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Sentieo V3.6

You can now do even more in less time with the Sentieo V3.6 update. With this push, we are very excited to announce the official release of multiple powerful new products that we’ve been working on all year.

As always, keep the questions, suggestions and requests coming! Use our Live Support or email us. You can review all previous release notes here.

 

Search Relevance Sort and Sort by Hits

Sometimes you need the latest news; other times you need the most relevant documents. Some situations may call for the most search “hits.” These cases don’t all need to be mutually exclusive. Why not have all three of these at your fingertips?

Sentieo’s Document Search and its new Relevance scoring algorithm — custom-built by our team of data scientists — surfaces documents to the top of your search that are likely to be the most relevant to your search.

Your top results are all based on our machine learning model, which is constantly at work, improving itself, and giving you better results. Relevance ranking is a great way to start your deep research on a topic, as the machine does the work to serve you “the best” at the top and to make you more efficient. Scroll down for more details on Relevance.

 

The Dashboard

Extract new insights and avoid missing information across your portfolio with your customizable Dashboard. Lose the switching cost you incur from moving between screens by navigating through your portfolio in one view. Scroll down the page for more details on Dashboard.

 

Table Explorer (TableX): Document Tables Visualization, Time Series, and Extraction

Introducing the Table Explorer! We’ve improved the following since our beta launch:

• Speed
  • Pre-built database of SEC document table data.
• Accuracy
  • 99%+ accuracy in table matching, and we also provide an easily visualized, real-time preview of table data vs. source document data, and an easily auditable table match view.
• Enhanced visualization
  • Interactive spreadsheet allows for enhanced visualization and analysis of extracted data:
    • In addition to directly extracted table data, we show derived data, such as growth rates (year over year or quarter over quarter), or a common size analysis.
    • Arrange the preview and export as you like it.
  • Mouse over for more information on each data point, such as fiscal year.
  • Interactively link the source table in its document with the selected row in the extracted spreadsheet, with highlighted rows and cells linked.
  • Quickly chart the extracted data or export multiple rows to an in-place Plotter.
  • View and edit the entire chain of tables in tiled format to easily verify that the extractions are from the correct historical documents and tables.
• Enhanced export
• Popular edge conditions

Scroll down for more details on Table Explorer.

 

Document Search

New

• Sort by Hits

• Sort by Relevance
• Quick Filter and Exclusion Options
• News in Document Search (Beta)

Improvements & Fixes

• Updated Synonym Library

• Improved Bulk Download Speed
• Improved GICS sector classification filters
• Improved UI for displaying search results and read/unread
• Fixed bug with Highlight Table

 

Search Relevance Sort and Sort by Hits

Sometimes you need the latest news; other times you need the most relevant documents. Some situations may call for the most search “hits.” These cases don’t all need to be mutually exclusive. Why not have all three of these at your fingertips?

Sentieo’s Document Search and its new Relevance scoring algorithm — custom-built by our team of data scientists — surfaces documents to the top of your search that are likely to be the most relevant to your search.

Your top results are all based on our machine learning model, which is constantly at work, improving itself, and giving you better results. Relevance ranking is a great way to start your deep research on a topic, as the machine does the work to serve you “the best” at the top and to make you more efficient.

But perhaps instead of pulling the most relevant documents, you want to pull solely the document with the most (or the least) keyword or phrase mentions within it. You have that at your fingertips, too. Find the most comprehensive documents, or a single mention “slip” in a conference call.

Larger Synonym Library

We have added over 1,500 new synonyms and acronyms to our synonym groups to help you find what you need faster. We are also actively adding user suggestions that come through the newly-implemented user synonym suggestion feature within DocSearch. Keep these coming!

Once we have a suggestion submission, we use our internal AI tool— which is trained on millions of documents —to generate true synonyms. Remember that you can always turn off the synonyms or use quotes around your search term to request an exact match.

Coming Soon:

We are also very excited about the addition of more than 20 million news articles, trade magazines and press releases from our new partnership with LexisNexis. This will be officially released in the coming weeks.

 

Alerts/Watchlists

New

• My Alerts: All the tickers with Alerts enabled will show up in the My Alerts page. Alerts can be configured independently of watchlists.

• Sentieo Watchlists: Pre-loaded watchlists created by Sentieo will help you to get you started.

• Followed Tickers: This virtual watchlist is automatically maintained and helps you track companies that may not necessarily be part of other fixed watchlists.

 

Improvements & Fixes

• Option to remove tickers from My Alerts while deleting a watchlist:
  

• Updated options menu to Edit and Share watchlists:

• Option to sort Tickers in the Table
• Accessible settings menu for System wide Alerts:

• New and improved UI

 

Notebook

New

• Office 365 editing:  Users with an active Office 365 Business subscription will now have permission to edit files and save changes to Sentieo as well as benefit from Microsoft’s sharing and collaboration features. Best of all, your files are still stored and saved automatically to Sentieo servers. No files ever pass through, or are ever stored on, Microsoft servers. To get switched on for editing privileges, contact nauman@sentieo.com. Find out more about our Office 365 integration here.
• Whitelist Emails: Ability to add email domains to approved sender and receiver lists. Approved sender domains are allowed to send emails into your Notebook. Approved receivers are allowed to received emails out of your Notebook. To enable whitelisting for your account or team, please contact nauman@sentieo.com.

 

Improvements & Fixes

• Auto-saving: We have made improvements to the auto-saving logic so that user changes are now saved more frequently to our servers. In addition, we are now securely saving a copy of notes being worked on directly in your web browser — so that they can be recovered in the unlikely scenario that a note fails to sync with our servers. In addition, we’ve added a fixed status bar to the bottom of notes and theses which displays the last save time of the note or thesis that you are updating.
• Comment Line Breaks: Comments now support adding line breaks using <Shift+Enter>.
• Thesis history: Previously, only published versions of a thesis were made visible to teammates in the history. Now, drafts are also visible to teammates.  
• Search: Content within comments, annotations, and ‘+Add Note’ tab are now retrievable via search. If a search is performed and there is a positive match, the note containing the content will appear in the snippets pane.
• Comment Notification Emails: Previously, comment notification emails only contained the most recently made comment. Now, the full conversation history is visible within each email. The most recent comment will appear at the top with the full history below.  
• Comment Notification Settings: For users that do not want to receive comment notification emails, simply switch off these emails by going to Settings > Notebook.
• Shared Note Notifications: Content added to the ‘+Add Note’ tab will now appear as a PDF attachment named Additional note commentary.pdf in notification emails.
• Restricted Thesis Viewing: Thesis drafts will now be restricted from viewing until it has been Published.   
• Label filtering in List View filtering: When selecting a label in list view, results are now filtered to only include documents that contain the selected label.
• Resolved an issue where duplicate tags were appearing in the auto-complete.
• Resolves an issue where special characters within tags caused an issue when selecting the tag.
• Resolved an issue where large highlighted tables didn’t appear correctly in PDF exports.
• Resolved an issue where removed tags from a note appeared to not be removed.
• Resolved an issue where autocomplete results were inconsistent when searching for a company name.

 

Equity Data Terminal

Introducing intraday prices for European, Canadian, and Australian markets
We are excited to add 15-minute delayed intraday pricing for four exchanges: Australian Securities Exchange (ASX), Toronto Stock Exchange (TDX), TSX Venture Exchange (TSXV), and Cboe Europe Equities (formerly BATS Chi-X Europe). Together, these additions cover over 12,000 quotes from 21 countries, with full coverage of Canada and Australia, and extensive coverage of Europe including UK, Germany, France, Italy, Spain, and Scandinavia.

 

Improvements

• Added further growth metrics within the Standardized Sentieo model
• Made further refinements to our detailed multi-class market cap tool to provide more detailed and accurate data.
• Added the options of P/FFO, P/AFFO and P/NAV to EDT’s trading multiples chart (REITs stocks only).
• Added the option of EV/EBIT on EDT’s trading multiple charts
• Added EV/(EBITDA-CapEx) to EDT’s Valuation & Price Target model
• Added the ability to flex the quarterly Sentieo Standardized model for scenario analysis

 

Screener

New

• New Fields: We have added a number of fields to Screener: Daily Volume, Other Payables & Accrued Expenses, Securities Outstanding, VWAP, Stock price return, Latest Available Employee Count (within ‘Employees’ field), EV/Gross Profit
• Consensus Estimates for a specific period: Before, the only type of estimate periods available on Screener were NTM, FY1 (current fiscal year), and FY2 (next fiscal year). We have now made it possible to select the estimate of a specific period (eg: FY2016).
• Include Delisted Tickers: We have added a new option to include delisted stocks in the Screener settings. By default, it is set to exclude the delistings. Sentieo currently includes more than 10k delisted stocks, including all delistings that occurred in the past 3 years, with more history to come.

• Lookback Period: We have added the option to specify a lookback period for consensus estimates. This option lets you ignore data points that have been published further than a given time limit. It is active and set to 12 months by default. If unselected, Screener will return the latest available value even if it has not been updated in years. This option is useful, for example, to filter down the investable universe to only stocks for which consensus estimates have been updated in the past 5 days.

Improvements

• In the field search box of the Add Filter / Add Field menus:
  • We added more field name synonyms so that it is now easier to find what you are looking for
  • We are now showing the number of results in each category so it is easier to navigate through the results
• We increased the number of stocks that can be exported from Screener to the Comparables Table feature (or to Excel) to 2000 tickers
• We altered the settings of the fields Dollar Volume Liquidity, Equity Beta, and Daily Volume to match the treatment of other fields

 

Bug Fixes

• Fixed the issue of ‘reporting currency’ and ‘trading currency’ returning blank for all tickers
• Addressed stability issues related to the custom field editors

 

Excel Plugin

New

• New Fields: We have added the following new fields to the plugin: Other Payables & Accrued Expenses (oth_payables_accrued_exp), Securities Outstanding (sec_outstanding), Total Return Index (total_return_index), Price Return Index (price_return_index), EV/Gross Profit (ev_gross_profit)
• Company basic info: We have added company basic information fields to the Excel plugin.

Field name	Excel plugin code
Company’s website	homepage_url
Investor relations’ website	ir_url
Investor relations’ email	ir_email
Investor relations’ phone number	ir_phone
Street address	street_address
City (address)	city_address
State or region (address)	state_address
Postcode	postcode_address
Full business address	business_address

• Full GICS We have updated the GICS classification and added GICS Industry Group, GICS Industry, and GICS Sub-Industry (replacing the sub-sector field) to the plugin. The new Excel plugin codes for all the GICS fields are as follows:

Field name	Excel plugin code
GICS Sector (Level 1)	gics_sector
GICS Industry Group (Level 2)	gics_industry_group
GICS Industry (Level 3)	gics_industry
GICS Sub-Industry (Level 4)	gics_sub_industry

 

• Lookback: We have added a lookback feature for consensus estimates. Thanks to this, it is now possible to control how recently a consensus number needs to have been revised to consider it “valid.” Just add the optional parameter ‘lookback=’ with a time frame (e.g.: 30d, 10w, 1q, 2y).
  • For example: =snt(“msft”,”revenue_est”,”fy2020”,”lookback=30d”) returns (MSFT’s revenue estimate for FY2020 only if it has been published less than 30 days ago). When not specified, the lookback is set to 200 days.
• Added two new statistic options: percent change (pct_chg) and absolute change (chg). These are also available in the formula builder.
• Peer lists: We added the ability to call the list of peers according to our proprietary Sentieo methodology (Sentieo_peers), according to the overlap in sell-side analyst coverage (analyst_coverage_peers), and simply based on GICS and closest revenue and market cap (GICS_peers).

 

Bug Fixes

• Addressed issues with statistics calculation for dollar volume liquidity and equity beta
• Addressed issue with calculation of statistics when a monthly time period is entered. As an example, =snt(“aapl”,“close”,“tf=3m”,“pct_chg”)
• Addressed issue preventing users from reformatting single date FX calls
• Addressed issue where date fields were not recognized as such by Excel macros such as conditional formatting.

 

Mobile

New

• Improved Note search (iPhone/iPad): We have improved the search capability for notes on our iPhone and iPad Notebook apps; it is possible now to search and filter by users, tickers, and tags.

• Result Sorting (iPhone/iPad): We are adding the ability to sort DocSearch results on our mobile Apps. It is now possible to sort the results by Relevance, number of Hits, or by Date.

• Insert image to a note on Notebook (iPhone/iPad)
• Export to PDF (iPad): Export Documents to PDF and email (BETA)

 

Improvements:

• Calendar (iPhone only): We are introducing the Schedule view, which lets you see all the entries in the calendar inline.
• Notebook (iPhone only): We have made further improvements to our syncing technology to make loading faster and consume less data.
• PDF View: DocSearch now has the ability to toggle between the editable view of a document and the original in PDF format
• Major Improvements to the Syncing flow of Notes and Documents.
• Thesis Notes Headings: Support for a heading field inside the thesis fields. Now you can add your own heading and customize thesis fields besides just the heading.

 

Plotter

Improvements

• Improved shortlink performance on bar charts
• Improved replicability of opening shared plotters

Mosaic

New

• Portfolio view in Dashboard: you will now be able to sort and filter your portfolio on alternative data trends within in the Price Monitor widget within our newly released Dashboard

• Deeper Sentieo Index metrics in Screener:

• Spread vs. Financial Metrics: you can now screen for companies that show a Sentieo Index prediction that is above or below consensus

• Sentieo KPI Index: now screen on upside vs. KPI’s such as same-store sales or bookings

 

Improvements

• Significant speed improvement in exporting to Plotter
• Enhanced saved Twitter tags that can be accessed in Plotter
• Expanded mappings, including mapping the entire US Healthcare Tech sector

 

Dashboard

New

Extract new insights and avoid missing information across your portfolio with Dashboard. Lose the switching cost you incur from moving between screens by navigating through your portfolio in one view.

 

• Price Monitor: This new table offers live updating prices, and includes the following:

• All Screener data: financial data, transcript sentiment, and alternative data
• Thesis fields: RMS users can view stage, conviction level, internal price targets, and any of their own custom fields
• Sort and filter on any columns

• Documents and Broker Research: customize widgets by document type so that it fits your workflow
  • For example, create multiple broker research widgets and segment them by report type (initiation, ratings change, estimate updates) or by broker
• Saved Searches: view a stream of all of your saved keyword searches so that you don’t miss important information throughout the day
• News/Tweets: view streaming news and tweets across your portfolio

 

Improvements

• Widget performance: Smoother scrolling and widget rearrangement
• Widget resizing: Drag and resize widgets
• Enabled renaming of widgets
• Changed “General” mode to “Home” – this our recommended Dashboard mode

 

Table Explorer (TableX): Document Tables Visualization, Time Series, and Extraction

VISUALIZE | ANALYZE | SHARE | EXPORT | MODEL

Welcome to the new Table Explorer!

• Speed
  • Pre-built database of SEC document table data.
• Accuracy
  • 99%+ accuracy in table matching, and we also provide an easily visualized, real-time preview of table data vs. source document data, as well as an easily auditable table match view.
• Enhanced visualization
  • Interactive spreadsheet allows for enhanced visualization and analysis of extracted data
    • In addition to directly extracted table data, we show derived data, such as growth rates (year over year or quarter over quarter), or a common size analysis.
    • Arrange the preview and export as you like it:
      • FY columns on the left, right, or inline
      • Show only FY, or only Quarter data, or both, and sort however you like
      • Derive Q4 from FY data
  • Mouse over for more information on each data point, such as fiscal year
  • Interactively link the source table in its document with the selected row in the extracted spreadsheet, with highlighted rows and cells linked
  • Quickly chart the extracted data or export multiple rows to an in-place Plotter
  • View and edit the entire chain of tables in tiled format to easily verify that the extractions are from the correct historical documents and tables
• Enhanced export:
  • Export a screenshot and link to Notebook
  • Single sheet of all data or single row from the table chain
  • Includes metadata with source information
  • Links back to the document

• Popular edge conditions

• Handles “rollforward” tables
• “Quarterizes” Cash Flow statements

Don’t forget! Sentieo comes with live chat support on the upper left menu, next to Settings.