Accelerate Financial Analysis with Seamless Excel Integrations
AlphaSense offers two Excel add-ins that help analysts work faster in Excel:
- AlphaSense Formulas Excel Add-In: Pull live financial data into spreadsheets with formulas.
- Canalyst Modeling Tools Excel Add-In: Download and update professional-grade financial models from Excel.
Use these add-ins to reduce manual data entry, refresh models faster, and keep analysis connected to current company data.
Choose the right Excel Add-In
| Use Case | Recommended Add-In |
| Build custom dashboards, comp sheets, workbooks, and reports | AlphaSense Formulas Excel Add-In |
| Pull live financials, KPIs, and custom metrics into Excel | AlphaSense Formulas Excel Add-In |
| Download full company models | Canalyst Modeling Tools Excel Add-In |
| Update detailed models after earnings | Canalyst Modeling Tools Excel Add-In |
| Add DCF, LBO, or scenario analysis | Canalyst Modeling Tools Excel Add-In |
AlphaSense Formulas Excel Add-In
The AlphaSense Formulas Excel Add-In lets you access live financial data directly in Excel by using ASQ formulas.
Use this add-in to:
- Pull financials, KPIs, and custom metrics into spreadsheets.
- Refresh data automatically.
- Access industry-specific KPIs that can be difficult to collect manually.
- Build custom dashboards, comp sheets, workbooks, and charts in your own format.
Best for:
- Comparing multiple companies in one workbook.
- Monitoring portfolios, peers, or sectors.
- Creating board presentations.
- Building valuations and public comps.
- Updating charts and recurring reports.
Get Started:
- Open the Excel Add-ins store or Microsoft Marketplace.
- Search for AlphaSense.
- Install the AlphaSense Formulas Excel Add-In.
- Sign in with your AlphaSense credentials.
- Build your workbook by using ASQ formulas, such as: =ASQ(ticker, metric, period)
You can also start from available templates.
Canalyst Modeling Tools Excel Add-In
The Canalyst Modeling Tools Excel Add-In lets you download professional-grade financial models directly from Excel. You can customize models and update them with the latest earnings data.
Use this add-in to:
- Download models by ticker.
- Update models after earnings.
- Preserve your customizations and formatting.
- Verify numbers with direct source links.
- Add DCF, LBO, and scenario analysis.
Best for:
- Updating models during earnings season.
- Building detailed company models.
- Ramping up on new companies.
- Generating investment ideas.
- Reviewing company-reported KPIs and non-GAAP adjustments.
- Maintaining institutional-quality models.
Get Started:
- Get the add-in from the AlphaSense platform.
- Sign in with your AlphaSense credentials.
- Download a model by ticker.
- Customize the model as needed.
- After earnings, update the model with one click.
Get Help
For setup help or personalized guidance, contact your Account Manager or the AlphaSense Support Team at support@alpha-sense.com