AI-DRIVEN ANALYTICS & DATA VISUALIZATIONS

Uncover Insights Others Miss

Leverage advanced analysis tools and easy-to-create visualizations to discover the insights that can help generate alpha.

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Table Explorer

Quickly Explore and Act on Filings Data

Sentieo’s Table Explorer eliminates the time-intensive work of identifying, connecting, auditing, and visualizing data and KPIs from company filings:

  • Create an Excel-style spreadsheet view of a table with a single click
  • Chain similar tables going back in time
  • Quickly audit data against source filings, including restatements
  • Edit and optimize tables for analysis
  • Spot trends and formulate insights with built-in data visualization
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NLP Smart Summary

Find Material Insights with Intelligent Transcript Analysis

Sentieo’s NLP Smart Summary™ leverages natural language processing, machine learning, and sentiment analysis to standardize the review of earnings call transcripts:

  • Classify sentences into the most important categories and subcategories
  • Identify positive and negative sentiment across categories and sentences
  • Visualize the spread between management and analyst sentiment
  • Analyze key and trending terms for a company and sector
  • Deliver transcript analysis reports automatically into your inbox
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Heatmaps

Deeper Insights Faster with NLP Topic & Sector Heatmaps

The next evolution of Sentieo’s NLP Smart Summary™ sentiment analysis technology, NLP Topic & Sector Heatmap, expedites the process of uncovering insights from transcripts.

  • Quickly understand sentiment and topics for a single company over time
  • Compare business drivers, performance, and language for a peer group or a sector
  • Add NLP Topic & Sector Heatmap to your dashboards
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Plotter

Visualize Data in Dozens of Ways

Sentieo Plotter is a data visualization tool that makes it easy to use multiple data sources to identify company and sector-level insights:

  • Access details such as KPIs pulled from SEC filings, FRED macro data, and your uploaded internal datasets
  • Combine datasets to create valuable visualizations
  • Create statistical overlays like means, moving averages, standard deviations, and correlations
  • Create relationships between data series, such as ratios, sums, and market-cap weighted P/Es
  • Leverage visualizations across the analyst workflow—share, use in a thesis, or add to a Dashboard
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Dashboards

At-a-Glance Tracking and Reporting against KPIs

Sentieo’s customizable dashboards make it easy to monitor and act on research leveraging a library of widgets and templates for key use cases and sectors:

  • Track real-time prices and financials across all of your watchlist tickers
  • Follow a ticker, a watchlist, or industry-specific documents, saved searches, and news
  • View data visualizations and charts on demand
  • Monitor your entire team’s research activities and notes
  • Integrate third party content with iFrame, Tableau, and RSS widgets
  • Share dashboards with individual users or across a team
Download the Datasheet
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Customer Stories

“Having a single location to get all of our historical research on a portfolio name with Sentieo has been invaluable, along with the ability to show our custom data fields in the dashboards so we can see our expected values, positions sizes, G/L, and more right next to live market data. We also extensively leverage Sentieo’s Excel Plugin to get live data into our financial models.”

Andrea Sefler

Director of Research

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See our AI Analytics in action with a demo from the Sentieo team.

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