Data available through Alfa

Alfa pulls directly from a curated set of data providers to power your workflows. Understanding these integrations will help you determine what kind of data is readily accessible within the platform and how it can be used in your investment process.

Structured data vs. unstructured data

Alfa has access to both structured and unstructured data for its reporting.

Structured data:

• Highly organized and easily searchable

• In a predefined format, such as in rows or columns

• Example: Financial metrics, such as book value, price to earnings etc.

• Where it’s used: Databases, CRM Systems, Spreadsheets, SQL-based Queries

• Alfa has access to over 7,000 time series data sets dating back to the year 2000.

Unstructured data:

• Not organized into a particular format

• Includes text, audio and images

• Harder to search through or organize

• Example: A text excerpt from a CEO’s earnings call

• Where it’s used: Emails, PDFs, Research Reports

• Alfa can read 10s of thousands of documents during a single query

Data from the web

Alfa can also access information on the web through web search and webscraping. This means that any information on the web can be used for your report creation.

Tip: With the Text to table tool, you can also organize unstructured data pulled from the web into a table.

Earnings reports and earnings transcripts

With Alfa, you can reference 10-Ks, 10-Qs, earnings reports and earnings transcripts when creating a report and performing analysis. All earnings data comes from Quartr, and we have additional backups in place for earnings transcripts.

Earnings transcripts vs. earnings reports

Earnings transcripts

• A text transcript of the investor relationship call

• Greater coverage on transcripts vs. reports

• We have a fallback in place where we would pull it in real time

Earnings report

• Set of documents that a company releases prior to an earnings call

• Typically includes GAAP financial statements, and company specific KPIs

Example: https://ir.netflix.net/financials/quarterly-earnings/default.aspx

• In this example, the earnings transcript refers to the document labeled Transcript

• In this example, the earnings report refers to the documents labelled Letters to shareholders and Financial statements

Corporate Event Presentations

Corporate event presentations are slide decks that companies present at investor conferences, analyst days, capital markets days, and similar events. They typically contain strategic updates, segment-level data, long-term financial targets, and management commentary that may not appear in standard regulatory filings. Alfa can read these presentations directly, enabling you to query and analyze their contents alongside other data sources. This makes them a powerful complement to earnings reports and transcripts for building a complete picture of a company's strategy and investment thesis.

Sell-side data

Alfa is also able to provide sell-side data at a premium, ensuring you don’t have to navigate outside of Alfa to obtain this information.

For more information on accessing Sell Side data, reach out to your Customer Success Manager.

Stock price data

Alfa has real-time pricing data on most stocks. However, the price only reflects the stock price at the time of the report’s last update. So, if your analyst runs an update every day at 12:00pm, the price shown in your report will reflect the price from 12:00pm up until the next day when it updates again.

Complete list of data partners

News: 150,000 available sources

Earnings summaries and corporate presentations: Quartr

Sell-side data: BlueMatrix

Filings: EDGAR/SEC, SEDAR+, Finnhub.io

Stock data: S&P Global Cap IQ

Options: ORATS

ESG: Owl Analytics

Interest rates: FRED Economic Data

Short interest data: S3

Spot commodities prices and cryptocurrencies: twelvedata