Investment research should stay current after the first read.
QuarterlyIQ was built for self-directed investors who own companies and funds but cannot reread every filing, earnings call, and market update across the whole portfolio. The system does that work continuously and keeps the reasoning available for inspection.
Why we built it
AI made something possible that was not before: reading and connecting more data than any person could, at a speed no analyst can match. We are not Wall Street analysts, and QuarterlyIQ is not built to be one more voice telling you what to buy. We are long-time self-directed investors with a background in building data systems, and we set out to get the market read we could never find: complete, current, and open to inspection.
The idea came from investing two different ways. One of us follows the fundamentals; the other trades the chart. Watching a technical trade, the story underneath is hard to see. Is the company actually doing well? What about its sector? When a price drops, is that just market noise or a real problem in the business?
We wanted a plain answer to that, so you can tell noise from a broken thesis.
Trade the technicals all you like. Just don't assume you should be trading a chart when the fundamentals are broken.
That question, whether the business is intact or not, is what QuarterlyIQ answers. Every market day, for every company you own.
Where the name comes from
The financial world runs on quarterly time. GDP, earnings, and most of the data that moves markets arrive quarter by quarter, and even the monthly numbers feed that same quarterly story. The name is also a note of humility: with so much moving in the world at once, the honest horizon is roughly the next quarter, not a distant future none of us can really see.
Two primary offerings
One research process, carried from a single company all the way to the whole portfolio you actually own.
One company, analyzed in depth.
Business condition, growth, quality, management, valuation, risk, and thesis remain separate conclusions. The Report is rebuilt every market day and every material claim stays connected to its source.
Open the NVDA Report →The whole book, then each portfolio.
The overview compares portfolios and highlights book-level issues. Individual portfolio pages carry the analysis into positions, risk, income, tax, macro context, and the companies held through funds.
Review the sample portfolios →The Weekly Brief, screening, and macro context are supporting benefits produced by the same research system.
How the research is built
QuarterlyIQ combines structured data, source documents, and model-based analysis inside defined content contracts. When a number is missing, we say so. We never swap in a different conclusion to fill the space.
Primary records
SEC filings, earnings-call transcripts, market data, analyst estimates, fund holdings, and official US economic sources.
Source-linked conclusions
Every material claim traces back to the filing, call, or dataset behind it, so you can move from a conclusion to its evidence.
No price prediction
QuarterlyIQ does not issue its own buy, sell, or price target. The investment decision stays with you.
Our promise: open, not overconfident
Are we always right? No. Everything we have tested says the same thing: we cannot tell the future, and not for lack of trying. What we can do is run a consistent process, fix the issues we find so the data gets cleaner and the signals get sharper, and stay honest about how good each estimate is or is not.
Take the classic analyst price target. It hands you a number, and sometimes a date, but not the method behind it, the assumptions inside it, or an honest read on how likely either one is. That is a conclusion without its work. We go the other way: instead of one opaque number, we show what a company is worth across a range of methods and time horizons, with the evidence attached and the limits of our confidence stated. You get the reasoning, not a guess dressed up as a prediction.
You will never see us print “this stock is going to the moon.” That kind of certainty is noise, and it usually exists to pump a position or sell a click. We refuse it. Instead we show our work, tell you where we are unsure, and leave the decision with you. Compare what we show against anywhere else, and make your own informed call.
Who we build for
The self-directed investor with meaningful money at work, often spread across 10 to 40 stocks, ETFs, and mutual funds. They want to understand the businesses they own and the portfolio those holdings create without watching the market all day.
See the product before you start.
Read a covered Report or review the sample portfolios, then create your first portfolio on Free.