Skip to content
Sign in Submit a tool
EquiReason logo

Business intelligence

EquiReason

Equity Research & Market Intelligence

A research platform that reads SEC filings and traces market events to the companies they actually impact, providing evidence-backed equity research with

Overview

Screenshot of the EquiReason homepage

A look at equireason.com

EquiReason is a research platform that automates equity research for U.S.-listed companies by reading SEC filings, earnings transcripts and market data, then tracing economic events through to the companies genuinely exposed to them. The platform reads 77,956 SEC filings and 9,593 earnings-call transcripts, mapping each change to one of 118 economic mechanisms to determine real exposure.

The platform operates through nine integrated research desks: macro calls, trend analysis, fundamental reading, event classification, institutional holdings tracking, accounting quality checks, valuation analysis, risk assessment and alerts. Rather than generating disconnected scores, EquiReason connects market events to company fundamentals, showing the evidence behind each verdict with segments of how exposure is verified—audited revenue data, SEC filings or indirect proxies.

Every company is searchable on all plans; pricing differs by depth of evidence available. The Free plan opens financial statements, filings and insider trades for any company plus one monthly deep-read verdict. The Analyst plan ($49/month) adds verdicts and detailed reasoning on every covered company with alerts. Research Pro ($89/month) adds market-wide opportunity ranking, forming-theme detection and screening across the full market. Teams & Data offers multi-seat deployment with API and data-licensing options under custom contract.

Feature notes

  • 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

Pricing

Pricing model: Freemium

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.

FAQ

When am I charged?
When you complete checkout and then at the start of each billing period (monthly or yearly, whichever you choose). The seven-day trial requires no card, so nothing is charged while it runs.
Can I cancel at any time?
Yes. Cancelling happens in the billing portal from your account page, with no cancellation fee or minimum term. Your plan stays open until the end of the period you have already paid for.
Do cheaper plans see fewer companies?
No. Every plan can search, open and list every company covered, with no index restriction. Plans differ by how deep the evidence goes, not by which companies you are allowed to look at.
Is this investment advice?
No. EquiReason is a research tool showing evidence, reasoning and limits of both, so you can reach your own conclusion. It does not tell you what to do with your money and is not licensed advice.
Where does the data come from?
Company filings from SEC EDGAR (annual, quarterly and current reports, XBRL financial facts, institutional 13F holdings and Form 4 insider transactions), plus earnings-call language and market and analyst data from licensed providers. Every layer states its source and freshness.

Leave a review for EquiReason

No reviews of EquiReason yet. Run the first inspection.

Your rating

Reviews are free and are never paid for. Open the reviews

Reviews and notes · Change log · Share the profile · Maker of this product? Claim the profile · Report a fault

More on this profile

EquiReason has a free listing. The owner can unlock the full profile with a paid launch for $5:

  • Founder story (locked)
  • Milestones (locked)
  • Demo video (locked)
  • Dofollow website link (locked)

Comparable tools

Help centre