Frequently Asked Questions

I'm not a trader or finance pro, is this for me?: Yes. QuarterlyIQ is built for self-directed investors who own stocks and funds but do not watch the market all day. The Report explains its conclusions in plain English and keeps the underlying evidence available.
What are the main QuarterlyIQ products?: The two primary offerings are the company Report, rewritten every market day, and the Portfolio Manager, which has an all-portfolios overview and individual portfolio pages. The Weekly Brief, screening, and macro context support those offerings.
How is this different from price alerts or portfolio risk tools?: Price alerts report movement. Risk tools measure portfolio shape. QuarterlyIQ evaluates the underlying company and then applies that research alongside position size, risk, income, tax, and fund look-through in the Portfolio Manager.
Which stocks are covered?: We cover 4,000+ US stocks across all 11 sectors, plus 45+ funds. After signup, supported US-listed equities, ETFs, and mutual funds can be added to a portfolio. A valid symbol awaiting ingestion appears as Preparing coverage; unsupported listings receive a specific reason.
How current is the Report?: The full analyst-style Report is rebuilt every market day as filings, earnings calls, prices, expectations, and other covered evidence change.
Why not just ask ChatGPT about my stocks?: A general chatbot answers the prompt and context it is given. QuarterlyIQ maintains a defined research process, current source material, distinct content contracts, and the portfolio structure required to repeat the analysis across every holding.
Will you tell me when to buy or sell?: No. QuarterlyIQ explains the business, evidence, valuation context, and risks. It does not issue its own buy, sell, or price target.
Do I need a credit card to start?: No. Create a Free account, name one portfolio, and add up to 5 stocks manually. No credit card is required.
When should I upgrade?: Upgrade when you need another portfolio, more than 5 tracked stocks, or portfolio import. Current usage and the upgrade path are shown inside the product.
Does a stock in Preparing coverage count toward my limit?: Yes. Once a valid ticker is added, it immediately counts against the tracked-stock quota while QuarterlyIQ completes coverage preparation.
Can I cancel anytime?: Yes. You can cancel from your account whenever you want, and you keep access through the end of the billing cycle.
Should I treat this as investment advice?: No. QuarterlyIQ explains what changed, what matters, and what to watch. We don't recommend buying or selling. That's your decision.

See the product structure in the sample portfolios or open the source-linked NVDA Report.