Portfolio IQ

Your Agentic Quant Co‑Pilot PIQ turns your iPhone into a portfolio research desk. Our agentic AI stack choreographs best-in-class math engines—factor diagnostics, diversification analysis, Monte Carlo stress tests, and optimization playbooks—so you can model “what if?” scenarios instead of reacting to yesterday’s charts. What You Get on Day One (Free Plan) - Up to 5 holdings per analysis and 5 analyses each month - Factor exposure, correlation, and concentration metrics (MPT math, HHI, Gini, entropy) - Monte Carlo forward simulations with VaR / CVaR and beta-driven stress checks - Optimization playbooks with trade-level implementation and tax-efficiency considerations - Narrative explanations that translate quant results into plain-language guidance Go Deeper with Subscription Tiers - Basic Plan – $2.99/month or $29.99/year (auto-renewing). Raises limits to 20 holdings and 10 analyses while unlocking faster refresh and extended historical data. - Plus Plan – $5.99/month or $59.99/year (auto-renewing). Expands limits to 40 holdings, 20 analyses, and priority access to upcoming research features. Each subscription renews automatically unless cancelled at least 24 hours before the current period ends. You can manage or cancel anytime in Settings > Apple ID > Subscriptions. Restore past purchases directly inside the app. Prices may vary by region. Built for Independent Investors - Portfolio “fingerprint” combining betas, R-squared, and regime-aware clustering - Diversification scoring that shows concentration risks across sectors, factors, and books - Scenario testing for market shocks plus stress-aware recommendations - Implementation guidance covering trading steps, liquidity indicators, and simplified tax notes (PIQ is not a tax advisor—consult a professional before acting) Privacy & Terms We never sell personal data and adhere to secure storage standards. Privacy Policy: https://piqlabs.com/privacy Terms of Use: https://piqlabs.com/legal Apple Standard EULA: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/ Download PIQ and transform raw portfolio data into a repeatable, quant-driven edge.