The Bloomberg for the AI era

The world's
financial intelligence.

Built for investors who don't guess.

Institutional-style equity research, generated from verifiable market and company data.Powered by Claude AI10,000+ global symbols
S&P 500
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NASDAQ
24,975
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Bitcoin
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Gold
$4,070
+0.41%
VIX
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What is InvestIQ

Not a screener. Not a chatbot. A command center.

InvestIQ is an AI-powered institutional research platform that gives retail investors access to Goldman Sachs-quality analysis. Every report is generated by Claude AI, grounded in real data from Yahoo Finance, SEC EDGAR, and the Federal Reserve.

Imagine having a senior analyst on call 24/7 — one who reads every 10-K, tracks every insider transaction, models every DCF, and synthesizes it into a 14-section institutional report in under 60 seconds.

SEC EDGAR filingsYahoo Finance liveFRED macro dataClaude Sonnet 4
AI Confidence Score
84
+2.4 vs sector average
Portfolio · S.F. Master
NVDA+$14.2K
CRSP−$980
RDDT+$2,840
FTAI+$820
Total today+$16,880
Platform capabilities

Everything institutional.
Finally accessible.

📊
Institutional Analysis
14-section reports: Executive Summary, SOTP Valuation, Porter's 5 Forces, DCF Model, Risk Matrix, Trade Setups, ESG Profile, Macro Context. Goldman Sachs quality in 60 seconds.
🧠
Dual AI Engine
Claude Sonnet 4 generates the primary analysis. MiniMax-M3 provides a second opinion. Two-model review designed to identify inconsistencies and alternative interpretations.
🌍
Global Markets
10,000+ symbols across NASDAQ, NYSE, EURONEXT, LSE, TSE, BVB and 14 international exchanges. 19 European languages including Romanian, German, French.
⚡
Algorithm Suite
Four algorithms simultaneously: Scoring (0-100), Pattern Detection (breakout, oversold, volume spike), Ranking Engine, Rebalancing Engine. One click, full portfolio intelligence.
🐋
Smart Money Tracker
Monitor 13F SEC filings from Buffett, Cathie Wood, Druckenmiller, Ackman. See which funds hold your stocks and whether they're accumulating or distributing.
📅
Catalyst Calendar
Earnings, FDA approvals, Fed meetings, CPI releases — aggregated for your holdings. Never miss a binary event that moves your portfolio.
🔴
Portfolio Stress Test
Simulate 6 historical crises: 2008 GFC, COVID-19, Dotcom, Bear 2022, EU Debt Crisis, Flash Crash. See exactly how much you'd lose.
🏆
Peer Comparison
Automatic competitor analysis across 15 metrics. Is NVDA cheap vs AMD? Is CRSP expensive vs BEAM? Context transforms valuation from a number into a verdict.
📈
Earnings Whisper
Beat/miss probability before every quarterly report. Historical beat rate, average surprise, momentum signal. NVDA beat 8 consecutive quarters.
InvestIQ · Institutional Analysis
⬡ BUY · Strong conviction
NASDAQ: NVDA
NVIDIA Corporation
Fair Value
$285
Upside
+44.7%
AI Score
84/100
Revenue Q1
$81.6B
P/E Fwd
21.7×
Beta
2.21
⚡ AI Analysis · Claude Sonnet 4
NVDA trades at Fwd P/E 21.7× — market-rate valuation for 6× market growth. Data Center $75.2B (+92% YoY). CUDA moat of 15 years. Fair value $285, upside +44.7%. Primary risk: export controls. Entry zone $185–$205.
How it works

Type a ticker.
Get institutional
intelligence.

1
Enter any ticker
NVDA, AAPL, CRSP, ASML, Toyota — 10,000+ global symbols across all major exchanges. Type the symbol and press Enter.
2
AI reads everything
Claude Sonnet 4 processes real data: Yahoo Finance live prices, SEC EDGAR filings, FRED macro indicators, insider transactions, options flow, analyst consensus.
3
Institutional report in 60 seconds
14 sections: Executive Summary, DCF Valuation, Fair Value, Scenarios, Porter's 5 Forces, Risk Matrix, Catalysts, ESG, Macro Context, Trade Setups, Glossary.
4
Ask follow-up questions
Chat with the AI analyst. 'What's the downside if China bans exports?' 'How does this compare to AMD?' 'What if it drops 15%?'
Pricing

Institutional quality.
Retail price.

A Goldman Sachs analyst charges $500+ per report. InvestIQ generates the same quality for $0.20.

Free
$0/month
No credit card required
✓3 analyses per month
✓Standard analysis (6 sections)
✓Portfolio tracker (up to 10 holdings)
✓Live market data
✓Earnings calendar
—Institutional report (14 sections)
—Smart Money Tracker
—Stress Test & Peer Comparison
Most Popular
Pro
$9.99/month
Billed monthly · Cancel anytime
✓50 analyses per month
✓Institutional report (14 sections)
✓DCF Valuation & Scenario Analysis
✓Portfolio Stress Test (6 scenarios)
✓Peer Comparison (15 metrics)
✓Smart Money Tracker (SEC 13F)
✓Catalyst Calendar
✓Dual AI (Claude + MiniMax)
Premium
$24.99/month
Billed monthly · Cancel anytime
✓Unlimited analyses
✓Everything in Pro
✓Algorithm Suite (4 algorithms)
✓Investor behavior memory
✓Accuracy tracking (30-day)
✓FMP enriched financials
✓FRED macro integration
✓Priority analysis speed

All plans include 7-day free trial · No credit card for Free plan

Start today

The report Goldman Sachs charges
$500 for. You pay $0.20.

Join investors who use institutional-grade AI to make better decisions. First 3 analyses free, no credit card required.

investiq.dev · Powered by Claude (Anthropic) · Not financial advice

Created by Alex Maxim