Institutional narrative intelligence for your portfolio.

Sentia tracks how the narrative around your holdings is shifting — in filings, in analyst notes, in the market — and tells you what changed and why it matters.

See live example

What Sentia does

Four intelligence layers. One research surface.

Narrative Drift Tracking

Our proprietary 0-100 drift score quantifies how consistently management communications align with reported results across every filing and earnings call.

Market & Sector Intelligence

Real-time index performance, treasury yields, commodities, and sector heatmaps across all 11 GICS sectors — synthesized into a daily AI briefing.

Valuation Signals

Sentia's composite valuation indicator blends price-to-target, analyst distribution, and multiples into a transparent Undervalued / Fair / Overvalued signal.

Educational Reference

Every financial term, metric, and SEC filing type links to clear, contextual definitions. Built for onboarding junior analysts, supporting client conversations, and looking up unfamiliar terminology without breaking your research flow.

Your portfolio, tracked with institutional rigor.

Bring your holdings the way that fits — Sentia runs drift, valuation, and narrative analysis across every name you care about. Brokerage sync via Plaid coming soon.

Connect via Plaid

Auto-sync positions from your brokerage with one click. Coming soon.

Upload a CSV

Drag-drop a holdings file from any custodian. Ticker + weight is all we need.

Add manually

Build a watchlist from scratch. Useful for prospecting or scenario work.

Built for

The teams doing real research work.

Financial Advisors (RIAs & IBDs)

Prepare for client reviews with structured, source-linked analysis instead of scattered news clips.

Wealth Managers

Monitor portfolio holdings at the filing, narrative, and valuation level without reading every document yourself.

Research Analysts

Use Sentia as a starting point for deeper dives. All structured data is derived from official filings and primary sources.

Compliance-Conscious Teams

Every data point links back to a primary SEC source — no hallucinated numbers, no unattributed claims.

What makes Sentia different

Institutional discipline, not retail hype.

Primary-source only

Every data point comes from SEC filings, licensed analyst providers, or exchange data. No scraped news, no unverified estimates.

Advisor-first design

Built for how advisors actually work — not for traders, not for quants, not for retail investors.

Transparent methodology

Every signal we generate — drift scores, valuation indicators, narrative shifts — comes with explainable inputs. Verify anything in seconds.

Structured, not summarized

We don't just summarize filings — we extract structured data, grade risks, track narrative shifts over time, and generate actionable questions.

Live examples

See Sentia analyze a market leader and a turnaround story.

Apple's steady-state market position and Boeing's multi-year operational recovery — both rendered through the same rigorous research framework. Drift score, narrative analysis, source-linked SEC filings, and peer comparison on every page.

Drift Score

0-100 narrative consistency

Valuation Signal

Undervalued / Fair / Overvalued

Analyst Consensus

Aggregated price targets + ratings

Peer Comparison

Sector context

How it works

Three steps to institutional research.

01

Sign up

Email code or password, under a minute.

02

Bring your portfolio

Connect brokerage (coming soon), upload CSV, or add manually.

03

Get institutional research

Drift scores, valuation signals, narrative intelligence, and daily market briefings across every holding.

Research, not advice.

Sentia Research delivers narrative intelligence and aggregated market data. We don't provide investment recommendations. All signals are informational — decisions remain yours.

Ready to see your portfolio through Sentia's lens?

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