| What it does | Equity Research & Market Intelligence
| Open source, SQL-first data dashboards, reports and customer-facing analytics
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| Stage | Not given
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| Founded | Not given
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| Based in | Not given
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| Pricing model | Freemium
| Freemium
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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.
| Free self-managed open source version available. Managed plans: Standard (cloud-only), Pro (cloud or self-hosted), and Enterprise (self-hosted infrastructure). All paid plans include 30-day money-back guarantee. Hardware specs for Standard: 2 vCPUs, 4GB RAM, 40GB SSD, 10TB Traffic. Pro: 4 vCPUs, 16G
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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
| - SQL-driven dashboards with Git version control
- Embedded analytics with row-level security
- Automated PDF and PNG report generation
- Multi-source querying with DuckDB
- React and JavaScript SDKs
- Single-Sign-On with JWT, OIDC or proxy header auth
- Slack and Teams notifications
- REST API for automated exports
- Full CSS white-labeling
- MCP server integration with LLMs
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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
| - Build analytics in hours, not months with SQL-first approach
- Zero vendor lock-in with fully open source architecture
- Complete data sovereignty - data never leaves your infrastructure
- Audit trail with every change verifiable in Git
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| Community votes | 0 | 0 |
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| DR (Domain Rating by Ahrefs) | 3 ▲ +1 (up) since last check | 38 ● no change since last check |
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| Trust Flow (Majestic) | 0 | 5 |
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| Citation Flow (Majestic) | 0 | 27 |
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| Referring domains (Majestic) | 0 | 120 |
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EquiReason
Taleshape™