Platform Capabilities

Discover the power of PortaIQ

A deep dive into the features that make our platform the unfair advantage for modern investors.

Artificial Intelligence

AI-Driven Moat Analysis

Our GPT-4 powered engine automatically analyzes SEC filings, earnings call transcripts, and market data to determine a company's competitive advantage. Get instant bull and bear theses for any stock, saving you hours of manual research.

AI-Driven Moat Analysis
Financial Modeling

9 Distinct Valuation Models

Never rely on a single metric again. We calculate fair value using Discounted Cash Flow (DCF), Graham Number, Peter Lynch Fair Value, Earnings Multiples, and more. See them all side-by-side to gauge true market sentiment.

9 Distinct Valuation Models
Proprietary Scoring

The PortaIQ Health Score

A comprehensive scoring system that evaluates over 400 fundamental metrics across 6 key pillars: Value, Growth, Profitability, Health, Dividend, and Momentum. Instantly spot red flags or hidden gems.

The PortaIQ Health Score

Everything you need to succeed

A comprehensive suite of tools built for the modern investor.

Multi-Stock Comparison

Compare up to 30 stocks side-by-side using radar charts.

Smart Price Alerts

Get notified immediately when your target prices are hit.

Portfolio Tracking

Monitor real-time P&L, dividend yields, and portfolio balance.

Global Market Coverage

Access data for over 50,000 stocks across multiple global exchanges.

Custom Screener

Filter the market based on your unique criteria and save custom views.

Export & Reporting

Export data to Excel or generate beautiful PDF reports for your clients.

Experience the difference

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