EquityRT

At a glance

• Editor score
  6.0 / 10
• Pricing
  From $294/user/mo · 14-day trial
• Best for
  Teams needing global screening and Excel workflows
• Free plan
  No
• Paid from
  $294/user/mo
• Company financials
  Yes
• Facts checked
  4 Oct 2026

• Where it wins

  • Global screening spans financial, estimate, valuation, dividend and performance criteria.
  • Silver Plus adds fundamental strategy building and backtesting.
  • Gold includes an integrated Excel add-in and personalized support for it.

• Where it doesn't

  • Silver starts at $294 per user per month.
  • The platform is web-based, with Microsoft Excel as its listed integration.
  • The Excel add-in is only included from the $529-per-user Gold plan.

Our verdict on EquityRT

EquityRT brings company financials, analyst estimates, screening and market analysis into a web-based research platform for portfolio managers, equity research analysts, advisers and economists. Its global-market scope pairs standardized and as-reported financial statements with peer and sector analysis, shareholder data, charting and model portfolio monitoring. That breadth makes it relevant to teams that want screening and fundamental research in one workspace, rather than a narrow stock screener. It is a poor fit for buyers seeking a free tool or a low-cost starting point.

The published monthly prices place Silver at $294 per user, Silver Plus at $412 and Gold at $529. Silver covers global financial markets, screening, sector analysis, model portfolios, analyst estimates and recommendations, technical analysis and shareholder analysis. Silver Plus adds an investment strategy builder and backtesting, share charts and grids, shared watchlists and screeners, report uploads and custom stock ratings. Gold includes Silver Plus features plus an integrated Excel add-in and personalized support for it. Enterprise adds enterprise pricing options, consolidated billing, scheduled training and dedicated support. A 14-day trial is offered; the published paid entry point is substantial for individual researchers or smaller teams.

The strongest distinction is the combination of broad screening criteria with fundamental strategy building and backtesting, alongside estimates, financial statements and shareholder analysis. Excel workflows are supported through an add-in, but that capability sits in Gold, so teams prioritizing spreadsheet-based analysis should account for the higher tier. The platform is listed for web deployment and Microsoft Excel is its listed integration; email support and 24/7 support are indicated. EquityRT suits teams prepared to pay for global research coverage and analysis tools, especially when strategy work or Excel reporting matters. Buyers needing only basic screening, or seeking a lower-cost research option, should consider alternatives.

EquityRT pricing

All 4 EquityRT plans and prices →

EquityRT fact sheet

EquityRT integrations

EquityRT lists 1 integrations on its own site.

• Microsoft Excel

Alternatives to EquityRT

• BTBloomberg TerminalA broad real-time research terminal for institutional market teams.9.4
• FWFactSet WorkstationBroad company research, market data and portfolio analysis across desktop, web and mobile.9.3
• BIBloomberg IntelligenceA research-led platform for company, industry and market analysis with Excel and API export.9.1

See all EquityRT alternatives →

Featured on iTechGuides

EquityRT is listed in our Equity Research Platforms directory. Add the badge to your site — it links back to this page.

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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

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Last updated 4 Oct 2026 · How we research and update