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Equity Set Discount Codes & Verified Deals – August 2026

Looking for the latest Equity Set Promo Codes? As of August 2026, our team has manually verified 16 offers for Pro Subscription, Premium Plan, Stock Screener. Browse current Discount Codes, working discounts, and exclusive deals, while expired offers are regularly removed.

Equity Set offers 0 coupon codes and 16 deals as of August 2026. Today's top offer: Premium Plan Discount: 15% Off Annual Billing. Codes are verified and updated daily.

15%
OFF
Premium Plan Discount: 15% Off Annual Billing

Opt for the annual Premium Plan and receive a price reduction. This makes the advanced features more accessible over time.

20%
OFF
Student Discount: 20% Off All Yearly Plans

Eligible students can get a reduced rate on any annual subscription. Verification of student status is required to qualify.

15%
OFF
Renewal Discount: 15% Off Your Next Annual Term

Current subscribers can receive a discount when renewing their annual plan. This encourages continued platform use.

15%
OFF
Fundamental Analysis Tools: 15% Off Annual Plan

Get a discount on yearly access to advanced fundamental analysis features. This aids in deeper investment research.

20%
OFF
DCF Calculator & Portfolio Tracker Annual Savings of 20%

Secure a yearly subscription covering the DCF Calculator and Portfolio Tracker at a reduced rate. This combines two essential tools.

Expires Sep 24, 2026
20%
OFF
Save 20% on Annual Pro Subscriptions

Receive a discount on the Pro Subscription when committing to a yearly plan. This applies to new and renewing customers.

Expires Oct 02, 2026
20%
OFF
Annual Pro Subscription 20% Off

Commit to a year of Pro features and pay less than monthly billing. This provides significant savings over time.

Expires Oct 05, 2026
Free Trial
Referral Bonus: Get 1 Month Free for Each Friend

Refer a new user to EquitySet and receive a complimentary month of service. The referred friend must subscribe to qualify.

15%
OFF
Free 7-Day Trial for Stock Screener Access

Explore the Stock Screener and other tools for a full week without commitment. This is available for new accounts.

35%
OFF
Get 7 Days Free on Any Subscription Plan

New users can try any EquitySet plan without charge for one week. This offer is available for first-time registrants.

15%
OFF
New Year Special: 15% Off Annual Premium Plan

Start the new year with a discount on the Premium Plan's annual commitment. This offer is part of a seasonal promotion.

Up to
25%
OFF
Black Friday Sale: Up to 25% Off Annual Plans

During the Black Friday event, select yearly subscriptions are marked down. This is a limited-time seasonal promotion.

20%
OFF
Premium Access: Save 20% on Yearly Subscriptions

Subscribe to the Premium Plan for a full year and receive a 20% reduction. This applies to the total annual cost.

20%
OFF
Cyber Monday Deal: 20% Off Pro Annual Access

Access the Pro Subscription for a reduced annual fee during Cyber Monday. This offer is valid for a short period.

Expires Sep 12, 2026
18%
OFF
Tax Season Offer: 18% Off Annual Subscriptions

During tax season, certain annual plans are available at a lower price. This helps users manage their finances better.

18%
OFF
Valuation Models Subscription for 18% Less Annually

Pay annually for the suite of valuation models and save money. This makes complex tools more affordable.

Customer Reviews

4.3
Average Rating
4
Total Reviews
Barbara Lopez
★★★★☆
2 weeks ago

Detailed review of Premium Plan

I purchased the Premium Plan after using the 7-day free trial. Ordering was straightforward on their website, no hidden steps. Delivery of access was instant, as expected for a digital product. I primarily used the DCF Calculator and Portfolio Tracker. The DCF model was robust, allowing for custom inputs, which I appreciated. The Portfolio Tracker updated regularly, though sometimes the real-time quotes had a slight delay of a minute or two, which isn't a huge deal for my investing style. I had one question about exporting data to Excel, and their support responded via email within a few hours with clear instructions. The quality of historical financial data seemed reliable. It's a solid platform for serious retail investors, though it might be a bit much for absolute beginners.

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Olivia Harris
★★★★☆
3 weeks ago

Pro Subscription good

Signed up for the Pro Subscription. Data was accurate. Stock Screener worked fine. Got what I needed quickly. No issues with service.

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Ashley
★★★★★
1 month ago

Good value with annual plan

I was looking for a good deal on stock research tools and decided to try EquitySet's Premium Plan. I opted for the annual subscription to save some money, which gave me about 20% off the monthly rate. It felt like a solid investment for the features I got, especially the Valuation Models. Definitely worth it compared to paying month-to-month.

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Eric S.
★★★★☆
1 month ago

Pretty helpful for stocks

Just tried out EquitySet for the first time, mostly for the Fundamental Analysis Tools. It was actually pretty easy to get started, even for someone like me who's not super into all the finance lingo. The Financial Statement Visualization was cool, made things a lot clearer. My only small gripe is the interface felt a bit cluttered at first, but I got used to it. Overall, a good experience for checking out some new stocks.

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Equity Set Community Discussion

Share tips, ask questions & help fellow shoppers save more

A
Ashley Thompson
6 days ago

Does anyone know if EquitySet usually has Black Friday sales? I'm debating whether to wait until then to buy the annual plan.

I Ian Lee 6 days ago
Oh yeah, they almost always have a Black Friday/Cyber Monday deal. It's usually their best discount outside of the annual plan savings.
1
I Ian 4 days ago
Definitely wait if you can! I got 20% off my yearly plan during their last Black Friday. Worth it.
2
7 Responses (2)
S
Steven K.
1 week ago

Planning to subscribe to EquitySet. What payment methods do they accept? Just cards or PayPal too?

A Ashley Lee 1 week ago
Pretty sure it's standard credit/debit cards. Visa, Mastercard, that kind of thing.
6
D David F. 1 week ago
Yeah, I just used my regular credit card. Don't remember seeing PayPal as an option when I signed up, but could be wrong.
6
6 Responses (2)
A
Aaron Hernandez
1 month ago

Does EquitySet offer a student discount? My budget is tight right now but I need good research tools.

A Amanda R. 1 month ago
I heard they do sometimes, but it's not always advertised. Maybe check their help section or contact support directly?
1
L Leah Hall 4 weeks ago
My friend got one last year, but I think it was during a specific promotion. Worth looking into their 'deals' section around academic times, or just shoot them an email.
2
6 Responses (2)
B
Ben
1 week ago

How easy is it to cancel EquitySet? Heard some places make it a nightmare to stop subscriptions.

J Julia G. 1 week ago
It's pretty straightforward, just go to your account settings and there's a cancel button. No hoops to jump through.
6
E Eric Rivera 1 week ago
I cancelled once to switch plans and it literally took two clicks. No big deal at all.
6
3 Responses (2)
S
Sofia T.
1 week ago

Hey, wondering if anyone knows if EquitySet has a free trial for the Pro plan? Wanna test it out before committing.

A Alex Jackson 1 week ago
Yeah, they definitely do. I think it's a 7-day free trial when you first sign up.
0
S Sam J. 6 days ago
Can confirm, got a week trial when I started last month. Just make sure you cancel before it ends if you don't want to get charged.
6
2 Responses (2)

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