| What it does | Strategy planning and execution software with AI-driven insights and portfolio management
| Equity Research & Market Intelligence
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| Stage | MVP
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| Founded | Not given
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| Based in | US
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| Pricing model | Free trial
| Freemium
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| Pricing | Not given
| Free: $0 forever. Analyst: $49/month. Research Pro: $89/month. Teams & Data: Custom contract pricing. Annual billing offers two months free. Seven-day free trial of Research Pro available with no card required.
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| Key features | - AI-enabled strategy planning and assessment
- Strategic portfolio management
- OKR and KPI management
- Project management
- Custom dashboards and AI reporting
- Enterprise integrations with 5000+ apps
- Integrated strategic frameworks (SWOT, Balanced Scorecard, PESTLE)
- 200+ KPI library
- Multilingual support
- Enterprise-grade security
| - Reads and analyzes SEC filings (10-K, 10-Q, 8-K)
- Maps market events to affected companies via economic mechanisms
- Tracks 13F institutional holdings and insider Form 4 trades
- Provides verdict scores with reasoning and counter-thesis
- Earnings quality assessment and quarterly comparison
- Valuation analysis against peers and sector ranking
- Market-wide opportunity list and forming-theme radar
- Customizable watchlists with alerts on verdict changes
- Market-wide screening on insider activity, 13F flow and short interest
- iPhone app with synchronized research access
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| What makes it different | - AI and automation for faster insights and smarter decisions
- Rapid implementation with measurable results
- Industry expertise across finance, manufacturing, healthcare, and government
| - Evidence-backed verdicts: every conclusion traces from market data through economic mechanisms to audited company fundamentals
- Continuous filing analysis: 77,956 SEC filings read and mapped, recomputed same-day when new filings arrive
- Timestamped decisions measured forward: verdicts are stamped when made, tracked at 1, 5 and 20 days to build earned track record
- One research workflow, not disconnected scores: market events stay connected from headline through mechanism to company fundamentals
- Every company searchable on all plans: no index restriction; plans differ only by depth of evidence, not which companies are visible
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| Community votes | 0 | 0 |
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| DR (Domain Rating by Ahrefs) | 11 ● no change since last check | 3 ▲ +1 (up) since last check |
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| Trust Flow (Majestic) | 10 | 0 |
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| Citation Flow (Majestic) | 25 | 0 |
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| Referring domains (Majestic) | 17 | 0 |
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Core-Strategy
EquiReason