Sentieo v3.3
We’ve updated Sentieo with a variety of improvements and several new features. As always, don’t hesitate to utilize Live Support for any questions or suggestions for Sentieo. We would love to hear your feedback on these improvements, so please share your thoughts with us! You can view all previous release notes here.
Quick Access to Key Company Documents
Many of you use Sentieo as a quick way to pull up all the documents for a given company. For this use case, we’ve added a Search Summary splash screen that neatly organizes key company documents for quick access.
Improved Highlighting (With Keyboard Shortcuts)
Based on tons of great feedback from our users, we’ve rebuilt our web applications highlighting menu. The new menu is much more compact and requires less scrolling. Recently used labels are accessible without having to popup the label search menu. Additionally you can now use keyboard shortcuts to quickly apply a highlight or label to any passage.
- Press 1 to highlight
- Press 2 to highlight with the most recent label
- Keys 3-0 can be custom assigned to any of your labels. To set this up, hit edit in the label picker to assign a key
Quick Links
Introducing Document Search Quick Links: Some financial data items are not readily provided by data vendors and do not necessarily follow a standard reporting format. As a result, these are often difficult to handle and the analyst needs to review the source documents. To help relieve these pain points, we are leveraging the power of Sentieo Document Search to automatically locate the required information directly in company filings. The first DS Quick Links we are launching are Beneficial Ownership (find it in the Shareholders tab) and Debt Maturity schedule (Financials tab).
Enhancements To Comps Selection Methodology
- Introducing 3 new peers methodologies: We now offer 3 peer lists for each stock, with the ability include or exclude international peers.
- Sentieo peers: This methodology selects the peers based on their similarity based multiple factors, such as: the NAICS (North American Industry Classification System) they belong to, their country of Headquarters, the country where they primarily conduct business, market cap, revenue and sell-side analyst coverage overlap.
- GICS peers: This methodology is based on which GICS (Global Industry Classification Standard) categories companies belong to, and a similar size matching based on market cap and total revenue.
- Analyst coverage overlap: This methodology is based on the list of all the other companies also covered by analysts who cover the stock of interest.
Document Search
New
- Single company splash screen for quick document access
- New Highlighting interface
Improvements & Fixes
- Improved Synonym Library – We’ve added hundreds of more synonyms to our list and will continue to do so with each new release.
- Watchlist Tokenization in Ticker Box
- Improved Snippet Control – Snippets will now start and end on sentence boundaries. Additionally, snippets will also display some formatting.
- Updated Keyword Alert Email Formatting – Our keyword alert emails have gotten a major facelift.
- FIxed bug with Market Cap field within Export Hits
- Upload Content Improvements
- Thesis notes available in Document Search
- Ticker Exclusion now works with Keyword Alerts
- Improvements to the Print logic
Equity Data Terminal
New
- Introducing Document Search Quick Links: Some financial data items are not readily provided by data vendors and do not necessarily follow a standard reporting format. As a result, these are often difficult to handle and the analyst needs to review the source documents. To help relieve these pain points, we are leveraging the power of Sentieo Document Search to automatically locate the required information directly in company filings. The first DS Quick Links we are launching are Beneficial Ownership (find it in the Shareholders tab) and Debt Maturity schedule (Financials tab). We’ve tested the links and found that they work with >95% accuracy for SEC-filers.
- Added Equity Beta to international markets.
- Added tooltips with series definition and pre-made excel formula to Valuation and Price Target and Ratios tabs
- Updated the external link on the “Options” tab from Yahoo Finance to Nasdaq
Other Improvements & Fixes
- Added shortcut within the financial model for speedy access to global settings
- Refined our methodology for the calculation of NTM series and multiples where consensus data is scarce.
- In Shareholders data, added the ability to filter Insider transactions by employee name.
- Added clarity in the financial model when financial data has only been partially reported by the company (pre-announcement, press release only, partial filling), which usually occurs during earnings season.
- Further refinements to our bottom-up market cap methodology on the VPT page.
- Several UI fine-tuning and general data completion and coherence improvements
- Price and timestamp on EDT summary page are now live (US only).
Screener
New
- Added daily Open, High, Low and Close stock prices, with the ability to select any historical date.
- Added Dollar Volume Liquidity historical series.
- Added the operator ^ to custom fields (limited whole numbers, up to 100).
- Added option to Export to comparables in the sharing menu.
Other Improvements
- Added Calendarized data for Balance Sheet and Cash Flow items
- Added the ability to define the number of rows of results per page in global settings.
Comparable Analysis
New
- Dramatic improvement to look and feel new navigation UI, more responsive and intuitive.
- Introducing 3 new peers methodologies: We now offer 3 peer lists for each stock, with the ability include or exclude international peers.
- Sentieo peers: This methodology selects the peers based on their similarity based multiple factors, such as: the NAICS (North American Industry Classification System) they belong to, their country of Headquarters, the country where they primarily conduct business, market cap, revenue and sell-side analyst coverage overlap.
- GICS peers: This methodology is purely based on which GICS (Global Industry Classification Standard) categories they belong to. Within that, Revenue and market cap are used to narrow down to similarly sized stocks.
- Analyst coverage overlap: This methodology is based on the list of all the other companies also covered by analysts who cover the stock of interest.
=> Through a new global settings option, it is now also possible to define how many peers you would like to see (up to 30 peers when available).
Excel Plugin
New
- Added new fields and series
- Daily series 52 week high/ low
- Historical daily series for Dollar Volume Liquidity
- Retained Earnings (Balance Sheet item)
- Country of Incorporation
- Country of HQ
- Country of Stock Exchange
- Added further flexibility for relative period calls with fundamental series (eg: FY6).
- Added ability to tunnel traffic through a Proxy server.
- Added the support for the new peer lists.
Improvements & Fixes
- Fixed multiple bugs related to sampling frequency and trading days only optional parameters.
- Changed the behavior when a watchlist with invalid tickers is called from total failure to showing results for all the valid tickers only.
- Enabled further parameter combinations to extend further the syntax flexibility.
Notebook
New
- Support for private company names and tickers: Private names are team specific and will not be visible to other users. Contact nauman@sentieo.com for more details.
Improvements & Fixes
Improvements:
- Editor formatting: Users can now specify default editor font, font size, and line spacing preference. These settings can be adjusted by going to Settings> Notebook> Preferences> Text Editor Preferences.
- Bullets: Ability to move a bullet from the child level to parent level using keyboard shortcuts.
- Highlights: UX enhancements made to the highlight menu.
- Improved experience when copying notes containing images: due to technical and security purposes, we must show a pop-up when copying content containing images from a note within Sentieo. Once the pop-up appears, simply press ENTER to copy the contents to your clipboard. Previously, users were required to click on the ‘Done! Click here to copy contents to clipboard.’ message in order for the contents to copy to the clipboard.
- Ability to rename titles of emails and notes originating from Doc Search.
Fixes:
- Bullet and table formatting issues when when mailing content to your notebook.
- Font sizes above 28 not displaying correctly.
- Tags containing an underscore were not searchable via the search bar.
- Last bullet in the list would become unhighlighted when moved.
- Moving paragraphs using keyboard shortcuts was not working as expected.
- Inserting a horizontal line not working when using an active font heading.
- Inability to re-create a previously deleted label.
Thesis and Dashboard:
- Thesis content is now searchable and viewable in Doc Search.
- Thesis summary table export now matches the same format as the summary table in the web app view.
- Thesis state info included in exported content.
- Thesis page will automatically jump to the bottom of the page when adding a new section.
- Improved formatting of thesis field data originating from EDT.
- Global Relay: support added for thesis note types. If your compliance team is interested in integrating your Sentieo account with Global Relay, contact Nauman@sentieo.com.
Plotter
Improvements & Fixes
- Fixed ticker tagging for alternative datasets for tickers with multiple share classes
- Fixed bugs involving axis manager and fiscal period alignments
Mosaic
New
- Align Fiscal Period Mode: Now you can view all data points aligned to fiscal quarters, months, and weeks (as opposed to just moving averages). This will allow you more clearly compare alternative data to quarterly revenue moves
- Added coverage of 66 brands spanning 48 tickers
- Added Followers field to the Instagram dataset
Improvements & Fixes
- Improved Google Trends keyword mappings on over 200 brands
- Enhanced logic for company-level Google Trends data for tickers with multiple brands
- Improved Instagram collection process and now have much better data quality
- Tweaked Instagram chart to show monthly sum totals
- Fixed missing forward estimates affecting some non-US tickers
Mobile
iPad App (Sentieo Reader)
New
- Commenting Supported – you can now comment on notes and shared items from team members within the iPad.
Improvements and Fixes
- Watchlist prices will update more frequently
- Addition of more Segments in EDT
- Fixed a bug where highlights added to some documents were not properly rendered on the web app and vice versa
iPhone main app (Sentieo)
New
- Addition of Trading Data view on stream page
- Push notifications for Broker Research alerts.
- Document Search Filters
Improvements and Fixes
- Prices for watchlists in the slide out, left hand notebook will now update more frequently
- Fixed a bug where highlights added to some documents were not properly rendered on the web app and vice versa
iPhone Notebook (Sentieo Notebook)
New
- Improved speed for all note/document loads including when offline
- Comment badge is now visible on the mainstream
Improvements and Fixes
- Landscape mode fixes for various views
- Ability to highlight when document is not in full screen mode.
- Fixed a bug where highlights added to some documents were not properly rendered on the web app and vice versa
Don’t forget that the app comes with live chat support on the upper left menu, next to Settings.