---
description: Review of EquiReason Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: EquiReason | Reviews, Pricing & Demos - SoftwareAdvice NZ
---

Breadcrumb: [Home](/) > [Investment Management Software](/directory/4566/investment-management/software) > [EquiReason](/software/774454/EquiReason)

# EquiReason

Canonical: https://www.softwareadvice.co.nz/software/774454/EquiReason

> EquiReason is an equity research platform built to work like a full research department for investors who do not have one: thesis-driven individual investors, independent analysts and small research teams. It reads primary sources directly, including 10-K, 10-Q and 8-K filings, Form 4 insider transactions, 13F institutional holdings and XBRL financial data from SEC EDGAR, together with earnings call transcripts, macroeconomic series and market positioning. From these it works out what is changing in the world, which companies the change actually reaches, and holds a verdict on every covered company with the evidence for it and the evidence against it, each number traced to its source. Every company is open on every plan. The free plan includes financial statements for every year, segment and KPI history, every SEC filing with a plain-language summary, and full ownership data (13F filers, insider trades, 13D/13G holders). Paid plans add the verdict and full read on every company, valuation against peers, the trend board, market-wide screens, alerts and data export. EquiReason is a research and decision-support tool; it does not provide investment advice.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

-----

## About the vendor

- **Company**: EquiReason

## Commercial Context

- **Pricing model**:  (Free version available) (Free Trial)
- **Pricing Details**: Free: $0 forever — the filed record for every company: financial statements for every year, quarterly series, segment and KPI history, every SEC filing with a plain-language summary, 13F, insider and 13D/13G ownership, two followed companies with alerts, and one full verdict per month. Analyst: $49/month or $490/year — our verdict, score, reasons and counter-thesis on every covered company, earnings quality, valuation against peers, the trend board, estimates, short interest and options positioning, a 50-company watchlist and alerts. Research Pro: $89/month or $890/year — the full research department. Teams \& Data: contact us. Annual billing is ten months for twelve. Research Pro can be tried free for seven days, no card required. Every company is open on every plan.
- **Target Audience**: Self Employed, 2–10, 11–50
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: Australia, Canada, Germany, India, Netherlands, Singapore, Türkiye, United Kingdom, United States

## Features

- Alerts and Monitoring
- Charting
- Data Visualisation
- Document Search
- Financial Analysis
- Interoperability
- Market Information
- Market News
- Mobility
- Risk Analysis

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base

## Category

- [Investment Management Software](https://www.softwareadvice.co.nz/directory/4566/investment-management/software)

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/774454/EquiReason)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/product/774454-EquiReason/> |
| en-AU | <https://www.softwareadvice.com.au/software/774454/EquiReason> |
| en-GB | <https://www.softwareadvice.co.uk/software/774454/EquiReason> |
| en-IE | <https://www.softwareadvice.ie/software/774454/EquiReason> |
| en-NZ | <https://www.softwareadvice.co.nz/software/774454/EquiReason> |

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":null,"address":{"@type":"PostalAddress","addressLocality":null,"addressRegion":null,"postalCode":null,"streetAddress":null},"description":"Software Advice helps businesses in New Zealand find the best software. Compare software options and learn more from our research and user reviews.","email":"info@softwareadvice.co.nz","url":"https://www.softwareadvice.co.nz/","logo":"https://dm-localsites-assets-prod.imgix.net/images/software_advice/logo-white-d2cfd05bdd863947d19a4d1b9567dde8.svg","@type":"Organization","@id":"https://www.softwareadvice.co.nz/#organization","parentOrganization":"G2.com, Inc.","sameAs":[]},{"name":"EquiReason","description":"EquiReason is an equity research platform built to work like a full research department for investors who do not have one: thesis-driven individual investors, independent analysts and small research teams. It reads primary sources directly, including 10-K, 10-Q and 8-K filings, Form 4 insider transactions, 13F institutional holdings and XBRL financial data from SEC EDGAR, together with earnings call transcripts, macroeconomic series and market positioning. From these it works out what is changing in the world, which companies the change actually reaches, and holds a verdict on every covered company with the evidence for it and the evidence against it, each number traced to its source. Every company is open on every plan. The free plan includes financial statements for every year, segment and KPI history, every SEC filing with a plain-language summary, and full ownership data (13F filers, insider trades, 13D/13G holders). Paid plans add the verdict and full read on every company, valuation against peers, the trend board, market-wide screens, alerts and data export. EquiReason is a research and decision-support tool; it does not provide investment advice.","image":"https://images.g2crowd.com/display-layer-screenshots/2142400/facd991e1e69d767bb83b75f3b04be9654716476537a688c42a4f55ffaa980c8.png","url":"https://www.softwareadvice.co.nz/software/774454/EquiReason","@type":"SoftwareApplication","@id":"https://www.softwareadvice.co.nz/software/774454/EquiReason#software","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.softwareadvice.co.nz/#organization"},"operatingSystem":"Cloud"},{"@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Investment Management Software","position":2,"item":"/directory/4566/investment-management/software","@type":"ListItem"},{"name":"EquiReason","position":3,"item":"/software/774454/EquiReason","@type":"ListItem"}],"@id":"https://www.softwareadvice.co.nz/software/774454/EquiReason#breadcrumblist"}]}
</script>