What is Wall Street Insights®

What counts as Broker Research Consumption?

How to know how much you’ve consumed

How do to avoid consuming too many pages

Tools and tips

Wall Street Insights® (WSI) is AlphaSense's default offering for corporates, consulting, and financial services clients. It features Aftermarket (AMR) and Real-Time Broker Research that is sourced from third-party vendors or through direct partnerships with AlphaSense and from third-party vendors.

After Market Research is composed of many of the same brokers and reports that are available in Real-Time, but on a delayed time frame – typically 0-7 days after it has been made available to Real-Time clients.

AlphaSense’s Wall Street Insights® provides corporations with unprecedented access to a deep pool of equity research reports from thousands of expert analysts. And you don’t have to download or read a full research report in order to get the information you need. Instead, broker research consumption is based on pages, which you can navigate straight to based on keyword hits instead of scrolling through a report.

Each AlphaSense user, through either an individual page allocation or a pool of pages allotted to your team, has a certain number of AMR pages they can read during the duration of their subscription contract. Knowing how your pages are consumed will make it easy for you to take full advantage of WSI without worrying about exceeding your page limit.

We recommend that you distinguish between After-Market Research and real-time research reports to make informed decisions before you read. Real-time research reports do not deduct from your allocated broker research pages. Only documents labeled with an After Market Research or AMR tag will be deducted from your allocated broker research pages, leaving you the opportunity to fully leverage other broker research documents.

Seeing the AMR tag means that pages in that document will count toward your broker research consumption. However, only pages that you read will count towards consumption.

Importantly, you can preview snippets and pages to know if there’s relevant information before reading it.

So, you can scroll through the keyword hits page without consuming any broker research credits. If a snippet of text catches your interest, you can see that page of the report by clicking on the keyword hit to take you to that page. When you go to that specific page in an AMR report, you will be consuming credits.

Accessing the Table of Contents for a broker research report likewise does not deduct from your allocated broker research credits. Click on any thumbnail to access the corresponding page. When doing so, only one page will be deducted from your allocated broker research credits. However, scrolling to other pages will be deducted from your allocated broker research credits.

WSI® follows the industry standard of applying the 24-hour rule. When a client purchases a page, they can come back to it within a 24-hour period and not get charged again. After 24 hours, they will be charged again.

Sharing a report does not impact your broker research credit consumption. Pages you read in advance of sharing would count towards your consumption limit, and additional pages read by the recipient will be deducted from their allocated credits. If your team/company shares a pool of allocated pages, viewing reports that your team has already viewed in the last 24 hours will not affect your page consumption.

These actions are considered “consuming” AMR research:

At any time, your account manager can tell you how many broker research credits you’ve consumed and how many remain. Additionally, if you opted into credit alerts when you began using AlphaSense, you will be notified via email when you hit 25%, 50%, 75%, 85%, 95%, and 100% of your credits. If in doubt, email your account manager to get an update on your broker research credit allocation.

Though most users have plenty of broker research credits and won’t hit their limit, there are a few ways to avoid consuming too many pages.

For any document with an AMR tag, you can preview all of the pages in the Table of Contents. Here you will be able to:

From a report page, you can jump back to the table of contents by selecting the Table of Contents button at the bottom. You can also select Accessed Pages in the Table of Contents to revisit any of the pages accessed within the last 24 hours without using additional credits. Using this preview, you maximize your broker research access by selecting only specific pages to read, or re-accessing pages that you have already read.

The Keyword Hits section highlights relevant commentary you should focus on within reports. You do not need to download or click through the entire report to see these relevant pages. Instead, click on the keyword snippet to go directly to the corresponding page.

If you know you’re going to revisit or share a report multiple times over multiple days or weeks, click the download or print button at the top-right corner of a report. You can download the full report or select specific pages. The amount of pages you download is how many pages you will deduct from your allocated broker research credits.

Note: Some pages within reports, such as a table of contents or disclaimers at the end, won’t count towards your credit allocation.

AlphaSense has several features that will help you export and integrate findings from individual reports into your deliverables without needing to download entire reports.

When searching for themes in the market, first run a keyword search. If the information you need is mentioned across multiple reports and can be captured by the keyword hits, simply select Export and click Export a Summary PDF. Exporting the summary PDF does not impact your broker research credit consumption.

You can also leverage Table Tools to export and integrate findings from individual reports into your deliverables without needing to download entire reports.