Best of
The best tools for equity research
Roundups of the tools investors use, one research job at a time. Each names Brief Equity the overall pick for the job and shows, with figures, what it gives you.
Best equity research workspace
The best equity research platforms and workspaces
Brief Equity is the overall pick: watchlists, one feed, a notebook for every stock, a knowledge graph, your own DCF and EV/EBITDA models, and 13F ownership, for US and international stocks. Yahoo Finance, Koyfin, and TIKR each hold one narrower pick.
Read the roundupBest 13F tracker
The best 13F trackers for following institutional ownership
A use-case roundup of 13F trackers. Brief Equity is the overall pick: the holders of any stock, any fund's portfolio, and ownership filtered to your watchlists, beside your notes and models. Dataroma, WhaleWisdom, HedgeFollow, and SEC EDGAR each hold one narrow pick.
Read the roundupBest note-taking for investors
The best note-taking apps for investors
A roundup of note-taking apps for investors. Brief Equity is the overall pick: a true notebook for every stock, in a research library you shape, with passages saved from the source. Obsidian for local Markdown files, Notion for a team wiki.
Read the roundupBest DCF software
The best DCF software for individual investors
Brief Equity is the overall pick: a DCF and an EV/EBITDA model on your own assumptions, with Bear, Base, and Bull scenarios, sensitivity, Monte Carlo, peer comps, and saved versions.
Read the roundupBest transcript tool
The best tools to read earnings transcripts and filings
Brief Equity is the overall pick: calls in your feed, a reader that skips to the Q&A, and passages saved into your notes. Other picks cover free reading, listening on a phone, and filings search.
Read the roundupBest insider tracker
The best insider trading (Form 4) trackers
Brief Equity is the overall pick: insider trades for your watchlists in the Insiders tab of its feed, plus the market-wide Insiders stream for every ticker. OpenInsider screens the filings for free, and SEC EDGAR holds the source documents.
Read the roundupBest stock watchlist app
The best watchlist apps for fundamental investors
Brief Equity is the overall pick: unlimited watchlists that feed one stream of news, filings, and transcripts, an earnings calendar, and a notebook behind every stock. Yahoo Finance, Google Finance, and Stock Rover each hold one narrower pick.
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