A whole new approach to equity research

Thea’s powerful AI bridges the gap between quantitative and qualitative insights.

Search like you’ve never seen it before

Thea is an experimental artificial intelligence built by Intrinio that enables rapid, state-of-the-art comprehension of large volumes of text.

Leveraging next-generation Natural Language Processing/Understanding technology, Thea reads and understands content in a human-like way.

Who is Starbucks' biggest competitor?
What is Tesla's greatest challenge?
What are Apple's competitive differentiators?
Where does Chevron have exploration permits?
What values does Amazon hold?

Insight from millions of documents

Thea has access to almost 30 years of SEC documents for the S&P500, with significant plans for expansion. Or, feed your own textual documents into Thea for fast, valuable insights.

Create new datasets in minutes, with answers and ideas for many companies at once. Queries are available via API with responses in JSON.

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Question-answering search

  • Ask any semantic question & instantly receive an answer

  • Get insights directly from company filings, within existing workflow

  • Sidestep the need to manually review millions of documents

Quantitative investment research

  • Market prediction deep learning models

  • Mining & deep learning research

  • Sentiment & comparative analysis

  • Document summarization

  • Interest discovery/alerts

  • Topic-based company clustering

  • And more

We've leveraged Thea to build a collection of experimental, fully proprietary datasets. The following datasets are currently available for all S&P 500 companies.  

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Fundamentals

We supplement standardized and as-reported financial statement data for US public companies with calculations, news, IPOs, and more.

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Data Sourcing

Need data that isn’t available on our platform? We’ll tap into our network of trusted data partners to help you license all the data your business needs.

Getting Started with Intrinio

Get a high-level overview of what we offer and what to expect from our sales process
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What is Intrinio? 

Intrinio is a full-service financial data technology partner. We help businesses of all sizes license financial data such as market data and fundamentals into their internal or public-facing applications.  

We grow with you, investing in your success with a dedicated customer success team, marketing services, and responsive technical support. From our data sourcing program to our integration support to our modern access methods and beyond, we take the pain out of your financial data experience.

What can Intrinio do for me?

We provide real-time, intraday, EOD, and historical market data; real-time and delayed US options data; and standardized and as-reported US fundamentals, supplemented with company metadata, news, IPO information, insider transactions and ownership, and institutional holdings. We can also leverage our extensive partner network to match you with providers for other datasets like international market data, ETF data, mutual funds, and analyst estimates. 

Our data is available through flexible delivery mechanisms tailored to your needs, including our powerful, easy-to-use Web API, WebSocket API, CSV downloads, FTP, Snowflake direct database access, and AWS. Plus, you’ll get built-in ticketing, US-based chat and email support, and developer assistance to make integration as smooth as possible. 

What is a consultation?

We encourage prospective Intrinio customers to request a consultation with our team. A consultation is a 10- to 20-minute call with one of our sales development representatives.

We ask a few questions about your business, timeline, and data needs. The consultation ensures that Intrinio is a good fit for your business before we move forward. 

Why would I want one?

Intrinio has matched thousands of clients with the right financial data. A consultation puts that expertise to work for you. It’s a simple way to find out if Intrinio can provide the right data, format, licensing, and coverage for your use case.

You’ll want a consultation if you:  
a) have a serious business need for financial data, and  
b) don’t want to spend days sifting through marketing material and technical jargon. 

What happens after a consultation?
  1. If we can help your business, we schedule a 30- to 60-minute follow-up call with our product specialists to begin developing your customized solution architecture. 

  2. After the sales call, we send a proposal detailing the solution architecture discussed with associated pricing.

  3. Once you sign off on the proposal, we set up a 2-week trial period. Our CTO hosts an initial trial kick-off call to help your technical team get started and is available to answer all of your questions over the trial period. 

  4. If you confirm during the trial that our solution meets your needs, you'll simply need to sign the contract to begin our long-term partnership.  

  5. Our customer success team facilitates account creation and begins with the official onboarding process.

  6. We provide ongoing support via:

    • a ticketing system for technical issues and US-based live chat
    • direct email and phone access to your customer success manager
    • technical support from our CTO and engineering staff
    • data sourcing services from our business development manager
    • marketing and promotional initiatives with our marketing team
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