Everything you own, explained in plain English.
QuarterlyIQ does the analytical work for you: what changed in your stocks, what it means, and what to watch next, built from official data and refreshed every week.
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Your weekly summary of what actually moved.
Every week, we tell you which of your stocks moved, why, and what to watch next, in two sentences each. Built around the stocks you actually care about, so you read the few things that matter.
- A plain-English read on every stock you follow
- The top changes, ranked by what actually matters
- Earnings dates and big upcoming events in one view
- Refreshed every Sunday, before the week starts
- NVDAPositive
- MSFTNeutral
- AAPLNeutral
A clear read on any stock, not one mystery score.
Behind every take sit a handful of checks we have tested over time: is recent performance strong, is the stock cheap or pricey, is earnings quality solid, and is management steady. We tell you when something is worth another look, and when to ignore the noise.
- Signals we have checked against what actually happened next
- Cheap-or-pricey shown against a stock’s own peers, in plain terms
- Risk shown in real dollars: what a $10,000 stake could swing
- A clear “what would change my mind?” on every stock
See what your funds and ETFs actually hold.
Own an ETF or mutual fund? We look right through it to the real companies inside, so you know what you truly own, and where the same names show up in more than one fund.
- The real companies inside any fund, ranked by how much you own
- What is in it (stocks, cash, and which sectors) at a glance
- Spot overlap when the same company sits in several funds
- Your true exposure across every fund and account
- NVDA NVIDIA Corp15.5%
- AAPL Apple Inc9.4%
- GOOGL Alphabet Inc8.3%
- AMZN Amazon.com Inc7.7%
See how risky your money really is.
We add up your whole portfolio: how much it swings compared to the market, how much rides on one bet, and how bad past drops have been, across every account, all at once.
- How much your portfolio swings compared to the market
- How much is riding on one stock or one sector
- Your worst past drop, in plain numbers
- All of your accounts, measured together
See how the economy is helping or hurting your stocks.
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.
- Which sectors have the wind at their back, and which are fighting it
- Economic shifts turned into what they mean for you
- No generic “stocks reacted to the inflation report”, only what touches what you own
- Sector strengths and risks, refreshed with every economic report
- 📈 Odds of a rate cut went up → your banks tend to rise
- 🛢️ Oil down 4% → your energy names tend to fall
- 🏭 Factories picking back up → your industrials tend to rise
Transparent accuracy. A track record you can check.
We show how the signals have actually done over the years (by group, by sector, by market era) and let you rewind to any past date for any stock we cover.
- Every claim shows its sample size and time period
- Pick any past date and see exactly what we would have told you
- Honest about the limits, including where we don’t have a strong read
- No cherry-picking the winners after the fact
Earnings, events, and alerts that actually matter.
Earnings dates, big company filings, insider trades, and the economic reports that matter for your stocks, all in one calendar, with alerts that fire only when something could change your mind.
- Your stocks’ earnings dates and key economic reports in one view
- Important company filings, summarized in plain English
- Insider buying and selling (coming soon)
- Earnings-call highlights (coming soon)
- 🔔 NVDA earnings · May 22
- 📋 MSFT filing · executive change
- 📊 Inflation report · May 13
- 🏛️ Fed meeting · May 28
Ready to invest with clarity?
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Back to home · For informational purposes only. Not investment advice.