Individual Investors

Discover Insights to Make Better Investment Decisions

With the Sentieo Financial and Corporate Research Platform, individual investors get access to the kind of data, documents, and modeling and analysis tools that leading institutional investors use to generate alpha and make better, more confident investment decisions.


Grow your investment portfolio with a modern research solution

Researching companies and markets to make investment decisions has become increasingly complex for individual investors. With multiple, disconnected, and often expensive tools, and a growing volume of data and documents to review, investors waste a lot of time doing manual research to identify trends and signals across companies or markets.

Sentieo helps individual investors save research time, never miss a material insight, and be more confident in their decisions with a unified platform that combines AI-powered document search, market and alternative data, and modern analytics and modeling tools.

Fast, Relevant Data and Document Search and Analysis

Save hundreds of hours researching company financials, strategy, and activity

Find relevant, actionable data and insights fast with:

  • AI-driven Document Search that is optimized for financial data, documents, and news
  • Redlining of filings to easily identify material changes from different periods
  • NLP Smart Summary transcript and sentiment analysis to quickly identify changes in company strategy
  • NLP Topic & Sector Heatmap to understand performance, business drivers, and language across a set of peers or sector
  • Table Explorer to easily extract, chain, and visualize data directly from filings with a few clicks using —eliminating the need to copy/paste thousands of data points
  • Sentieo Equity Data Terminal for streamlining the process of deep analysis and model-building
  • Sentieo Plotter for visualizing multiple data sources to identify company and sector-level insights
  • Customizable Dashboards that let you do many things “at-a-glance” using a library of widgets and dashboard templates for key use cases and sectors

Data-Driven Alerts and Dashboards

Never miss a material insight or change in strategy from a company or watchlist of companies

Track company financials, strategy, and communications with:

  • Configurable Dashboards that incorporate news, updated keyword search results, stock performance, notes, documents, and other critical information
  • Instant Alerts when new documents or data are published for specific companies, watchlists, or industry topics
  • Integrated News Stream feeds to follow company press releases and media coverage

Access to Public Company Documents and Data in One Research Platform

Conduct more complete research

Make confident decisions about your investment with:

  • A single, integrated platform to search, retrieve, analyze, and tag text and financial data from millions of public company documents
  • Research note taking and an integrated Notebook to organize investment notes
  • Mobile apps to provide seamless, on the go access to equity data and your research tools

Customer Stories

“Sentieo's Document Search is essential core functionality for analysis. While Capital IQ compiles public filings, Sentieo takes search to a whole new level, including customization possibilities that, frankly, I didn't know existed. The ability to easily aggregate and export time series from different reporting periods across public filings for both in app and Excel-based analysis is one of the most powerful features of Sentieo's Document Search.”

James Anderson


Case Study

Sentieo Gives Tierra Partners a Customized Analyst-as-a-Service Advantage

Tierra chose Sentieo to replace Capital IQ because it addressed all of the firm’s core needs: fundamental public equity data, robust search tools for filings, seamless integration with Excel, as well as the ability to create customized alerts—all in a single, integrated platform.


On-Demand Webinar: Standardized Equity Data at Lower Cost and Better Usability: Sentieo’s Equity Data Terminal

Join us as we explore how to prepare for your Q3 portfolio update and end the financial tyranny of the Bloomberg terminal for market and equity research data.

Learn what Sentieo can do for you

Sentieo’s Financial and Corporate Research Platform empowers investors and corporations to rapidly discover insights so they can make smarter investments and execute winning strategies.