About QuarterlyIQ

QuarterlyIQ watches the stocks, funds, and portfolio you already own, tells you in plain English what changed and what it hinges on, and alerts you when the reason you own something stops being true. The rest of the time, it stays quiet.

The idea is simple: make sure the market isn't taking your money while your back is turned. You can't read every filing, sit through every earnings call, and track every Fed move across everything you own. We do that part, and tell you what actually matters.

What QuarterlyIQ Does

Three things, all built on the same transparent data engine:

• The weekly brief. For the names you track: what changed, what it hinges on, and what to watch next, ranked so you read three things, not three hundred. A steady pulse that proves we are watching even when nothing is wrong.
• Thesis monitoring.Every holding carries a living thesis state: Intact, Watch, or Weakened. When the reason you own a stock durably deteriorates, you get a rare, real alert. On broad market drops, you get the opposite: an all-clear that says “we checked your book, this is noise.”
• Honest screening.Explore thousands of stocks by the same transparent quality, valuation, and momentum signals the brief uses. Exploration, not a “what will go up” machine.

Macro still matters, so the economy pages connect inflation, jobs, rates, and the Fed to the stocks you actually own. The economy is the supporting cast now; your book is the star.

What We Don't Do

• We never predict price.We tested our own signals against future price direction, and like decades of research, they're a coin flip. Anyone selling you certainty about price is selling you a story. We watch the business behind the stock instead: that is knowable.
• We don't say buy, hold, or sell. We make sure you are never the last to know when something real changes, so you have time to decide.
• We don't cry wolf.A thesis alert is rare by design. When we speak, it's because something real happened. False alarms destroy trust, and trust is the whole product.

Who We Build For

The self-directed investor with real money on the line: typically 10 to 40 holdings across stocks, funds, and ETFs, who doesn't watch the market all day and doesn't want to. You already have research sites and headlines. What you don't have is a clean answer to “what changed in mybook, and is anything quietly breaking?” That's the job we do.

How QuarterlyIQ Works

• Clean data first.Official SEC filings (10-Ks, 10-Qs, 8-Ks), earnings-call transcripts, market prices, analyst estimates, and government economic data are pulled in, organized, and checked before they reach you. We cover 4,000+ stocks today, and when you add a name we don't cover yet, we start ingesting it automatically.
• AI does the reading, with guardrails. The moment something lands, AI reads it and pulls out what changed, with prompts engineered for this one job and rails that keep it honest. Every claim traces to a source you can check.
• We keep score.We track management's promises quarter to quarter and mark them confirmed or disproved, and we show our signals' track record with sample sizes, not a hidden score.

Where Our Data Comes From

Built on official filings, market data, and US government sources.

What We Believe

• Substance over price. Price alerts tell you the stock moved. Risk tools tell you your portfolio is shaped dangerously. We tell you when the reason you bought something stops being true.
• Show your work. Every read carries its data, its reasoning, and its track record. Never one mystery score.
• Quiet is a feature. The product earns its keep by watching, not by generating noise to look busy. When nothing changed, we say so.
• Plain English. Any time we use a finance term, we tell you what it means.

See It on Your Own Stocks

The fastest way to understand QuarterlyIQ is to look at it with your own tickers: open the live demo, swap in a couple of your own names, and see a real brief before you create an account. When you're ready, the Free plan tracks 5 stocks with no credit card. We're adding features quickly, and early users have a direct line to shape what comes next.