The best equity research platforms and workspaces

Brief Equity starts from your watchlists: as many as you need, each with the columns you choose from 182 metrics. Every ticker on them feeds one stream of news from 16 outlets, press releases, earnings-call transcripts, SEC filings, insider trades, and analyst ratings, with a tab per source and filters for filing types, insider trades, and analyst actions. Behind each ticker is a stock page with four tabs: Overview, Charts, Financials, and Dividends. Charts plots price and valuation multiples against the stock's own history, and Financials holds 20 years of annual statements and 40 quarters, with a trailing-twelve-month column.

Every stock gets a true notebook: a full editor with headings, tables, checklists, and callouts, in chapters and pages. Each notebook sits in a research library you shape, with your own columns in 7 types, presets such as Catalyst, Risk Level, and Price Target, and any market metric beside them. Filter by any column, or lay the same stocks out as a board with lanes by a field such as Stage or Conviction. Select a passage in a transcript or press release and it saves as a callout with a link back to the exact spot; a block of cells from the financials saves as a table, and a chart or a model's valuation card saves as an image.

Valuation and ownership sit in the same place. Build DCF and EV/EBITDA models on your own assumptions, with Bear, Base, and Bull scenarios, sensitivity and Monte-Carlo analysis, peer comparables, an exit-multiple value on EV/EBITDA, EV/Sales, or EV/EBIT, and versions you save and restore. Quarterly 13F filings show who holds a stock and X-ray a fund's portfolio, the funds you save sit in one dashboard with quarter-over-quarter activity, and ownership filters to the tickers on your watchlists. The Markets view adds an overview dashboard, market-wide news, filing, insider, and analyst streams, and the S&P 500 earnings week with the tickers you track marked. A knowledge graph draws your watchlists, stocks, notes, and funds as one map.

Start from the work after the idea: tracking a position, reading what moves it, writing the thesis, valuing the company, and seeing who else owns it. A platform built for that work keeps all five in one place, so the passage you read, the note you write, and the model you build stay on the same stock.

Then check four things. Does the feed carry the source documents, the transcripts and filings, beside the headlines? Can you write real notes, with tables and checklists, next to the numbers? Can you value the company on your own assumptions instead of taking someone else's figure? And does the tool connect the pieces, so a fund, a note, and a ticker link to each other? Brief Equity answers yes to each, on one plan.

Research often lives in five places: a quote site, a filings site, a notes app, a spreadsheet for the model, and a 13F tracker. Brief Equity puts them in one. The passage you save from a call lands in that stock's notebook with a link back, the model sits beside it, and the graph shows where the funds you follow overlap your watchlists.

It starts with a 10-day free trial with no card, then $38/mo billed annually ($48/mo monthly), with everything included.