AlphaSense for PowerPoint brings AlphaSense research and AI-powered slide creation into Microsoft PowerPoint. Use the add-in to create slides, edit content, build charts and tables, insert visuals, and pull sourced insights into your presentations using natural language.
Install AlphaSense for PowerPoint
Download the AlphaSense App Manager for your operating system:
Watch these videos to learn how to install and uninstall AlphaSense for PowerPoint (Windows):
- Installing AlphaSense for PowerPoint and Excel (Windows)
- Uninstalling AlphaSense for PowerPoint and Excel (Windows)
Key Capabilities: What you can do with AlphaSense for PowerPoint
Use the AlphaSense Chat panel in PowerPoint to request slide edits, research, data, formatting changes, and visual assets. Watch this video to learn the basics of Navigation of AlphaSense for Powerpoint.
Create and manage slides
You can ask AlphaSense to:
- Create new slides - from your deck's available layouts (Title Slide, Blank, or any custom layout in your template).
- Copy/duplicate slides - optionally clearing text, tables, or charts while keeping the layout intact.
- Reorder slides - move them to any position in the deck.
- Delete - slides you no longer need.
Edit slide content
AlphaSense can help you update slide elements, including:
- Edit text - update titles, subtitles, body copy, footnotes, and speaker notes.
- Edit shapes - reposition, resize, recolor, add outlines, adjust fills (solid, gradient, pattern).
- Build and edit tables - create dense financial-quality tables, add/remove rows and columns, style borders and fills, merge cells.
- Build and edit charts - column, bar, line, area, pie, doughnut, waterfall, combo/dual-axis, scatter, funnel, treemap, and more — all with professional IB/PE-grade formatting.
- Insert images, logos, and icons - search for company logos (with the right variant for your slide background), SVG icons, and stock images, then place them precisely.
Pull AlphaSense research into slides
AlphaSense can add sourced research and data directly to your presentation. You can ask it to pull:
- Company financials - pull revenue, EBITDA, margins, growth rates, EPS, and other metrics directly from AlphaSense.
- Peer comparisons - build comp tables with trading multiples across a peer set
- Earnings call transcripts & filings - search and summarize key quotes, guidance, and management commentary.
- Broker research - find key insights from broker reports.
- Stock price & market data - historical prices, returns, and market cap.
- M&A, funding, IPO data - deal history, transaction details, and event timelines.
- Shareholder/holder data - institutional ownership breakdowns.
Sourced data includes citations so you can trace information back to AlphaSense.
Use uploaded files
AlphaSense can search uploaded files and use their content in your presentation. Supported files include:
- PDFs, Word documents - search uploaded documents and pull key data points onto slides.
- Excel workbooks - read data from uploaded Excel files and use it in tables or charts.
- Linked Excel editing - edit Excel workbooks that feed charts/tables in your presentation, with all changes tracked.
For example, you can ask AlphaSense to pull key risks from an uploaded CIM, summarize a Word document, or use Excel workbook data to build a table or chart.
Match your deck’s formatting
AlphaSense reads the style of your existing presentation and applies that style to new or edited content. It can match:
- Fonts
- Colors
- Layouts
- Chart formatting
- Spacing conventions
- Custom formatting instructions
You can also ask AlphaSense to make master or layout-level updates, such as adding a logo to every slide or updating theme colors.
Search presentations
AlphaSense can help you find content across your current deck or indexed presentations. You can search for:
- Slides by topic
- Specific content in the current deck
- Visual styles
- Images embedded in presentations
Work with images, logos, and icons
You can attach an image and ask AlphaSense to analyze it, place it on a slide, or use it as a style reference.
AlphaSense can also search for:
- Company logos
- SVG icons
- Stock or product images
- Executive headshots
For example, you can ask AlphaSense to add a company logo to a slide, find an icon for a process flow, or restyle a slide based on an uploaded screenshot.
See common use cases in action
To learn how AlphaSense for PowerPoint works, watch these examples:
- Slide execution: Edit a chart
- Slide execution: Restructure a slide
- Research integration: Pull AlphaSense insights into a slide
- Logo support: Add a company logo to a slide
Example requests
Use natural language to tell AlphaSense what you want to change or create.
| Request | What AlphaSense does |
| “Create a company overview slide for Microsoft.” | Pulls financials from AlphaSense, finds the company logo, and creates a formatted slide. |
| “Build a comp table for CoreWeave and its peers.” | Fetches peer data and trading multiples, then builds a styled table. |
| “Add a revenue waterfall chart.” | Creates a waterfall chart using your deck’s formatting. |
| “Pull the key risks from the casino CIM I uploaded.” | Searches the uploaded PDF and formats the findings on a slide. |
| “Make the title on slide 2 bigger.” | Updates the title font size on the selected slide. |
| “Add the Datadog logo to slide 4.” | Finds the appropriate logo variant and places it on the slide. |
| “Update the Excel data behind this chart.” | Edits the linked workbook and refreshes the chart. |
When AlphaSense asks clarifying questions
If your request is unclear, AlphaSense may ask follow-up questions before making changes. For example, if you ask it to “make this slide better,” it may ask whether you want to improve the layout, rewrite the content, update the visual design, or add supporting research.
Limitation: extracting text from images
AlphaSense can analyze images visually and place them on slides. However, it cannot extract editable text or structured data from an image, such as converting a screenshot of a table into an editable PowerPoint table.
To use editable text or data, upload the source content as a PDF, Word document, or Excel workbook instead.