VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
AlphaSense is an enterprise-grade market intelligence platform that combines a massive library of filings, research, transcripts, and news with AI-powered search and summarization. Broker research access depends on entitlements, while premium features like Expert Calls or Canalyst models are offered as add-ons. Enterprise Intelligence expands the platform to include secure integration of a firm’s own internal content.
Key features
- Extensive content coverage, including SEC filings, earnings call transcripts, broker and independent research, expert call transcripts, and regulatory news.
- Generative AI workflows such as Generative Search, Generative Grid, and Deep Research, delivering source-cited answers and summaries.
- Blackline (redline) comparisons to highlight changes across versions of filings or document sections.
- Table Tools to extract structured financial tables and export them to Excel with minimal friction.
- Company financial tearsheets combining Reuters Fundamentals with I/B/E/S consensus estimates.
- AI-powered sentiment scoring across filings, transcripts, and research documents.
- Screeners to identify companies based on user-defined criteria and filters.
- Dashboards, watchlists, and configurable alerts, plus a mobile app for iOS to stay updated on the go.
- Developer access via GraphQL and REST APIs, with official Python and TypeScript SDKs, as well as embeddable widgets.
- Enterprise integrations to ingest and search internal content across SharePoint, OneNote, Google Drive, Box, Egnyte, email, and custom uploads.
- Security program includes SOC 2 and ISO 27001 certifications, with details available in a public Trust Center.
- Watchlists and alerts support multiple identifier formats, including ticker symbols, ISINs, CUSIPs, and SEDOLs.
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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
- Substack: 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.