Free: you check in. Paid: it comes to you.
Start free with 5 stocks and a brief you check in on. Upgrade when you want the watching done for you: your whole book covered, alerts when a thesis breaks, and an all-clear when a scary day is just noise.
The same honest read, on up to 5 stocks. You check in; we keep it current.
- ✓ 5 tracked stocks
- ✓ 1 portfolio
- ✓ Weekly brief, viewable in-app
- ✓ Clear stock insights
- ✓ Basic macro dashboard
We do the watching for you: your whole book covered, and the alarm armed.
- ✓ 25 tracked stocks
- ✓ 3 portfolios
- ✓ Real-time thesis-break alerts
- ✓ Full weekly portfolio brief · delivered to your inbox
- ✓ Portfolio import
- ✓ Macro context for your holdings
Larger portfolios, and first access to every new tool as it ships.
- ✓ 100+ tracked stocks
- ✓ 10 portfolios & watchlists
- ✓ Everything in Plus
- ✓ First access to new tools
Cancel anytime.
Compare plans
| Feature | Free | Plus | Premium |
|---|---|---|---|
| Tracked stocks | 5 | 25 | 100+ |
| Portfolios | 1 | 3 | 10 |
| Weekly portfolio brief | In-app | ||
| Delivered to your inbox | — | ||
| Portfolio import | Manual entry | ||
| Real-time thesis-break alerts | — | ||
| Clear stock insights | |||
| Fund & ETF X-ray | |||
| Macro context for your holdings | Basic | ||
| First access to new tools | — | — |
On the way: time machine, data exports, and proof / backtest surfaces.
Frequently asked questions
Is Free actually free?+
Yes. No credit card required. Track 5 stocks, get the weekly brief on those names, and use the basic macro dashboard for as long as you want.
What counts as a "tracked stock"?+
Any name you add to your watchlist or portfolio. The free plan caps you at 5; the upgrade prompt appears when you try to add a 6th.
Can I cancel anytime?+
Yes. Cancel from your account page in under a minute. You keep access through the end of the current billing cycle.
How does the annual discount work?+
Pay 10 months, get 12. Plus is $120/year ($10/mo effective). Premium is $240/year ($20/mo effective).
Which stocks are covered?+
We cover 4,000+ US stocks across all 11 sectors today, plus 45+ funds and ETFs. If you add a name we don't cover yet, we automatically start ingesting it, so your portfolio is covered either way.
When should I upgrade?+
Free works if you're happy checking in on 5 names yourself. Plus is for not having to: import your whole book instead of typing it in, get alerted in real time when a thesis breaks, and have the brief come to you. The difference isn't better insight. It's who does the watching.
Is this investment advice?+
No. QuarterlyIQ explains what changed, what matters, and what to watch. We do not recommend buy/sell decisions.
Try it on the names you actually own.
Free forever, up to 5 stocks. No credit card required.
By signing up you agree to our Terms and Privacy Policy. For informational purposes only. Not investment advice.