Everything in the Brief Equity workspace

Watchlists

Track every position in one place

Brief Equity watchlists track individual stocks across unlimited lists, each with the columns you choose — price, fundamentals, dividends, and your own conviction. Every watchlist also drives an events calendar and opens onto a full stock-detail page with price history, an interactive chart, and dividends.

Filterable feed

One feed for everything you track

The Brief Equity feed merges earnings transcripts, press releases, and SEC filings for every ticker on your watchlists into a single filterable stream — filter by source, ticker, or type to get straight to what moves your thesis.

Workspace

Write your thesis next to the data

The Brief Equity workspace is where you write your thesis next to the data — capture a passage from a transcript or press release straight into connected notes with a back-link to the source, then organize it all in a research library and a kanban board.

Models

Value it yourself

Brief Equity models let you value a company yourself — build a DCF and an EV/EBITDA model with your own assumptions, run Bear/Base/Bull scenarios, stress them with sensitivity and Monte-Carlo analysis, compare against peers, and save a snapshot of every version.

Ownership

Follow the institutional money

Brief Equity ownership follows the institutional money through quarterly 13F filings — curated superinvestors, a fund X-ray of turnover, performance and concentration, an ownership lens over your watchlists, the funds you save to follow, and 13D activist filings.

Knowledge graph

See how it all connects

The Brief Equity knowledge graph renders your watchlists, tickers, briefs, notes, and the funds you follow as one force-directed graph — visible proof that everything you track and everything you write are part of the same workspace.