PlatformAboutPricingContactBlog
Sign inGet started

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.

Read our manifesto
Free·No credit card·Results in 60 seconds

The copilot

Every number explained.
By the model you choose.

InvestIQ calculates the scores. The copilot explains them — on any card, any cluster, any chart, anywhere in the product. Ask why a score moved, what a filing means, how a position affects your portfolio.

Pick the brain for the question

A fast model for everyday explanations, a deeper one when the thinking is worth paying for. The model never touches the data, the scores or the clusters — only how far the interpretation goes.

Always one click away

A permanent panel on the right, from a small chip to a full chat window — without losing the page you were reading.

It knows where you are

Ask “why?” on a metric and it already has the ticker, the cluster and the number in context.

It remembers your work

Your horizon, the metrics you care about, what you decided last time — so the answers get sharper the longer you use it.

What InvestIQ does

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.

Conviction 82
BUY
5 clusters

Scored across 5 clusters

Earnings, momentum, smart money, quality and valuation — 68 data points distilled into one 0–100 conviction score.

logo

Your portfolio, connected

Every position, signal and risk linked into one view — correlations, concentration and Kelly-based sizing.

Faster decisions
Earnings catalysts
5-cluster scoring
Real-time signals
Smart-money flow
Portfolio audit
Kelly sizing
Insider tracking
Portfolio Audit

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.

1
Drop your broker CSV
portfolio.csv
Trade RepublicRevolutBoursorama
Import your portfolio

Upload your broker CSV or paste your tickers — Trade Republic, Revolut, Boursorama and more.

2
77
Earn
61
Mom
47
Smart
52
Qual
32
Val
Score every position

Each holding runs through 5 clusters — earnings, momentum, smart money, quality, valuation — plus portfolio-level risk.

3
82health
NVDA
91BUY
AAPL
64HOLD
INTC
31SELL
Get your verdict

An overall health score, a BUY · HOLD · SELL per position, concentration and Kelly sizing, and a daily brief.

Stock Analysis

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 · 82
NVDA · NASDAQ
War Room

4 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.

Quant Analyst
Risk Manager
Macro Strategist
Value Investor
Assistant

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.

Assistant
● live
Should I worry about my Tesla position?
TSLA · position health
Share of portfolioyour cap: 10%18.0%
InvestIQ signalcooling from 71HOLD · 58/100
If TSLA fell 30%portfolio −5.4%
The real question isn’t whether Tesla is a good company — it’s whether it’s a good position. At 18% it’s nearly 2× a prudent single-name cap, so one stock swings your whole portfolio. The signal is still HOLD (58, cooling from 71) — the thesis isn’t broken. But concentration is the one risk you fully control.
Informational only — not investment advice.
See my concentration report →
Measured, not marketed

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.

+103.8%
Portfolio return
4-year cumulative
+7.1%
Alpha
vs S&P 500
0.376
Information ratio
annualized
−18.5%
Max drawdown
vs −25% market
Equity curve · $100 → end of period
Jan 2022 – Apr 2026 · monthly rebalance
InvestIQ portfolio S&P 500
$100$150$20020222023202420252026
Methodology. Scored on momentum, earnings surprises, and quality factors reconstructed point-in-time. Smart Money and Valuation clusters not included in backtest — results represent a conservative floor.
Disclaimer. Past performance does not guarantee future results. Backtest uses simulated transaction costs and next-open execution. Not investment advice.
Who uses InvestIQ

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.

Simple pricing

Plans that fit how you invest

Three clear plans. Cancel anytime.

Free

Discover InvestIQ

€/month
  • 3 / month stock analyses
  • 3 msg / day ai assistant
  • 1 portfolios

Free includes:

  • Portfolio audits — Monthly
  • Watchlist — 3 tickers
  • Morning brief — Weekly
  • Alerts & notifications — Weekly digest

Pro

Most popular

For active portfolio management

€/month
  • 100 / month stock analyses
  • 200 / month ai assistant
  • 5 portfolios

Everything in Free, plus:

  • Portfolio audits — 10 / month
  • Watchlist — 50 tickers
  • Morning brief — Daily
  • Alerts & notifications — Intraday
  • Audit comparison & position history
  • War Room — 5
  • PDF export (audits & analyses)
Cancel anytime

Ultra

For power users

€/month
  • Unlimited stock analyses
  • Unlimited* ai assistant
  • Unlimited portfolios

Everything in Pro, plus:

  • Portfolio audits — Unlimited
  • Watchlist — Unlimited
  • Morning brief — Daily
  • Alerts & notifications — Intraday
  • Audit comparison & position history
  • War Room — Unlimited
  • MCP in Claude, ChatGPT, Codex & Cursor
  • PDF export (audits & analyses)
  • Priority support — < 24h
  • Early access to new features
  • Model Portfolios — V2
Cancel anytime

* Unlimited under normal use — a technical anti-abuse ceiling applies (50 analyses and 300 assistant messages per day).

Common questions

No. InvestIQ provides analytical data and scoring models to help you make your own informed decisions. Every signal comes with a disclaimer for a reason. You decide. Always.
Five clusters contribute to every score: Earnings Catalyst, Price Momentum, Smart Money flows, Quality Gate, and Valuation Context. Each cluster draws from multiple FMP Premium data points. The final score is deterministic — same inputs, same output, every time.
All financial data comes from Financial Modeling Prep (FMP) Premium — real-time prices, earnings history, insider transactions, SEC filings, analyst estimates, and macroeconomic data.
Yes. No contracts, no cancellation fees. Cancel from your account settings in under 30 seconds.
Yes. InvestIQ is EU-hosted and GDPR-native. We never sell your data. You can export or delete it anytime from your account settings.

We use cookies

We use essential cookies to run the site and optional ones to improve it. You can change this anytime.