EquityRT - 2026 Pricing, Features, Reviews & Alternatives

EquityRT is a comprehensive financial data platform designed to simplify investment research for financial professionals across various sectors including investment management, financial advisory, economic research, and corporate investor relations. The platform integrates extensive financial market data with analytical tools to enable users to research, build, and test investment strategies before implementation. The system serves a diverse range of investment professionals seeking to streamline their research processes, enhance productivity, and make data-driven investment decisions in an increasingly complex financial landscape.

The platform offers a sophisticated suite of features centered around financial data analysis and investment strategy development. Its advanced charting capabilities allow users to visualize any data type, from daily market metrics to fundamental or economic indicators, with the ability to build and chart custom formulae. The Strategy Builder and Backtesting functionality employs proprietary algorithms that use fundamental ratio rankings, weightings, and country positions to score stocks and construct investment strategies, enabling users to assess strategy performance before actual investment. The stock screening tools facilitate investment opportunity identification through detailed sector analysis, peer comparisons, and shareholder analysis. The Model Portfolio feature allows users to establish, monitor, and track portfolio performance through intuitive dashboards that provide insights on portfolio volatility, asset allocation, and sector distribution.

EquityRT integrates with Microsoft Excel through an Excel add-in, enabling users to perform customized financial analysis within their familiar spreadsheet environment. The platform's API capabilities support automated data delivery solutions, allowing for integration with third-party applications and customized data workflows. The system performs over ten thousand automated checks and validation processes to ensure data accuracy and reliability. The web-based architecture ensures accessibility with minimal data usage, making it suitable for remote work environments while maintaining comprehensive functionality. The platform is designed with an intuitive interface that reduces the learning curve for new users while providing the depth of functionality required by experienced financial analysts.