Ticker search bar, a Company Overview will appear in the Document Viewer. Our Company Overviews gives you the ability to extract multiple tables using the Export All Tables to Excel button (#1) in the upper right hand corner of the Document Viewer or extract tables individually using the Export Table to Excel button (#2) in the upper right hand corner of each module. By clicking on either button, an Excel file with one or multiple worksheets (depending on how many table(s) you wish to export) will automatically be generated and downloaded.
Documents, such as SEC Filings
View All Tables
Looking at an SEC filing such as a 10-Q that contains numerous tables, you can click on the button View All Tables (#1), which will open a pop-up window showing a list of all the exportable tables in the document (#2). You can then select one, multiple or all of the tables from the list and export to Excel.
View Similar Tables
Looking at SEC documents that contain similar tables across time, such as a 10-Q, you can click on the View Similar Tables button (#1), which will open a pop-up window showing that table as well as the historical data contained in this table from past calls (#2). You can then select one, multiple or all of the tables from the list and export to Excel (#3).
Global Filings, ESG Reports, & Company Presentations
You can also clip tables, charts, and images from global filings, ESG reports, and company presentations, directly to Excel. Include key quantitative data into your models, analyses, and presentations, using Table Clipper.
Open any document from Global Filings, ESG reports, or Company Presentations.
Enable 'Table Clipper Mode' by clicking the scissors icon.
3. Select the table or chart to clip from the document.
4. After clicking 'Export Object', the table or chart will be downloaded as an Excel file. 5. The underlying data will be above the image of the table or chart.