EquiReasonEquity Research & Market Intelligence
An entire research department. In one brain.
What's changing, who it reaches, what would end it — and for every company we cover, a verdict, the evidence for it and the evidence against it. Every filing read, every change sent to you. The data room is open: take the view, or go to the data.
Markets give you more information. Not more understanding.
Screeners tell you what is cheap.
News tells you what happened.
ETFs dilute the winner into sixty names.
None of them tell you who actually benefits.
So which companies truly win?
The desks
Nine desks. Nine hires. One memory.
A fund fills these desks with nine people who rarely talk to each other. Here one desk moves and the others recompute — the same day.
01 · Collect
Bring the whole market into one research stream.
Continuously, throughout the trading day — not a weekly snapshot.
02 · Read
Read the filing. Not just the headline.
EquiReason reads real 10-Ks, 10-Qs, 8-Ks and transcripts to detect changes in demand, margins, guidance, capex, backlog and risk — then maps each to the economic mechanism that carries it.
Models structure the text. Rules, sources and company data test the conclusion.
03 · Trace
Follow the event through the economy — to the company at the end of the chain.
An event becomes a trend, travels through its mechanism to the industries it reaches, and lands on the companies that actually earn from it. One event can open several channels at once.
And we map what comes next — the second- and third-order beneficiaries, and the lag before each one arrives.
04 · Verify
The company that truly benefits — not the one that fits the story.
“We use AI across the business.”
Data-center revenue was 90% of the segment — audited.
Proven through business model, SEC evidence, segment revenue and measurable transmission — not keyword matching.
05 · Filter & Rank
Rank what survives the process — not what tells the best story.
Six hard gates remove strong narratives with weak evidence. We look as hard for reasons to say no as for reasons to say yes.
06 · Decide
Thousands enter. A handful of decisions emerge.
A score ranks. A verdict decides.
And being right isn't enough — if the market already paid for it, you're late.
The signal is not the star. The decision is.
07 · Watch
When something changes, you hear about it.
A filing lands. Only that company is recomputed — the same day.
The verdict moves. You get the reason, not just the alert.
Not what they say. What they do.
Live output
The story ends here. The research begins.
Today's ranked companies, each with a score, a band, a pricing state and the reasoning behind it.
| # | Company | Band | Score | Primary trend | Exposure | Pricing | Macro |
|---|---|---|---|---|---|---|---|
| 01 | Company ASemiconductors | Strong | 88 | AI infrastructure | Audited · 90% | Unpriced | Supported |
| 02 | Company BElectrical equipment | Strong | 84 | Grid capex | Audited · 61% | Early | Supported |
| 03 | Company CCapital markets | Favorable | 79 | Rate normalization | SEC-linked | Mixed | Neutral |
| 04 | Company DEnergy | Favorable | 76 | Refining margins | Audited · 74% | Unpriced | Neutral |
| 05 | Company EIndustrials | Neutral | 71 | Reshoring | Segment proxy | Priced-in | Selective |
From rank to reason
Every company carries its evidence.
Open any name to inspect the full path — from trend and exposure to quality, pricing, macro, risks and the score.
Supporting evidence
- Segment revenue confirms direct exposure (audited)
- Filing language supports demand acceleration
- Company quality above its peer median
What holds it back
- Valuation remains elevated
- Part of the move is already reflected in price
Evidence & accountability
The decision is recorded. What happens next is measured.
Smart-money evidence
Professional and management activity doesn't replace the thesis. It's additional evidence that can confirm or challenge it.
The engine — what we know, and what we don't
- Every decision is timestamped
- Outcomes are measured afterward
- Historical decisions are never rewritten
- Compared against SPY and sector benchmarks
- Evaluated by band and mechanism
- Coverage is still growing — and we say so
A system is only trustworthy if it can measure when it was wrong — and show what it doesn't yet know.
Plans
Every company is open on every plan.
Plans differ by how deep the evidence goes — never by which names you are allowed to open.
- Financial statements for every year, quarterly series, segment and KPI history
- Every SEC filing with a plain-language summary, guidance and risk-factor changes
- Who owns it: every 13F filer, quarterly changes, insider trades, 13D/13G holders
- Follow two companies — we tell you when they file or an insider buys
- Our verdict and full read on one company each month
- Our verdict, score, band, reasons and counter-thesis on every company we cover
- Earnings quality, what changed this quarter, whether management kept its word
- Valuation against peers and sector rank; whether an insider sale is unusual
- The trend board: which companies each trend touches, their share and rank
- Analyst estimates and targets, short interest and options positioning
- A 50-company watchlist, alerts and verdict-change notifications
- The ranked opportunity list across the whole market
- Forming-theme radar: themes we can measure before they are established
- Second-order chains and the companies in a cascade
- Market-wide screens: insider, 13F flow, short interest, SEC filing intelligence
- Criteria screener, saved screens, every alert class and the stamped track record
- Unlimited watchlist and alerts, plus CSV and JSON export
- Five Research Pro seats
- Coverage and workflow onboarding
- Priority data-quality review and a custom universe definition
- Scoped API access and bulk delivery, by agreement
- Data licensing on our own SEC-sourced layer, as a separate contract
Open today's market.
See what changed. Understand which companies it reaches. Inspect the evidence behind every decision.