Investment Management
Innovative tools and comprehensive data, unlocking smarter investment ideas with ease.
Analytical tools and live dashboards keeping you informed
Stay informed with live interactive dashboards delivering real-time news, market prices, and events. Effortlessly access up-to-date financial statements and the latest company earnings with ease.
Easily unlock investment ideas to support portfolio construction
Discover market opportunities with customizable stock screening, detailed peer comparisons, and insightful shareholder analysis—all designed to give you a competitive edge.
Craft Effective Investment Strategies with Advanced Backtesting
Develop fundamental-based investment strategies and evaluate their success with EquityRT’s powerful Strategy Builder and Backtesting tool.
Advanced charting tools to simplify trend analysis and decision-making
Utilize EquityRT’s advanced charting tools to track trends, perform time series analysis, visualize data relationships, and chart custom formulas with precision.
Accelerate your analysis with seamless Excel automation
Streamline your financial modeling and reporting with EquityRT’s Excel Add-in. Designed with an intuitive and easy-to-learn syntax, it eliminates the hassle of routine Excel tasks, allowing you to focus on insightful analysis and decision-making
Extend your team’s reach without breaking the bank.
EquityRT fills the gaps your current platform can’t.