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About

EquiReason is an equity research and market-intelligence platform for self-directed investors, independent analysts and research teams. It combines SEC company filings, XBRL financial data, earnings-call transcripts and market information to help users examine financial performance, ownership activity, trends and company exposure. The platform traces market events through economic mechanisms to potentially affected companies and presents each company verdict with supporting and counter-evidence. Research views include financial statements, valuation context, insider and institutional activity, segment revenue data, company-specific measures and alerts, with evidence linked to its underlying source. EquiReason is available through the web and an iPhone app, with a free plan and paid research tiers. It provides research and decision support, not investment advice.

About

Investment Metrics is a global leading provider of portfolio analytics, reporting, and data that helps institutional investors and advisors achieve better financial outcomes, grow assets, and retain clients with clear investment insights. Our solutions drive insights across 20K+ institutional asset pools, 28K+ funds, 900K+ portfolios, representing $14T+ in AUA. With over 400 clients across 30 countries and industry-leading solutions in institutional portfolio analytics and reporting, factor and ESG analysis, and manager research/competitor analysis, we bring insights, transparency, and competitive advantage to help institutional investors and advisors achieve better financial outcomes.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Self-directed stock investors, independent analysts, finance writers and small research teams covering US equities

Audience

Investment Consultants, Asset Managers, Asset Owners, and Wealth Managers

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Not Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

No images available

Screenshots and Videos

Pricing

$49/month
Free plan available. Analyst is $49/month; Research Pro is $89/month. Annual billing is ten months for twelve. Research Pro has a seven-day trial with no card required.
Free Version Supported
Free Trial Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

EquiReason
Founded: 2026
Turkey
equireason.com

Company Information

Investment Metrics
Founded: 1998
United States
www.invmetrics.com

Alternatives

No Alternatives

Alternatives

Confluence

Confluence

Confluence Technologies

Categories

Financial Research Supported

Categories

Decision Support Supported
ESG Supported
ESG Reporting Supported
Financial Research Supported
Reporting Supported
Wealth Management Supported

Decision Support Features

Application Development Not Supported
Budgeting & Forecasting Not Supported
Data Analysis Supported
Decision Tree Analysis Not Supported
Monte Carlo Simulation Supported
Performance Metrics Supported
Rules-Based Workflow Supported
Sensitivity Analysis Not Supported
Thematic Mapping Not Supported
Version Control Not Supported

Investment Management Features

Accounting Management Not Supported
Benchmarking Supported
Bonds / Stocks Not Supported
Client Management Not Supported
Commodities Not Supported
Compliance Reporting Not Supported
Data Import / Export Supported
For Investment Advisors Supported
For Investors & Traders Supported
Fund Management Not Supported
Modeling & Simulation Supported
Payroll & Commissions Not Supported
Performance Metrics Supported
Portfolio Management Supported
Risk Management Not Supported

Reporting Features

Customizable Dashboard Supported
Data Source Connectors Supported
Drag & Drop Not Supported
Drill Down Supported
Email Reports Not Supported
Financial Reports Supported
Forecasting Not Supported
Marketing Reports Not Supported
OLAP Not Supported
Report Export Supported
Sales Reports Not Supported
Scheduled / Automated Reports Supported

Integrations

No info available.

Integrations

No info available.
Claim EquiReason and update features and information
Claim EquiReason and update features and information
Claim Investment Metrics and update features and information
Claim Investment Metrics and update features and information