Know what changed. Know why it matters.
Sentia transforms SEC filings, earnings calls, and market context into clear, structured, high-signal research — built for how professionals actually prepare.
We read every 10-K, 10-Q, and 8-K so you don’t have to. Key metrics, risk factors, and management commentary — extracted and organized.
Each report includes an executive brief, segment breakdowns, risk/reward analysis, and client-ready talking points.
When a new filing drops, Sentia updates automatically. You get the latest analysis without lifting a finger.
Advisors manage portfolios,
not filing cabinets.
Most advisors don't have time to read a 150-page 10-K for every holding in a client's portfolio. But the information in those filings— earnings shifts, risk disclosures, capital allocation changes — directly affects the advice you give. Sentia closes that gap.
Sentia pulls 10-K, 10-Q, and 8-K filings directly from SEC EDGAR as they are published.
Financial data, risk factors, management commentary, and segment performance are parsed into structured analysis.
Each company gets a dedicated page with everything you need — executive brief, financials, risks, key questions, and sources.
Our Apple (AAPL) research page is live and free to explore. Built from SEC filings, earnings calls, and market context — structured into a single research view.
View AAPL Research PageExecutive Brief
Structured summary
Segment Revenue
YoY comparison tables
Risk Analysis
Graded risk factors
Advisor Questions
Ready for meetings
Prepare for client reviews with structured, source-linked analysis instead of scattered news clips.
Monitor portfolio holdings at the filing level without reading every document yourself.
Every data point links back to a primary SEC source — no hallucinated numbers, no unattributed claims.
Use Sentia as a starting point for deeper dives. All structured data is derived from official filings.
Every data point comes from SEC filings. No scraped news, no unverified estimates.
Built for how advisors actually work — not for traders, not for quants, not for retail investors.
Every claim links to the specific filing paragraph it came from. Verify anything in seconds.
We don’t just summarize filings — we extract structured data, grade risks, and generate actionable questions.
Explore a live Sentia research page and see how filings, earnings calls, and market context come together.