Features
Everything in the Brief Equity workspace
Brief Equity is one workspace for equity research and tracking. Each pillar below is its own page. Track positions, follow one filterable feed, write your thesis, value companies yourself, follow the institutional money, and see how it all connects. Both tracking and the feed also step out to a market-wide view, for the days you want to read the whole market rather than your own list.
Watchlists
Track every position in one place
Individual stocks across unlimited lists, each with the columns you choose, plus an events calendar and a full stock page behind every ticker.
ExploreFilterable feed
One feed for everything you track
One filterable stream of news, press releases, transcripts, filings, insider trades, and analyst ratings for every ticker you track.
ExploreWorkspace
Write your thesis next to the data
A notebook for every stock. Capture passages and financials from the source into linked notes, organized as a library, briefs, and a board.
ExploreModels
Value it yourself
Build a DCF and EV/EBITDA model on your own assumptions, with Bear, Base, and Bull scenarios, sensitivity and Monte-Carlo analysis, and peer comps.
ExploreOwnership
Follow the institutional money
Search any fund or company's 13F filings, X-ray how a manager invests, and see ownership auto-filtered to the tickers on your watchlists.
ExploreKnowledge graph
See how it all connects
Your watchlists, tickers, briefs, notes, and the funds you follow, rendered as one force-directed graph.
Explore