We believe institutional-grade analysis shouldn't be reserved for institutions.
Stop guessing,
get conviction
Wall Street has the research; you get the noise. InvestIQ gives you the same rigor the pros use — on any stock, your whole portfolio, in seconds.
Every tool a fund analyst uses.
None of the complexity.
Live conviction scores
Every signal refreshes with the market — insider buys, earnings surprises and momentum, scored the moment they move.
Scored across 5 clusters
Earnings, momentum, smart money, quality and valuation — 68 data points distilled into one 0–100 conviction score.
Your portfolio, connected
Every position, signal and risk linked into one view — correlations, concentration and Kelly-based sizing.
See the risks your broker never shows you.
Your bank gives you allocation pie charts. InvestIQ gives you what matters: position correlations, concentration risk, Kelly sizing, sector exposure vs current macro cycle. The audit a fund analyst would do on your portfolio.
Import your portfolio
Upload your broker CSV or paste your tickers — Trade Republic, Revolut, Boursorama and more. No account needed.
Score every position
Each holding runs through 5 clusters — earnings, momentum, smart money, quality, valuation — plus portfolio-level risk.
Get your verdict
An overall health score, a BUY · HOLD · SELL per position, concentration and Kelly sizing, and a daily brief.
Decide in 10 seconds. Not 3 hours.
InvestIQ runs 68 institutional data points across 5 scoring clusters — earnings momentum, insider flow, financial health, relative valuation, technical signals. You get one conviction score. Buy. Buy Moderate. Hold. Sell Moderate. Sell. With the reasoning.
Stock Analysis
BUY · 824 analysts debate. You judge.
Before a major decision, launch a War Room. 4 specialized AI agents — Quant, Risk, Macro, Value — debate the thesis with their actual data sources. They cite. They don’t always agree. The InvestIQ core synthesizes their verdict — you make the call.
Ask the question. Get the answer. Without the bullshit.
The InvestIQ assistant knows your positions, learns your investment style, and answers with live data. Ask anything: a stock, a comparison, a portfolio risk breakdown, earnings context. It responds with structured data — not walls of text trying to sound smart.
We backtested it. Here is what we found.
The InvestIQ scoring engine was tested across 116 tickers from the S&P 500 and S&P 400 midcaps, monthly rebalanced, over four years. Equal-weighted. Transaction costs included.
4-year cumulative
vs S&P 500
annualized
vs −25% market
Built for investors who think.
The active investor
You already hold positions and check them too often. You want to understand what you own — not just watch the numbers move.
The research-driven buyer
Before you commit money, you want the data — earnings, balance-sheet quality, insider moves. You want to know before you act.
The portfolio builder
You manage real money, with real stakes. You need institutional-grade tools — without a Bloomberg Terminal or a finance degree.
Start free. Upgrade when it matters.
Three clear plans. No hidden caps. Cancel anytime.
Common questions
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