Know what changed. Focus on what matters.
QuarterlyIQ turns stock news, your portfolio's numbers, and economic reports into one weekly brief, so you can see what changed, what matters, and what to watch next before the market noise takes over.
Strong fundamentals and robust earnings quality. The real debate is valuation, not the business.
Six jobs it does for you, before you click into a single chart.
Other tools hand you data and a search bar. QuarterlyIQ does the analytical work first, then explains it in plain English.
See what changed
Every week, we rank the handful of things that actually moved across the stocks you follow, so you read three things, not three hundred.
Understand any stock
A clear, plain-English read on any stock: is the business healthy, is it cheap or pricey, is management delivering, and how bumpy is the ride. Never one mystery score.
X-ray your funds & ETFs
See what is actually inside any fund or ETF: the real companies you own through it, and how much of each, so you know what you truly hold.
Know your real risk
How risky is your money, really? We show how much it swings, how much rides on one bet, and how bad past drops have been, across all your accounts at once.
Connect the economy to you
When the economy shifts (interest rates, jobs, inflation), we tell you what it means for the stocks you actually own, not just the headlines.
Backed by transparent history
We show our track record and let you replay how the calls would have played out in the past. The math is on the table, no hand-waving.
The value is not that the data exists. It's how QuarterlyIQ organizes it.
Most tools just hand you charts, alerts, and stock screeners. QuarterlyIQ does the hard part for you. It connects what is happening with your stocks, your portfolio, and the economy, and turns it into one clear read you can act on.
3 things that moved the needle
My Brief ranks the few things that actually deserve your attention.
Behind the scenes, we pull together what changed on the stocks you follow, how your money is spread out, how risky it is versus the market, and the earnings and economic events coming up, into one short read for the week ahead.
Each stock page is built from several models, not one number.
Is the business healthy? Is it cheap or pricey? Is management delivering? How is its sector doing, and what could change the story? We pull all of it into one plain-English take you can actually use.
See everything you own the way it actually behaves.
We add up what your money is worth, your gains and losses, how much it swings, your worst past drops, how much sits in one place, and what is coming up on the calendar, across all your accounts, so you understand everything you own, not just one stock.
Every lens on what you own.
From a single stock to a whole fund, your portfolio's risk, and the sectors and macro behind it. All connected, all in plain English.
A careful, repeatable way to read your stocks.
The numbers that move markets (company earnings, GDP, government data) mostly land on a quarterly schedule. We watch for each one as it arrives and turn it into a clear, plain-English read every week. It is an ongoing pulse, not a once-a-quarter update.
Pull together the right data
Government data, market prices, company filings, and earnings calls, gathered as they come out, all in one place instead of scattered across dozens of sites.
Explain what changed
AI writes the clear summaries fast; a person checks them, with guardrails that keep the words honest and close to the real numbers.
Show what it means for you
A plain take on each stock, what the economy means for it, and what to watch next, in a weekly brief built around what you own, not yesterday’s headlines.
The economy is always moving. What it means for your stocks shouldn't be a mystery.
Most tools tell you what happened. We tell you what it means for the stocks you actually own, based on how your holdings have reacted to moves like this before.
Sample illustration. Live economy-to-portfolio impact rolls out as we connect more of your holdings.
Financials · 38% of your money
- Rate cuts → usually rises
- Rate hikes → usually falls
“The odds of a rate cut went up. Your biggest holdings have usually risen when that happens.”
Simple pricing. Massive value.
Start free. Upgrade when your stocks need more coverage.
- ✓ 2 tracked stocks
- ✓ Weekly brief for those names
- ✓ Plain-English insights
- ✓ Basic macro dashboard
- ✓ 30-day history
- ✓ 25 tracked stocks
- ✓ Full portfolio brief & alerts
- ✓ Macro-to-portfolio impact
- ✓ Thesis re-read triggers
- ✓ Time machine (basic)
- ✓ 90-day history
- ✓ 100+ tracked stocks
- ✓ Multi-portfolio
- ✓ Full time machine
- ✓ Backtest & proof surfaces
- ✓ Custom alerts & exports
- ✓ Priority support
Annual = pay 10, get 12. Cancel anytime.
Start with 2 stocks free. See how QuarterlyIQ turns raw market data into a weekly decision-ready brief.
Free forever plan · No credit card required · Built for real positions, not generic market noise
For informational purposes only. Not investment advice.