We believe institutional-grade analysis shouldn't be reserved for institutions.
Stop guessing,
get conviction
Wall Street has the research. You get the noise — social media gurus, commission-hungry advisors, hype cycles built to make you the exit liquidity.
If you've decided that your money deserves a real analysis — not someone else's signal — you're in the right place.
InvestIQ gives you the same rigor the pros use. On any stock. On your entire portfolio. In seconds.
No signup · Results in 60 seconds
Bull case- EPS revisions ↑
- ROIC 63%
- Brand moat
Bear case- PE premium 35%
You're not investing. You're guessing.
Without InvestIQ
With InvestIQ
Every tool a fund analyst uses.
None of the complexity.
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.
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.
5 analysts debate. You judge.
Before a major decision, launch a War Room. 5 specialized AI agents — Quant, Risk, Macro, Value, Synthesizer — debate the thesis with their actual data sources. They cite. They reach a synthesis. They don't always agree. That's the point.
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. 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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