Your unfair advantage in the market
Institutional-grade platform built for individual investors. Get AI analysis, 9 valuation models, and smart portfolio management.
400+
Metrics Analyzed
9
Valuation Models
5,000+
Stocks Covered
50K+
Active Investors
Everything you need to invest better
Replace 5 different tools with one comprehensive platform built for the modern investor.
PortaIQ Health Score
Proprietary scoring system analyzing over 400 metrics across 6 fundamental pillars to give you a clear view of investment health.
9 Valuation Models
From DCF to Graham Number, get fair value estimates using multiple professional-grade valuation methodologies.
AI-Powered Analysis
Moat analysis, bull/bear investment thesis generation, and recommendations powered by GPT-4.
Stock Comparison
Compare up to 30 stocks side-by-side with radar charts, metric tables, and pillar breakdowns.
Smart Alerts
Set alerts for price targets, percentage changes, and volume spikes so you never miss an opportunity.
Portfolio Management
Organize your positions by strategy, track performance, and get real-time P&L across all your investments.
Invest in your edge
Choose the plan that best fits your investment goals. All plans include a 14-day free trial.
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)
- OracleIQ 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
Join thousands of smart investors
"Finally a platform that combines rigorous fundamental analysis with AI insights. The PortaIQ score alone has saved me hours of research."
Sarah Chen
Portfolio Manager
"The valuation models are institutional-grade. Being able to adjust assumptions and see 9 different fair values side-by-side is incredible."
Michael Park
Individual Investor
"The AI moat analysis gives me conviction in my thesis. It's like having a team of analysts at my fingertips."
David Liu
Hedge Fund Analyst
Ready to elevate your investing?
Join StockIQ today and get the edge that professionals already use.
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