About StockIQ

StockIQ is a stock and crypto research tool for individual investors. You enter a ticker or run a screener, and StockIQ pulls market data, calculates technical and fundamental indicators, and produces a report with a single weighted score and a plain-English explanation of what is driving it.

How the score is calculated

StockIQ uses two scoring methods, and every report shows the full breakdown behind its score.

Single-stock analysis: 0–100 investment score

When you analyse one stock or ETF, the score starts at a neutral 50. Points are then added or taken away for:

• Technical signals: RSI, MACD, and price against its 20-, 50- and 200-day moving averages
• Fundamentals: P/E, price-to-book, revenue growth, profit margin, debt, liquidity and return on equity
• Momentum: the rise over the past year and where the price stands in its 52-week range, both counted with the trend, and volume. Until 18 Oct 2026 a big rise was marked down; tested on five years of prices in nine markets, that worked against the score, so a strong rise now counts for a share

The score is limited to 0–100. Higher scores mean more positive signals.

Screeners: the trend score

The market screeners rank many stocks at once by a trend score built from four parts:

How far the price stands above its 52-week low	0 to +2 (in full at 100% above)
The rise over the past year, leaving out the latest month	−1.5 to +1.5 (in full at 60%)
The price above or below its 200-day average	+0.5 or −0.5
The 50-day average above or below the 200-day	+0.5 or −0.5
RSI over 80 (overheated)	−0.5

A positive total is multiplied by 0.6, so that the signal labels, from Strongly positive to Strongly negative, span about the same range as before. Every screener result lists these parts for each stock.

Why this score: in October 2026 the screeners’ earlier 12-factor score (RSI, MACD, short-term momentum, volume and others) was tested on about 1,750 shares in nine markets over four years. Its top 10, changed weekly, did worse than simply holding its whole list in 17 of 18 periods. A trend score’s top 10 did better in 13 of 18, with bigger swings on the way. These are past results on today’s index members in a mostly rising period; they promise nothing.

The screeners work from prices only and do not use company financials. The score is a measure of trend over months and says nothing about valuation. For company fundamentals, run a single-stock report, which does fetch them.

Where the data comes from

• Price, volume and company data from Yahoo Finance and Finnhub
• News summaries generated with AI from published financial news
• Analysis runs on AWS, with screeners processing large batches of stocks in parallel

What you can analyse

• Individual stocks, ETFs and coins, with a 0–100 score that lists every point behind it
• Trading signals: a short-term technical reading for up to 10 symbols, or the five strongest across the S&P 100
• Screeners for US indexes (Dow 30, S&P 100, 500, 400+600 and 1500, NASDAQ 100, Russell 1000 and 2000), the ASX 50 to 300, Canada’s TSX 60, the UK FTSE 100, Germany’s DAX 40, France’s CAC 40, the Netherlands’ AEX, Italy’s FTSE MIB, Spain’s IBEX 35, Switzerland’s SMI, Japan’s Nikkei 225, Hong Kong’s Hang Seng, Singapore’s STI, India’s Sensex, South Korea’s KOSPI 200, China’s CSI 300, Taiwan’s Taiwan 50, Sweden’s OMX Stockholm 30, the Euro Stoxx 50, New Zealand’s NZX 50, Brazil’s Bovespa and Mexico’s IPC
• A crypto screener of 540 coins

What else is in it

• An AI chat that explains what the data shows for a stock, or how your own dashboard is doing. It does not tell you what to buy or sell.
• A practice portfolio: $100,000 of fake money to buy and sell with, free with every account. No real trade is placed.
• The AI autopilot (Beta), in the free trial and every paid plan: it runs the practice portfolio from the screeners’ results by itself, with a fifth of its budget on trial in sector and theme funds (technology, energy, gold and others, changed once a month), is told the week’s big scheduled announcements (such as interest-rate decisions) and the market’s headlines before it buys, and says why it bought and sold. Past screener results have not shown a reliable edge over the market.
• A dashboard with your report history, CSV exports and background runs of the larger screeners.

Pricing

New users get 15 free analyses over a 3-day trial, with no credit card required. After that, plans are Starter ($4.99/month), Pro ($14.99/month) and Elite ($49.99/month), charged in US dollars. See the refund policy for cancellations.

Important: this is not financial advice

Contact

Questions, bug reports or feedback are welcome through the contact page or on Instagram.