★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★
VOL. XCIV, NO. 247
AlphaResearch Review, Pricing, and Features
AlphaResearch is an AI-powered stock research platform for searching filings, transcripts, press releases, reports, notes, fundamentals, estimates, news, insider transactions, institutional ownership, and fund holdings. It is useful for document-heavy research and collaboration, but global coverage and spreadsheet add-ins are Enterprise features and the premium trial requires a credit card.
Best for
- Analysts who need AI-powered search across filings, earnings call transcripts, press releases, reports, notes, and financial data.
- Teams comparing lower-cost filing/transcript research platforms with collaboration, alerts, and enterprise global coverage.
- Users who want US-market self-serve access plus an upgrade path to global filings, fundamentals, estimates, Excel, Google Sheets, and SLA 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)
Vote to see how the community rates this tool. One vote unlocks results across the whole site, or sign in to see them now.
Pricing
Free • From $49.99/mo · 7-day trial · Enterprise · 3 plans
Limited free access
Basic
Enterprise
Key features
- Search tools for millions of filings and text documents with AI-powered document search.
- Analysis of SEC filings, press releases, and earnings call transcripts on the Basic plan.
- Document alerts, filing screeners, trending topics, sentiment analysis, and News Watch.
- Views for reviewing insider transactions, 13F institutional ownership, ETF holdings, and mutual-fund holdings.
- Highlight, reference, take notes, and collaborate with colleagues inside the platform.
- Upgrade to Enterprise for global filings, SEDAR, Companies House, research reports, global fundamentals, estimates, global equity screening, and spreadsheet add-ons.
- AlphaResearch as a research and data workflow, not a broker, portfolio accounting system, or personalized investment 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. AlphaResearch offers an API (REST) with APIKey authentication. 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.
Suggest an edit
Keep Exploring
Information
About Me
Hey! Thanks for stopping by. I'm an independent investor with a soft spot for coding and the stock market - especially value investing (as you can probably tell from the tools I've collected here, haha). Hopefully you'll find something useful or interesting along the way.
Find me here:
- Twitter / X: @Jera_Value
- Website: Jera Value
Got questions or suggestions? I'm all ears!
Missing a Tool?
Discovered a gem I don't have here yet? Drop the link below and I'll check it out ASAP. Tagging me on X works too! Can't wait to see what you've found!
Starred Tools
These are my top picks. Tools I've tested thoroughly and found to be excellent. They do their job really well, and I use them a lot. If you're not already familiar with them, I highly recommend checking them out.
Tested Tools
These are tools I've tried and found to be solid, but not standout. Think of them as passing an initial quality screen: worth exploring, though not all will be exceptional.
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.