Company Profiles and Financial Data are currently in beta and will be rolled out to all users over the coming months. Depending on your beta status and where we are in our rollout, you may not have access to some of the features, functionality, and data mentioned in this article.
Financial Data In Company Profiles
When you search for a single company in AlphaSense without any filters, you’ll land on our new Company Profile page. You can view the latest data on the Summary page as well as on dedicated pages for specific data sets like Valuation & Ratios, Statements, Comparables, and Charting.
Screener
Screener can be accessed by clicking the overlapping circle icon on the vertical toolbar on the left side of the screen. Once in Screener, you can choose comparable equities. You can manage your fields to focus on your key focus areas and then filter each field to properly screen and filter for companies matching your criteria.
Mergers and Acquisitions as well as Funding Screeners are expected to release Mid-May 2025
Excel Add-In
AlphaSense's Financial Data Excel Add-In can be downloaded in two ways:
Option 1- Microsoft AppSource
Microsoft AppSource: Follow this link to the AlphaSense App in Microsoft AppSource (or search for “AlphaSense” in the top search bar), select “Get it now” and follow on-screen instructions to download the Add-In
Step 1: Search for AlphaSense in the top search bar in Microsoft AppSource
Step 2: Once you click, "Get it now" follow the on-screen instructions to download the add in.
Option 2- In Excel
In Excel: Navigate to the “Home” tab and select the “Add-In” Icon. Then search for “AlphaSense'' in the left-hand search bar. Finally, select “Add” to download the Add-In. From here, AlphaSense will have its own tab in Excel.
Follow the breakdown below:
Step 1: Navigate to the "Home" tab in Microsoft Excel
Step 2: Click on the "Add-Ins" Icon
Step 3: Search for "AlphaSense" and click on "Add" to download the app
Once it is successfully downloaded, you should see the AlphaSense tab and once you click My account you be prompted to sign into your AlphaSense account on the right-hand side of your screen.
