Explore free. Save when you’re ready.
Use the open dashboard, company Reports, Research, and Workspace before creating an account. Save a small portfolio for free. Paid plans add capacity, portfolio import, delivered Briefs, and AI research tools.
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 |
| Workspace Ask and Search | Not included | Included | Included |
| Portfolio Chat | Not included | Not 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.
Explore without an account. Create a free account when you want to save your portfolio.
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