Equityset

Equityset sells a web-based equity-research platform that delivers machine-driven stock scores, fair-value models and downloadable financial data; everything is delivered through a freemium SaaS subscription that runs from $0 (limited screens) to $39–79 per month for unlimited models and CSV export. There are no physical products, so all sales and onboarding occur online at equityset.com; users can upgrade, downgrade or cancel inside the dashboard without speaking to a rep. The brand’s signature is its 0–100 “EquitySet Score,” an algorithm that re-calculates quality, value and momentum metrics nightly for every U.S.-listed stock and presents the result in one sentence. Instead of static PDF reports, subscribers can clone any model, stress-test assumptions and export the underlying data to Excel or Google Sheets—features normally locked behind institutional terminals. Customers are self-directed retail investors, part-time traders and small RIAs who want institutional-style analytics without four-figure monthly fees; they tend to value transparency, data control and the ability to run custom screens on a laptop or tablet. The clean, jargon-light interface appeals to users who follow evidence-based investing, side-hustle portfolios or FIRE budgeting. Equityset competes in the crowded “retail equity-research tool” space populated by stock-screening sites, newsletter platforms and lightweight data terminals; it differentiates through a single composite score, editable DCF models and unrestricted data export at a sub-$100 price point, positioning itself between free hobbyist screeners and thousand-dollar professional workstations.