Private beta

From ticker to investment committee report in a minute

Type a US ticker. Equity engine reads the SEC filings, scores the company against its sector and closest peers, sets it in the macro picture and writes an analysis where every number is checked and every claim cites its source.

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Equity engine / MSFT report

Equity engine report overview for Microsoft: price, market cap, enterprise value, net cash, free cash flow, sector scorecard and recent SEC filings

Screenshot is illustrative. Not investment advice.

What you get

One report, built the way an investment committee reads a company

Everything comes from primary sources and is dated, so you can check it before you rely on it.

Every figure from the filing

Revenue, margins, cash quality and the balance sheet, built from 10-K, 10-Q and 8-K filings. Each number links to the filing it came from.

Sector and peers

The company scored against its sector and closest peers, input by input, plus a sector screener to see the whole group.

Valuation and DCF

Multiples against the sector median and the company's own history, and a DCF where the business fits one, with assumptions you can move.

Ownership and insiders

Insider trades from Form 4 and institutional owners from 13F. Open-market trades are kept apart from awards and plan sales.

Risk factor changes

What is new, rewritten or removed in the risk factors since last year's annual report, next to recent 8-K events.

Macro context

Rates, the yield curve, inflation, credit spreads and sector returns, each reading dated and sourced.

How it works

Rules first, AI second.

The model writes, it does not invent.

01
Rules build the evidence
Every figure is computed by code from SEC filings and market data, with its filing and period attached. No model touches the numbers.
02
The model writes from that evidence only
The analysis is drafted from the report's own data: the case for, the case against, and what would change the view.
03
Every number is checked, every claim cites its source
Each figure in the text is matched to the data. An independent checker reads every sentence against the sources it cites.
04
What fails is shown on the page
Sentences that fail the checks are removed and listed at the end of the analysis, so you see what was cut and why.

Inside the product

Reports, screens and macro in one place

Report overview: Price, market cap, enterprise value, net cash and free cash flow, the sector scorecard and the latest filings. — Report overviewPrice, market cap, enterprise value, net cash and free cash flow, the sector scorecard and the latest filings.

Analysis with citations: Written analysis where every number carries a footnote to the evidence it came from. — Analysis with citationsWritten analysis where every number carries a footnote to the evidence it came from.

Sector screener: Sector medians across industry groups, built through the same pipeline as the full report. — Sector screenerSector medians across industry groups, built through the same pipeline as the full report.

Sector page: Every company in the sector on the same inputs, sortable, with the sector fund alongside. — Sector pageEvery company in the sector on the same inputs, sortable, with the sector fund alongside.

Macro dashboard: Policy rates, the curve, inflation, credit and sectors against the S&P 500. — Macro dashboardPolicy rates, the curve, inflation, credit and sectors against the S&P 500.

Risk factor changes: This year's 10-K against last year's, paragraph by paragraph, next to recent 8-K events. — Risk factor changesThis year's 10-K against last year's, paragraph by paragraph, next to recent 8-K events.

Screenshots are illustrative. Not investment advice.

Who it is for

For people who read filings for a living

Equity investors

Get to a view on a US-listed company faster, with every number and filing one click away.

Analysts

Skip the spreadsheet set-up. Start from a sourced report and spend the time on judgement.

PE and VC teams

Public comps and due diligence on listed peers, laid out the way a deal team reads a company.

Built from 14 years in corporate finance and venture capital. Equity engine started as a due diligence engine for private equity.