LIVE AI‑Powered Portfolio Intelligence
Optimize your
portfolio's Sharpe
ratio in minutes.
AI-powered portfolio diagnostics, allocation optimization, and stock intelligence with math you can trust.
Built for self-directed investors managing real capital.
See current vs optimized Sharpe·Concentration risk + rebalance actions·Under 2 minutes
⚡ Portfolio OptimizerLIVE DEMO
Sample Portfolio: Tech-Heavy ($250K)
Ready
Current Mix
AAPL
35%
NVDA
28%
MSFT
20%
Cash
7%
Other
10%
Optimized Mix
AAPL
28%
NVDA
18%
MSFT
9%
INTL
19%
Cash
26%
Current Sharpe
Optimized Sharpe
0.31
→
?
Expected Return: 12.1% vs 9.8% current
Volatility: 9.2% vs 20.9% current
Most portfolios we analyze improve Sharpe by 25–120%
Ready
REAL PORTFOLIO IMPROVEMENTS GENERATED BY AIQ
Tech-Heavy
Sharpe 0.31 → 0.67
Dividend
Sharpe 0.42 → 0.58
Balanced
Sharpe 0.35 → 0.52
⚡ First insight in ~3 minutes
GET STARTED
From signup to insight
in under 4 minutes.
1
Search any stock to see its AIQ score.
20 seconds
Instant analysis
2
Add your holdings to your portfolio workspace.
60 seconds
Portfolio diagnostics
3
Run the optimizer and see your Sharpe improvement.
2 minutes
Sharpe optimization
THE PROBLEM
You’re drowning in data.
Still making gut decisions.
Too much data, no synthesis.
Yahoo Finance, Seeking Alpha, Reddit — all saying different things.
Conflicting analyst signals.
Morningstar says buy. Your gut says wait. No framework to decide.
Hours of research per decision.
You check 4 tabs, 3 sites, and still aren’t sure what to do.
What if one platform synthesized all of it — and told you what to do?
WHAT AIQ DOES
Every tool a serious investor needs.
In one platform.
PREMIUM
Portfolio Optimization That Improves Sharpe and Shows You Exactly How.
Tell us your holdings. We’ll show exactly how to rebalance for better risk-adjusted returns with transparent math.
Current vs optimized Sharpe, allocation deltas, volatility reduction, and plain-English reasoning for every action.
- Current vs optimized Sharpe front and center
- Concentration-risk reduction with rebalance actions
- Plain-English explanation of every recommendation
- Current vs optimized allocation comparison
Portfolio Optimizer
PREMIUMCurrent Sharpe
0.31
Optimized Sharpe
0.67
Reducing AAPL from 35% to 22% and adding international exposure improves risk-adjusted returns by reducing single-stock concentration risk.
Expected Return: 12.1%
Volatility: 14.2%
Run the Portfolio Optimizer
Target outcome: improve Sharpe while lowering concentration risk.
PRO
AI Scoring on Thousands of Stocks and ETFs.
AIQ Score combines technical, fundamental, and market indicators into one clear signal — plus alerts when a score changes significantly.
- Real-time score updates
- 7-day score velocity
- Score change alerts
- Thematic screener (60+ themes)
AIQ Opportunity Discovery
PROTicker
Score
Signal
NVDA
87
↑ Bullish
AAPL
43
→ Neutral
XLE
71
↑ Bullish
TSLA
29
↓ Bearish
MSFT
51
→ Neutral
Score breakdown
Technical:
82
Fundamental:
73
Risk:
61
PRO
Know the macro backdrop before you trade.
Six economic indicators scored daily into one regime label. See exactly how your watchlist stocks behave in the current macro environment.
- LOW / NEUTRAL / ELEVATED / HIGH RISK
- Watchlist regime signals
- Regime change alerts
- Historical regime log
Daily Market Regime
PROLOW RISKScore 0/18
VIX 15.50
Yield +0.62%
Real Rate 1.14%
CPI 2.50%
NVDA → Tailwind in this regime
JNJ → Mild headwind
TLT → Headwind (real rate)
FREE + PRO
85 Investment Concepts. Attached to Live Data.
From Sharpe ratio to DCF to Ichimoku clouds — every concept explained with a practical workflow and linked to live analysis on real stocks.
Learn Hub
FREE + PROPart I: Market Foundations ✓
Part II: Fundamental Analysis
Part III: Technical Analysis →
Part IV: Risk & Portfolio
Part V: Factor Investing
Part VI: Advanced Strategies
Concept: Sharpe Ratio
Explained with execution basics, practical impact, key takeaways, and related concepts — linked to live stock + portfolio analysis.
CAPABILITY COMPARISON
Replace three tools
with one.
Most serious investors stitch together multiple subscriptions. AIQ brings scoring, optimization, and macro context into one workflow.
The Fragmented Stack
Paying for 3 tools that don’t talk to each other.
Conflicting signals with no tiebreaker.
You see what you own, not what to do about it.
Your thesis lives in a Google Doc, not your data.
Trading without the macro backdrop.
AIQ
One platform across research, portfolio, and macro.
Score + signal + optimization in one decision path.
Actionable portfolio changes, not static tracking.
Research tied to live data and current holdings.
Macro regime integrated into portfolio context.
“I cancelled two subscriptions the week I signed up. AIQ does what I needed both of them for.”
— Portfolio manager, managing $420K
Stock Research
$25/mo
Portfolio Analytics
$35/mo
Market Intelligence
$49/mo
$109/mofragmented stack
$59/moAIQ Pro
Start Free — No Card Required
Built for serious investors managing real capital.
85
Investment concepts in Learn Hub
0.67
Avg Sharpe improvement from optimizer
★★★★★
“The portfolio optimizer showed me I was over-concentrated in tech by 15%. Worth the subscription in week one.”
— Portfolio manager, Boston
★★★★★
“Finally a platform that explains WHY, not just what to buy.”
— Self-directed investor, Austin
★★★★★
“The macro regime feature changed how I think about sector rotation.”
— Investor, New York
PRICING
Start free. Upgrade when
the optimizer pays for itself.
Most investors replace 2–3 subscriptions with AIQ.
FREE
$0
forever
5-stock watchlist
Basic scores
20 Learn Hub concepts
Daily Market Regime (view only)
PRO
$59/mo
($47 annual)
Full stock and ETF screener
Real-time AIQ scoring
Score change alerts
Research Workspace (3 theses)
Full Learn Hub (85 concepts)
Watchlist regime signals
Daily Market Regime
PREMIUM
$119/mo
($89 annual)
Everything in Pro, plus:
Portfolio Optimizer
Portfolio Intelligence
Attribution Analysis
Unlimited theses
CSV import
Macro regime implications for portfolio
Save 20% with annual billing · Cancel anytime · 14-day money-back guarantee
The complete investment
intelligence system.
AI scoring · Portfolio optimization · Macro regime · Research workspace · 85 investment concepts
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