One research process, carried from the company to the whole portfolio.
QuarterlyIQ does not begin with a prompt or a score. It begins with the portfolio, assembles the underlying evidence, writes the company Report, and then applies that analysis to the positions the investor actually owns.
What happens every market day
The same flow runs for every security in the portfolio, every market day. When a number is missing, we leave it missing rather than filling the gap with something unrelated.
Gather the primary record
Filings, earnings-call transcripts, prices, analyst estimates, fund holdings, and government economic data for every security in the portfolio.
Evaluate each company on its own
Business condition, growth, quality, management, valuation, risk, and thesis are judged separately, each checked against its source material.
Rewrite the Report after every close
New evidence is folded into the analyst-style Report each market day, with every source still attached so you can inspect it.
Carry it into your portfolio
The Portfolio Manager combines those Reports with position size, fund look-through, risk, income, tax, and macro context.
You bring the portfolio; the cycle does the rest
Getting set up takes two moves, and you never have to guess which symbols are supported before signing up.
Create and name a portfolio
Add a portfolio and enter each holding by symbol and share count. Cost basis is optional. Free builds one portfolio; paid plans import and manage more.
Holdings resolve on their own
Covered symbols work immediately. A valid symbol awaiting coverage shows as Preparing coverage and fills in later. Anything unsupported gets a specific reason.
Every claim keeps its source attached.
The Report explains what the evidence supports and lets you inspect that evidence. QuarterlyIQ does not issue its own buy, sell, or price target. Four kinds of record feed every read.
Company record
10-K, 10-Q, and 8-K filings; earnings calls; company releases
Market record
Prices, returns, volatility, analyst estimates, and benchmark data
Fund record
Fund profiles, holdings, sector exposure, and underlying-company weights
Economic record
Federal Reserve, FRED, BEA, BLS, and other official US data
The process produces two primary views.
One company, fully analyzed.
Business condition, growth, quality, management, valuation, risk, thesis, financials, earnings, ownership, outlook, and the underlying sources.
Open the NVDA Report →Every portfolio, then one in depth.
Book-level comparison and attention items lead into positions, risk, income, tax, macro context, and fund look-through for an individual portfolio.
Open the sample overview →The Weekly Brief and macro context are supporting benefits assembled from these views.
Start with one portfolio.
Create your account, name the portfolio, and add up to five holdings on Free.