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Get Started with Sentieo

Sentieo is packed with tons of features. To help you get onboarded quickly, we strongly recommend you do the following:

Make sure you use Google Chrome

Use Google Chrome and you will see significant increases in speed. We even built an easy-to-use web clipper (available in the Chrome Web Store) that allows you to save any web article to your Sentieo Notebook.

Find out more about the Sentieo Web Clipper

Download our mobile apps

Our native iPhone, iPad, and Android apps bring the power of our platform to you on the move.

Learn about our mobile apps here

Learn the platform

Take a look at our blog to see how we are using it. Also be sure to browse through all of the tutorials content on this site. Some of the main features you should check out include:

Sentieo allows you to search for keywords and phrases through millions of documents in seconds. We also have table extraction tools to help you save time pulling financial metrics out of SEC filings.

View overview guide


Traditionally, implementing and using an RMS (research management system) has been a major pain. Sentieo is the first financial data platform built with an RMS seamlessly integrated at its core. Effortlessly organize your research process by saving document highlights/annotations, notes, charts, tables and other key information to your Sentieo Notebook.

View overview guide

Equity Data Terminal

Sentieo offers a modern take on financial data, with a sleek design that facilitates easy consumption of financial models, statements, charts and more.

View overview guide


Plotter is Sentieo’s financial visualization tool that can pull data from other parts of the Sentieo platform. Plotter allows you to rapidly pull in stock price charts, fundamental data pulled from 10-Ks and 10-Qs, Google Trends, and more with intuitive custom-made charting options and time series transformations. Explore our unique data sets and tell your story with the facts.

View overview guide 

Ask for help

Still unsure about how this all works? Schedule an individualized training session by sending us an e-mail. You can also message us with any questions via the chat box once you’ve logged in at app.sentieo.com.

Get in touch with a customer success representative

Updated on October 23, 2018

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