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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 56 sec · no sound needed, every step is captioned on screen.

What the tour covers

  1. 0:00

    Watchlists

    Add a stock once and it shows up everywhere: every list on one page, each with its own columns, and one calendar for earnings and economic events.

  2. 0:44

    Feed

    News, press releases, earnings call transcripts, SEC filings, insider trades and analyst ratings, built from your watchlists or scoped to one stock.

  3. 1:19

    Workspace

    Capture a quote or a block of numbers straight from the source into a notebook for the stock, kept in a research library with your own columns, stages and tags.

  4. 2:02

    Models

    Generate a model for any stock, set the assumptions yourself, compare Bear, Base and Bull, and check comps, sensitivity and Monte Carlo.

  5. 3:12

    Ownership

    See who holds any stock and how its holders changed each quarter, or x-ray any fund's 13F.

  6. 3:49

    Markets

    Indices, sectors, currencies, commodities, the day's movers and the week ahead.

  7. 4:04

    Knowledge graph

    Your lists, stocks, notes and funds in one graph that grows with your research.

Prefer to read? Explore each part in depth across the feature pages, or start a free trial.

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