CallIQ — daily research, on your thesis

Daily briefs tuned to 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.

CallIQ dashboard preview

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

From prose to a disciplined daily brief.

Three steps. You own the doctrine. We run the loop.

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.

Step 02

Confirm your thesis

We extract a structured doctrine: sectors with weights, constraints, portfolio shape, options preferences. You review and approve before anything ships.

Step 03

Read your brief every morning

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

Everything you need before the bell.

A CallIQ brief reads like notes from a disciplined analyst who only works on your thesis.

Example CallIQ daily brief
  • Thesis alignment

    Every brief opens with a direct read on whether today's setup supports, tests, or contradicts your doctrine.

  • Per-sector analysis

    Each sector you named gets its own section — the companies that matter, why they matter today, and what changed since yesterday.

  • Daily reshuffle

    A model portfolio that reshuffles with the tape — but only when conviction really shifts. Every move is dated and logged.

  • Ranked option setups

    Calls and puts ranked against your thesis and biased toward liquid monthly expirations, so the top ideas surface first.

  • New candidates to research

    Tickers the model keeps surfacing but hasn't promoted yet, with mention counts and why they keep coming up — so nothing gets lost.

  • Catalysts and risks

    What to watch for — earnings, macro data, sector rotations — and what would invalidate the position if it happened.

  • Options flags

    Calls and puts flagged against your thesis, biased toward liquid monthly expirations. No hype, no price targets.

  • Trade validation

    Got a specific contract in mind? Submit it and get a thesis-weighted pass / watch / avoid read before you click buy.

Why CallIQ

Opinionated where it matters.

The product only works if you trust the output. These are the bets we made so you can.

Your thesis, never overridden

Nothing gets surfaced that violates a constraint you set. Sectors, concentration limits, options style — the brief obeys your rules.

Guardrailed evolution

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.

Allocation history

Every weight change is tied to a dated brief. Scroll back and see exactly when, why, and how the portfolio moved.

Suggested-portfolio performance

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.

Validate a trade

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.

Private by default

Your thesis and universe are yours. Row-level security isolates every account — no shared feeds, no public profiles, no social graph.

Research analyst workstation

Why it exists

Research that respects your rules.

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.

  • A fresh brief by ~7:30 AM ET, with up to three regenerations a day.
  • Per-user universe. Not a firehose of tickers.
  • Every output tied back to your thesis doctrine.
  • Trade validations you can run before opening a position.

Pricing

Start with one brief. Upgrade when it's useful.

Three ways in. Cancel anytime from the Stripe billing portal.

One brief

A single daily brief on your thesis. No commitment.

Pay once

  • One brief generation
  • Full trade-validation access during use
  • Universe tailored to your thesis
Try a single brief
Most popular

Monthly

The full CallIQ loop, every trading day.

Monthly subscription

  • Daily briefs on the ~7:30 AM ET cadence
  • Evolving per-user universe with guardrails
  • Unlimited trade validations
  • Full brief version history
Start monthly

Annual

Same as monthly. Discounted for the year.

Annual — best value

  • Everything in Monthly
  • Discount vs. month-to-month
  • Priority for new thesis features
Go annual

Prices shown at checkout. Taxes may apply. See our Terms for billing, cancellation, and refund details.

FAQ

Questions people ask first.

If yours isn't here, email us — the address is in the footer.

Is CallIQ giving me investment advice?
No. CallIQ is informational. It does not issue recommendations, price targets, or advice, and Minerva Reads LLC is not a registered investment adviser or broker-dealer. You are responsible for your own decisions.
How is this different from a research newsletter?
A newsletter has one view for every reader. CallIQ has one view per user — your thesis, your universe, your constraints. Nothing you see was written for anyone else.
How is this different from ChatGPT?
Three ways. (1) Doctrine extraction: CallIQ turns your written thesis into structured rules — sectors, weights, constraints, options style — and never violates them. ChatGPT will violate them constantly. (2) Persistence: every brief is dated and stored. CallIQ knows what it said yesterday; ChatGPT forgets. (3) Guardrailed evolution: your universe can change at most three positions per day, and only after two consecutive briefs of falling conviction. ChatGPT changes its mind every prompt.
How are my thesis and data handled?
Your thesis and account data live in a single database with row-level security. Thesis text and market data are sent to our model provider only to generate your outputs. See the Privacy Policy for the full picture.
Can I change my thesis later?
Yes. Rewrite or refine it anytime; the system will re-extract, ask you to confirm, and evolve your universe from there. Prior versions are archived.
Do you send emails or push notifications?
Only transactional auth emails (magic-link sign-in). Briefs live in the dashboard. We don't run a marketing email program.
Can I cancel?
Anytime, through the Stripe billing portal. Your subscription stays active through the end of the period you already paid for.

Start tomorrow on your own thesis.

Write a paragraph tonight. Read your first brief in the morning.