Step 01
Describe how you invest
Write a paragraph — or a page — in plain English. Sectors you care about, hard rules you live by, how you size and hold positions.
CallIQ — daily research, on your thesis
Write a paragraph about how you invest. CallIQ turns it into a structured thesis, builds a universe of companies that fit, and delivers a disciplined research brief every trading day — portfolio shape, catalysts, risks, and options setups. See a real brief in 10 seconds, no signup required.
No price targets. No recommendations. Not investment advice.
Personal, not published. Your thesis, your universe — written for one reader.
Fresh every morning. A brief by ~7:30 AM ET, plus up to three regenerations when the tape moves.
Disciplined evolution. Universe changes only when conviction really shifts. No daily thrash.
Trade validation. Submit a contract, get a thesis-weighted read before you click buy.
How it works
Three steps. You own the doctrine. We run the loop.
Step 01
Write a paragraph — or a page — in plain English. Sectors you care about, hard rules you live by, how you size and hold positions.
Step 02
We extract a structured doctrine: sectors with weights, constraints, portfolio shape, options preferences. You review and approve before anything ships.
Step 03
Each trading day we evolve your universe, align against your thesis, and publish a brief with a model portfolio, catalysts, risks, and options flags.
Inside a brief
A CallIQ brief reads like notes from a disciplined analyst who only works on your thesis.
Every brief opens with a direct read on whether today's setup supports, tests, or contradicts your doctrine.
Each sector you named gets its own section — the companies that matter, why they matter today, and what changed since yesterday.
A model portfolio that reshuffles with the tape — but only when conviction really shifts. Every move is dated and logged.
Calls and puts ranked against your thesis and biased toward liquid monthly expirations, so the top ideas surface first.
Tickers the model keeps surfacing but hasn't promoted yet, with mention counts and why they keep coming up — so nothing gets lost.
What to watch for — earnings, macro data, sector rotations — and what would invalidate the position if it happened.
Calls and puts flagged against your thesis, biased toward liquid monthly expirations. No hype, no price targets.
Got a specific contract in mind? Submit it and get a thesis-weighted pass / watch / avoid read before you click buy.
Why CallIQ
The product only works if you trust the output. These are the bets we made so you can.
Nothing gets surfaced that violates a constraint you set. Sectors, concentration limits, options style — the brief obeys your rules.
Max three universe changes per day. A name has to lose conviction for two runs in a row before it's removed. No churn, no drift.
Every weight change is tied to a dated brief. Scroll back and see exactly when, why, and how the portfolio moved.
Track how the model portfolio has actually done over time — so you know whether the thesis is paying off, not just whether the writeup sounds good.
Got a specific contract in mind? Submit the ticker, direction, strike, and expiry, and get a thesis-weighted pass / watch / avoid read before you click buy.
Your thesis and universe are yours. Row-level security isolates every account — no shared feeds, no public profiles, no social graph.
Why it exists
Generic market commentary optimizes for clicks. A proper research process optimizes for your portfolio. CallIQ is built around the assumption that you already have a thesis — and what you need is a disciplined daily loop that keeps your universe honest against it.
Pricing
Three ways in. Cancel anytime from the Stripe billing portal.
A single daily brief on your thesis. No commitment.
Pay once
The full CallIQ loop, every trading day.
Monthly subscription
Same as monthly. Discounted for the year.
Annual — best value
Prices shown at checkout. Taxes may apply. See our Terms for billing, cancellation, and refund details.
FAQ
If yours isn't here, email us — the address is in the footer.
Write a paragraph tonight. Read your first brief in the morning.