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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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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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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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

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