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Financial Data Product Releases
Financial Data Product Releases

Read more about the latest feature releases and product enhancements to Financial Data here.

Julia Tran avatar
Written by Julia Tran
Updated over a month ago

Financial Data is currently only available for customers who have migrated from Sentieo

October 9 Product Releases

  • Gain insight into the source and formulas behind any financials using audit pop-up

September 30 Product Releases

  • Create custom charts, overlay multiple datasets, track trends over time, and perform comparative analysis using financial data with Plotter

September 23 Product Releases

  • Access US Shareholder data in Financials

September 2 Product Releases

  • Access Insider Shareholder data in Financials

August 2 Product Releases

  • Since May, estimates coverage has expanded from ~4,000 companies to 11,000+

  • Save a screen as a Watchlist in Screener

  • Access additional currencies (SGD, NZD) in Screener

July 19 Product Releases

  • Access ETFs close prices in Excel

  • Screen faster with even more pre-built templates in Equity Screener

July 17 Product Releases

  • Expect quicker load times for both AlphaSense web UI and Excel Add-in

  • Save and load screens in M&A, Funding, and Equity Screeners, and Comparables view

  • Export Comparables and Screener results to Excel

  • Screen faster using pre-built templates in Equity Screener

  • Access improved coverage of valuation metrics and currencies

  • Efficiently utilize existing Excel models with more Sentieo-compatible formula syntax

Soon with Financial Data, you will be able to:

  • Further customize Price Monitor headers and currency

  • Save views in Price Monitor

  • Expect continued improvements in load times for AlphaSense web UI and Excel Add-in

  • Leverage most-requested custom fields as standard fields

  • Get support for most-demanded ETFs

Additional Financial Data Resources

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