SensrAI Overview

SensrAI is artificial intelligence assistant built directly into Sensr Portal and can instantly review your documents and financial data, provide summaries and insights and answer your questions all within the secure environment of Sensr Portal.

Please note that by using SensrAI, you agree to our Terms of Use and Privacy Policy. SensrAI can make mistakes so please validate your results.

Access SensrAI

SensrAI is available across all Investor Portal pages. Simply click the SensrAI logo in the upper right corner of the screen to open the chat window.  

CSV Export

Any table generated by SensrAI can be saved in CSV format with one click.

One-click copy

Any reply from SensrAI can be easily copied and pasted to a third-party tool.

Documents Analysis

With SensrAI you can ask questions about documents, extract important data points and receive summaries. Read-only documents are indicated with a lock icon and cannot be downloaded, printed or saved. SensrAI is able to view read-only documents, however the PDF viewer is disabled.


Use the Summarize Button

Use the checkbox column to select specific documents and click the Summarize button above the table for SensrAI to provide a summary of the documents.

Or, skip the checkboxes!

Simply ask SensrAI to find and summarize the document for you.

If there are multiple results, you can point out which documents SensrAI should focus on by specifying the document number.

Financial Data Insights

SensrAI can streamlines how you work with financial data by providing instant answers to financial data related questions, including extracting key figures and generate summaries.


SensrAI Capabilities

Here's is what SensrAI can do to assist you all while maintaining the highest standards of compliance and security.

SensrAI can:

  • Offer insights about the data and documents in your investment portfolio.
  • Calculate totals, compare data, and compare documents.
  • Generate tables with key metrics.
  • Download tables in CSV format.
  • Copy replies to third-party tools.  

SensrAI  can't:

  • Access the internet or any other external data sources.
  • Offer advices or suggestions on your portfolio.
  • Generate charts.
  • Make change to data, documents or settings.