Track every position. Research every thesis.
Brief Equity is the integrated workspace for stock research and tracking.
Build your research system
It starts with one list and grows with everything you add
Every stock you track, every note you write, every model you save, and every fund you follow stays in one workspace. The knowledge graph draws how your lists, stocks, notes, and funds connect, from the first watchlist to a full research system.
Workspace
Build your research database
A research library with your own columns, stages, and tags, and a notebook for every stock. Save a quote, a block of numbers, or a chart straight from the source, and each one links back to where it came from.
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Filterable feed
One feed for everything you track
News, press releases, earnings transcripts, SEC filings, insider trades, and analyst ratings for every ticker on your watchlists, merged into a single stream. Each source has its own tab, and filings, insider trades, and analyst ratings have their own filters.
Explore filterable feed →
Models
Value it yourself
Build DCF and EV/EBITDA models with your own assumptions, run scenarios, and save versions as you go. Every input is yours to set.
Explore models →
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.
Explore ownership →
Knowledge graph
See how it all connects
Your watchlists, tickers, briefs, notes, and the funds you follow, drawn as one graph that grows with your research.
Explore knowledge graph →
Watchlists
Track every position in one place
Organize stocks across unlimited watchlists, with the columns that matter to you: price, valuation, fundamentals, and dividends. Add a stock once and it shows up in your feed, your calendar, and your ownership view.
Explore watchlists →
Markets
The whole market, when you want it
Step out of your lists to read everything else: indices, sectors, yields, currencies, commodities, the day's S&P 500 movers, and the earnings week, where the stocks you track stay marked. The news, filing, insider, and analyst streams run across every ticker.
Explore markets →
See it in action
Your whole research loop, in one workspace
Track, read, think, analyze, follow and connect. Watch a quick pass through the workspace, then take the full tour.
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 track, capture your thesis in connected notes, value companies with your own models, follow institutional 13F ownership, and step out to read the whole market. 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?
- US and international stocks across unlimited watchlists, with earnings transcripts, press releases, SEC filings, dividends, an events calendar, your own valuation models, and institutional 13F ownership. A market-wide view covers everything outside your lists: an overview dashboard, the earnings week, and the same streams across every ticker.
- What do you mean by a research database?
- A table of the stocks you research where the columns are yours: a stage, a conviction, a target price, tags, or any field you add, next to market metrics. Behind each row is a notebook, and you can filter the table or lay it out as a board.
- Can I take my research with me?
- Yes. Export all your notes as a folder of Markdown files from Settings whenever you want.
- Does it work with ChatGPT or Claude?
- Yes. From a filing, a press release or an earnings transcript in the feed you can open ChatGPT or Claude on that document. A filing or release goes over as a link, a transcript as Markdown you paste. A transcript also downloads as a Markdown file.
- How much does it cost?
- Every account starts with a 10-day free trial with full access. After that, it's one plan with everything included: $38/month billed annually ($456 a year) or $48/month billed monthly, in USD.