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Google for Company Transcripts and SEC Filings.
Updated October 03, 2023

Google for Company Transcripts and SEC Filings.

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with AlphaSense

I use AlphaSense to search earnings transcripts and sec filings so as to generate thematic research ideas across companies and sectors. This provides context for published sell-side research. AlphaSense saves time and allows me to feel confident that if a company has mentioned a theme, I will see the remarks.
  • transcript search
  • sec filings search
  • company presentations search
  • mobile app on iOS will log you out when you change ticker
  • i'd like AlphaSense to be the 'google' of search for company filings and transcripts
  • specifying search parameters can sometimes be clunky
  • Meaningful efficiency gains in transcript/filings search.
  • Surfacing comments from public companies on industry themes.
  • Identifying changes in tone from transcripts/filings.
The search capability is very strong, better than any other service that I know of, but the user interface is too cluttered and the iOS app unstable. Adding sources to search is helpful, but the UX has handled these additional sources in a clunky way. Adding non-search capabilities is, for me, at best, a distraction and can interfere with the workflow.
AlphaSense is my primary tool for surfacing insights on macroeconomic and industry themes, and I could not as easily do my job without it. This was its strongest feature when I started using the service six years ago, and the addition of sources since then has strengthened it further; to my mind, however, the UX has become more cluttered and so deteriorated.
I trialed Sentieo before returning to AlphaSense. Sentieo (now purchased by AlphaSense) is where I fear AlphaSense may be headed: a bundle of services that loses focus on a core search capability. I use Bloomberg and do not want or expect AlphaSense to compete on the market data from Bloomberg, particularly the fixed-income market data.

Do you think AlphaSense delivers good value for the price?

Yes

Are you happy with AlphaSense's feature set?

Yes

Did AlphaSense live up to sales and marketing promises?

Yes

Did implementation of AlphaSense go as expected?

Yes

Would you buy AlphaSense again?

Yes

AlphaSense is extremely well suited to a bottoms-up aggregation of comments by public companies on macroeconomic trends and industry themes. There is no service I am aware of that does this better. It is less appropriate for any service that is not tightly integrated into search; I do not need AlphaSense to be a replacement Bloomberg Terminal or a news source (independent of its search capability). I would like AlphaSense to be a Google for the search of company transcripts and filings, with the same clean and intuitive interface.

AlphaSense Feature Ratings

Financial Research
6.2
Public Company Data
10
Private Company Data
Not Rated
Industry and Sector Research
4
Industry-Specific Information
4
Independent Research Access
4
M&A Analysis
Not Rated
Supply Chain Data
Not Rated
ESG Data
Not Rated
Credit Ratings Reports
Not Rated
Macroeconomic News
Not Rated
Search Tools
9

AlphaSense Reliability

The sharing features provides by AlphaSense mean that it can be readily scaled for teams within an organization and, subject to compliance requirements, with client organizations. The ability to share annotations of transcripts and investor releases is valuable, and facilitates collaboration between analysts.
the mobile iOS app will sometimes crash when you change ticker. the desktop app is stable and reliable.