Autonomous, Risk-Adjusted Equity Research & Discovery

InvestorIQ is an AI-powered equity analytics platform delivering the best risk-reward opportunities to investors

Creating Risk Management Tools with Equity Research ft. InvestorIQ

Check out our recent interview on Intrinio’s fintech podcast.

Retail Investor Challenges

  1. Unable to identify the characteristics and fundamental data points that institutional investors, those who move markets, look for and value when buying equities.

  2. Misunderstanding of the inherent risks that come with equity investing. Retail investors generally associate the same level of risk with every equity investment. However, these risks are not monolithic, they vary across sectors, industries, and individual equities.

  3. Lack of time, interest, or the proper equity research tools to effectively conduct thorough research.

These three root problems often lead to investors relying on misguided information sources; such as uninformed friends, pundits with agendas, or their own gut feelings. Anecdotal evidence and many industry studies show this formula is often a losing proposition for investors. 

InvestorIQ’s goal is to present the best risk/reward equity opportunities to investors!

Some of the ways we accomplish this:

Filter out low-quality equities, greatly reducing risk

Equities with poor characteristics such as high volatility, sporadic volume, etc., are automatically identified and filtered out by our proprietary risk model, greatly reducing investor risk.

Cut out investment chatter, focus on contextualized data

InvestorIQ contextualizes data and runs comparative analysis across thousands of equities to arrive at those with the best risk/reward opportunities

Invest responsibly in areas of interest

Many retail investors invest in a company simply because they are familiar/interested in the company but familiarity or interest alone is not a characteristic of a quality investment. Based on an investor’s areas of interest, InvestorIQ autonomously discovers quality equities with the best risk/reward opportunities.

Know your approximate daily risk prior to investing

Our proprietary RisQ CalculatorTM approximates the daily dollar amount an equity investment will make or lose based on the amount invested. RisQ Calculator is also dynamic so users can test different dollar amounts they’d like to invest until they find a daily dollar risk amount they are comfortable with.

Latest Investing Insights

  • Portfolio 2 Superior Returns
    The chart above shows the returns of Portfolio 2, the second of two in-house portfolio’s we actively manage via Interactive Brokers. The portfolio was constructed utilizing SAFEai, our proprietary analytics model and data repository which our app is built around. So far this year Portfolio 2 is up 58.81%. The returns are from 1/2/23 through the close… Read More »Portfolio 2 Superior Returns
  • Portfolio 1 Outstanding Returns
    The chart above shows the returns of Portfolio 1, one of two in-house portfolio’s we actively manage via Interactive Brokers. The portfolio was constructed utilizing SAFEai, our proprietary analytics model and data repository which our app is built around. The returns are from 1/2/23 through the close of the market on 5/19/23. Contrast Portfolio 1’s… Read More »Portfolio 1 Outstanding Returns
  • Stellantis Announces a $4.4 Billion Special Dividend
    Tesla often gets a lot of investors attention but there is another car company that many don’t know about that dwarfs Tesla and is immensely profitable. That company is Stellantis (STLA), which owns the Dodge, Chrysler, Jeep, Ram and Fiat brands, It was formed by the merger of Fiat Chrysler group and France’s PSA Group.… Read More »Stellantis Announces a $4.4 Billion Special Dividend
  • Consumer Price Index Inflation Update
    GREAT news today on inflation. The CPI report was released this morning at 8:30am and Wall Street estimated it would show inflation is up 6.5% over this time last year. The report came right inline with estimates. The CPI showed inflation at 6.5%. Of course that’s still high and well above the Feds target of… Read More »Consumer Price Index Inflation Update
  • Why The Shine Has Come Off Tesla!
    Oh, how the mighty have fallen! Many of you reading this are owners of Tesla’s (TSLA) stock. I know this because a whopping 42% of Tesla shareholders are retail investors, while institutional investors own 43%. This is in contrast to Ford (F) where institutional investors own 49% and in GM they own 80%. What this… Read More »Why The Shine Has Come Off Tesla!

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