How to Filter Content in AlphaSense

Quickly narrow your results by selecting the right content sets using multiple filtering options across the platform

• Sources Menu
• Vertical Filters
• Source Operators (Keyword Search)
• Sources Dropdown (Generative Search)

Sources Menu

The Sources menu is the most comprehensive way to filter content in AlphaSense and is available across multiple workflows.

Where to access:

• Document Search & Company Profile: Click Sources (next to Overview)
• Generative Search: Click View All Sources from the Sources dropdown

How it works:

• Left panel = broad content categories
• Right panel = specific content types
• Use checkboxes to include/exclude content
• Use Only to isolate a single category
• Use the search bar to quickly find a source (e.g., type 10-K instead of browsing)

Vertical Filters

Vertical Filters provide a faster way to refine results without opening the full Sources menu.

Where to access:

• Sidebar in Document Search and Company Profiles
• Document selector in Generative Search

Use these to:

• Toggle between major content sets
• Apply common filters (e.g., content type, internal vs. external)

​​Learn more about Vertical Filters.

Source Operators (Keyword Search)

Filter content directly from the search bar. Use source operators to apply filters without opening any menus.

How to use:

• Type in:[content type] in the keyword search bar
• Press Tab to apply

Example:

in:10k → returns only 10-K filings

This is the fastest way to narrow results when you know exactly what content you need.

Sources Dropdown (Generative Search)

Control content included in your AI-generated responses

Use the Sources dropdown to define which content sets Generative Search should use.

How it works:

• Select content types directly from the dropdown
• Click View All Sources for advanced filtering