Simple pricing. Massive value.
Start with 2 stocks free. Upgrade when you want your full portfolio covered.
Test QuarterlyIQ on a small watchlist. See the full experience for two stocks.
- ✓ 2 tracked stocks
- ✓ Weekly brief for those names
- ✓ Plain-English insights
- ✓ Basic macro dashboard
- ✓ 30-day history
Track the stocks that matter without watching the market all day.
- ✓ 25 tracked stocks
- ✓ Full portfolio brief & alerts
- ✓ Macro-to-portfolio impact
- ✓ Thesis re-read triggers
- ✓ Time machine (basic)
- ✓ 90-day history
- ✓ Standard alerts
Larger portfolios, deeper history, and the full toolkit for serious self-directed investors.
- ✓ 100+ tracked stocks
- ✓ Multiple portfolios / watchlists
- ✓ Deeper history
- ✓ Full time machine
- ✓ Backtest & proof surfaces
- ✓ Custom alerts
- ✓ CSV exports
- ✓ Priority support
- ✓ Early access to advanced features
Cancel anytime.
Compare plans
| Feature | Free | Plus | Premium |
|---|---|---|---|
| Tracked stocks | 2 | 25 | 100+ |
| Watchlists | 1 | 1 | Multiple |
| Weekly portfolio brief | Limited | ||
| Plain-English stock insights | |||
| Macro-to-portfolio impact | — | ||
| Thesis re-read triggers | — | ||
| Time machine | Preview | Basic | Full |
| Backtest & proof surfaces | — | — | |
| History depth | 30 days | 90 days | Full |
| Alerts | Limited | Standard | Custom |
| CSV / data exports | — | — | |
| Priority support | — | — |
Frequently asked questions
Is Free actually free?+
Yes. No credit card required. Track 2 stocks, get the weekly brief on those names, and use the basic macro dashboard for as long as you want.
What counts as a "tracked stock"?+
Any name you add to your watchlist or portfolio. The free plan caps you at 2; the upgrade prompt appears when you try to add a 3rd.
Can I cancel anytime?+
Yes. Cancel from your account page in under a minute. You keep access through the end of the current billing cycle.
How does the annual discount work?+
Pay 10 months, get 12. Plus is $120/year ($10/mo effective). Premium is $240/year ($20/mo effective).
Which stocks are covered?+
Today we cover ~365 of the S&P 500 across 8 sectors. Financials, real estate, and utilities are coming soon. If you ask for a name we don't cover, we'll let you know when it's ready.
Is this investment advice?+
No. QuarterlyIQ explains what changed, what matters, and what to watch — in plain English. We do not recommend buy/sell decisions.
Try it on the names you actually own.
Free forever for 2 stocks. No credit card required.
By signing up you agree to our Terms and Privacy Policy. For informational purposes only. Not investment advice.