Make sure the market isn’t taking your money while your back is turned.
QuarterlyIQ constantly monitors news, earnings reports, economic data, and sector performance, then sends a real-time alert the moment a stock’s fundamentals break. So you can see what changed, what matters, and what to watch next, before the market noise takes over.
One engine, working while you live your life.
The numbers that move stocks land all the time. Here is how we turn that firehose into a calm, clear read on what you own.
You add your portfolio
Paste or import your holdings: stocks, funds, ETFs, whatever you own. Names we don’t cover yet are ingested automatically.
We break it down
We look through your funds and ETFs to the real companies inside them, so we know exactly which businesses to watch on your behalf.
We gather the data
10-Ks, 10-Qs, 8-Ks, earnings-call transcripts, market prices, analyst estimates, and government and Fed economic data for every name you hold, pulled in continuously as it lands.
- 10-K & 10-Q reports, 8-K filings
- Earnings calls & transcripts
- Market prices
- Analyst estimates
- Economic & Fed data
AI reads all of it, instantly
The moment something arrives, AI reads it, sorts it, and pulls out what actually changed, across thousands of pages no person could keep up with.
We connect the dots
We stitch those readings together across the economy, the sector, and your specific holdings, with prompts engineered for this one job and guardrails that keep it honest. We watch for the patterns that matter. We never predict price.
You get told what matters
A weekly brief so you know we are on it, alerts when a holding’s fundamentals change, a plain read on each stock, and an all-clear when a scary day is just noise.
So what actually happens when a thesis breaks?
The process above runs quietly until something real changes. Then it speaks, and it says something specific:
- You hear right away.The alert names the stock, the new state (Watch or Weakened), and the reason in plain English, the moment it flips. Not buried in next month's report.
- It comes with the evidence. The filing, call, or numbers that changed are right there, so you can judge it yourself instead of taking our word for it.
- And on the scary days, the opposite. When the whole market drops, we check your book and tell you when it's just noise, so you don't panic-sell a thesis that's still intact.
INTC moved to Watch. Financial performance slipped below its industry cohort. The reason you own it is what we're watching, not the price.
From the latest 10-Q and earnings call · evidence attached
“Markets fell broadly today. We checked your book: your theses are intact. This is noise.”
Sample alerts. The demo shows live thesis states on real stocks.
The process is ours. The peace of mind is yours.
Sleep at night
We watch your portfolio for changes so you do not have to.
Catch it early
Know when the reason you own something stops being true.
Stay honest
Close to the real numbers, no hyped-up price calls.
Why not just ask ChatGPT?
Pasting your holdings into a chatbot every week is arming your own alarm by hand. It answers once, then forgets. QuarterlyIQ runs continuously on data we have curated for this purpose, built for one job: telling you when the reason you own something stops being true.
- A one-time snapshot
- Forgets your holdings
- Only when you remember to ask
- Generic, uncurated data
- Always watching
- Knows what you own
- Tells you first
- Data curated for investing
Let AI keep watch over your stocks.
Add the stocks you own and get a clear read this week. No credit card required.
Back to home · For informational purposes only. Not investment advice.