Sentieo

4.3
(10 reviews)

Sentieo is an equity research platform designed to integrate intelligent public document search, research management, team collaboration, equity data dashboards, advanced visualization tools, alternative data, and a suite of mobile applications.

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Sentieo review by Josh L.
Josh L.
Validated Reviewer
Verified Current User
Review Source

"Sentieo is an incredible alternative to bloomberg"

What do you like best?

I like how you can use the document search feature to pull data or "matching text" from company 8-k's or other reports.

What do you dislike?

The stock/quote information could be more user-friendly. I know that this product focuses more on organizing and configuring raw data sets for earnings, sales, etc. but there could be added functionality for more chart-oriented people.

What business problems are you solving with the product? What benefits have you realized?

I have used this software to make investment decisions and create financial models.

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Sentieo review by Industry Analyst / Tech Writer
Industry Analyst / Tech Writer
Validated Reviewer
Verified Current User
Review Source

"High value for the price "

What do you like best?

Document search functionality creates new opportunities for idea generation

Plotting function of metrics such as twitter mentions and Alexa page views is unique

iPad app is very good and eays to use when out of office

What do you dislike?

Charting could use better technical analysis functionality, e.g. resistance levels, drawing patterns

More macro data related to commodities and interest rates

Recommendations to others considering the product

Aside from Bloomberg, best offering out there.

What business problems are you solving with the product? What benefits have you realized?

Serves as our research platform and as a tool for new idea generation. Have found new ideas through its capabilities and have also realized additional insights of companies we own

What Financial Research solution do you use?

Thanks for letting us know!
Sentieo review by User
User
Validated Reviewer
Verified Current User
Review Source

"Sentieo is our lifeline"

What do you like best?

Tables export to excel, in-table searches, sentieo automatically searches for synonyms, collaboration and sharing notes with the team

What do you dislike?

Company filings of international companies are mostly in pdf format and “export tables to excel” doesnt work for them

Recommendations to others considering the product

Give it a try at least and you'll see the difference by yourself.

What business problems are you solving with the product? What benefits have you realized?

I am an equity research analyst. Sentieo Saves me lots of time.

Sentieo review by User
User
Validated Reviewer
Verified Current User
Review Source

"Great tool for fundamental analysis"

What do you like best?

Notebook and highlighting feature for company documents, equity data terminal and mosaic provide great insights for investments.

What do you dislike?

Lack of alternative data sources, lack of support for some small caps.

Recommendations to others considering the product

Link with Onenote is offered and can be valuable when on the go. Download the Chrome extension for clipping articles into your notebook.

What business problems are you solving with the product? What benefits have you realized?

Fundamental analysis for public equity research.

Sentieo review by User
User
Validated Reviewer
Review Source

"Very Useful"

What do you like best?

I like all the available features. It's very easy to search through filings and earnings calls to filter ideas. I also like the social media feed and the equity data terminal. It displays all the information that I typically look at. I also like the ease of collaboration with the rest of the team.

What do you dislike?

It takes time to load some documents that are large. It may be my computer but scrolling through documents tend to be slow.

What business problems are you solving with the product? What benefits have you realized?

Ease of collaboration and document search.

Sentieo review by User
User
Validated Reviewer
Review Source

"Incredibly well designed research tool"

What do you like best?

The workflow is built incredibly thoughtfully

What do you dislike?

Some of the visualizations - but they're working on them

Recommendations to others considering the product

1. Incredibly well designed tool that is constantly improving. Many of the features are only available on Sentieo and provide unique insights that are unavailable elsewhere

2. The company is very responsive to feedback and suggestions, I have seen a number of my ideas implemented

3. Fantastic customer service

What business problems are you solving with the product? What benefits have you realized?

Great investment ideas

Sentieo review by User
User
Validated Reviewer
Review Source

"A Value Add Research Tool"

What do you like best?

Sentieo streamlines my research process while increasing my capacity to process more information.

What do you dislike?

The product is young and there is still room to optimize the UI and add additional functionality.

What business problems are you solving with the product? What benefits have you realized?

Sentieo increases my productivity. Specifically Sentieo enables me to search thousands of transcripts and filings to find specific risks to my portfolio or locate new investment opportunities.

Sentieo review by User
User
Validated Reviewer
Verified Current User
Review Source

"My experience has been good."

What do you like best?

Key word search........................................

What do you dislike?

Nothing..........................................

Recommendations to others considering the product

N/a

What business problems are you solving with the product? What benefits have you realized?

Quick analysis of SEC filings and company presentations

Sentieo review by User
User
Validated Reviewer
Review Source

"Positive experience using Sentie to supplement Bloomberg"

What do you like best?

Easy document search functionality. The user face makes it much easier then Bloomberg .

What do you dislike?

International data doesn't always seem complete

Recommendations to others considering the product

Give it a try at least for note taking

What business problems are you solving with the product? What benefits have you realized?

Team note storage and collarboration. Easier to track equity tickers and notes over time from multiple team members

Sentieo review by User in Computer Software
User in Computer Software
Validated Reviewer
Review Source

"Somewhat disappointing "

What do you like best?

The service and support was strong, I never felt ignored

What do you dislike?

Product is a bit clunky, not incredibly intuitive to use. Learning curve is steep.

What business problems are you solving with the product? What benefits have you realized?

Researching the investment potential of stocks and annuities to better inform trades.

Kate from G2 Crowd

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