VOL. XCIV, NO. 247
A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES
AlphaResearch Review, Pricing, and Features
AlphaResearch
AlphaResearch puts filings, transcripts, press releases, estimates, news, insider trades, ownership, and fund holdings in one searchable workspace. It is aimed at document-heavy research. Global coverage and spreadsheet add-ins require Enterprise, and the premium trial asks for a card.
Best for
- Analysts searching filings, earnings-call transcripts, press releases, research reports, notes, and financial data.
- Teams comparing filing and transcript research platforms with collaboration, alerts, and global Enterprise coverage.
- Retail investors who need U.S. self-serve access or firms that need global filings, fundamentals, estimates, spreadsheet add-ins, and service-level support.
Watch out
- The self-serve Basic plan is positioned around US market access. SEDAR, Companies House, global filings, research reports, and global fundamentals sit in Enterprise.
- AlphaResearch states a credit card is required for the 7-day premium trial, even though limited free access can continue.
Community votes (overall)
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Pricing
Free • From $49.99/mo · 7-day trial · Enterprise · 3 plans
Limited free access
Basic
Enterprise
Key features
- Search millions of filings and other financial documents with machine-learning and natural-language tools.
- Read SEC filings, press releases, and earnings-call transcripts on the Basic plan.
- Set document alerts, screen filings, follow topics, review sentiment, and use News Watch.
- Check insider trades, 13F ownership, ETF holdings, and mutual-fund holdings.
- Highlight passages, add notes and references, and collaborate with colleagues.
- Enterprise adds global filings, SEDAR, Companies House, research reports, global fundamentals, estimates, equity screens, and spreadsheet add-ins.
- Basic is for retail use. Business, advisory, compensated trading, and money-management use requires an Enterprise license.
- Website subscriptions are nonrefundable under the published terms.
- This is a research workflow, not a broker, portfolio accounting system, or personal adviser.
FAQ
Is AlphaResearch free?
Not entirely. AlphaResearch includes a free tier, but its paid subscription and other options unlock more capacity. Visit the vendor site for current limits and pricing. A 7-day free trial is available on select plans. Enterprise quotes are handled directly with the vendor.
Who is AlphaResearch best for?
AlphaResearch is built for Pro Retail, Analysts, Institutional Investors, Hedge Funds, Asset Managers, and Students/Researchers. It suits intermediate and advanced users.
What platforms and connections does AlphaResearch support?
You can use AlphaResearch on Web. Integrations include Excel and Google Sheets.
Which markets does AlphaResearch cover?
AlphaResearch covers North America and Europe. Examples include US, CA, and GB. It tracks Stocks, ETFs, and Mutual Funds. Identifiers include Ticker and CIK.
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Information
Who runs this
I'm Jera Value, and I write every record here myself. I'm an independent investor who likes code and value investing, and I keep these notes because I use the tools for my own research. When a page is wrong, I fix it and say so.
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How this site is funded
Some provider links pay me a commission. It costs you nothing. Sponsors can buy the ad slots marked as such. Neither moves a tool up the rankings or earns it a star. Your votes set the order, and I fix errors for free.
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Curation & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.