Can I save text straight from a transcript?

Yes. Select a passage in a transcript or press release, or a block of cells in a company's financials, and save it into a note as a callout with a back-link to the source.

How are notes organized?

As books, chapters, and pages, with a notebook for every stock. A tabbed research library, standalone briefs, and a kanban board keep them arranged.

Can I add my own columns?

Yes. Add fields in 7 types, define your own options, and place any market metric beside them.

Can I export my notes?

Yes. Export all your notes as a folder of Markdown files from Settings whenever you want.

Workspace

Stock research notes, organized like a database

Brief Equity keeps all your stock research notes in one place, next to the evidence behind them. Every stock gets a notebook in a library you shape like a database, and quotes, figures, and charts save into it straight from the source, with a link back.

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One library for everything you research

Every stock you research gets a row and a notebook, with the columns you choose. Briefs hold your write-ups on a theme, a sector, or a macro call. Switch to the board and the same stocks become cards in lanes.

Your fields, next to the market's

Add a column for anything you track, in 7 types with your own options. Catalyst, Risk Level, and Price Target are one click away. Put any of 182 market metrics beside them, so your target price reads next to the P/E.

Sort and filter it your way

Filter by any column, yours or the market's, and sort by a column. On the board, choose the field that makes the lanes, such as Stage or Conviction, and drag a stock to the next lane when your view changes.

Save the quote, keep the source

Highlight a passage in an earnings call transcript or a press release and save it into a note, on any page or a new one. It lands with a link back to the exact spot, so you can always reread it in context.

Save the numbers and charts too

Select cells in a company's financials and they save into a note as a table. A chart or a model's valuation card saves as an image, so all the evidence sits in one notebook.

A notebook for every stock

Write in a full editor with headings, tables, checklists, and callouts, organized in books, chapters, and pages. Link notes to each other, and keep the notebook open beside the stock's chart and feed while you work.

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Frequently asked questions

Can I save text straight from a transcript?: Yes. Select a passage in a transcript or press release, or a block of cells in a company's financials, and save it into a note as a callout with a back-link to the source.
How are notes organized?: As books, chapters, and pages, with a notebook for every stock. A tabbed research library, standalone briefs, and a kanban board keep them arranged.
Can I add my own columns?: Yes. Add fields in 7 types, define your own options, and place any market metric beside them.
Can I export my notes?: Yes. Export all your notes as a folder of Markdown files from Settings whenever you want.

One workspace

How it connects

Brief Equity isn't a stack of separate tools. Each part opens straight into the others.

Build your research system.