About QuarterlyIQ
QuarterlyIQ is built for investors who need a consolidated quarterly view across macro, fundamentals, filings, and sentiment. We combine robust data pipelines with explainable models so you can move from noise to signal and stay anchored in what actually drives returns over quarters, not minutes.
Our goal is simple: deliver investor-grade insight with uncompromising quality, transparency, and speed—without asking you to stitch together ten different tools.
What QuarterlyIQ Does
QuarterlyIQ sits at the intersection of macro, earnings, and market structure. It is designed to answer a handful of recurring questions every serious investor has each quarter:
- Where are we in the macro and policy cycle, and what is changing?
- How are earnings, margins, and guidance evolving across my universe?
- What is buried in filings, footnotes, and risk factors that I might have missed?
- How is management tone, positioning, and sentiment shifting beneath the surface?
Instead of giving you another dashboard to watch, QuarterlyIQ focuses on reducing complexity: surfacing the few key regime shifts that matter and tying them back to concrete positioning decisions.
Who We Build For
QuarterlyIQ is built for investors and operators who think in terms of process, not trades:
- Portfolio managers who need a repeatable framework for macro and earnings across cycles.
- Analysts who want better tools for sifting filings, transcripts, and factor moves.
- Allocators and CIOs who care about regime-aware risk rather than point-in-time narratives.
- Founders and operators who need a clean picture of the macro and funding backdrop.
- Serious retail investors who think in quarters, not ticks, and want institutional-quality context.
The product is intentionally opinionated: it is for people who prefer structured insight over feeds of unfiltered headlines.
How QuarterlyIQ Works
Under the hood, QuarterlyIQ combines deterministic pipelines with language models, but we keep the outputs grounded in observable data:
- Deterministic data layer. Economic releases, company fundamentals, factor data, and market prices are ingested, normalized, and checked against consistency rules before they ever touch a model.
- Analytics and overlays. We maintain a library of indicators and overlays that track inflation regimes, labor conditions, growth momentum, valuation spreads, and cross-asset signals.
- Model-assisted interpretation. Language models help summarize and prioritize—for example, highlighting new risk factors in a 10-K or shifts in management tone—but the raw underlying data is always available alongside the narrative.
The result is a system that feels like a research analyst who never sleeps, but still shows their work.
Data Sources
Built on trusted public data and interpreted with institutional-grade models.
Product Principles
- Cycle-aware by default. Everything in QuarterlyIQ is organized around economic and earnings regimes, not arbitrary date ranges.
- Transparent, not magical. We show assumptions, inputs, and context instead of hiding behind opaque scores.
- Research first, UI second. Visuals are there to clarify the story in the data, not to add motion for its own sake.
- Human-in-the-loop. The system is designed to augment a thoughtful process, not replace portfolio judgment.
What's Next
If you manage risk against macro, earnings, or liquidity regimes and want a single, opinionated system to track them, QuarterlyIQ is built for you. The public product is evolving quickly, and early users have a direct line into the roadmap.
You can explore a live view of the economy on the Economy page, or get started directly from the Pricing page.