Analyst-grade research, updated daily.
A full analyst report on each of your holdings, refreshed every market day and applied across your whole portfolio, including the stocks hidden inside your funds.
One portfolio and five tracked stocks on Free. No credit card required.
Business Fundamentals
(the standing view, at a glance)ThesisIntact
The reason to own it still holds.
View ThesisGrowthSteady
Revenue is growing steadily — about 71% over the past year.
View GrowthQualityStrongest
Ranks among the strongest in its industry on quality — around the top 20%.
View QualityManagementStrong
Management screens strong on capital allocation, earnings delivery, margins.
View ManagementValuationJustified
Expectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationRiskModerate
Moderate volatility — typically moves about 2% a day.
View Risk
Healthy across the board
The Business Fundamentals read from the NVDA Report. Six separate conclusions, each with its own reason. No blended score.
See what it's worth before the Street catches up.
Wall Street ratings and price targets give you context, but they move on their own schedule and rarely agree. QuarterlyIQ works from the daily flow instead: filings, earnings calls, news, and prices. After every market close it recomputes what each company is worth against its peers, across a dozen methods and three horizons. A read you can act on, linked to its evidence, never a price target.
Analyst ratings
Based on 61 analysts currently covering NVDA (as of Jul 2026).
- Buy58
- Hold2
- Sell1
12-month forecast
Based on 22 Wall Street analysts offering 12-month price targets for NVDA in the last 4 months.
Current $204.12
Analyst price targets
12-month projection · not our callThe last 12 months of price, then the range of analyst 12-month targets from today’s $204.12.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
Analyst calls: where the Street stands, and how the 12-month targets have moved.
What it's worth (estimated)
A consensus fair price across 12 valuation methods, at three horizons. As of 2026-07-09. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 10% on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
What it's worth: a fair-value read across three horizons, recomputed after every market close. A diagnostic, never a price target.
Now run that research across everything you own.
Portfolio tracking that goes past a balance. Every holding gets the same daily read, rolled up so you can see what you own, how it behaves, and what needs your attention.
Track the whole book in one view
Value, concentration, diversification, and how you're doing against the S&P 500, with the sector mix underneath. The tracking investors ask for most, without the spreadsheet.
Portfolio rollup
as of 2026-07-10See your risk, don't just read a number
Where your book sits against the S&P 500 on return and volatility, plotted so you can see it at a glance instead of squinting at a beta.
Your Portfolio Risk vs S&P 500
3 Years ending Jul 17, 2026
Risk = annualized standard deviation. Return = annualized.
Know how today's macro hits your holdings
Rates, growth, inflation, and labor read as a headwind or tailwind for your actual sector mix. A directional read tied to what you own, never a return forecast.
How today’s macro affects your book
A directional read of the macro backdrop against your sector mix — not a return forecast.
Macro backdrop: rates are firming and growth is expanding. The biggest lever for sandbox Individual is interest rates, a headwind. Net, today's macro is roughly balanced for sandbox Individual. Not investment advice.
- HeadwindInterest Rates· rates are firming
Interest Rates: rates are firming, and your book leans toward sectors that are pressured by where it sits today, so this is a notable headwind.
- TailwindGrowth· growth is expanding
Growth: growth is expanding, and your book leans toward sectors that benefit from where it sits today, so this is a notable tailwind.
- NeutralInflation· inflation is firming
Inflation: inflation is firming, but your book is roughly neutral to it, so little net effect.
- NeutralLabor Market· the labor market is tightening
Labor Market: the labor market is tightening, but your book is roughly neutral to it, so little net effect.
Which sectors drive this
- Information Technology63% of book
- Consumer Discretionary37% of book
Based on the 100% of this book we can map to sectors.
Manage your dividends, not just your positions
Every dividend you're owed over the next 12 months, month by month, so you can plan around the cash. The kind of dividend planning most trackers leave out.
Payout calendar
~$42 over the next 12 monthsScheduled dividend payments from your holdings over the next 12 months. Estimates, not guaranteed. Funds are not yet included.
- Aug 14AAPLest.$1.35
- Sep 10MSFT$9.10
- Nov 14AAPLest.$1.35
- Dec 11MSFTest.$9.10
- Feb 14AAPLest.$1.35
- Mar 13MSFTest.$9.10
- May 14AAPLest.$1.35
- Jun 10MSFTest.$9.10
Spot tax-loss harvesting candidates
On a taxable account, your unrealized gains and losses surface the positions you could harvest to offset gains. Information to act on, not tax advice.
Tax view
Taxable accountEstimates from your recorded cost basis and the latest price — for information only, not tax advice or filing figures. Consult a tax professional.
Holding period isn't recorded yet, so the long-/short-term split isn't available. It fills in automatically for holdings imported from a linked brokerage.
- MSFT−$106-2.7%holding period unknown
Selling a losing position can realize a loss to offset gains. If you still want the exposure, wait 31 days before repurchasing it (or a substantially identical security) to avoid a wash sale, which would disallow the loss. Check whether your reason to own still holds first.
See what you really own
A fund hides dozens of companies. Look-through opens every ETF into the real names underneath, each carrying its own Report and thesis state, so your true exposure is visible instead of hidden inside a ticker.
What you're really holding
Looking through the fund you hold (QQQ) to the companies inside, your 3 direct holdings work out to exposure in 95 companies.
- MSFTMicrosoft Corp.$3,884 (41.3%)held directly + via QQQ
- TSLATesla, Inc.$3,280 (34.9%)held directly + via QQQ
- AAPLApple Inc.$1,636 (17.4%)held directly + via QQQ
- NVDANVIDIA Corp.$63 (0.7%)via QQQ
Only “Tracked companies” resolve to the per-name exposures above; the rest is fund value we can characterize (foreign equity, bonds, cash) but not break down to individual holdings.
The whole book
Compare portfolio value, performance, thesis health, risk, and the items that need review across the full book.
Open the sample overview →One portfolio, in depth
Inspect every holding and then move through risk, income, tax, fund exposure, and the supporting company Reports.
Open the Growth portfolio →Put this behind your own holdings.
The research keeps working after you close the Report.
The Brief, screening, and macro context all come out of the same research. They are included, not separate products you have to piece together.
Weekly Brief
A short weekly review of what changed across your holdings, what needs attention, and what is coming. It flags the changes that matter in between, too.
See the sample Brief→Screener
Explore the covered universe by the same transparent characteristics the Report uses. Exploration, not a leaderboard.
Try the screener free→Macro context
Rates, inflation, jobs, and sector conditions are connected to the holdings they can affect instead of presented as a separate news feed.
Explore the economy views→Built to be checked.
We're asking you to trust research you didn't write yourself, and to bring your real portfolio. So every read links back to its evidence, your data stays yours, and any of it is yours to check.
Official sources, not hot takes
Every read is built from the primary record: SEC filings (10-Ks, 10-Qs, 8-Ks), earnings-call transcripts, and US government data like FRED, BEA, and BLS. Not scraped opinions.
Where our data comes from→We show our work
No mystery scores. Every read breaks down into the checks behind it, so you can see why we said it and judge it for yourself.
Inspect the Report→No buy. No sell. No predictions.
We never tell you what to do with your money, and we never predict price. We tell you what changed and why. The decision stays yours.
How the reads are made→See what you actually own
Funds and ETFs are broken down into the real companies underneath, so your true exposure is visible instead of hidden inside a ticker.
See fund look-through→Your data is never for sale
We are a subscription tool, not a lead funnel. We do not sell your information or hand it to advisors, so signing up never turns into cold calls or a sales pitch. Your portfolio is yours, and we keep only what we need to run your research.
Read our privacy policy→We never hold your brokerage login
Link a brokerage and the sign-in happens inside SnapTrade’s secure portal, never on our servers. The connection is read-only and your credentials stay with them, so we can read positions but never move money or store a password.
How your connection is protected→Pay for capacity, not a better truth.
Every plan gets the same daily Reports, the same portfolio analysis, and full fund look-through. Paid plans only add portfolios, tracked stocks, and portfolio import.
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Every plan includes the full daily Report, portfolio analysis, fund look-through, and the Weekly Brief. Start free and upgrade from inside the product when your book outgrows it.
Bring your portfolio. We'll keep it current.
Create your free account, name your first portfolio, and add up to five holdings. The Reports and portfolio analysis start from there.
For informational purposes only. Not investment advice.