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A 7 day free trial of a premium plan is offered, and a credit card is required to start it. A free account with limited access remains available without a time limit.
Learn moreAlpharesearch
AI document search and analytics built for equity research
Intermediate
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What is Alpharesearch?
Alpharesearch is an AI search tool. An AI powered search and analytics workspace for equity research. It indexes filings, earnings call transcripts, press releases and reports, then layers sentiment, tone change detection and ownership data on top of institutional grade fundamentals.
AlphaResearch is a research platform that pairs an AI powered text search engine with institutional grade fundamental data. The core premise is simple: most of the evidence an analyst needs already exists in filings, earnings call transcripts, press releases and research reports, but those documents are long, unstructured and scattered. AlphaResearch indexes millions of them and returns the specific passages that answer a question, rather than making the user read cover to cover. In practice the workflow looks like a search and note taking session. A user queries a company or a theme, lands on matching documents (the site offers public samples such as the Apple 10-K, the Tesla 10-K and an Apple 10-Q), then highlights passages, attaches references and writes notes directly inside the platform. Those notes and research threads can be shared with colleagues for collaborative work. On top of raw search, the product adds machine learning and natural language processing layers: sentiment analysis on filings, detection of tone shifts across earnings call transcripts, divergence between how executives and analysts sound on the same call, trending topics and tracking of what retail investors are discussing. The data side covers fundamentals, market data, news, analyst estimates, insider transactions, 13-F institutional ownership, ETF and mutual fund holdings, plus a stock screener and a filings screener with document alerts. The homepage positions the pricing as a fraction of what competing data providers charge, which is the main commercial argument for smaller teams that cannot justify enterprise terminals. Who it suits: institutional investors who want faster discovery, corporates doing competitive and strategic research, and self directed retail investors willing to pay for document level search. The Basic plan covers the US market only, while SEDAR, Companies House, international filings, global fundamentals and the Excel and Google Sheets add-on sit behind the custom priced Enterprise tier. Analysts already comfortable with financial statements will get the most from it, since the tool surfaces evidence rather than investment conclusions.
How do you use Alpharesearch?
1Review the plan tiers before signing up
Check the comparison table to confirm whether US coverage is enough or whether global filings and fundamentals are required. Enterprise features are only available through a sales contact.
2Open a sample filing to test search relevance
A public Apple 10-K is available without an account. Use it to see how queries map to passages and how quickly long documents return useful context.
3Create the account and start the trial
Registration opens the 7 day premium trial. A credit card is required, and a limited free account remains available afterwards if the trial is not converted.4Run document searches and save findings
Search across filings and transcripts, then highlight the passages that matter and write notes inside the notebook. Reference links keep the evidence attached to each note.5Add fundamentals and ownership context
Pull in the fundamentals, insider transaction, 13-F ownership and ETF holdings data for the companies on the watchlist, and set document alerts for new filings.6Share research with colleagues
Research and notes can be shared for collaborative work, which suits teams splitting coverage across sectors or analysts building a shared evidence base.
Pros and cons
Pros
- Searches millions of filings and transcripts in seconds and returns the specific passages, which cuts down manual reading substantiallyAI
- Sentiment and tone change detection across earnings calls is a genuinely differentiated feature that most document search tools lackAI
- Note taking, highlighting and sharing are built into the same workspace as search, so research does not fragment across appsAI
- Ownership and insider data (13-F, insider transactions, ETF and fund holdings) arrive alongside document search in the Basic tierAI
- Public sample filings let a prospective buyer test search quality before committing to a trialAI
Cons
- The Basic plan is limited to the US market, so anyone researching Canadian, UK or other international issuers has to move to custom priced EnterpriseAI
- The $49.99 monthly rate is billed quarterly, which means a larger upfront commitment than the headline figure suggestsAI
- There is no published price for Enterprise and no self serve upgrade path, so global coverage and the Sheets add-on require a sales conversationAI
- The homepage describes NLP capabilities without detailing model accuracy, data refresh frequency or document coverage datesAI
- No API or developer documentation is advertised, which limits teams that want to pipe the data into their own modelsAI
How much does Alpharesearch cost?
Pricing
Basic is $49.99 per month billed quarterly, with a 7 day free trial and a limited free account available indefinitely. It covers the US market, SEC filings, press releases, earnings transcripts, screeners, sentiment, ownership data and notes. Enterprise is custom priced per seat with global coverage, fundamentals, a stock screener and Sheets add-on.
Learn moreSupport
The homepage lists a support email address for Enterprise enquiries and names a dedicated account manager and SLA as Enterprise plan features. No help centre or documentation portal is described.
Integrations
An Excel and Google Sheets add-on is listed as an Enterprise feature. No other integrations or public API are described on the homepage.
Features
AI powered document search across filings, transcripts, press releases and reports; note taking, highlighting and sharing; sentiment analysis and tone change detection in transcripts; trending topics and news watch; filings and stock screeners with document alerts; insider transactions, 13-F ownership, ETF and fund holdings; global fundamentals, estimates and a Sheets add-on on Enterprise.
Frequently asked questions about Alpharesearch
How much does Alpharesearch cost?
Basic is $49.99 per month billed quarterly, with a 7 day free trial and a limited free account available indefinitely. It covers the US market, SEC filings, press releases, earnings transcripts, screeners, sentiment, ownership data and notes. Enterprise is custom priced per seat with global coverage, fundamentals, a stock screener and Sheets add-on.Does Alpharesearch offer a free trial?
A 7 day free trial of a premium plan is offered, and a credit card is required to start it. A free account with limited access remains available without a time limit.How do you use Alpharesearch?
The walkthrough on this page covers 6 steps: 1. Review the plan tiers before signing up 2. Open a sample filing to test search relevance 3. Create the account and start the trial 4. Run document searches and save findings 5. Add fundamentals and ownership context 6. Share research with colleagues.What platforms does Alpharesearch support?
Alpharesearch is available on Web App.What does Alpharesearch integrate with?
An Excel and Google Sheets add-on is listed as an Enterprise feature. No other integrations or public API are described on the homepage.What are the limitations of Alpharesearch?
The Basic plan is limited to the US market, so anyone researching Canadian, UK or other international issuers has to move to custom priced Enterprise. The $49.99 monthly rate is billed quarterly, which means a larger upfront commitment than the headline figure suggests. There is no published price for Enterprise and no self serve upgrade path, so global coverage and the Sheets add-on require a sales conversation.
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Added10/21/2026
Platforms
Web App
Pricing
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