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.
Capture from the source
Select text in a transcript or press release and save it into your notes as a callout with a precise back-link to exactly where it came from — your thesis stays traceable to the evidence.
Notes that connect
A block editor of books, chapters, and pages for your thesis — kept open beside the stock, the chart, and the feed, so you write with the data in view.
A research library and board
Organize books and briefs in a tabbed research library, and arrange your work on a kanban board to see your whole research pipeline at a glance.
Frequently asked questions
- Can I save text straight from a transcript?
- Yes. Select a passage in a transcript or press release and save it into your notes as a callout with a back-link to the source.
- How are notes organized?
- As books, chapters, and pages, with a tabbed research library and a kanban board to arrange them.
One workspace
How it connects
Brief Equity isn't a stack of separate tools — this surface flows straight into the rest of the workspace.
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.
ExploreModels
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.
ExploreKnowledge 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.
Explore