One research process, carried from the company to the whole portfolio.
Start with a company you want to understand. QuarterlyIQ assembles the evidence into a daily Report, lets you compare companies in Workspace, and connects that research to the holdings in your portfolio.
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.
Start with a company. Follow the evidence.
Start by exploring. Save when you have something worth coming back to.
Explore a company
Open a Report, run Research, or compare companies in Workspace. No account is needed.
Try a portfolio
Add up to five covered stocks and see how they fit together. No account is needed for this temporary portfolio.
Save when you are ready
Create a free account on this device, review your temporary work, and keep following the companies that matter.
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 three connected 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 →Your working research set.
Compare selected companies and holdings in one table, graph their reported metrics, and keep private notes beside the evidence.
Try Workspace →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.
Put the research to the test.
Explore the dashboard, add up to five temporary stocks, then create a free account to save your portfolio.