Build equity research models interactively.

Automate financial modeling with data directly from company filings. Focus on the critical factors that drive Alpha.

Equity Scope Model

Everything You Need for Professional Research

Comprehensive tools designed to streamline your equity research workflow

Instant Model Generation

Search for any company and get a complete three-statement model with five years of historical data automatically populated from official filings..

Dynamic Formulas

Build expressions using line items. Calculate margins, ratios, and custom metrics with real-time updates.

Advanced Analytics

Analyze trends with QoQ and YoY growth, margins, and other key metrics.

XBRL Deep Integration

Search and pull specific disclosures directly into your model. Our system syncs 5 years of historical data instantly.

Secure & Compliant

Centralized model management with versioning, audit trails, and compliance features. Share models with permission-based links instead of spreadsheets.

Fully Customizable

Edit labels, reorder line items, add custom data rows, and organize your model exactly how you want it.

Why Equity Scope Platform?

Capability Local Excel Equity Scope Platform
Data Gathering Manual Copy/Paste Automated Filing Sync
Versioning "v2_Final_v3.xlsx" Fexible Audit Trail
Collaboration Email Attachments Permissioned Links