VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Saturday, September 27, 2025
Investors comparing AlphaSense and Reflexivity will find that Both AlphaSense and Reflexivity concentrate on Transcripts, AI, and AI Report workflows, making them natural alternatives for similar investment research jobs. AlphaSense leans into Improved Filings, Diff View, and Earnings Calls Sentiment, which can be decisive for teams that need depth over breadth. Reflexivity stands out with Quant, Performance Attribution, and Scenario & Stress Tests that the competition lacks. Use the feature-by-feature table to inspect unique capabilities and confirm which roadmap best maps to your process.
Head-to-head
AlphaSense vs Reflexivity
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
- AlphaSense adds Improved Filings, Diff View, Earnings Calls Sentiment, Notes & Highlights, AI Earnings Summary, 13F, Analyst Recommendations, Analyst Price Targets, Analyst Forecasts, and Watchlist coverage that Reflexivity skips.
- Reflexivity includes Quant, Performance Attribution, Scenario & Stress Tests, Portfolio, Backtesting, AI Chat, and APIs & SDKs categories that AlphaSense omits.
- AlphaSense highlights: 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., and Blackline (redline) comparisons to highlight changes across versions of filings or document sections..
- Reflexivity is known for: Institutional-grade AI research environment with verified data from S&P Global, Refinitiv Datastream, Nasdaq, and Cboe—all included without the need for separate data contracts., Deep Research agent that can write and execute Python, run backtests, generate Excel models, export code and data, and produce publication-ready reports., and Document Intelligence to search and extract from SEC filings, transcripts, presentations, and central bank documents; includes OCR for charts and tables and custom ingestion for proprietary docs..
- AlphaSense ships a mobile app. Reflexivity is web/desktop only.
AlphaSense
alpha-sense.com
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.
Categories
Platforms
Pricing
Quick highlights
- 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.
Reflexivity
reflexivity.com
Reflexivity is a sales-led enterprise platform (annual subscription) designed for institutions. Deep Research features are still in beta and not enabled for all accounts. All listed data sources (S&P Global, Refinitiv, Nasdaq, Cboe, etc.) are included out of the box—no separate contracts required.
Categories
Platforms
Pricing
Quick highlights
- Institutional-grade AI research environment with verified data from S&P Global, Refinitiv Datastream, Nasdaq, and Cboe—all included without the need for separate data contracts.
- Deep Research agent that can write and execute Python, run backtests, generate Excel models, export code and data, and produce publication-ready reports.
- Document Intelligence to search and extract from SEC filings, transcripts, presentations, and central bank documents; includes OCR for charts and tables and custom ingestion for proprietary docs.
- Portfolio Insights delivers real-time alerts, risk/exposure analytics, and performance attribution. Portfolios can be replicated via manual entry or file upload. The system produces over 1,500 daily insights spanning 40k+ assets, 250+ indicators, and 20 years of history.
- Scenario Analysis allows backtesting and stress testing with 50+ years of historical market data. Users can model custom scenarios and view results in real time.
Shared focus areas
Both platforms align on these research themes, so you can stay within one workflow when your use case involves them.
Where they differ
AlphaSense
Distinct strengths include:
- 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.
Reflexivity
Distinct strengths include:
- Institutional-grade AI research environment with verified data from S&P Global, Refinitiv Datastream, Nasdaq, and Cboe—all included without the need for separate data contracts.
- Deep Research agent that can write and execute Python, run backtests, generate Excel models, export code and data, and produce publication-ready reports.
- Document Intelligence to search and extract from SEC filings, transcripts, presentations, and central bank documents; includes OCR for charts and tables and custom ingestion for proprietary docs.
- Portfolio Insights delivers real-time alerts, risk/exposure analytics, and performance attribution. Portfolios can be replicated via manual entry or file upload. The system produces over 1,500 daily insights spanning 40k+ assets, 250+ indicators, and 20 years of history.
Feature-by-feature breakdown
| Attribute | AlphaSense | Reflexivity |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Transcripts, AI, AI Report, Screeners, News, Alerts, Data APIs Unique: Improved Filings, Diff View, Earnings Calls Sentiment, Notes & Highlights, AI Earnings Summary, 13F, Analyst Recommendations, Analyst Price Targets, Analyst Forecasts, Watchlist | Shared: Transcripts, AI, AI Report, Screeners, News, Alerts, Data APIs Unique: Quant, Performance Attribution, Scenario & Stress Tests, Portfolio, Backtesting, AI Chat, APIs & SDKs |
Asset types Supported asset classes and universes | Stocks | Stocks, ETFs, Bonds, Commodities, Currencies |
Experience levels Who each product is built for | Intermediate, Advanced | Intermediate, Advanced |
Platforms Where you can access the product | Web, Mobile, API | Web, API |
Pricing High-level pricing models | Subscription | Subscription |
Key features Core capabilities called out by each vendor | Unique
| Unique
|
Tested Verified by hands-on testing inside Find My Moat | Not yet | Not yet |
Editor pick Featured inside curated shortlists | Standard listing | Standard listing |
Frequently Asked Questions
Which workflows do AlphaSense and Reflexivity both support?
Both platforms cover Transcripts, AI, AI Report, Screeners, News, Alerts, and Data APIs workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do AlphaSense and Reflexivity require subscriptions?
Neither platform maintains a free tier. Budget for a subscription to unlock the research coverage highlighted in this comparison.
Which tool has mobile access?
AlphaSense ships a dedicated mobile experience, while Reflexivity focuses on web or desktop access.
What unique strengths set the two platforms apart?
AlphaSense differentiates itself with 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., and Blackline (redline) comparisons to highlight changes across versions of filings or document sections., whereas Reflexivity stands out for Institutional-grade AI research environment with verified data from S&P Global, Refinitiv Datastream, Nasdaq, and Cboe—all included without the need for separate data contracts., Deep Research agent that can write and execute Python, run backtests, generate Excel models, export code and data, and produce publication-ready reports., and Document Intelligence to search and extract from SEC filings, transcripts, presentations, and central bank documents; includes OCR for charts and tables and custom ingestion for proprietary docs..
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.