Brief Equity
Track every position. Research every thesis.
Brief Equity is the integrated workspace for equity research and tracking. Track positions on watchlists, follow one filterable feed across everything you own, capture your thesis in notes that connect, value companies with your own models, follow the institutional money, and step out to read the whole market. Your research and the market data, in one place.
One workspace
Every watchlist, note, model, and fund in one connected workspace
Brief Equity keeps everything you track and write in one workspace, and the knowledge graph makes the connections visible.
Watchlists
Track every position in one place
Organize stocks across unlimited watchlists, with the columns that matter to you: price, fundamentals, dividends, and your own conviction.
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Filterable feed
One feed for everything you track
Earnings transcripts, press releases, and SEC filings for every ticker on your watchlists, merged into a single stream. Filter by source, ticker, or type to get straight to what moves your thesis.
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Workspace
Write your thesis next to the data
Capture a thesis straight from a transcript or press release into your notes, with a back-link to the source. Keep writing with the stock, the chart, and the feed open beside you, and organize it all on a research board.
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Models
Value it yourself
Build DCF and EV/EBITDA models with your own assumptions, run scenarios, and save snapshots. Every input is yours to set.
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Ownership
Follow the 13F money
See which institutions are buying or trimming through quarterly 13F ownership, and follow the funds whose moves you want to track.
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Knowledge graph
See how it all connects
Your watchlists, tickers, briefs, notes, and the funds you follow, rendered as one force-directed graph of your whole research workspace.
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See it in action
Your whole research loop, in one workspace
Track, read, think, analyze, follow and connect. Watch a quick pass through the workspace, then take the full tour.
Frequently asked questions
- What is Brief Equity?
- Brief Equity is the integrated workspace for equity research and tracking. Track positions on watchlists, follow a single filterable feed across everything you own, capture your thesis in connected notes, value companies with your own models, follow institutional 13F ownership, and step out to read the whole market. Your research and the market data, in one place.
- Is the market data delayed?
- Yes. Brief Equity shows delayed market data. It is built for research and thesis tracking, not intraday trading.
- What can I track?
- Stocks across unlimited watchlists, with earnings transcripts, press releases, SEC filings, dividends, an events calendar, your own valuation models, and institutional 13F ownership. A market-wide view covers everything outside your lists: an overview dashboard, the earnings week, and the same streams across every ticker.
- How much does it cost?
- Create an account to get started and build your research system. Reach out for plan details.