Mission Statement
Our mission is to empower individual investors with the same depth of research, analytical rigor, and macro context traditionally reserved for institutions.
Who QuarterlyIQ Is Built For
QuarterlyIQ is designed for investors who:
- Think in quarters, not minutes
- Want macro context, not hot takes
- Manage portfolios, not trades
- Prefer signal over noise
Why Quarterly Intelligence?
QuarterlyIQ keeps you aligned with durable trends, not daily noise:
- Markets move daily but the real trends move quarterly.
- Align capital with macro and earnings cycles, not every headline.
- Avoid getting whipsawed by short-term volatility.
- Keep your playbook stable while conditions evolve.
Features
Quarterly IQ is your institutional-grade research copilot – built for investors who need to move faster than the next headline. Explore the core modules that turn noisy macro, earnings, and policy data into clear, actionable insight.
Macro Monitor
See where we are in the cycle with a single view of inflation, labor, growth, and rates.
Earnings Pulse
Track beats, misses, and guidance changes across your watchlist in one place.
Filing Insight
Surface material changes in 10‑Ks and 10‑Qs without reading every line.
Sentiment Scan
Quantify tone shifts in transcripts and news at the company, sector, or theme level.
Fed Watch
Translate Fed policy and path probabilities into a clear risk posture.
Signals Lab
Build and backtest custom signals and overlays from macro and market data.
Stock Scanner
Screen and rank equities by fundamentals, earnings revisions, and valuation in one view.
Crypto Scanner
Scan digital assets by trend, volatility, and on‑chain signals to find asymmetric setups.
Training Hub
Turn release days into reps with guided playbooks, examples, and workflows inside QuarterlyIQ.
Economy Dashboard
Pull leading, coincident, and lagging indicators into a single view of where we are in the cycle.
AI Intelligence
Turn natural-language questions into workflows that stay grounded in underlying macro and earnings data.
Built for serious investors
Quarterly IQ is designed for people who take their process seriously – portfolio managers, analysts, allocators, and founders who can't afford to miss a regime shift. If you're ready to trade less on headlines and more on structured insight, Quarterly IQ gives you the stack to do it.