Maximizing Your Monitoring Tools in AlphaSense

Ensure you never miss a beat with monitoring tools from AlphaSense

In AlphaSense, you have the ability to find insights and monitor the latest information across a wide range of perspectives (from company documents & events, expert broker research, news & trade journals, and now expert calls) - to help you build a complete picture of how a company, watchlist of companies, or industry is performing.

• Set Up Your Dashboard
• Create and Update Watchlists
• Set Up and Manage Saved Searches
• Set Up Ongoing Alerts
• Recommended Reads
• Download AlphaSense iOS App

Set Up Your Dashboard

Your dashboard provides a centralized place to monitor and organize all of your most important information streams at a glance. All dashboards are fully customizable. You can use one of our templates to get started, add or remove searches, or build your own from scratch.

• Portfolio Monitor template: Used to keep track of the latest news, events, and topics from the companies in your watchlists.
• Industry Overview template: Used to quickly find news, topics, and industry reports from specific industries and sectors.
• Blank template: Used to Start with an empty canvas and so you can add your own widgets for a truly custom view

When you first log in, you’ll notice you already have some Dashboards set up for you based on the companies, industries, and topics that you selected when you set up your account.

Need Help? Check out this Dashboards article for step-by-step guides and how-to videos.

Create and Update Watchlists

Searching across multiple companies gives you an understanding of how key industry players are thinking about a specific theme or trend.

To  Create a Watchlist:

1. Click on the Watchlist filter button next to the ticker search bar and select Add New Watchlist.
2. Here you can type company names individually in the top left entry box, or upload them as a group by copy-pasting tickers into the larger field - click the Validate button below to add these to your Watchlist.
3. Once your list is complete, click Save, name your list and select Create New Watchlist.

You can now overlay your Watchlist to search for any theme or topic across all the companies you monitor.

To Update a Watchlist:

1. Click on the Watchlist filter button next to the ticker search bar
2. Select the expand button next to your desired watchlist

From here you can:

1.  
   • Select Manage to edit the companies in your watchlist
   • Select Rename to edit the name of your Watchlist
   • Select Duplicate to keep your current Watchlist while creating a new one with similar companies
   • Select Delete to remove that Watchlist from your list

Set Up and Manage Saved Searches

Setting up saved searches can help if you have common searches you perform. Plus having these saved searches up-to-date now makes it easier to add them to dashboards, and helps with managing alert cadences.

Need Help? Check out this Saving a Search article for step-by-step guides and how-to videos.

Set Up Ongoing Alerts

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

To Create a New Alert:

1. Begin with a search on a relevant topic (for example, any mentions of capital expenditures within broker research).
2. After running a search, create your Alert by selecting the green Create Alert For This Search button.
3. Select the desired frequency, whether that’s real-time, multiple times a day or weekly, and name the alert.

AlphaSense will deliver email alerts based on your search criteria with highlighted statements, meaningful context, and links that bring you back to that document in the AlphaSense platform, allowing you to quickly react to the news that triggered the alert.

To Edit an Alert:

1. Go to My Searches in the top row near the search bar, find the search /alert you would like to edit
2. Click Edit Search Criteria

Don't forget to click Save Changes when you are done editing.

Recommended Reads

Every Friday, at 11 am in your local time, AlphaSense sends you a weekly alert with Recommended Reads of the latest documents, related to your interests, that you might have missed.

Download AlphaSense iOS App

Our powerful mobile app for iOS users, can help you research and monitor away from your desk. Including turning on push notifications.

Learn more about AlphaSense on iOS here.