Excel Add-In Solutions

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

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