Stop guessing,
get conviction.
InvestIQ scores every stock across five analytical dimensions — earnings momentum, price action, smart money flows, balance sheet quality, and valuation — in under 10 seconds.
No signup · Results in 60 seconds
Bull case- EPS revisions ↑
- ROIC 63%
- Brand moat
Bear case- PE premium 35%
You invest with data you don't have.
Without InvestIQ
With InvestIQ
Every tool a fund analyst uses.
None of the complexity.
A conviction score in 10 seconds.
InvestIQ runs 18 data points through five scoring clusters to generate a single conviction score from 0 to 100. Earnings surprise history, price momentum, insider transactions, financial health, and relative valuation — combined into one signal.
Understand what your portfolio is actually doing.
Beyond individual stocks, InvestIQ analyzes how your positions interact. Correlation between holdings, concentration risk, Kelly sizing by position, factor exposure, and sector alignment with the current market cycle. The audit your broker will never give you.
Five analysts. One stock. Real disagreement.
Before a major decision, run a War Room. Five specialized AI agents — a Quant Analyst, Risk Manager, Macro Strategist, Value Investor, and Synthesizer — debate the thesis in real time. Each one cites its sources. They don't always agree. That's the point.
Ask anything about your portfolio.
The InvestIQ assistant knows your positions, remembers your investment style, and answers questions with live data. Ask about a specific stock. Compare two tickers. Request a portfolio risk breakdown. Get earnings context before a report drops. It responds with structured data cards, not walls of text.
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. You check your portfolio more than you should. You want to understand what you own — not just watch numbers go up and down.
The research-driven buyer
Before you put money into anything, you want to see the data. Earnings history, balance sheet quality, what the insiders are doing. You want to know before you move.
The portfolio builder
You manage real money — yours, your family's — with real stakes. You need institutional-grade tools that don't require a Bloomberg Terminal or a finance degree to operate.
Start free. Upgrade when it matters.
Three clear plans. No hidden caps. Cancel anytime.
Slack/Discord/Zapier webhooks · Public REST API · CGPI white-label
These features will be included in Ultra or available as specialized plans. Subscribe to the newsletter to stay informed.
Pricing FAQ
Does the free trial require a credit card?
Yes. It's intentional: it lets us serve you immediately at the end of the trial if you're happy, without asking you to come back and sign up again. You can cancel anytime before day 14 with no charge.
Can I change plans anytime?
Yes. You can upgrade (Free → Pro → Ultra) anytime — the amount is prorated. You can downgrade at the end of your current billing period.
Common questions
Analyze your first
stock now.
Type any ticker. See the signal in 10 seconds.
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