AI TOOL PROFILE
AlphaResearch: AI-Powered SEC Filings Search
- Finance and Accounting
- AI Search
- Institutional Investors
- Retail Investors
- Corporate Strategists
- Investment Managers
Pricing
A Basic plan is available for $49.99 per month billed quarterly. Enterprise pricing is custom per seat and includes discounts for multiple seats.
At a glance
- Best for
- Institutional Investors, Retail Investors, Corporate Strategists, Investment Managers
- Key use cases
- Analyzing Earnings Calls, Competitive Intelligence, Monitoring Market Activity, Fundamental Research
- Integrations
- Excel add-on, Google Sheets add-on
- Official website
- Visit AlphaResearch official website
How AI is used
AlphaResearch is an AI-driven search and analysis tool focused on unstructured financial data. It is designed for institutional and retail investors, as well as corporate strategists who need to find specific information within SEC filings, earnings transcripts, and press releases.
The platform uses machine learning and natural language processing to support tasks like sentiment analysis, tone detection in executive communications, and the extraction of data tables from documents. It also provides core financial data and fundamental metrics to help users avoid switching between different research terminals.
Buyers should confirm if they require global coverage or US market access, as these are split between different pricing tiers. Those needing professional-grade support or a service level agreement should evaluate the Enterprise plan.
Key Features
AI-Powered Document Search
Searches through SEC filings, transcripts, press releases, and reports to locate specific information.
NLP Analysis
Supports sentiment analysis and tone change detection to help identify shifts in executive or analyst perspectives.
Table Extraction
Designed to extract, export, and visualize tables found within financial filings.
Insider Transaction Monitoring
Tracks insider trading activities and institutional ownership analysis.
Collaborative Notebook
Allows users to annotate documents and create research notes that may be shared with colleagues.
Real Time Alerts
Provides notifications for new filings, documents, or matches for search queries.
Use Cases
Analyzing Earnings Calls
Using NLP to detect tone changes and sentiment divergence between executives and analysts during transcripts.
Competitive Intelligence
Corporate strategists can research industry unstructured texts and competitor filings to support business planning.
Monitoring Market Activity
Tracking insider transactions and institutional ownership to identify investment trends.
Fundamental Research
Combining global fundamental data with text-based insights for financial modeling and stock research.
Integrations
- Excel add-on
- Google Sheets add-on
FAQ
What markets does AlphaResearch cover?
- The platform supports global fundamental data and filings search for the US, Canada, and the UK.
Is there a free trial available?
- Yes, AlphaResearch provides a 7-day free trial, though a credit card is required to continue the trial after the first day.
What is the difference between the Basic and Enterprise plans?
- The Basic plan focuses on the US market, while the Enterprise plan provides global coverage, research reports, a stock screener, and an SLA.
Source category: Finance & Accounting
Source subcategory: AI Search
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