Getting Started with Alpha Analyst

Welcome!

This is Alpha Analyst — a research platform built to help investment professionals move from raw information to defensible insight faster, with full transparency at every step.

This guide gives you a high-level overview of the core features you’ll use most often. Each section links out to deeper Help Center articles when you’re ready to go further.

The Alpha Analyst Research Model (At a Glance)

Alpha Analyst is designed around a simple workflow:

1. Find information instantly (Search)

2. Ask better questions with citations (AI Chat)

3. Monitor what matters in real time (Dashboards & Watchlists)

4. Turn documents into structured insight (Workflows)

5. Capture and reuse your thinking (Annotations)

6. Bring your own data into the system (Files)

Each feature is tightly integrated so you never have to rebuild context or switch tools mid-analysis.

AI Chat

Your AI Analyst for Source-Backed Financial Research

AI Chat lets you ask complex financial questions and receive synthesized answers grounded in verifiable source documents.

• Ask questions across filings, earnings calls, news, financial data, and your own uploaded files

• Every answer includes sentence-level citations you can click to audit

• Control scope with filters: companies, filings, timeframes, source types

• Share conversations or individual answers with a single link

Use AI Chat when you want:

• A fast, defensible answer to a research question

• A starting point for deeper due diligence

• A way to explore themes without manually reading dozens of documents

👉 Learn more: AI Chat

Search

Find Exactly What You Need Across Millions of Documents

Search is the backbone of Alpha Analyst. It’s how you locate filings, documents, entities, and themes at scale.

• Document Search: Full-text search across filings, news, research, and personal files

• Company & Ticker Search: Jump directly to a company’s dedicated research page

• Advanced keyword operators, proximity controls, and AI-assisted query building

• Save searches and reuse them across workflows and dashboards

Use Search when you want:

• Precise control over what documents you’re reviewing

• To run the same research query repeatedly across time or companies

• To surface edge cases buried deep in filings

👉 Learn more: Search

Dashboards

Your Real-Time Monitoring Workspace

Dashboards turn research into live monitoring.

Instead of re-running searches, Dashboards continuously update as new filings and documents are published.

• Add Recent Filings widgets to track disclosures

• Add Keyword Search widgets for ongoing thematic monitoring

• Apply companies or watchlists as live filters

• Arrange dashboards visually for side-by-side comparison

Use Dashboards when you want:

• Passive monitoring of companies, competitors, or themes

• Immediate visibility into new filings and risks

• A persistent workspace for an investment thesis

👉 Learn more: Dashboards

Workflows

Turn Private Documents into Institutional-Grade Research

Workflows allow you to upload your own documents and generate long-form, citation-backed research reports — using only your files as the source of truth.

• Upload PDFs, Excel files, Word docs, and more

• Generate 20–40 page structured reports with citations

• Choose analysis modes (Company, Sector, Synthesis, Custom)

• Eliminate weeks of manual document review

Use Workflows when you want:

• Deep analysis of proprietary or non-public data

• High-trust research with zero external contamination

• A polished output suitable for investment committees

👉 Learn more: Workflows

Annotations

Capture, Organize, and Reuse Your Insights

Annotations turn reading into a cumulative research asset.

• Highlight and comment directly inside documents

• View all notes in one centralized interface

• Filter annotations by company, date, keyword, or user

• Click any annotation to jump back to the exact source passage

Use Annotations when you want:

• To avoid re-reading documents

• To track how your thinking evolves over time

• To collaborate and share insight across a team

👉 Learn more: Annotations

Watchlists

Define the Universe for Your Research

Watchlists let you group entities and apply them everywhere across the platform.

• Create lists of companies, industries, or custom entity sets

• Use watchlists as filters in Search, AI Chat, and Dashboards

• Share lists with your organization

• Maintain consistency across analyses

Use Watchlists when you want:

• A repeatable research universe

• Faster setup for comparative analysis

• Clean separation between portfolios, peers, and themes

👉 Learn more: Watchlists

Files

Bring Your Own Data Into Alpha Analyst

Files is your secure, integrated document repository.

• Upload and organize proprietary research

• Create folders for projects or teams

• Make documents searchable across the platform

• Use files directly in AI Chat, Search, Annotations, and Workflows

Use Files when you want:

• One place for public and private research

• AI analysis that includes your internal data

• Tight control over what sources are used

👉 Learn more: Files

Where to Go Next

If you’re new, we recommend this path:

1. Start with Search and Company Pages

2. Ask your first questions in AI Chat

3. Create a Watchlist for your core universe

4. Add a Dashboard to monitor changes

5. Annotate key documents as you read

6. Upload private files and explore Workflows

Alpha Analyst is designed so every step compounds — the more you use it, the more powerful your research becomes.

If you ever need help, the Help Center and in-app feedback tools are always available.