EquitySet offers a more in-depth way to research, find and track the companies you are interested in potentially investing in. With our proprietary alignment score and company reports, better understand how a company or ETF is positioned against itself and competitors.
Features:
◆ Abridge Company Reports: See an overview of a company with key metrics and sentiment data, company-specific news, alignments, financials and competitors.
◆ Position Analysis: See how data is distributed across a grouping of stocks, allowing you to drill down and see highest and lowest values for a company based on the metrics.
◆ Screener: Filter from over 70+ filter types and annual vs quarterly periods to find the stocks that meet your specific criteria.
◆ Stock Comparisons: Instantly compare two stocks side-by-side on 7 different investment style lenses, including value, growth, health, efficiency and more.
◆ Markets, Sectors & Industries: Comb through sectors, industries and major market indices to find potential stocks that fit your investment style.
◆ Financials: 5 year and 6 quarter full company financials including income statement, balance sheet, cash flow and key statistics.
◆ Triggers: Add company-specific triggers that notify you via text, email and / or push based on price changes, rating changes, valuation changes and earnings and dividend dates.
◆ Watchlists: Create custom watchlists of stocks and ETFs that you are interested in tracking.
◆ Themes: Not sure where to start? Themes help to categorize companies into types of investment buckets you may be interested in like luxury retail, brick & mortar companies, restaurants, wartime stocks and more!
◆ Market News: Get generalized stock market news based on what’s happening now, with links to popular companies being mentioned.
◆ Customized News, Analysis & Alignments: Whether it’s a watchlist, theme, sector or industry get customized news, analysis and alignments for only those stocks within that grouping.
End-User License Agreement:
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