Features
Research 50 companies in the time it takes to read one 10-K.
Conversational AI that cites every source. DCF models in 10 minutes. Management scores across 20+ quarters.
Research
Research
Conversational Q&A
Get answers in 3 seconds instead of 3 hours. Ask any question about a public company. Every answer cites the exact filing and page.
Company Profiles
Understand any company in under 5 minutes. Revenue trends, margin analysis, guidance tracking, and risk factors, structured and ready to read.
Quarterly Briefs
Save 2+ hours per earnings report. Auto-generated briefs cover revenue breakdown, margin movement, and guidance changes the moment a filing drops.
Peer Comparison
Compare up to 10 companies side-by-side across 50+ financial metrics, management language, and guidance trends in one view.
Analysis
Analysis
DCF Valuation
Build 3-scenario valuations in 10 minutes, not days. Conservative, base, and optimistic cases with a 5x5 sensitivity matrix.
Management Scoring
Score management credibility on a 10-point scale. Tracks guidance accuracy across 20+ quarters, narrative consistency, and capital discipline.
Beat/Miss Tracking
Know instantly whether a company beat or missed, with 4+ quarters of pattern detection to spot serial beaters and serial missers.
Analyst Estimates
Consensus estimates, price targets, and revision history for every covered company. AI-powered beat/miss predictions and revision momentum scoring.
Screening
Filter 89,600+ companies across global markets by financial metrics, management scores, and earnings patterns. Find your next idea in seconds.
Global Coverage
89,600+ companies across North America, Europe, Asia-Pacific, and Emerging Markets. Regional add-ons available from your dashboard.
Collaboration
Collaboration
Team Workspaces
Cover 200+ companies across your team. Shared research spaces with role-based access; everyone sees the same cited data.
Branded Exports
Generate client-ready PDF reports in under 60 seconds with your firm logo, colors, and compliance disclosures.
API Access
REST API with AI-powered endpoints for financials, valuations, scorecards, and insights. Build on EquiVault programmatically with full citation metadata.
Notification Alerts
Get notified within minutes of new filings, earnings releases, insider trades, and portfolio-moving events.
Trust & Security
Trust & Security
Source Citations
Never trust a black box. Every answer links to the exact filing, page, and paragraph: 100% source-grounded, zero hallucinations.
Audit Trail
7-year retention on every query, timestamped and logged. Built for fiduciary compliance from day one.
Encryption
Bank-grade security: AES-256 encryption at rest, TLS 1.3 in transit. Your data never leaves EU-hosted infrastructure.
SOC 2 Type II
Enterprise-grade security controls with annual independent audits. Trusted by firms managing $1B+ in assets.