Sentieo organizes the world’s financial information to make you and your team more productive in your fundamental research workflow. As former hedge fund analysts, we understand the challenge of facing a deluge of data each and every day, so we built Sentieo to make you more effective. We process millions of documents to deliver crucial information in seconds with advanced linguistic search algorithms. Organize and centralize your research processes with our notebook and research management system, integrated into your workflow and built with collaboration in mind. Build models faster from source documents with zero data entry using our table extraction tools. Find new information from the same datasets and add new alternative datasets to your arsenal. Our entire platform is cloud-based and mobile-friendly, so you can take it on the road with our top-rated mobile and tablet apps. With Sentieo, you can spend less time gathering and organizing information and more time generating alpha.
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Sentieo Reviews
User in Retail
Advanced user of SentieoWhat do you like best?
The Document Search functionality is great. I frequently use this for peer reviews of SEC filings. I also appreciate using Table Explorer on the financial statement tables. It makes it easy to aggregate information in an exportable format (to Excel).
What do you dislike?
I don't find it easy to perform some of the same searches on Document Search (e.g. followed tickers, 10-Q and 10-K only). I may need to refresh myself on the best way to perform this
Recommendations to others considering the product:
Useful for SEC Reporting and Investor Relations teams. For SEC reporting, we like using the tool for peer reviews and for exporting financial data. For IR, I've heard the insights are useful, along with earnings transcripts, sentiments from earning calls, and other news about peers.
What problems are you solving with the product? What benefits have you realized?
Peer reviews - how others are presenting issues in their business and major drivers, esp. as we discuss COVID-19 impacts.
Exporting financial information across multiple periods. This makes comparing financial results/drivers easy for my team.
