Access Company Documents and Financials in a Unified Platform

Streamline the process of fundamental analysis and model-building to surface insights others miss.

man looking at laptop man looking at laptop

Analyzing financial and market data is an integral part of the analyst workflow. Material insights can easily be missed, as well as significant time wasted when you use multiple tools and steps to conduct your fundamental research, build models, and draft investment theses and recommendations.

With Sentieo Data Terminal, you can:

  • Streamline the process of deep analysis and model-building
  • Save analysts significant amounts of time while surfacing uncharted insights
  • Drive better investment decisions and returns

Access anywhere

The Information You Need on Desktop, Web, and Mobile

Consolidated desktop, web, and mobile app access to financial data eliminates the need to context-switch between different tools and sites.

  • Historical financial data from Refinitiv Reuters Fundamentals
  • Forecast data from Refinitiv I/B/E/S Estimates
  • Stock pricing, charts, and public and private comparables
  • Centralized Earnings Portal
  • Profiles on over 980,000 private companies from Crunchbase
  • And more


Integrated Modeling Tools

Use Sentieo Data Terminal features to uncover insights your competitors might miss, including scenario analysis, valuation and price target analysis, and multiple editable financial models.

  • Sentieo Model
  • Consensus Model (Refinitiv)
  • Standardized (Refinitiv)
  • As Reported (Refinitiv)
  • As Reported (SEC/XBRL)

Integrated Workflow

Boost Productivity with Seamless Integrations

Complete research quickly without disruptions with the Sentieo Data Terminal integrated feature set.

  • Screener to identify targets
  • Plotter for data visualization and analysis
  • Notebook for thesis development and collaboration
  • Document Search for review of source documents
  • Excel Plugin for model building

Auditable Formulas

Have Full Confidence in Your Decisions

Sentieo includes several ways to audit formulas and the data source to improve your confidence in the numbers.

  • Pop-ups for every number of our financial models
  • Ratios show how the formula was calculated
  • Detailed filing information shows how the Standardized and As Reported models were produced
  • See the history of estimates in the Consensus model

Customer Stories

β€œIn the EDT, I can quickly understand the nuts and bolts of a company. I have greater confidence doing my research in Sentieo because I trust the data more than I trust the numbers in other systems.”

Will Frazier


See the Data Terminal in action with a free trial from the Sentieo team.