Brief Equity

Track every position. Research every thesis.

Brief Equity is the integrated workspace for equity research and tracking. Track positions on watchlists, follow one filterable feed across everything you own, capture your thesis in notes that connect, value companies with your own models, and follow the institutional money — your research and the market data in one place.

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A Brief Equity watchlist with the filterable research feed.

One workspace

Every watchlist, note, model, and fund — connected

Brief Equity isn't a stack of separate tools. Everything you track and everything you write lives in one workspace — and the knowledge graph makes the connections visible.

The Brief Equity knowledge graph connecting watchlists, notes, models, and funds in one workspace.

Watchlists

Track every position in one place

Organize stocks across unlimited watchlists, with the columns that matter to you — price, fundamentals, dividends, and your own conviction — so every position you hold has a home.

A Brief Equity watchlist tracking stocks with custom columns.

Filterable feed

One feed for everything you track

Earnings transcripts, press releases, and SEC filings for every ticker on your watchlists, merged into a single stream. Filter by source, ticker, or type to get straight to what moves your thesis.

The Brief Equity filterable feed showing transcripts, press releases, and filings across tracked tickers.

Workspace

Write your thesis next to the data

Capture a thesis straight from a transcript or press release into your notes, with a back-link to the source. Keep writing with the stock, the chart, and the feed open beside you — and organize it all on a research board.

Brief Equity notes open alongside a stock detail page.

Models

Value it yourself

Build DCF and EV/EBITDA models with your own assumptions, run scenarios, and save snapshots — your valuation, derived your way, not a number handed to you.

A Brief Equity valuation model workspace with DCF assumptions and scenarios.

Ownership

Follow the 13F money

See which institutions are buying or trimming through quarterly 13F ownership, and follow the funds whose moves you want to track.

Institutional 13F ownership for a company on Brief Equity, showing top holders and quarterly activity.

Knowledge graph

See how it all connects

Your watchlists, tickers, briefs, notes, and the funds you follow rendered as one force-directed graph — living proof that everything you track and everything you write are part of the same workspace.

The Brief Equity knowledge graph linking watchlists, tickers, notes, and funds.

Frequently asked questions

What is Brief Equity?
Brief Equity is the integrated workspace for equity research and tracking. Track positions on watchlists, follow a single filterable feed across everything you own, capture your thesis in connected notes, value companies with your own models, and follow institutional 13F ownership — your research and the market data in one place.
Is the market data delayed?
Yes. Brief Equity shows delayed market data. It is built for research and thesis tracking, not intraday trading.
What can I track?
Stocks across unlimited watchlists, with earnings transcripts, press releases, SEC filings, dividends, an events calendar, your own valuation models, and institutional 13F ownership.
How much does it cost?
Create an account to get started and build your research system. Reach out for plan details.

Build your research system.

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