Now installable on iOS & Android
Institutional-grade research,
in your pocket.
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.
Everything a research desk does.
None of the overhead.
Live Portfolio Sync
One-tap sync from Interactive Brokers — or drop in a Flex Query XML. Multi-currency holdings, P&L, and cost basis, always current.
Momentum Scanner
Nightly scans across the full US universe. Continuation and ignition modes surface ranked stocks and emerging sector themes.
Risk Monitor
Drawdown, volatility, RSI trend, and sector-relative weakness — triaged into urgent, elevated, and watch so you act on what matters.
AI Research Chat
AI analysis grounded in your actual holdings. Streamed answers on valuation, catalysts, and portfolio construction.
Thesis Builder
AI-drafted investment theses with explicit kill criteria. Variant perception, pre-trade checklists, and a full research trail per ticker.
Stops & Alerts
Manual, trailing-percent, or ATR trailing stops with moving-average proximity alerts — delivered in-app the moment levels are threatened.
Install it like a native app.
InvestIQ is a Progressive Web App — full-screen, home-screen icon, no app store required.
- Open InvestIQ in Safari
- Tap the Share button
- Choose “Add to Home Screen”
- Open InvestIQ in Chrome
- Tap the ⋮ menu
- Choose “Install app”