Now installable on iOS & Android
InvestIQ syncs your live portfolio, scans the market for momentum, monitors risk in real time, and pressure-tests every thesis with AI — on web and mobile.
One-tap sync from Interactive Brokers — or drop in a Flex Query XML. Multi-currency holdings, P&L, and cost basis, always current.
Nightly scans across the full US universe. Continuation and ignition modes surface ranked stocks and emerging sector themes.
Drawdown, volatility, RSI trend, and sector-relative weakness — triaged into urgent, elevated, and watch so you act on what matters.
AI analysis grounded in your actual holdings. Streamed answers on valuation, catalysts, and portfolio construction.
AI-drafted investment theses with explicit kill criteria. Variant perception, pre-trade checklists, and a full research trail per ticker.
Manual, trailing-percent, or ATR trailing stops with moving-average proximity alerts — delivered in-app the moment levels are threatened.
InvestIQ is a Progressive Web App — full-screen, home-screen icon, no app store required.