Invest with the clarity of a professional analyst
PortaIQ brings a fundamental Health Score, 10 valuation methods, AI research and portfolio tracking into one workspace, so every decision starts from evidence instead of noise.
Everything you need to research, decide and track
Replace spreadsheets, screeners and scattered notes with one platform built around how serious investors actually work.
PortaIQ Health Score
Every company scored across five pillars (profitability, growth, financial health, valuation and quality), so strengths and red flags stand out at a glance.
10 valuation methods
DCF, dividend discount, Graham Number, earnings power value, relative multiples and more, combined into one composite fair value with a clear margin of safety.
AI research analyst
Moat analysis, bull and bear cases and plain-language summaries from leading AI models, always shown next to the numbers they are based on.
Portfolio intelligence
Track positions, transactions and dividends; see allocation, risk and performance against benchmarks, and rebalance with confidence.
Smart alerts
Price targets, percentage moves and volume spikes, plus AI sentiment alerts on Elite, so the market comes to you.
Trading journal with an AI mentor
Log trades or import CSV and PDF statements, review your behaviour and get coaching that helps you repeat what works.
From first idea to clear conviction
PortaIQ follows the way experienced investors already work, and removes the busywork in between.
- 1
Find an idea
Search any stock, ETF or crypto, or start from the screener, today's market movers and your watchlists.
- 2
Understand the business
Read the Health Score, the fair-value range, the financial statements and an AI-written thesis, all on one page.
- 3
Act and keep score
Add it to a portfolio, set alerts and log the trade. PortaIQ tracks performance, income and risk from there.
One workspace for every stage of investing
Research, valuation, portfolio tracking and AI assistance, designed to work together instead of in five different tabs.
Deep research, without the busywork
Everything you need to understand a company, organised the way an analyst reads it.
- Health Score across five pillars, with the metrics behind each one
- Income statement, balance sheet and cash-flow trends
- Side-by-side comparison with radar charts
- AI moat analysis with bull and bear cases
Start free. Upgrade when you are ready.
Every plan includes the core research tools. Pro and Elite add the depth serious investors need, with about 17% off on annual billing.
Explorer
Fundamental tracking for the modern investor.
- Stock Portfolio Tracking (1 Portfolio)
- Basic Watchlist (1 with max 10 assets)
- Price alerts (basic)
- Valuation Models (only DCF)
- Multi-stock comparison (up to 10)
- Trading Journal (basic)
Pro
Advanced AI insights and predictive analytics.
7 Day Free Trial
- AI moat & thesis analysis
- Analysis Tab AI
- Journal AI Insights
- Journal AI Mentor
- Monte Carlo Simulatornew
- Multi-stock comparison (up to 10)
- oracle_scores_unlimited
- Price alerts (50)
- Priority Support
- Tax CopilotSoon
- All 9 valuation models
- Unlimited Watchlists
Elite
Professional grade tools for teams and funds.
- Advanced Analytics
- AI Sentiment Analisysnew
- AI moat & thesis analysis
- ai_pdf_import
- ai_sentiment_analisys
- Analysis Customize KPIs
- Analysis Tab AI
- API Access
- Bulk Analysis
- Bulk Export & Reports
- Custom AI Models
- Custom Screeners
- Dashboard Add Card
- Dedicated Support
- Journal Advanced Analytics
- Journal AI Insights
- Journal AI Mentor
- Journal Behavioral Engine
- Journal Developer API
- Journal Import CSV
- Monte Carlo Simulatornew
- Multi-stock comparison (30)
- PortaIQ Insights
- oracle_scores_unlimited
- AI PDF Importnew
- Portfolio Benchmarks
- Portfolio Insights Heatmap
- Portfolio Rebalance IQ
- Share Porfolionew
- Price alerts (50)
- Priority Support
- Search Crypto
- Tax CopilotSoon
- Team Collaboration
- Unlimited Watchlists
- All 9 valuation models
- Valuation Premium Models
- Unlimited Watchlists
- Trading Journal
- Unlimited PortaIQ scores
- Trading Journal (basic)
- Valuation Models (only DCF)
- Price alerts (basic)
- Portfolio Heatmaps
- Portfolio Heatmap
- PortaIQ scores (10 stocks)
- Multi-stock comparison (up to 10)
- Market Sentiment
- Basic Charts
- Custom AI Models
- Basic Watchlist (1 with max 10 assets)
- S&P 500 Opportunity Radar: bucket alerts and history
- S&P 500 Opportunity Radar: full grid, filters and map
Serious about your data
Your portfolio is personal. PortaIQ is built so it stays that way.
No access to your money
PortaIQ never connects to your brokerage account and never holds funds. You choose what to record.
Encrypted everywhere
Data is encrypted in transit and at rest, and served through Cloudflare's global network.
Two-factor sign-in
Protect your account with an authenticator app and sign out other sessions at any time.
Your data, your call
Export your data or delete your account whenever you want, directly from Settings.
Questions, answered
Can't find what you're looking for? Our team is one message away.
Your next investment deserves better research
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