EquiReason

EquiReason is an entire research department running as software: it analyses the economy, the trends moving markets and every company they reach — from filings, earnings calls, economic data, news and market positioning — and holds a verdict on each, with the evidence for and against it.

In Claude, EquiReason answers from the filed record of about 3,100 US-listed companies: annual statements from SEC XBRL, revenue by reported segment, the latest 10-K, 10-Q and 8-K filings with plain-language summaries, Form 4 insider trades (planned or not), 13F holders and tracked fund portfolios, weekly lists of guidance changes and corporate events, and the market trends it follows with the conditions that would end them. Every answer links to the EquiReason page it came from.

Without an account it serves what is already public on equireason.com. Connect an EquiReason account and it adds the research the account's plan includes: the verdict and its reasons, what would change it, the confirmation checklist, valuation, prices and analyst estimates, and a ranked list of companies.

Who it is for: investors and analysts who do not have a research department of their own. Limitations: US-listed companies only; it does not place trades and does not give buy or sell recommendations. Research, not investment advice.