Pay for capacity, not a better truth.
The Report and Portfolio Manager do not become more honest on a higher plan. Every plan gets the same daily Reports, the same portfolio analysis, and full fund look-through. Paid plans only add portfolios, tracked stocks, and portfolio import.
Free
$0/month
Use the full research system on a small book.
- 1 portfolio
- 5 tracked stocks
- Manual entry
- No credit card
Plus
$25/month
or $250 / year ($20.83 a month, two months free)
Track a larger book across several portfolios.
- 3 portfolios
- 25 tracked stocks
- Portfolio import
- Delivered Weekly Brief
Premium
$39/month
or $390 / year ($32.50 a month, two months free)
Room for a substantially larger book.
- 10 portfolios
- 100+ tracked stocks
- Portfolio import
- Delivered Weekly Brief
Every new account begins on Free. Start free and upgrade from inside the product when your book outgrows it.
Compare plans
| Plan detail | Free | PlusPopular | Premium |
|---|---|---|---|
| Tracked stocks | 5 | 25 | 100+ |
| Portfolios | 1 | 3 | 10 |
| Portfolio setup | Manual entry | Manual entry or import | Manual entry or import |
| Company Reports | Included | Included | Included |
| Portfolio analysis | Included | Included | Included |
| Weekly Brief | In the product | In the product and delivered | In the product and delivered |
| Fund look-through | Included | Included | Included |
Questions about plans
- Does Free require a credit card?
- No. Create the account, name one portfolio, and add up to five stocks manually. No credit card is required.
- What counts against the tracked-stock limit?
- Each distinct ticker added to your portfolios counts once. A valid ticker shown as Preparing coverage counts immediately while QuarterlyIQ completes ingestion.
- Can a Free account import a portfolio?
- No. Free portfolios are built manually. Portfolio import is available on Plus and Premium.
- When should I upgrade?
- Upgrade when you need another portfolio, more tracked stocks, or portfolio import. The product shows current usage and provides the upgrade path there.
- Which securities are supported?
- QuarterlyIQ currently covers 4,000+ US stocks and 45+ funds. Supported US-listed equities, ETFs, and mutual funds can be added after signup. Unsupported listings receive a specific explanation.
- Can I cancel anytime?
- Yes. Cancel from the account page and keep paid access through the end of the current billing cycle.
Start with your first portfolio.
Create the account first, then name the portfolio and add holdings inside QuarterlyIQ.
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