Product tour

See how Brief Equity works

Brief Equity is the integrated workspace for equity research and tracking. Here is the whole workspace in one short walkthrough, from tracking a position to writing the thesis, building the model, and following the money.

4 min 34 sec · no sound needed, every step is captioned on screen.

What the tour covers

  1. 0:00

    Watchlists

    Track every position across unlimited lists, with the columns you choose and an earnings and economic calendar.

  2. 0:43

    Feed

    Transcripts, press releases, SEC filings and insider activity for everything you track, merged into one filterable stream.

  3. 1:31

    Workspace

    Capture a thesis straight from a transcript or filing into notes that link back to the source, and organize it on a research board.

  4. 2:19

    Models

    Build DCF and EV/EBITDA models on your own assumptions, run Bear, Base and Bull scenarios, and value a company two ways.

  5. 2:59

    Ownership

    See which institutions are buying or trimming through quarterly 13F ownership, and follow the funds you care about.

  6. 3:52

    Knowledge graph

    Your watchlists, tickers, notes and funds rendered as one connected graph of your research.

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