Item: AlphaSense
Rating: 9
Author: Verified User

Use Cases and Deployment Scope

AlphaSense is an excellent aggregator of information on companies from a variety of sources (i.e. financial filings, earnings transcripts, equity research, etc.). I use the platform to find quick answers on companies and industries, as well as in assisting to do deep dive research on investment opportunities.

Pros and Cons

Aggregates information
Evaluates transcripts with sentiment scores
Searches through significant historical history on stocks

Cross-company comparisons of sentiment
Easier to access detail on company end-markets
Broader access to sell-side research

Return on Investment

Quick answers to key questions
Strong tool for preparing for company meetings
Key tool for broader industry research

Usability

I find the latency on searches to be very strong, especially when running searches through a broader list of many stocks on a watch list at the same time. It's also easy to navigate and search through a specific lens - i.e. can search through to a high degree of granularity from research on one broker, or just financial filings, just earnings transcripts, etc.

AlphaSense Market Intelligence

In this sense, Alpha Sense is very helpful in ramping up on a specific topic that we think is going to be an important investment trend. For things like "artificial intelligence," I've found it useful to zone on both specific names or broader industries to get up to speed. I've also found Alpha Sense useful to finding certain sources that I wouldn't have otherwise received via email. Finally, setting up specific alerts to get notified proactively from the platform has been helpful as well.

Key Insights

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

Likelihood to Recommend

Great for finding a quick answer on specific information around a specific information fast. I also use this to read all transcripts. Finally, I also find Alpha Sense to be an excellent tool to take a group of companies (can set up watch lists) to search for specific keywords such as "AI," "China", etc. It is not the best place to find specific quantitative detail for company modeling. I've also seen some inaccuracies in the "GenAI Smart Summaries," so this is something to watch for and double-check manually yourself.

AlphaSense is a my go-to one-stop shop for investment research!

Overall Satisfaction with AlphaSense