Everything you own, explained.
QuarterlyIQ does the analytical work for you: what changed in your stocks, what it means, and what to watch next, built from official data and refreshed every week.
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Built to be checked.
We're asking you to let software watch your money. That trust has to be earned, so we made checking us easy.
Official sources, not hot takes
Every read is built from the primary record: SEC filings (10-Ks, 10-Qs, 8-Ks), earnings-call transcripts, and US government data like FRED, BEA, and BLS. Not scraped opinions.
Where our data comes fromWe show our work
No mystery scores. Every read breaks down into the checks behind it, so you can see why we said it and judge it for yourself.
Inspect a real readNo buy. No sell. No predictions.
We never tell you what to do with your money, and we never predict price. We tell you what changed and why. The decision stays yours.
How the reads are madeQuiet by design
A real thesis break is rare, and our alerts are too. We would rather be silent than wrong, and on the scary days we tell you when a drop is just noise.
See the watch in actionAlready using ChatGPT or Claude for your stocks?
You can already paste a filing into ChatGPT and ask it to summarize the earnings report, read the 10-K, or explain what changed. It works once, for one stock, if you find the document, paste it in, and trust it didn’t make the numbers up. QuarterlyIQ does the same jobs for your whole portfolio, every week, grounded in official data.
You can’t make good decisions on made-up numbers.
Hallucination is the failure mode of AI investing tools, so we engineered our whole pipeline around preventing it. We won’t claim perfection: doing this across 4,000 stocks, every sector, and the whole economy is genuinely hard. But this is far more than sending your portfolio up to a chatbot and passing back whatever it says.
Real, fresh data goes in
The AI never works from memory. For every read, we pull the actual filings and numbers from the source and hand all of it to the model in the request, so the analysis runs on real, fresh data. Nothing made up, nothing stale.
Every answer is checked
What comes back is checked for accuracy against the data we sent before it ever reaches you. A wrong number that slips through is a bug we fix, not a shrug.
Nothing personal stored
We don’t collect or store personal information. Just what’s needed to evaluate a portfolio: the tickers and positions you give us.
A chatbot reads a filing once. We keep score.
Reading and summarizing is the easy part. The hard part is memory: watching the same companies quarter after quarter. That is where a one-shot chatbot can’t follow.
We track management’s promises
We pull the objectives management states on the call and in the 10-Q, then follow each one quarter to quarter and mark it confirmed or disproved, so you see whether they actually delivered.
We watch the thesis, not the price
We track whether the reason you own a stock still holds, and flag it the moment it starts to weaken, not every time the price wobbles.
We show the receipts
Every read carries its track record and sample size. The Motley Fool calls a changed thesis the #1 reason to sell a stock; we are the ones actually watching for it, with results you can check.
Pasting your holdings into a chatbot every week is arming your own alarm by hand. QuarterlyIQ keeps watch for you, and only speaks up when something changes.
Your weekly summary of what actually moved.
Every week, we tell you which of your stocks moved, why, and what to watch next, in two sentences each. Built around the stocks you actually care about, so you read the few things that matter.
- A clear read on every stock you follow
- The top changes, ranked by what actually matters
- Earnings dates and big upcoming events in one view
- Refreshed every Sunday, before the week starts
- NVDAPositive
- MSFTNeutral
- AAPLNeutral
A clear read on any stock, not one mystery score.
Behind every take sit a handful of checks we have tested over time: is recent performance strong, is the stock cheap or pricey, is earnings quality solid, and is management steady. We tell you when something is worth another look, and when to ignore the noise.
- Signals we have checked against what actually happened next
- Cheap-or-pricey shown against a stock’s own peers, in plain terms
- Risk shown in real dollars: what a $10,000 stake could swing
- A clear “what would change my mind?” on every stock
See what your funds and ETFs actually hold.
Own an ETF or mutual fund? We look right through it to the real companies inside, so you know what you truly own, and where the same names show up in more than one fund.
- The real companies inside any fund, ranked by how much you own
- What is in it (stocks, cash, and which sectors) at a glance
- Spot overlap when the same company sits in several funds
- Your true exposure across every fund and account
- NVDA NVIDIA Corp15.5%
- AAPL Apple Inc9.4%
- GOOGL Alphabet Inc8.3%
- AMZN Amazon.com Inc7.7%
See how risky your money really is.
We add up your whole portfolio: how much it swings compared to the market, how much rides on one bet, and how bad past drops have been, across every account, all at once.
- How much your portfolio swings compared to the market
- How much is riding on one stock or one sector
- Your worst past drop, in plain numbers
- All of your accounts, measured together
See how the economy is helping or hurting your stocks.
Most tools tell you what happened. We tell you what it means for the stocks you actually own, based on how your holdings have reacted to moves like this before.
- Which sectors have the wind at their back, and which are fighting it
- Economic shifts turned into what they mean for you
- No generic “stocks reacted to the inflation report”, only what touches what you own
- Sector strengths and risks, refreshed with every economic report
- 📈 Odds of a rate cut went up → your banks tend to rise
- 🛢️ Oil down 4% → your energy names tend to fall
- 🏭 Factories picking back up → your industrials tend to rise
Transparent accuracy. A track record you can check.
We tested our signals against what actually happened next, and we show you the results: by group, by sector, with sample sizes. Including where they have no edge.
- Every claim shows its sample size and time period
- Honest about the limits, including where we don’t have a strong read
- No cherry-picking the winners after the fact
- Rewind any stock to a past date and see what we would have said (coming soon)
Earnings, events, and alerts that actually matter.
Earnings dates, big company filings, insider trades, and the economic reports that matter for your stocks, all in one calendar, with alerts that fire only when something could change your mind.
- Your stocks’ earnings dates and key economic reports in one view
- 8-K filings and press releases, summarized
- Insider buying and selling (coming soon)
- Earnings-call highlights (coming soon)
- 🔔 NVDA earnings · May 22
- 📋 MSFT filing · executive change
- 📊 Inflation report · May 13
- 🏛️ Fed meeting · May 28
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Back to home · For informational purposes only. Not investment advice.