AI Tool Guides
Best for
Equity research workflows
Works on
Web
Alternatives
AlphaSense, Koyfin AI
Watch out
Now part of AlphaSense; standalone availability may change over time.
What It Does
Financial research platform combining document search, data visualization, and AI-driven note-taking to help analysts find insights across filings, transcripts, and reports faster.
Setup in 5 Minutes
1. Go to sentieo.com and create a free account
2. Complete the onboarding — set your preferences and explore the dashboard
3. Connect your accounts or use the demo mode with sample data
4. Start using Sentieo for your own work
Try This
Analyse a stock, budget, or financial statement and compare the AI insights with your own assessment
Follow Along
Build a personal dashboard: track spending, set goals, and review the AI-generated recommendations
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