Related Products
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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.
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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.
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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
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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
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Audience
Self-directed stock investors, independent analysts, finance writers and small research teams covering US equities
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Audience
Investment Consultants, Asset Managers, Asset Owners, and Wealth Managers
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Not Supported
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Support
Phone Support
Supported
24/7 Live Support
Supported
Online
Supported
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API
Offers API
Supported
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API
Offers API
Not Supported
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Screenshots and VideosNo images available
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Screenshots and Videos |
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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
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Company InformationEquiReason
Founded: 2026
Turkey
equireason.com
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Company InformationInvestment Metrics
Founded: 1998
United States
www.invmetrics.com
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AlternativesNo Alternatives
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Alternatives |
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Categories |
Categories |
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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
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Integrations
No info available.
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Integrations
No info available.
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