AlphaSense

Additional information and frequently asked questions for AlphaSense

AlphaSense FAQs

To create a custom search string that incorporates numerous concepts or phrases, Boolean logic may be useful.

Boolean Logic Quick Reference Guide

Mark Jones

Product Team

Tom Gardiner

All features of AlphaSense are covered in this extensive collection of articles, videos, and guides

Searching and Surfacing Insights with AlphaSense

Overview of navigation and basic search capabilities in AlphaSense

Introduction to Navigation & Search

Extracting trends and themes across multiple companies.

Keyword Search

Get the most relevant results on your search with Smart Synonyms

Smart Synonyms

Research public and private companies with Ticker & Company Search

Company & Ticker Search

A dynamic way to search across different content within AlphaSense

Source Filters in AlphaSense

Build flexibility or precision into multi-term searches

Utilizing the Proximity Window

Fundamentals of Searching

Visualize every topic a company has ever mentioned in their call transcript

Company Topics Module

Keep track of a company's overall progress, key events, financial metrics and more with the Company Tear Sheet

Company Entity Page

Expand your search to surface peers and competitors in secondary documents.

Searching Primary & Secondary Documents & Mentions

Company Deep Dives

Customize your dashboard so you can easily monitor your most important searches for watchlists, companies, and keywords at-a-glance

Leveraging & Customizing your Dashboard

Instantly see the trending topics for a group of companies

Building Watchlists

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

Saving Searches and Building Alerts

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

Making the most out of your monitoring tools in AlphaSense

Monitoring Your Coverage Universe

Instantly view and compare changes between 10Ks, 10Qs, and other key documents

Track changes between Major Filings with Blacklining

Isolate your desired broker research firm(s) and select your default research providers for future searches.

Filtering for Broker Research

Stay up to date on your most-watched analyst and industry reports.

Filtering for Analysts

Restrict your search to specific subsections of company filings and earnings transcripts

Section Search

Pull external content sets into AlphaSense to benefit from a more centralized research process

Adding RSS Feeds

Organize content with custom tags in AlphaSense

Tags in AlphaSense

Use Bookmarks to organize key documents for future reference

Bookmarks

Isolating Specific Content

Interpreting unstructured data at scale is difficult for human cognition, and an exciting challenge for AI.

How we calculate Sentiment

Leverage sentiment analysis to drive deeper research by searching topics in a positive or negative context.

Sentiment Smart Synonyms

Monitor early signals and catch subtle shifts in language tone to drive insightful insights.

Sentiment Analysis

Exclude companies from your search using Reverse Ticker

Reverse Ticker Searches

Use snippet explorer to see all relevant commentary about a specific topic or theme from a company quarter over quarter.

Snippet Explorer

Instantly extract a company's financial metrics and themes from transcripts

Themes & KPI Module

Search the written and audio record of key company events via event transcripts in AlphaSense.

Event Transcripts Content

Sentiment & Transcripts

Use Table Explorer and Table Tools to extract quantitative data from documents in AlphaSense.