| What it does | Equity Research & Market Intelligence
| Self-hosted open source reporting and dashboards with drag-and-drop, row-level security, and multi-database support
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| Stage | Not given
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| Founded | Not given
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| Based in | Not given
| FR
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| Pricing model | Freemium
| Open source
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| Pricing | 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.
| Self-hosted Community: Free forever, unlimited reports, datasources, users, and all features. Cloud Free: €0/month with all Community features, 5 MB file uploads, 3 scheduled emails. Cloud Pro: €20/month with 200 MB file uploads, 20 scheduled emails. Cloud Enterprise: Custom pricing with 2 GB+ file
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| Key features | - 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
| - Drag-and-drop canvas with multi-page layouts
- Row-level security with glob patterns
- Workspaces and team roles (Admin, Editor, Viewer)
- Multi-database support (PostgreSQL, MySQL, Azure SQL, BigQuery, DuckDB)
- Cross-filtering and drill-down interactions
- Custom measures with SQL expression editor
- 12+ visualization types including bar, line, pie, scatter, table, pivot, gauge, treemap
- Scheduled email reports with configurable frequency
- Export to PDF, PNG, Excel, or print
- Theme customization with light/dark modes and color palettes
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| What makes it different | - 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
| - Completely free forever under AGPL-3.0 when self-hosted, no per-seat licensing
- Data stays on your servers, never leaves your network when self-hosted
- Open source code that is readable, auditable, and forkable with no vendor lock-in
- Runs on minimal infrastructure including home servers, NAS, and Raspberry Pi
- Managed cloud option with European infrastructure and GDPR compliance
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| Community votes | 0 | 0 |
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| DR (Domain Rating by Ahrefs) | 3 ▲ +1 (up) since last check | 1 ● no change since last check |
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| Trust Flow (Majestic) | 0 | 3 |
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| Citation Flow (Majestic) | 0 | 12 |
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| Referring domains (Majestic) | 0 | 4 |
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EquiReason
Open Report