Equibles is a platform focused on U.S. stock research, offering features such as searching SEC filings, listening to earnings calls, and tracking 13F, insider, and congressional trading. Its core AI analyst ALVIS can provide cited sources for every number. Users can also connect Equibles' financial data to their existing AI tools.
[Main Capabilities]
- Price, performance, assets, allocation, and holdings data for stocks, ETFs, and funds.
- Earnings and guidance: briefings, statements, and management outlook.
- Earnings call transcripts: read transcripts, follow speakers, and replay audio.
- Insider activity: ownership transactions, sentiment, and market activity.
- Filing search: find and read primary evidence.
- Congressional and institutional holdings: congressional trading, fund portfolios, and ownership changes.
- Predictive market intelligence: for example, estimating the next FINRA settlement and reading the rules behind the next index rebalance.
- Turn websites into self-updating datasets: paste a URL and describe the rows you need, and Equibles builds and tests the tracker, keeping verified, source-linked data continuously updated and preserving historical records.
- Screen the entire U.S. market in natural language: describe the target stocks, and the screener turns it into a screen covering all filings, holdings, and prices, with checkable and editable rules or filtering by index membership. The Pro version supports nested AND/OR groups and formula comparisons.
- Enterprise-grade access: license Equibles' primary-source data through bulk data feeds or high-volume MCP and API, with citations behind every number.
[How to Use]
- Sign up/log in: no credit card, no password, one-step sign-up or join via email verification code, passkey, or Google.
- Use ALVIS: ask the AI analyst questions directly.
- Connect AI tools: connect Equibles to compatible AI applications such as Claude, ChatGPT, Gemini, and others to get the same 117 research tools as ALVIS. Connecting is free, requires no credit card, and requires no copying and pasting API keys. Research is read-only, and only confirmed portfolio changes are saved. You can also generate an API key from the dashboard and use the ?api_key= parameter.
- Dataset building: paste a URL and describe the rows you need, and Equibles builds and tests the tracker, then starts scheduled collection after it passes independent checks.
- Screener: describe stocks in natural language to generate a real screener. The first screen is free and requires no registration. Results can be sorted, and you can choose the columns you need.
- Use in Excel and Google Sheets: screen results can be exported as CSV, Excel's Power Query can load them as a worksheet table, and Google Sheets can read them with IMPORTDATA, with no plugin installation required.
[Use Cases]
- Investors who need quick access to primary U.S. stock filings, earnings calls, and management guidance.
- Teams that want to connect financial data to their own AI tools for in-depth analysis.
- Users who need to track insider, congressional, and institutional trading activity.
- Users who want to screen the U.S. stock market in natural language.
- Users who need to turn web data into updatable datasets.
- Organizations that need enterprise-grade data licensing and API access.
[Limitations]
- Equibles and ALVIS only provide data and research for informational purposes and never execute trades. Users must conduct their own due diligence.
- Price timing and usage limits are shown on the pricing page.
- Free usage is limited, and more ALVIS research runs require checking pricing.
- In predictive market intelligence, official observations and forward-looking models remain separate, and estimates are not part of official history.
- Specific pricing and more platform details are not yet available in the official materials.
