Discover powerful tools and insights to elevate your retail investing experience with EquitySet.
EquitySet offers a free account that allows users to access fundamental tools and features without any cost. This can be a great way to start exploring the platform and identifying if upgrading is necessary.
Upgrading from a free account to a paid plan offers more features. Users should consider upgrading only when they need the additional functionalities and are ready to take full advantage of the premium services.
The EquitySet app enables users to conduct research on the go. Using the app can save time and make it easier to stay updated with the latest market opportunities, eventually saving money by making informed decisions.
EquitySet provides various free resources like the glossary, financial terms, and user guides. These educational materials can help users make more informed investment decisions without additional costs.
By regularly checking the “Plan Usage” section under Profile, users can keep track of how many report views they have left for the month. This helps in managing their usage and avoiding unnecessary upgrades.
Users can downgrade or cancel their paid plans at any time without immediate loss of features. They still retain access until the end of the billing period, making it cost-effective to downgrade if premium features are no longer needed.
Yes! The EquitySet app allows you to conduct your research from anywhere. While the mobile app features an abridged data set, it includes powerful tools like the investor board and comprehensive company financials, keeping you ahead of the latest opportunities no matter where you are.
EquitySet sources its data from reputable industry leaders like Nasdaq, IEX, and Benzinga, ensuring you get reliable and accurate financial information.
EquitySet’s Fair Values are price targets derived from a proprietary calculation that takes into account a company’s fundamental and technical variables. It helps users make informed investment decisions by assessing a company’s true market potential.
EquitySet provides specific stock ratings that allow you to compare them with analyst opinions and the company’s fundamental aspects. This feature helps in making more informed investment choices.
The Alignment Scores are divided into Total and Dimensional scores, which are shown on individual company reports. These scores make it easy to evaluate how well a company aligns with certain investment criteria.
| Discount Codes | 0 |
| Active Deals | 5 |
| Total Offers | 5 |
EquitySet is a comprehensive platform that empowers retail investors by providing powerful tools, insights, and education. The platform offers a wide range of features, including market screening, investment ideas, and customizable watchlists, allowing users to make informed decisions efficiently. With a keen emphasis on robust research, EquitySet ensures that investors have the most relevant and up-to-date information sourced from industry leaders such as Nasdaq, IEX, and Benzinga.
Designed for convenience and mobility, the EquitySet app assists users in researching on the go with its abridged data sets. Despite its simplicity, the app retains powerful investor board features and in-depth company financials to help users stay ahead of market opportunities. The platform also offers thorough educational resources such as a comprehensive glossary and financial terms, ensuring investors of all experience levels can enhance their understanding and skills.
EquitySet also provides flexible subscription plans that are billed based on the signup date, with the ability to cancel or downgrade while retaining access to features until the end of the billing period. The platform’s proprietary tools, like the Fair Value and Stock Rating systems, offer deep insights into stock performance, supported by additional financial ratios and Alignment Scores for easy evaluation. This blend of research tools, educational content, and user-friendly features makes EquitySet a valuable asset for any retail investor looking to navigate the financial markets more effectively.
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