AlphaSense

List the broker research sources the account is entitled to, as a hierarchy of groups and the brokers inside them

Check which broker research entitlement groups are currently granted to specific users, and the status of their entitlem…

List broker research entitlement requests raised to the provider, filtered by status and request date, with offset pagin…

Find companies by name fragment that have at least one user eligible for proactive broker-research entitlement under the…

Look up one end user by their full email address and return their current proactive broker-research entitlement standing…

Proactively grant broker research entitlement groups to individual users or to a whole firm, without waiting for an enti…

Change the entitlement groups held by users who already have an entitlement request, optionally approving or declining t…

Approve or decline broker research entitlement requests by request id, and set the entitlement groups granted with them

Resolve one or more companies from any identifier — AlphaSense id, name, ticker, Crunchbase id, CIK or ISIN — and conver…

List the peer companies of a company identified by AlphaSense id, name, ticker, Crunchbase id, CIK or ISIN

List the trending topics discussed in a company’s transcripts for a given quarter, each with an AI-generated summary and…

Autocomplete companies from a free-text company name or ticker fragment, for resolving user input into searchable compan…

List the AlphaSense users belonging to a company, with search, sorting, active-only filtering and offset pagination

Start an export job for one or more documents and get back a task id per document for polling the download link

Check the status of a document export task and retrieve its download URL once the export has finished

Retrieve the full document type and source taxonomy as a tree, supplying the type ids that search filters expect

Search the AlphaSense document corpus by keyword, company, date, document type, industry, country, broker or expert-insi…

Retrieve a single document and its metadata by AlphaSense document id

Retrieve metadata for several documents at once by their ids, optionally pinning each to a specific version

Retrieve the keyword-hit snippets of a document, showing the surrounding statement, page number and hit offsets

Search for charts, tables and other images inside documents, filtered by image type and by the same document filters as…

List the saved searches available to the account, optionally narrowed to specific saved-search types

Execute a saved search by id and return the matching documents, optionally overriding its stored filters and sort order

Count the documents matching a search filter, grouped by company, industry, country, or by document type over daily, wee…

Retrieve the authenticated user, or another user by numeric id, together with their broker research credentials and afte…

List the authenticated user’s watchlists with their companies, or fetch specific watchlists by id

Create a watchlist from a list of companies, optionally shared with other users, marked as favourite or created on behal…

Partially update a watchlist — rename it, replace its company list, or change its type or source

Add companies to an existing watchlist without disturbing the companies already on it

Remove companies from a watchlist, leaving the rest of its membership in place

Permanently delete a single watchlist by id

Permanently delete several watchlists in one call and get back the ids that were actually deleted