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This integrated research platform consolidates equity analysis, position tracking, and market data into a unified workspace, enabling users to organize watchlists, capture insights, analyze valuation models, and monitor institutional investment activity all in one location. Key features include customizable watchlists with vital financial metrics, a filterable content feed aggregating earnings transcripts, press releases, and SEC filings, as well as tools for building and running financial models, tracking institutional ownership via 13F filings, and visualizing connections through an interactive knowledge graph, making it ideal for professional equity researchers, portfolio managers, financial analysts, and investment strategists seeking streamlined workflows and extensive investment insights.

Brief Equity can be found in Stock Trading & Brokerage Platforms categories.

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Brief Equity Main Features

• Models
  Create financial models such as DCF and EV/EBITDA with your own assumptions and save different versions.
• Workspace
  All your stocks, notes, models, and funds are stored and linked in one place.
• Watchlists
  You can organize and watch unlimited stocks with columns like price, fundamentals, dividends, and your own ideas.
• Ownership Data
  See what big investors like institutions are buying or selling by looking at quarterly 13F reports.
• Research Notes
  Write your ideas and findings directly next to data, source links, and charts to keep everything connected.
• Filterable Feed
  All news and updates like earnings, press releases, and filings are combined into one feed that you can filter by source or type.
• Knowledge Graph
  All your watchlists, stocks, notes, and funds are shown as a connected graph to see how everything links together.
• Market Data and Research in One Place
  Combine research, market data, and notes in one workspace for easy access and organization.

Brief Equity Benefits

• One workspace replaces ten tab
  Wwatchlists for the positions you track, one filterable feed of earnings transcripts, press releases, SEC filings, insider trades, and analyst moves across every name you own, and an earnings and economic calendar so nothing gets missed. Your thinking stays with the work, since a highlighted line from a transcript saves into a note that keeps its source link, and DCF and comparable-company models generate from company data and then move with your own assumptions and saved scenarios. A knowledge graph connects watchlists, tickers, notes, and funds, which makes a thesis from six months ago findable in one click, 13F ownership shows who else holds the name and how their position changed, and a market view lets you step out to indices, sectors, yields, and the whole market's earnings week when you want scope beyond your own names.

Who should use Brief Equity?

• Brief Equity is built for individual equity investors who manage their own portfolio and want their research and their market data in one place.
  That means fundamental, long-term investors who build a thesis on each name and need somewhere for it to live, analysts who track a coverage list through earnings, filings, and analyst moves, part-time investors who follow a watchlist alongside a full-time job and cannot read everything, and finance students learning to value a company without starting from a blank spreadsheet. It also serves investors who follow institutional money and want to see which funds hold a name and what they did with it last quarter.

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Brief Equity Alternatives

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