Explore free. Save when you’re ready.
Use the open dashboard, company Reports, Research, and Workspace before creating an account. Save a small portfolio for free. Paid plans add capacity, portfolio import, delivered Briefs, and AI research tools.
Free
$0/month
Save a small portfolio and keep following it.
- 1 portfolio
- 5 tracked stocks
- Manual entry
- No credit card
Plus
$25/month
or $250 / year ($20.83 a month, two months free)
Track a larger book across several portfolios.
- 3 portfolios
- 25 tracked stocks
- Portfolio import
- Delivered Weekly Brief
Premium
$39/month
or $390 / year ($32.50 a month, two months free)
Room for a substantially larger book.
- 10 portfolios
- 100+ tracked stocks
- Portfolio import
- Delivered Weekly Brief
Every new account begins on Free. Start free and upgrade from inside the product when your book outgrows it.
Compare plans
| Plan detail | Free | PlusPopular | Premium |
|---|---|---|---|
| Tracked stocks | 5 | 25 | 100+ |
| Portfolios | 1 | 3 | 10 |
| Portfolio setup | Manual entry | Manual entry or import | Manual entry or import |
| Company Reports | Included | Included | Included |
| Portfolio analysis | Included | Included | Included |
| Weekly Brief | In the product | In the product and delivered | In the product and delivered |
| Fund look-through | Included | Included | Included |
| Workspace Ask and Search | Not included | Included | Included |
| Portfolio Chat | Not included | Not included | Included |
Questions about plans
- What can I try without an account?
- 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 to save a portfolio.
- Does Free require a credit card?
- No. Create the account, name one portfolio, and add up to five stocks manually. No credit card is required.
- What counts against the tracked-stock limit?
- Each distinct ticker added to your portfolios counts once. A valid ticker shown as Preparing coverage counts immediately while QuarterlyIQ completes ingestion.
- Can a Free account import a portfolio?
- No. Free portfolios are built manually. Portfolio import is available on Plus and Premium.
- When should I upgrade?
- Upgrade for more portfolios, more tracked stocks, portfolio import, or delivered Briefs. Plus and Premium include Workspace Ask and Search; Premium also includes Portfolio Chat.
- Which securities are supported?
- QuarterlyIQ currently covers 4,000+ US stocks and 45+ funds. Supported US-listed equities, ETFs, and mutual funds can be added after signup. Unsupported listings receive a specific explanation.
- Can I cancel anytime?
- Yes. Cancel from the account page and keep paid access through the end of the current billing cycle.
Find out what the research can do for you.
Explore without an account. Create a free account when you want to save your portfolio.
Terms · Privacy Policy. For informational purposes only. Not investment advice.