StockIQ — Research Stocks Before You Buy

TICKER	NAME	PRICE	DAY	UPSIDE	ACTION	WHY
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Quarter	EPS	Surprise	Next Day	15D After	Read
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StockIQ Philosophy

Our plain-English investing philosophy: know what you own, respect valuation, prepare before panic, and wait for quality businesses at prices that make sense.

Core Thesis

A great company is not automatically a great investment. The return you get is shaped by the price you pay, the assumptions baked into that price, and whether you are prepared before the market gives you a better opportunity.

Great Business ≠ Great PriceAI, rockets, software, and dominant brands can be real while the stock still prices in too much future success.

Know What You OwnIndex funds can hide mega-cap concentration, especially when the top names drive most of the recent gains.

Liquidity MattersIPO waves, large offerings, and forced cash needs can temporarily pull money from liquid winners.

Patience Is ActiveWaiting means preparing a list, writing target prices, and refusing to chase optimism at the wrong price.

1. Check The Price Assumption

QuestionWhat future is already baked into the current price?

WarningHigh P/E plus slowing growth means you may be paying for perfection.

ToolUS Stocks metrics and Value screen

2. Find Hidden Concentration

QuestionAm I diversified, or do my ETFs and individual stocks repeat the same mega-cap bet?

WarningOwning an index plus the same top stocks can multiply exposure without feeling risky.

ToolPortfolio Analyzer

3. Prepare A Buy List

QuestionWhich companies would I be excited to own at a lower, sensible price?

RuleWrite the target before panic. Decide while calm, execute when the price arrives.

ToolMy Watchlist and Dip Scan

Trade Execution Timing

The market rewards patience twice: first when you wait for the right stock, and again when you wait for the right moment. Good news can make a company more attractive, but the opening print is often the worst place to chase it.

When BuyingDo not chase the open after overnight good news. Let the first wave of repricing, retail excitement, and profit-taking settle. Preferred buy window: 10:30 AM to 1:00 PM ET, using limit orders.

When SellingGap-up excitement is often the seller's advantage. If the stock opens higher on good news and the plan is to trim or exit, sell into strength early instead of waiting for the gap to fade. Preferred sell window: 9:30 AM to 10:00 AM ET on gap-up days.

Order DisciplineNever use market orders on volatile or gap-up days. A limit order is not hesitation; it is how StockIQ turns patience into execution discipline.

Morning Gap Workflow Wake up and check pre-market pricing. If a stock you own is up 2% or more, consider selling into the 9:30-9:45 AM ET excitement and only look for re-entry after 10:30 AM. If it is not up 2% or more, do nothing and let the day develop.

1Check pre-market prices before the bell.

2Is the stock up 2% or more?

YesSell into the open between 9:30 and 9:45 AM ET, then review re-entry after 10:30 AM.

NoDo not force a trade. Leave it alone and go about your day.

Good news + buyWait for the gap fill and real price discovery. Target 10:30 AM to 1:00 PM ET.

Good news + sellSell into opening excitement if trimming was already part of the plan. Target 9:30 AM to 10:00 AM ET.

Bad news + sellDo not panic-sell the open. Wait for a bounce or a cleaner read unless the thesis is truly broken.

Bad news + buyWait for capitulation and stabilization. The 10:30 AM to 1:00 PM ET window is usually cleaner than the first print.

Earnings dayAvoid same-day earnings guesses. Let the report land, read guidance, and review the reaction the next morning.

Core principleThe gap up belongs to the seller. The gap fill belongs to the buyer. Know which one you are before the bell rings.

ExceptionIf the gap holds past 10:30 AM with rising volume and no meaningful fill, treat it as a potential breakout. The breakout level becomes support, but this is the exception, not the rule.

StockIQ Checklist

PriceIs the stock priced for realistic earnings power, or for every future headline to go right?

ValueWhere is genuine earnings power being ignored because attention is elsewhere?

LiquidityCould new IPOs, offerings, dilution, or fund cash needs pressure the most liquid winners?

ConcentrationDo my ETFs, 401(k), and individual stocks repeat the same top-10 exposure?

PreparednessDo I have target prices and reasons written down before volatility arrives?

BehaviorAm I acting from a plan, or from the urge to do something because account values moved?

How This Fits Your StockIQ Tools

Signal

Liquidity / Market Pressure

Watch IPO waves, mega-cap offerings, macro shocks, and sector stress before assuming a dip is company-specific.

Scan events

Exposure

Know What You Own

Use portfolio review to find repeated ETF and individual-stock concentration before the market exposes it for you.

Analyze portfolio

Opportunity

Wait For Better Prices

Look for quality companies pulled down by broad pressure, not businesses whose fundamentals have broken.

Review dips

Discipline

Avoid Panic Action

Run guardrails before buying, trimming, or selling so the decision comes from evidence, not emotion.

Run guardrails

Buy / Sell Guardrails

Morning decision support for earnings risk, peer contagion, macro events, and single-day drop entries.

Open this tab to run your playbook.

Pre-Market Guardrail

In-app StockIQ checks macro calendar events, VIX/market stress, sector pressure, earnings timing, and news risk inside the portal. Direct futures are marked as a data gap until a licensed in-app feed is connected.

RuleIf futures are sharply red, Fed/news risk is active, or your sector is weak pre-market, downgrade new buys to Watch unless the setup is exceptional.

Decision Rules

Entry WindowDip or constructive setup, no fundamental damage, earnings 4+ weeks away.

WatchRecovering setup, but earnings or peer reports are close enough to raise risk.

AvoidEarnings this week, major macro binary, peer contagion, or confirmed fundamental damage.

Drop Alert5%+ single-day drops get checked for news damage, earnings distance, peer contagion, and conviction.

Buy / Sell Decision Flow

Step 1

Market Regime

Check VIX, pre-market futures, CPI/PPI/PCE, jobs, and Fed risk. If volatility is stressed or an event is within 3 days, reduce new-risk size.

View details

Step 2

Event Timing

Check own earnings, peer earnings, and sector contagion. Earnings week or major peer report nearby means avoid fresh full-size entries.

View details

Step 3

Damage Check

Look for guidance cuts, analyst shock, dilution, export/supply risk, legal/regulatory issues, or thesis-breaking news.

View details

Step 4

Position Risk

Compare price to cost basis and target. If near target, oversized, or below thesis-break level, review trim or hold discipline.

View details

Step 5

Action

Only buy when macro is acceptable, event risk is not immediate, no damage is confirmed, and the setup gives enough upside.

View details

Buy / AddGreen macro or normal VIX, earnings 4+ weeks away, no damage, attractive upside, position size still controlled.

Watch / Starter OnlyGood stock but CPI/Fed/VIX/earnings/peer risk is close. Use smaller tranches or wait for confirmation.

Avoid / PauseEarnings this week, VIX stress, hot macro event, peer miss, or confirmed fundamental damage.

Trim / Sell ReviewNear target, stretched after a move, thesis broken, concentration too high, or better risk/reward elsewhere.

Proposed Investment Check

Enter the setup you are considering. StockIQ will convert the flow chart into a review label with reasons. This is a decision-support note, not financial advice.

Input / Output

Ticker

Proposed Date

Planned Amount

Market Regime

Event Timing

Damage Check

Position Risk

Risk / Reward

Valuation / Fundamentals

Thesis / Notes

Run Auto Check pulls live earnings, macro, market stress, news, fundamentals, and your holdings, then sets every green/yellow/red dropdown for you. You can still override any dropdown afterward — the verdict re-scores instantly. Data gaps are scored yellow, not hidden.

Portal Auto Checks

StockIQ pulls external market, company, earnings, news, macro, and fundamentals data, then maps the results to the same flow-chart stages. Items that cannot be pulled are shown as data gaps instead of being hidden.

Waiting for reportOpen the Guardrails tab or click Refresh Guardrails to run the portal checks.

Market Regime

Step 1

This stage decides how much broad-market risk is in the air before judging a single stock. A strong company can still trade poorly when volatility, rates, inflation data, or Fed messaging pressure the whole market.

Things to Check

VIX level and direction: normal, rising, or stressed.
Pre-market futures for Nasdaq, S&P 500, Russell 2000, and relevant sector ETFs.
CPI, PPI, PCE, jobs data, Fed decision, Fed speakers, and Treasury yield moves.
Dollar strength, oil shock, credit stress, or geopolitical headlines that can hit risk appetite.

How to Read It

Green: normal VIX, calm rates, no major macro event within three trading days.
Yellow: data or Fed event is close, futures are mixed, or the stock's sector is weak.
Red: VIX spike, hot inflation/rates shock, broad selloff, or a major binary macro event today.

Decision Impact

Green allows normal review of add setups.
Yellow favors smaller tranches, starter sizes, or waiting for the event to pass.
Red pauses new-risk buying unless the position is tiny and the opportunity is exceptional.

Event Timing

Step 2

This stage checks whether a stock is about to face a scheduled catalyst that can overwhelm normal analysis. Earnings, peer reports, product events, FDA/regulatory dates, investor days, and large macro reports can all change the risk/reward quickly.

Things to Check

Company earnings date, confirmed or estimated, and whether it is before or after market close.
Major peer earnings in the same industry and sector ETF reaction.
Investor day, product launch, contract award window, regulatory decision, or conference presentation.
Options implied move if available, plus unusual volume around the event.

How to Read It

Green: earnings more than four weeks away and no major peer catalyst nearby.
Yellow: event in one to four weeks, peer report nearby, or expectations look crowded.
Red: earnings this week, binary regulatory/product event, or peer miss already damaging sentiment.

Decision Impact

Use full adds only when the event window is clean.
Use starter-only sizing when the stock is attractive but event risk is close.
Avoid chasing before a binary event unless the plan is explicitly short-term and sized accordingly.

Damage Check

Step 3

This stage separates a normal pullback from a thesis problem. Price weakness can be an entry only if the reason for the drop does not damage revenue durability, margins, balance sheet strength, regulatory standing, or the original reason for owning the stock.

Things to Check

Guidance cuts, missed earnings quality, slowing revenue, margin pressure, or weak bookings.
P/E versus peer average, forward P/E, revenue multiple, PEG ratio, revenue growth, and EPS beat/miss pattern.
Analyst downgrades with estimate cuts, not just price-target noise.
Dilution, debt stress, customer loss, export restriction, supply issue, lawsuit, or regulatory action.
Management tone from the latest call, filing, or press release.

How to Read It

Green: no thesis damage; weakness is market, sector, or temporary timing pressure.
Yellow: mixed news, estimate uncertainty, or a problem that needs one more data point.
Red: guidance cut, broken growth story, financing stress, legal/regulatory hit, or repeated execution miss.

Decision Impact

Green keeps the stock eligible for Buy/Add if valuation and setup also work.
Yellow moves the stock to Watch until the risk is confirmed or cleared.
Red moves it to Avoid/Pause or Trim/Sell Review depending on current ownership.

Position Risk

Step 4

This stage connects the stock idea to your actual portfolio. A good company can still be a poor add if the position is already large, near target, far above cost basis after a sharp move, or sitting below a level that invalidates the thesis.

Things to Check

Current price versus average cost, analyst target, your target, and recent support/resistance.
Analyst price target upside versus current price, especially if valuation is already premium.
Position size as a percent of portfolio and concentration by theme or sector.
Unrealized gain/loss, tax sensitivity, and whether the stock is stretched after a fast move.
Defined thesis-break level, stop-review level, or event that would force a reassessment.

How to Read It

Green: position is controlled, upside remains attractive, and the setup is not extended.
Yellow: position is medium-large, near fair value, or adding would crowd one theme.
Red: oversized, near/above target, thesis-break triggered, or better risk/reward exists elsewhere.

Decision Impact

Green permits an add if earlier stages also pass.
Yellow favors hold, starter-only, or waiting for a better entry.
Red triggers Trim/Sell Review or no-add discipline even if the business is high quality.

Action

Step 5

This stage converts the evidence into a review label. It should summarize the earlier checks rather than override them. The label is strongest when macro, timing, damage, and position risk all point in the same direction.

Things to Check

Do all prior stages agree, or is one stage flashing a major warning?
Is the upside large enough to justify the downside and event risk?
Is there a clear next checkpoint: earnings date, macro release, support level, or news update?
Does the action fit the portfolio rather than just the stock story?

Review Labels

Buy/Add: clean macro, clean timing, no damage, attractive upside, controlled position.
Watch/Starter Only: good stock but one or two near-term risks argue for patience or smaller sizing.
Avoid/Pause: major event, market stress, peer damage, or confirmed thesis damage.
Trim/Sell Review: near target, stretched, oversized, thesis broken, or capital has a better home.

Decision Impact

Write the reason in one sentence so the next review can test whether the thesis changed.
Size the action from the weakest stage, not the strongest stage.
When unsure, move from Buy/Add to Watch rather than forcing a trade.

Macro Calendar Overlay

-Macro calendar will load with the report.

Macro Indicators Playbook

CPI/PPI/PCE, jobs, and Fed decisions can move every holding at once. Use this as a risk backdrop before adding new positions.

-Macro playbook will load with the report.

Holdings Catalyst Map

-Peer earnings, macro, and news contagion will load with the report.

Event Impact Analyzer

Paste an upcoming/current event from media, company announcements, government/regulatory updates, transcripts, product launches, policy headlines, conferences, or sector thesis notes. StockIQ maps it to impacted themes and your holdings/watchlist. Primary company and government sources carry more weight than media commentary or AI-generated summaries.

Event Title

Event Date

Source Type

Initial Direction

Transcript / Summary / Notes

Pulled events will appear below.

-Click Pull Events to fetch company, media, earnings, and government/macro items for the current holdings/watchlist.

Today's Stock Signals

Ticker	Sleeve	Price	Day	Earnings	Expected	Peers	Drop Check	Catalyst V2	Fundamentals	Signal	Why
Waiting for guardrails data...

Opportunity Watch

Beaten-down and cheap-looking stocks for deep research only. This is not a buy list; it is where StockIQ asks why the stock is cheap and what could make the market stop treating it that way.

Golden Rule

Cheap price alone is never the reason to buy. The question is always: why is it cheap, and why will it stop being cheap? If you can answer both, you may have an opportunity. If you can only answer the first, it may be a value trap.

Red - Stay AwayFundamentals look broken, cash burn or debt risk is too high, or the thesis depends on hope rather than evidence.

Yellow - Research QueueCheap enough to study, but needs a catalyst, cleaner balance sheet, or proof that deterioration is slowing.

Green - Trigger ReadyBusiness is real, catalyst is visible, valuation is compelling, and the entry trigger is defined. Still wait for timing and VIX discipline.

Seed Research List

Company / Theme	Status	Why Cheap	Why It Could Stop	Catalyst Date	Entry Trigger	Research Notes
Intel / U.S. semis turnaround	Yellow	Execution doubts, foundry skepticism, and market distrust after years of misses.	Terafab progress, credible foundry traction, or a panic dip into a better risk/reward zone.	July 22 earnings watch	Research harder if it revisits the 80-90 zone on non-terminal bad news.	Real assets and strategic value, but avoid catching a broken execution story too early.
Allbirds / consumer turnaround	Red	Revenue decline, weak sentiment, and uncertain path back to durable growth.	Brand remains recognizable; turnaround would need revenue stabilization and margin proof.	Next earnings / turnaround update	Only study after evidence that decline is slowing, not just because the share price is low.	Speculative brand-recovery case. Treat as research, not conviction.
Opendoor / rate-cut recovery	Yellow	Crushed by high rates, housing pressure, and balance-sheet skepticism.	Lower rates and improving housing liquidity could revive the operating model.	Fed cut cycle / housing data	Only when VIX is falling, rate-cut odds improve, and housing data stops weakening.	Massive recovery potential if macro turns, but risk remains high.
MicroVision / lidar optionality	Red	Cash burn, uncertain adoption timing, and speculative autonomous-vehicle timelines.	A real commercial win, strategic partnership, or AV adoption acceleration could change the story.	Contract / partnership watch	Do not buy the idea. Wait for proof of demand or balance-sheet improvement.	Possible asymmetric upside, but evidence must lead price.
Ericsson / 5G infrastructure	Green	Legal overhangs, weak telecom sentiment, and slow infrastructure spending.	Real revenue base, global 5G footprint, and recovery potential if legal/sector pressure fades.	Earnings / legal updates / 5G cycle	Buy-review only when sector pressure eases and VIX is dropping.	Real business, not a story stock. Worth deeper fundamental work.
Klaviyo / post-IPO SaaS quality	Green	Post-IPO reset, SaaS valuation compression, and skepticism around growth durability.	Revenue growth, Shopify partnership, and improving SaaS sentiment could re-rate it.	Earnings / Shopify ecosystem updates	Research buy zone if growth stays strong and the stock confirms support.	Classic beaten-down quality candidate, not merely cheap.
XPeng / China EV recovery	Yellow	China risk, EV competition, margin pressure, and geopolitical discount.	Geopolitical thaw, China equity recovery, delivery momentum, or margin improvement.	Delivery data / China macro / earnings	Only after China risk improves and price action confirms demand.	Potential rebound name, but macro and policy risk drive the setup.

Top 5 Priority ResearchSAIL, PGY, MCHP, SOFI, and SOUN deserve the first deep dives because each has a clear theme, visible upside thesis, and a defined catalyst path.

Already Seeded AboveOPEN, MVIS, and XPEV are already in the first Opportunity Watch table. Keep them there, but use the expanded list below for category context and risk grouping.

Risk DisciplineLower-risk names can be researched like businesses. Higher-risk and speculative names must be treated as optionality until cash flow, contracts, or macro conditions improve.

Expanded Candidate Pipeline

Category	Approx	Upside	Risk	Why Watch	Entry / Research Trigger
AI / Tech	~$8	High	Higher	Voice AI tools, strong AI theme, enterprise demand interest, and sub-$20 speculation.	Only after revenue quality, customer concentration, and cash burn are checked.
AI / Fintech	~$16	42%	Medium	AI-powered loan processing, strong analyst support, and raised guidance.	Verify credit-cycle risk, funding conditions, and whether guidance momentum continues.
AI / Quantum	~$12	Very high	Higher	Quantum computing pure play with a large multi-year tailwind.	Treat as optionality until commercial revenue and cash runway justify the story.
AI / Semis	~$8	Huge 2027+	Higher	Next-gen power chips, data-center angle, and NVDA partnership thesis.	Wait until late 2026 or clearer data-center revenue proof before treating it seriously.
Cybersecurity	~$13	65%	Medium	AI identity security, machine identity demand, and beaten-down price action.	Priority research name if revenue retention, growth, and margin path remain intact.
Fintech	~$15	High	Lower	Digital bank, broad fintech platform, fast revenue growth, and possible rate-cut support.	Confirm deposit growth, credit quality, and profitability trend before sizing.
Fintech	~$15	Significant	Medium	Global payments processor with large transaction volume and U.S. expansion angle.	Research margin recovery, competitive pressure, and U.S. growth evidence.
Defense / Autonomous	~$8	100%+	Higher	Autonomous drones, counter-drone, and defense wireless contract optionality.	Wait for contract evidence and balance-sheet clarity.
Distribution Tech	~$19	70%	Medium	Tech-enabled building products distribution, beaten down, analyst target support.	Verify acquisition strategy, execution risk, and housing-cycle sensitivity.
Telecom / Connectivity	~$5	Significant	Medium	5G, AI network infrastructure, licensing IP, and business reinvention angle.	Research only if margin and order trends support a real recovery.
Telecom / Dividend	~$16	~5%	Lower	Global wireless, Germany/UK stabilization, cost cutting, and dividend profile.	Confirm debt load, dividend safety, and turnaround progress.
Banking	~$15	~24%	Lower	UK bank, wealth management acquisition, and structural tailwinds.	Check rate sensitivity, credit quality, and integration risk.
Future Mobility	~$4	39%	Higher	Southeast Asia super app across rideshare, food, and banking.	Verify profitability path, country risk, and fintech monetization.
Biotech	~$35	52%	Speculative	Gene editing platform with earnings/catalyst potential and existing watchlist relevance.	Study pipeline, cash runway, approvals, and binary-event risk before any action.
Regional Bank	~$16	Moderate	Lower	Regional bank expanding south and likely rate-cut beneficiary.	Check deposit costs, loan losses, and regional bank stress before adding.
Hidden Semis	~$53	40-50%	Lower	Down sharply from highs, possible AI second-wind, and expected return to profitability.	Priority research if inventory cycle bottoms and margin recovery begins.

VIX overlay: Opportunity Watch names should be studied hardest when VIX is falling or stabilizing. Do not use this page to chase distressed names during broad market stress.

Entry Staging

Probability-weighted entry tracking. This console records thesis condition and trigger progress; it does not automate buy decisions or position sizing.

Score Changes Since Last Scan — what moved between your last two scans. Built for scanning every week or two, not daily.

Sector Summary — which sectors are worth checking today. Click a row to jump to it below.

Sector	Real Analyst Coverage	Eligible (Partial + Full)	Full Confirmed	Days Since Last Refresh

Data Quality Flags

Full-universe results are cached; qualitative fields with missing data are flagged for review rather than scored as zero. Use the "Scan:" dropdown to limit a scan to one sector — fewer calls, and enrichment covers more of it. The "Show:" dropdown only filters what's already been scanned.

Catalyst Discovery — Separate Cap Categories

Separate speculative research lanes. These names are never promoted to Core Buy automatically.

Open to load the latest scheduled scan.

What each column means

Ticker

Symbol and sector, either manually staged or found by "Scan full universe."

Thesis

Thesis Integrity score (0–100) and status — Intact, Provisionally Intact, Questioned, or Broken — built from analyst revisions, guidance direction, decline cause, and Moat Lens score. Unreviewed scan results show Insufficient Data instead of treating missing inputs as bearish. Decline cause starts as a sector-relative estimate, while recent negative analyst activity can override a sector/macro read for enriched names — see the Activity column. Stage a name to complete its qualitative review.

Entry tier

The final classification. Pullback and Thesis gate eligibility; Confirmation then gates position size — the three scores are never just averaged together.

Pullback

Score (0–100) and % off the 52-week high (adjusted if that high was a single-day spike). Higher score = further off highs.

Confirmation

Score (0–100) from consecutive closes above the Reference level plus a volume check. Real for staged/refreshed tickers and the top ~50 enriched scan candidates (the narrowest of the three enrichment calls, by design — it's the lowest-priority signal); shows "Not computed" (not a false 0) for scan candidates outside that cap — use "Re-score market data" on a row to compute it on demand.

Activity

A "Verify" badge means a real analyst rating action (upgrade or downgrade) was found in the trailing ~7 trading days for this ticker. Separate from Decline Cause on purpose — even a positive action is worth a manual look, and this is scoped to the same enriched top ~250 as analyst-target data above (wider than Confirmation's top ~50).

Price

Current price as of the last refresh.

52W High

The 52-week high used for the Pullback calculation above (adjusted if that high was a single-day spike).

Reference

The technical level Confirmation is measured against — the 10-day EMA by default, or a manually set fixed price for a specific ticker.

Updated

When this row's price and scores were last refreshed.

Ticker	Thesis	Entry tier / trajectory	Pullback	Confirmation	Activity	Price	Limit	52W Range / Mkt Cap / P/E	Earnings	Reference	Updated	Insider

Execution Queue

Bridges Entry Staging candidates and actually placing orders. This is a reminder/tracking layer only — it never places, sizes, or automates trades. A candidate only shows as "ready to execute" when the 2-3 PM ET window is open, the ticker itself is green today, no earnings land today or tomorrow, and the VIX defensive gate (19) is clear.

Theme Detection Board — news/fundamentals, independent of price and independent of the VIX gate

Volatility-Trade Menu Gate — universal; a theme reading ACT never overrides this

Price Target Queue (Buy & Sell)

Buy/sell price targets created from Portfolio. Vanguard/Fidelity 60-day renewal tracking, plus an alert here and on every tab when the price hits your target; StockIQ never submits an order.

—No tracked price-target orders.

Ticker	Theme	Tier	Limit	Invalidation	Max qty (0.5%)	Live price	Dist. to limit	Status	VIX gate	Earnings	Green day	Queued	Actions

Smart Watchlist

Track the entry, commitment, thesis, risks, and exact events that would make you act.

Following

Your portfolio holdings and open paper trading positions, with live price and day change.

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Ticker Workspace

In-app research desk for summary, news, chart, financials, history, options context, and your own notes.

NVDA

Load a ticker to start

Open this tab to build the earnings event study.

Thesis

Risks

Catalysts

Entry Trigger

Exit / Trim Rule

Next Review

Notes are saved in this browser.

Portfolio

Research stays open after login. Portfolio holdings are private to each logged-in username.

My Portfolio

OWNER ONLY

Manual holdings for Vanguard, Vanguard 401k, Fidelity Roth IRA, and Fidelity Individual TOD. Cloud sync build active when Supabase is configured.

Portfolio sync: local fallback

Holdings Allocation

Only positions currently held in your portfolio. Watchlists, Entry Staging, discovery candidates, and paper trades are excluded.

Loading holdings chart...

Unified Holdings Performance

Every unique ticker you own, normalized to 0% at the beginning for a fair comparison.

Select Load Chart to pull historical prices for your holdings on demand.

Needs Attention Today

Highest-priority review items from your holdings: sleeve discipline, drawdowns, target proximity, concentration, and override risk.

Loading portfolio attention items...

Add / Update Holding

Ticker

Company

Broker

Avg Cost

Target

Theme

Sleeve Override

Override Reason

Import BrightStar Holdings (LLC)

One-time import of the LLC brokerage account (NOC, KTOS, BWXT, and cash) into a new "BrightStar Holdings" account -- visible to anyone using this shared owner login, same as every other account here. Re-running this only replaces the BrightStar Holdings account; every other account is untouched.

BrightStar Holdings (LLC) · Account Z40570986

No BrightStar Holdings positions yet — click "Import LLC Screenshot" above, then "Upload to Cloud".

Live Brokerage Sync

Pulls real positions directly from your linked brokerages via SnapTrade (read-only — Vanguard, Fidelity, and Interactive Brokers all confirm trading isn't possible through this connection). Each account is linked once at dashboard.snaptrade.com — StockIQ never sees your brokerage login. Replaces the need for CSV/paste import below, though that stays available as a fallback.

Paste Import

Paste only the holdings table after owner login. Import replaces the selected broker's holdings and preserves the other broker. Do not include account numbers.

Portfolio Analyzer

Checks position size, theme crowding, ETF overlap, and repeated exposure across accounts. For review support only, not financial advice.

-Add or import holdings, then run the analyzer.

$80K Operating Plan

Core/active structure, sleeve caps, dated rotation timetable, and VIX gates. Built as a discipline tool, not advice.

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NVDA Add Decision Console

A planning gate for adding to NVDA exposure. Track B200 rental demand, fundamental signals, and every add rule before the Aug 26 print.

-Loading NVDA add gate...

Override Log

Every sleeve override is logged with the old sleeve, new sleeve, and the stated reason.

-No sleeve overrides logged yet.

Personal Triggers / Portfolio Milestones

Owner-only planning dates for portfolio actions, watchlist earnings, macro events, re-entry levels, stop-loss reminders, and profit targets.

Title

Ticker

Type

Date / Time

Note

Personal Market Milestone Earnings Re-entry Stop Profit

-No triggers saved yet.

Users create events here with the form or Quick Add. Saved locally per owner username and automatically synced to the owner’s “StockIQ Events” Google Calendar. The individual calendar-file buttons remain available as a fallback.

Tax Guardrails · Wash-Sale Watch

One tax-aware view across Vanguard, Fidelity, retirement, and manual transactions. Warnings never change StockIQ investment scores.

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Record a buy or sale

Ticker

Action

Trade date

Price

Total cost basis (sales)

Account

StockIQ Wash-Sale Guardrails are informational estimates based on recorded transaction data and are not tax advice. Final treatment may depend on transactions or accounts unavailable to StockIQ.

Holding	Live Price	After-Hours	Today	Shares	Position Value	Cost Basis	Weight	Total Gain/Loss	Sleeve

Manual tracking only. No broker credentials are stored, and StockIQ does not connect to Vanguard or Fidelity.

Trade Log

Manual win/loss trade journal. Owner login required.

Risk Lens

Portfolio-level look-through concentration, dominant tail risk, and hedge sizing. Owner login required.

Risk Lens

OWNER ONLY

A whole-book lens for true concentration, one-directionality, dominant tail risk, and hedge candidates. Descriptive only; it proposes, you decide.

Waiting for portfolio...

Defensive Rotation Policy

Two-stage early-warning plus confirmation system. Stage 1 begins partial de-risking before VIX confirms; Stage 2 keeps the VIX 19-20 gate for full defensive action.

WTI intraday spike %

Specific oil/geopolitical catalyst HY credit spread widening VIX futures backwardation Put/call spike Breadth deterioration

Rule: this policy does not lower the VIX confirmation gate. It adds measurable Stage 1 warnings so defensive action can begin before equity volatility fully reprices fear.

Whole-Book Concentration

ETFs are expanded into known major constituents so repeated exposure is counted once on a look-through basis.

Target hedge offset Hormuz closed/manual ACT

Look-Through Exposure

Shows factor and name exposure after ETF overlap is mapped. Unmapped ETF remainder stays visible as other exposure.

Top Factors

Top Look-Through Names

Dominant Tail Scenario

Modeled scenario P&L is a rough stress test, not a prediction. It helps identify which macro tail hits the most of the book at once.

Hedge Proposals

Hedge sizing aims to offset the selected fraction of the dominant modeled tail loss. Use normal entry rules, confirmed floors, and concentration checks before any action.

Subscriber Access Admin

Approve pending requests, assign access, limit accounts, suspend temporarily, or revoke permanently.

What each access level includes

Access is cumulative: every higher level includes the levels below it.

DemoCore research, shared Entry Staging, read-only signals/watchlist, and simulated paper trading. No real holdings.

ResearchEverything in Demo, assigned for regular research users and collaborators.

ProEverything in Research, assigned for the complete advanced research experience. No real holdings.

PortfolioEverything in Pro plus a private, user-specific holdings portfolio and Risk Lens. Never exposes the owner's holdings.

OwnerAll features plus Access Admin and Google Calendar/Gmail controls. Owner cannot be assigned from this menu.

Support Inbox

Read and reply to member support conversations. Support messages never include private holdings automatically.

Member Activity

Mentoring history: sign-ins, sections viewed, ticker research, and simulated trades. No credentials or brokerage account numbers.

Paper Trading Bot

StockIQ's built-in simulated brokerage. Login required.

🤖 Paper Trading Bot

OWNER ONLY PAPER MONEY · NOT REAL TRADES

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Automation Activity

Paper account only. StockIQ screens the catalyst and upcoming-earnings feeds, refreshes qualified candidates, and records every decision. A candidate appears in Positions only after a submitted limit order fills.

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Place Manual Order

Market orders fill immediately at StockIQ's current quote. Limit orders rest until the price crosses your limit, checked every minute during market hours (and instantly whenever you have this tab open) -- no outside brokerage or real money is connected.

Symbol

Qty

Order Type

Invalidation price (optional)

Side

Open Limit Orders

Resting orders waiting for their limit price to be hit.

-No open limit orders.

Strategy Validation

Completed StockIQ paper trades are measured by entry tier. Scoring weights remain unchanged until the journal has enough evidence.

Positions

STOCKIQ PAPER ACCOUNT · FIDELITY-STYLE VIEW

Symbol	Last price	Today's gain/loss $	Today's gain/loss %	Total gain/loss $	Total gain/loss %	Current value	% of account	Quantity	Transact
No positions yet.

Transaction History

Symbol	Side	Qty	Fill Price	Status	Submitted
No orders yet.

StockIQ-native simulated ledger. Prices come from StockIQ market data; no real money or outside brokerage is connected.

Custom Stock Screener

Set your criteria and click Run Screen.

Scan Mode

Scores 60+ growth stocks on 9 factors (Growth, Value, Momentum, Quality, Risk, Conviction, Theme, Analysts, Institutions). Covers NVDA, MSFT, META, LLY, CRWD and 55+ others across all sectors.

Sector

Min Market Cap

Min Score 7.0/10

SpeculativeStrong Buy

Min Rating

TICKER	NAME	SECTOR / THEME	PRICE	SCORE	RATING	G	V	M	R	CAP
Set your criteria above and click Run Screen to find entry points.

Top 100 Research Candidates

A curated research universe from growth ETFs, analyst themes, AI infrastructure, quality compounders, and StockIQ-style fundamentals. This is a discovery list, not a buy list. Enrich and select before adding anything to My Watchlist.

Open this tab to load candidate ideas.

Check	Ticker	Company	Theme	Source	Why Candidate	P/E	ROE	Rev YoY	Entry Setup	Snapshot
Candidate universe not loaded yet.

Candidates are intentionally broad. Use enrichment, Major Events, Guardrails, and your own review before moving names into My Watchlist.

🇺🇸 US Stocks by Category

Every actively traded US stock in each category, biggest companies first. Click a ticker or the Research button to analyze it.

Pick a category to load.

#	Check	Ticker	Company	Price	Day %	Market Cap	52W Low	52W High	Below High	Why High / Low	P/E	ROE	Rev YoY	D/E	RSI	Entry Setup	Exchange
Pick a category above to load the full list.

Data: FMP company screener · US-listed, actively trading · sorted by market capitalization. Educational research only, not financial advice.

💎 Valuable Companies at a Low P/E

Big, established US companies whose price is low relative to their profits. Sourced from the same category lists as US Stocks, then screened for P/E.

Pick a category to scan.

#	Ticker	Company	Price	Market Cap	P/E	ROE	FCF	OCF / CFO	CFI	CFF	What it means
Pick a category above to run the value scan.

Cash Flow Columns, In Plain Words

FCF — Free Cash Flow · Cash after capital expenditures — the purest measure
OCF — Operating Cash Flow · Cash from core business operations
CFO — Cash Flow from Operations · Same as OCF — used interchangeably
CFI — Cash Flow from Investing · Cash spent on investments, acquisitions, equipment (usually negative — that's normal)
CFF — Cash Flow from Financing · Cash from debt, dividends, stock buybacks (negative often means returning money to shareholders)

⚠️ A very low P/E is not automatically a bargain — it can also mean the market expects profits to fall (a "value trap"). Always run the full research checklist and Guardrails auto-check before buying. P/E is approximated from the latest fiscal year. Educational research only, not financial advice.

PEGY Console

PEGY adjusts plain PEG for dividend yield, so income-producing compounders are not unfairly punished for slower growth. Formula: P/E divided by EPS growth plus dividend yield.

Open this tab to load the PEGY test set.

Dividend payers only

Ticker	Company	Price	P/E Used	Growth %	Div Yield %	PEGY	Value Tier	Source / Note
Open this tab or click Run PEGY to load the console.

PEGY is most useful for dividend-paying names. If growth plus yield is zero or negative, or the result is outside a sane 0-10 range, StockIQ shows N/M instead of a distorted ratio. Educational research only, not financial advice.

Structural Moat Lens

Quality-compounder screen for businesses where switching costs come from regulatory validation, professional retraining, or protocol standardization, not merely habit or customer convenience.

Open this tab to load structural moat candidates.

Ticker	Company	Moat Type	Gross Margin	Op Margin	Revenue Growth	Balance Sheet	Match Strength	Thesis / Risk Flag
Open this tab or click Run Lens to load moat candidates.

Moat Mechanism Rules

IncludedRegulatory embedding, professional retraining lock-in, and industry-wide protocol standardization.

ExcludedHabit or data-continuity stickiness by itself. High margins alone do not equal structural durability.

Financial DNANet cash or low leverage, 35%+ operating margin, 70%+ gross margin where applicable, GAAP profitability, and 10%+ consistent growth.

CalibrationFICO is intentionally shown as a moat match with a balance-sheet mismatch; VRSK is intentionally shown as a slower-growth contrast row.

Curated qualitative lens built from the VEEV structural-moat framework. Manual moat tags are intentional because FMP data cannot reliably infer regulatory validation or professional retraining lock-in. Educational research only, not financial advice.

🗂️ Major US Indexes & Their Members

Pick an index to see every stock inside it. Being in a major index matters: index funds are forced to buy members, which adds steady demand and liquidity.

Pick an index to load its members.

Clickable Holdings Heatmap

Pick an index to load the heatmap.

<= -3 -1 0 +1 >= +3

Load an index to see clickable holdings.

Tile size uses market cap when quote data provides it; otherwise tiles are equal-sized. Click any holding to open Research for that ticker.

#	Ticker	Company	Sector	Sub-Sector	Headquarters	Added
Pick an index above to load its full member list.

Membership data from FMP, refreshed daily. Russell (FTSE Russell) and MSCI index memberships are not available from this data provider. Educational research only, not financial advice.

📦 US ETFs — Value Comparison

The biggest US-listed funds, with the numbers that decide whether an ETF is good value: the yearly fee (expense ratio), fund size, dividend yield, and how many stocks it holds.

Open this tab to load the fund list.

#	Ticker	Fund	Provider	Price	Fund Size	Fee / Yr	Div Yield	Holdings
Loading will start when you open this tab.

ETF Value Columns, In Plain Words

Fee / Yr (expense ratio) — What the fund charges you yearly. 0.03% means $3 per $10,000 invested. Under 0.10% is cheap; over 0.50% needs a good reason.
Fund Size — Total money in the fund. Bigger funds trade easier and are less likely to close.
Div Yield — Cash paid out to you per year as a percent of the price.
Holdings — How many stocks the fund owns. More holdings = more diversified, less dependent on any single company.

Top 150 US-listed ETFs by size. Fee and fund details from FMP where available — blanks mean the provider did not supply that field. Educational research only, not financial advice.

📉 Dip Scan — Deep Price, Intact Expectations

Finds stocks trading at least 15% below their 52-week high and in the bottom half of their yearly range, where Wall Street still expects profits to grow or the business remains highly profitable. A dip with intact expectations is a research candidate — a dip with broken expectations is a falling knife.

Pick a category to scan.

#	Ticker	Company	Price	52W Low	52W High	Below High	Range Pos	Fwd P/E	Exp EPS Growth	ROE	Dip Score	Why it's here	Why down?
Pick a category above to run the dip scan.

⚠️ A deep price is a research flag, not an automatic buy. The scan checks that expectations LOOK intact in the numbers — it cannot know about lawsuits, lost customers, or guidance cuts from the data alone. Run the Guardrails auto-check and read the news on any ticker before acting. Educational research only, not financial advice.

Compare Stocks

⚖️

Enter two tickers to compare

Side-by-side analysis with analyst targets, 52-week ranges and key metrics

Performance Window

Compare any selected basket from a chosen start date to the latest available close, including a what-if investment scenario.

Basket Return Since Date

Default list and start date come from your May 26 comparison file. Add a hypothetical dollar amount to see what each position would be worth now.

Tickers

Compare Date

Invested per ticker

Ready.

Ticker	Start Close	Latest Close	Change $	Change %	Hypo Shares	Invested	Value Now	Gain / Loss	Latest Date
Run the comparison to load prices.

If May 26 is missing for a ticker, StockIQ uses the nearest prior trading day and marks it with an asterisk.

StockIQ Pro Charts

TradingView-powered chart desk with StockIQ context: market comparisons, 52-week range, portfolio levels, research, and guardrail links.

Compare:

QQQ

SPY

SMH

DIA

Quick:

NVDA

MSFT

KTOS

PLTR

VEEV

CEG

RDW

Financial Snapshot

Key financial metrics from your sample watchlist stocks

📚 Investor Education Center

Everything you need to understand what our metrics mean, why they matter, and how to use them to make smarter decisions.

▶️

StockIQ YouTube Channel

Official StockIQ Investing channel for walkthroughs, investing lessons, and app updates.

Open @stockiqinvesting

Playlist

StockIQ Playbook

Core investing concepts in order.

Playlist

How to Use StockIQ

Menu walkthroughs and app workflow.

Playlist

Portfolio Discipline

Rules, sleeves, overrides, and exits.

Playlist

Stock Scenarios

Examples and what-if investing cases.

How to Use StockIQ - Start Here

Why StockIQ? Stop guessing, start deciding.

A menu-by-menu walkthrough of why StockIQ is built as a decision system, not just a quote site. Portfolio, Research, Ticker Workspace, Guardrails, Scenarios, Planning, Learning, and sleeve discipline all connect into one workflow.

WORKFLOW

Menus connect research to action.

DECISIONS

The app asks what evidence matters next.

DISCIPLINE

Rules stay visible when emotion gets loud.

StockIQ - Full Workflow Demo

How StockIQ works, menu by menu

A detailed narrated walkthrough using NVDA, MSFT, and DRAM examples with sample demo holdings only. The demo covers portfolio context, research, ticker workspace, events, guardrails, watchlists, screeners, scenarios, charts, financials, conviction, and learning.

TOUR

Every major tab in one workflow.

PROCESS

Portfolio, research, events, scenarios.

OUTPUT

Clearer decisions, not predictions.

StockIQ Playbook - Chapter 1

What ticks a ticker up or down?

A stock moves when the market changes what it believes about future cash flows, growth, risk, and the price investors are willing to pay for those expectations. The embedded video on the left uses Gemini narration with StockIQ presentation visuals.

BUSINESS RESULTS

Revenue, earnings, margins, cash flow

VALUATION

P/E, PEG, sales multiple, rate backdrop

NARRATIVE

AI, moat, management, sector momentum

CATALYSTS

Earnings, news, macro, positioning

Ticker move = Earnings power x Valuation multiple x Market mood

NVDA: earnings exploded, AI story strengthened, margins expanded.

MSFT: durable earnings, cloud growth, recurring revenue, AI option.

DRAM: memory cycle and pricing can matter more than a steady compounder story.

StockIQ Playbook - Chapter 2

P/E Ratio: cheap, expensive, or trap?

P/E shows what investors are paying for each dollar of earnings, but it only helps when you compare it to growth, quality, risk, sector context, and earnings durability.

BARGAIN

Low P/E, stable earnings, temporary pessimism.

PREMIUM

High P/E can work when growth justifies it.

TRAP

Low P/E, falling earnings, weakening story.

StockIQ Playbook - Chapter 3

Earnings: why good numbers can still drop a stock

Earnings reactions are about results versus expectations. Revenue, EPS, margins, and guidance only move the stock when they change the future the market already priced in.

BEAT + RAISE

Current results and future expectations improve together.

GUIDE DOWN

A good quarter can fall if the future gets weaker.

EXPECTATIONS

The market judges the report against what was priced in.

StockIQ Playbook - Chapter 4

Valuation multiple: why the same company gets repriced

A stock price is earnings power multiplied by the multiple investors are willing to pay. The same business can rise or fall when confidence changes.

MULTIPLE

The market's opinion about earnings quality and growth.

COMPRESSION

Better earnings can still fall if investors pay less for them.

EXPANSION

Earnings growth plus confidence can reprice a stock higher.

StockIQ Playbook - Chapter 5

Market mood: risk-on, defensive, and why good stocks move together

Sometimes your stock moves because of the company. Sometimes it moves because of rates, macro, sector rotation, positioning, and the market's appetite for risk.

RISK ON

Growth, momentum, upside, and new stories get rewarded.

DEFENSIVE

Cash flow, valuation, profitability, and balance sheets matter more.

PEER CHECK

Compare the stock to its sector before blaming the business.

StockIQ Playbook - Chapter 6

Cyclical vs compounder: why different stocks need different rules

The sleeve decides the playbook. Cyclicals need exit discipline; compounders need thesis checks. Performance should never quietly rewrite the classification.

CYCLICAL

Cycle-driven, rules-based, target and stop aware.

COMPOUNDER

Long-term thesis, recurring value, drawdown context.

FRICTION

Overrides require a reason so losses do not become rationalized holds.

StockIQ Playbook - Portfolio Basics

Index vs. ETF vs. stock: what are you actually buying?

Learn why an index is a benchmark, an ETF is a tradable basket, and a stock is ownership in one company—then uncover hidden overlap across your holdings.

INDEX

A benchmark: holdings plus weighting rules.

ETF

A fund and tradable basket—not automatic diversification.

STOCK

A direct ownership slice of one company.

Includes QQQ, SPY, VOO, DIA, expense ratios, tracking differences, and Risk Lens overlap. Educational only.

StockIQ Playbook - Case Study

Why a $991 stock can be worth less than a $195 stock

MU versus NVDA explains why share price is only the cost of one slice. Market cap, valuation multiples, and earnings durability reveal what the whole company is worth.

MARKET CAP

Share price multiplied by shares outstanding.

VALUATION

P/E and PEG matter more than the sticker price.

STOCKIQ LINK

Connect the lesson to PEGY and Conviction scoring.

Market figures are dated July 10, 2026. Educational only; not financial advice.

YouTube Pack - Draft 1

What Ticks a Ticker Up or Down?

Target channel: @stockiqinvesting. Upload workflow is connected through the StockIQ YouTube OAuth project.

Open Channel

Video Build Preview

Illustrated scene frames for the first lesson. Final MP4 still needs to be generated in your AI video tool.

STATUS: STORYBOARD READY

SCENE 01 - HOOK

A ticker can move both ways.

Host frames the up/down expectation engine.

SCENE 02 - FORMULA

EarningsxValuationxMood

SCENE 03 - NVDA

Ticks up when expectations improve

SCENE 04 - MSFT

Ticks down when the story weakens

Misses, margin pressure, guidance cuts, or multiple compression.

SCENE 05 - DRAM

Cycle stocks can reverse fast

SCENE 06 - CLOSE

Know both sides before you buy.

What moves it up? What proves you wrong?

HOOK

A stock does not move just because the company is good or bad. It moves when expectations, earnings power, valuation, and market mood change for better or worse.

THUMBNAIL

Text: "WHY STOCKS MOVE UP OR DOWN" with earnings, valuation, narrative, and risk around the formula.

DESCRIPTION

Learn the StockIQ framework for understanding ticker movement: business results, valuation, narrative, macro, news, and positioning.

SCENE PLAN

Host opens with the expectation-change hook.
Show the formula: earnings power x valuation x mood.
Show upside forces: earnings beats, raised guidance, multiple expansion, stronger narrative.
Show downside forces: slowing growth, margin pressure, guidance cuts, risk, broken narrative.
Use NVDA, MSFT, and DRAM to show compounder versus cycle behavior.
Close with: know what could move it up, what could move it down, and what proves you wrong.

SCRIPT OPENING

Before you buy a stock, ask two questions: what could tick this ticker up, and what could tick it down? Is the move coming from real earnings power, valuation multiple expansion, a stronger narrative, or just short-term news? In StockIQ, we separate those forces so we understand both the upside engine and the downside trigger.

How the StockIQ Algorithm Thinks

The Parameters Engine changes StockIQ from “ticker → score” into “ticker → parameter → evidence → decision context.” It does not promise what a stock will do. It organizes current facts, applies consistent rules, exposes uncertainty, and explains why a stock received its scores.

How to use it

Click Parameters beside a ticker anywhere in StockIQ.
Start with Overall Support, Core, Trajectory, Catalyst Acceleration, Risk, and classification.
Click a parameter to see its facts, inference, confidence, data period, freshness, and sources.
Compare “Why StockIQ Likes It” with “What Could Break the Thesis.”
Use upgrade and downgrade triggers as a review checklist—not an automatic order.

Subscribe to the StockIQ Public Market Calendar

The public calendar provides upcoming market-wide earnings events from StockIQ. It is read-only and never includes a member's holdings, private watchlist, Entry Staging status, or personal notes.

Google CalendarOpen Calendar in StockIQ and select Subscribe in Google Calendar. Sign in to the Google account where you want the calendar, then confirm Add.

iPhone / iPad / MacSelect Apple / Outlook. If the device asks which calendar app to use, choose Calendar and confirm Subscribe. On iPhone you can also use Settings → Apps → Calendar → Calendar Accounts → Add Account → Other → Add Subscribed Calendar, then paste the iCal URL below.

OutlookSelect Apple / Outlook, or in Outlook choose Add calendar → Subscribe from web, paste the iCal URL below, name it “StockIQ Public Market Calendar,” and import it.

AndroidSubscribe through Google Calendar in a desktop browser first. The calendar will then appear automatically in the Google Calendar Android app using the same Google account.

Public iCal subscription URL
https://calendar.google.com/calendar/ical/53398c2f7ce072cf739018d4b812e87dd8ece82765c82c00243aece27670a35a%40group.calendar.google.com/public/basic.ics

If you get stuck

Make sure you are signed into the intended Google, Apple, or Microsoft account.
If the link downloads a file instead of subscribing, use your calendar app's Subscribe from URL option and paste the iCal URL above. Importing a downloaded file creates a one-time copy; subscribing keeps future changes synchronized.
Look under Other calendars or Subscribed calendars and make sure “StockIQ Public Market Calendar” is checked and visible.
Calendar applications refresh subscription feeds on their own schedule. New or changed events may take several hours to appear.
To remove it, open the calendar's settings and choose Unsubscribe or Remove calendar. This does not affect your StockIQ account.

Important: earnings dates and report times can change. Verify material dates with the company's investor-relations page before making a trading decision.

Password reset and free authenticator MFA

Protected access request: new members confirm their password and pass Cloudflare Turnstile before StockIQ creates a pending request. The server independently verifies the security token, intended action, hostname, and request IP. Passing the check never grants access; owner approval and an assigned access level are still required.

Forgotten password: choose Forgot password? on the login screen, enter your username or email, and open the single-use link sent to your registered email address. StockIQ gives the same response whether an account exists, which prevents account discovery.

Authenticator MFA: after signing in, choose Security, scan the QR code with Google Authenticator, Microsoft Authenticator, Authy, 1Password, or another TOTP application, then verify the current code. Future logins require both the password and a current authenticator code. This method uses Supabase's included TOTP MFA and has no SMS charge.

Password reset never changes an account's approval status or access level. If a reset link expires, request another one. Never share a password, reset link, QR code, manual MFA key, or one-time code.

StockIQ versus broad financial sites

Sites such as Yahoo Finance are valuable places to explore quotes, statements, estimates, ownership, news, and charts. StockIQ is the evaluation layer: it takes usable evidence, checks whether it is current and comparable, assigns importance, exposes missing inputs, and applies the same research rules to every ticker.

Broad site: ticker → data pages → you combine the evidence
StockIQ: ticker → evidence checks → weighted evaluation → confidence → decision context

What makes StockIQ's evaluation different

Repeatable rulesEvery ticker follows the same evidence, eligibility, scoring, and classification stages.

No invented neutral scoreMissing evidence is excluded and shown through coverage and confidence.

Importance-awareCore fundamentals outweigh confirming technical or sentiment signals.

Separate decisionsCompany quality, trajectory, catalyst, valuation, and risk cannot hide inside one number.

Period-awareOne estimate is not a revision trend; one 13F period is not accumulation.

ExplainableFacts, inference, confidence, freshness, sources, and thesis triggers remain visible.

Facts before inference

Reported growth, filings, prices, and earnings results are facts. A 0–10 score is a separate inference. Keeping them separate allows the algorithm to improve without rewriting historical evidence.

Insufficient ≠ neutral

Unavailable evidence is marked Insufficient Current Data and excluded from the average. StockIQ does not invent a neutral 5/10.

Confidence and freshness

Confidence reflects recency, source quality, evidence quantity, and conflicts. Delayed 13F filings are never described as real-time institutional activity.

The algorithm

Available parameters are normalized to 0–10. Scores of 6.5–10 are supportive, above 4 and below 6.5 are mixed/neutral, and 0–4 are negative. Overall Support is the tier-weighted average expressed as a percentage.

Overall Support = Σ(score × tier weight) ÷ Σ(available tier weights) × 10

Tier 1 · weight 3Revenue, EPS, guidance, margins, cash flow, balance sheet, valuation, major catalyst, and risk.

Tier 2 · weight 2Institutions, analysts, insiders, backlog, orders, market share, and sector evidence.

Tier 3 · weight 1Technicals, volume, options, short interest, and news sentiment.

Tier 3 may confirm a setup, but it cannot overpower deteriorating Tier 1 fundamentals.

Four different decisions

Great CompanyDurable growth, margins, cash generation, balance sheet, moat, and consistency.

Great EntryValuation and risk/reward at today’s price. A great company may still be a poor entry.

Great CatalystFast fundamental improvement plus a time-bounded event. This means research urgency, not automatic buying.

Great Portfolio FitPosition size, concentration, correlation, cost basis, and event exposure—kept separate from company quality.

Catalyst Acceleration: the seven conditions

StockIQ checks: revenue growth above 20%, accelerating revenue, segment growth above 30%, upward analyst revisions, earnings within seven days, active institutional accumulation, and price more than 10% below its recent high. Four conditions can create a Catalyst Candidate. Five or more with a near event can create a High‑Velocity Catalyst Candidate. The conservative Core score remains unchanged.

What the headline scores mean

CoreConservative long-term investment quality.

TrajectoryWhether recent operating and earnings evidence is moving supportively.

CatalystSpeed of change and urgency around a major event.

ValuationPrice versus fundamentals, history, and peers. Cheap is not automatically bullish.

RiskGap, volatility, leverage, dilution, concentration, regulatory, macro, and execution exposure.

Missed Opportunity learning

A ±10% daily move can trigger an audit against the pre-event snapshot. The report records what StockIQ caught and missed. It never changes weights from one example; a review is recommended only after at least three materially similar failures.

Decision discipline: Parameters are research estimates—not guarantees, personalized investment advice, or automatic trade instructions. Verify material facts with primary filings, consider downside and position size, and never confuse a high catalyst score with a high-confidence long-term investment.

A successful scan does not guarantee a score

Collection and scoring are separate. A scan can finish without an error and still show Insufficient. The job completed, but the minimum evidence for a defensible inference was not available. One current estimate cannot prove a revision trend, and one 13F reporting period cannot prove accumulation.

Estimate Revisions algorithm

Estimate Revisions does not come from the SEC. StockIQ needs analyst-consensus observations, normally separated by at least seven days. Until a comparison exists, the field correctly remains Building History or Insufficient.

Institutional algorithm

OwnershipChecks whether reportable institutional positions exist in the current 13F period.

AccumulationCompares aggregated holdings across current and prior periods. One period is not a trend.

Partial SEC progressShows filings and managers found, but partial indexing is not scored as a final result.

The SEC queue checkpoints and resumes later. Since 13F reports are delayed, StockIQ never labels them as real-time trading.

Discovery algorithm

Discovery expands the universe without lowering Core standards. Core begins at $2B; Small Cap Discovery covers $300M to below $2B; Microcap covers $25M to below $300M. The default liquidity floor is $1M average daily dollar volume.

QualificationFour independent strong signals can qualify a candidate; five or more can create a high-velocity label.

Risk gatesCash runway, dilution, toxic financing, and going-concern evidence affect rank and classification.

Position controlDiscovery names remain speculative or watch-only and cannot silently become Core positions.

Cap categories and notes

Upcoming Earnings, Catalyst Watch, and Calendar use Small (below $2B), Mid ($2B-$10B), Large ($10B-$200B), and Mega ($200B+) display lanes. A tab changes the view, not the score. Research notes are stored per ticker and missing parameter; they preserve your work but do not silently alter algorithmic scores.

Ticker Workspace Market Snapshot

The snapshot converts quote-page statistics into entry context. Bid and ask are intentionally omitted because they are short-lived execution fields, frequently unavailable without an exchange-level feed, and do not strengthen the research evaluation.

Trading contextPrevious close, open, day range, current volume, average volume, and relative volume show the opening gap, intraday range, and participation.

Risk and valuationMarket cap selects the comparison lane; five-year beta describes historical market sensitivity; trailing P/E and EPS show the price paid for recent earnings.

Return contextDividend and yield add an income component. The live analyst consensus target is translated into implied upside but is never treated as intrinsic value or a guarantee.

Event controlThe nearest future earnings date becomes days remaining. Same-day earnings create an entry blackout, while a near report creates entry caution.

Key formulas: Relative volume = current volume ÷ average volume. Dividend yield = annual dividend ÷ current price. Implied analyst upside = (consensus target − current price) ÷ current price. A dash means providers did not return a defensible value; StockIQ does not invent missing values.

Algorithm role: this is context, not a new headline score. Beta and relative volume inform volatility and confirmation; P/E, EPS, yield, and target upside support valuation review; earnings controls event risk. They cannot independently override Tier 1 fundamentals such as revenue, margins, cash flow, balance sheet, and guidance.

StockIQ

A pre-buy research platform that helps investors evaluate quality, valuation, upside, and risk before buying.

100+

Stocks screened

Research checkpoints

Live

AI analyst data

Demo brokers

THE PROBLEM

Most investors buy before completing a structured research process.

Broker apps show prices and charts. StockIQ is designed to help answer the harder pre-buy question: is this stock worth deeper research at today’s price?. You're left Googling "is NVDA a good buy" and reading 10 different opinions that contradict each other. Meanwhile, Wall Street analysts have consensus targets, 40-point research frameworks, and institutional-grade tools — all behind paywalls or buried in Bloomberg terminals.

THE SOLUTION

StockIQ turns messy stock research into a structured pre-buy workflow.

⚡

Live AI Analyst Targets

Real-time consensus targets, Buy/Hold/Sell counts, and top firm calls for any stock — pulled live from the web by AI.

📋

40-Point Research Checklist

Fundamentals, valuation, analyst sentiment, technicals, competitive moat, macro, and risk flags — all in one structured framework.

🎯

Smart Screener

Filter 100+ S&P 500 + NASDAQ stocks by sector, theme, upside %, rating, and market cap. Sorted by analyst upside automatically.

💼

Saved Research Watchlist

Use a demo watchlist to compare companies, themes, analyst upside, and research signals before deciding what deserves deeper review.

⚖️

Side-by-Side Compare

Compare any two stocks head-to-head on price, target, upside, signals, and fundamentals before you decide which to buy.

🔐

Team Research Workflow

Private beta controls, shared watchlists, research notes, and collaboration workflows can support investing groups before production auth is added.

WHY STOCKIQ

We're not a trading app. We're your research co-pilot.

Feature	StockIQ	Robinhood	Webull	Bloomberg
Analyst targets with source labels	✅	❌	Partial	Enterprise
AI-assisted research summaries	✅	❌	❌	❌
40-point research checklist	✅	❌	❌	❌
Smart stock screener	✅	Basic	Basic	Enterprise
Sample watchlist / saved research view	✅	❌	❌	Enterprise
No ads or upsells	✅	❌	❌	✅
Team sharing with production auth	✅	❌	❌	Enterprise
Price	🟢 Affordable	Free*	Free*	🔴 $24K/yr

*Robinhood/Webull monetize through payment for order flow and margin interest.

COMING SOON

Simple, transparent pricing.

Free

$0/mo

✅ Stock screener
✅ Research checklist
✅ 18 built-in stocks
✅ Charts & Compare
❌ Live AI analyst data
❌ Saved research watchlist
❌ Team sharing

Built by investors, for investors.

StockIQ was built to help everyday investors slow down, compare alternatives, review risk, and document their thinking before buying. The goal is better research discipline, not hype or guaranteed returns.

Private beta · Use waitlist clicks to validate paid features before Stripe launch

Education stays in StockIQ Free investing education · New videos weekly

IMPORTANT DISCLOSURE

StockIQ is for educational research and decision support only. It does not provide personalized financial advice, investment advice, or guaranteed outcomes. Replace the current PIN gate with real authentication before production, protect all API keys server-side, and clearly label data source, timestamp, and confidence for every metric.

Daily AI Watchlist Report

Sell-the-News Strategy

Calendar

Major Events

Polymarket Signal Layer

Calibration Log

Investor Workflow

StockIQ Philosophy

Buy / Sell Guardrails

Opportunity Watch

Entry Staging

Execution Queue

Theme Detection Board — news/fundamentals, independent of price and independent of the VIX gate

Volatility-Trade Menu Gate — universal; a theme reading ACT never overrides this

Smart Watchlist

Add watch setup

Select Lists

Add Macro Event

Buy Shares

Ticker Workspace

My Portfolio

Trade Log

Risk Lens

Subscriber Access Admin

Support Inbox

Member Activity

🤖 Paper Trading Bot

Custom Stock Screener

Top 100 Research Candidates

🇺🇸 US Stocks by Category

💎 Valuable Companies at a Low P/E

PEGY Console

Structural Moat Lens

🗂️ Major US Indexes & Their Members

📦 US ETFs — Value Comparison

📉 Dip Scan — Deep Price, Intact Expectations

Compare Stocks

Performance Window

StockIQ Pro Charts

Financial Snapshot

📚 Investor Education Center

Why StockIQ? Stop guessing, start deciding.

How StockIQ works, menu by menu

What ticks a ticker up or down?

P/E Ratio: cheap, expensive, or trap?

Earnings: why good numbers can still drop a stock

Valuation multiple: why the same company gets repriced

Market mood: risk-on, defensive, and why good stocks move together

Cyclical vs compounder: why different stocks need different rules

Index vs. ETF vs. stock: what are you actually buying?

Why a $991 stock can be worth less than a $195 stock

What Ticks a Ticker Up or Down?

How the StockIQ Algorithm Thinks

If you get stuck

Most investors buy before completing a structured research process.

StockIQ turns messy stock research into a structured pre-buy workflow.

We're not a trading app. We're your research co-pilot.

Simple, transparent pricing.

Built by investors, for investors.

StockIQ Conviction Scorer v2.1