Frequently Asked Questions

I'm not a trader or finance pro, is this for me?: Yes. QuarterlyIQ is built for self-directed investors who own stocks and funds but do not watch the market all day. The Report explains its conclusions in plain English and keeps the underlying evidence available.
What are the main QuarterlyIQ products?: Company Reports explain the business and its evidence. Workspace lets you compare companies, chart reported figures, and keep notes. The Portfolio Manager connects that research to your holdings. The Weekly Brief, screener, and macro context support your research.
How is this different from price alerts or portfolio risk tools?: Price alerts report movement. Risk tools measure portfolio shape. QuarterlyIQ evaluates the underlying company and then applies that research alongside position size, risk, income, tax, and fund look-through in the Portfolio Manager.
Which stocks are covered?: We cover 4,000+ US stocks across all 11 sectors, plus 45+ funds. After signup, supported US-listed equities, ETFs, and mutual funds can be added to a portfolio. A valid symbol awaiting ingestion appears as Preparing coverage; unsupported listings receive a specific reason.
How current is the Report?: The full analyst-style Report is rebuilt every market day as filings, earnings calls, prices, expectations, and other covered evidence change.
Why not just ask ChatGPT about my stocks?: A general chatbot answers the prompt and context it is given. QuarterlyIQ maintains a defined research process, current source material, distinct content contracts, and the portfolio structure required to repeat the analysis across every holding.
Will you tell me when to buy or sell?: No. QuarterlyIQ explains the business, evidence, valuation context, and risks. It does not issue its own buy, sell, or price target.
Do I need an account or a credit card to try it?: No. Explore the dashboard, company Reports, screener, and Workspace, or try a temporary portfolio with up to five covered stocks. Workspace research stays in this browser. Create a free account when you want to save a portfolio.
When should I upgrade?: Upgrade for more portfolios, more than five tracked stocks, portfolio import, or delivered Briefs. Plus and Premium include Workspace Ask and Search; Premium also includes Portfolio Chat.
Does a stock in Preparing coverage count toward my limit?: Yes. Once a valid ticker is added, it immediately counts against the tracked-stock quota while QuarterlyIQ completes coverage preparation.
Can I cancel anytime?: Yes. You can cancel from your account whenever you want, and you keep access through the end of the billing cycle.
Should I treat this as investment advice?: No. QuarterlyIQ explains what changed, what matters, and what to watch. We don't recommend buying or selling. That's your decision.

See the product structure in the sample portfolios or open the source-linked NVDA Report.