InvestIQ
InvestIQ
Professional Analytics

Welcome to InvestIQ!

InvestIQ

Built by an investor, for investors

Professional-grade analytics designed for serious long-term wealth builders

Why I Built InvestIQ

Like many long-term investors, I started with Excel spreadsheets to track my XTB portfolio. Every month, I'd spend hours manually updating my holdings, calculating returns, and trying to understand if my investment strategy was working.

The breaking point came when I realized I was spending more time managing my spreadsheets than researching new investment opportunities. I needed insights, not just data.

That's when I decided to build InvestIQ. Not as a business, but as a solution to my own problem. A tool that would give me - and fellow long-term investors - professional-grade analytics without the professional-grade price tag.

Built for patient, long-term investors who believe in the power of compound growth and smart analysis.

InvestIQ

Professional XTB Trading Analysis Platform

100%
Free Platform
AI-Powered
Smart Analytics

Professional Investment Analytics

Comprehensive portfolio management and performance analytics designed for serious long-term investors and wealth builders.

ROI Optimization

Advanced performance metrics and trend analysis to maximize your return on investment.

  • Performance tracking by instrument
  • Risk-adjusted return analysis
  • Sector allocation optimization

Risk Management

Comprehensive risk assessment tools to protect and grow your investment portfolio.

  • Portfolio diversification analysis
  • Volatility and drawdown metrics
  • Position sizing recommendations

Strategic Insights

AI-powered investment insights and strategic recommendations for portfolio optimization.

  • AI-powered market analysis
  • Dividend growth predictions
  • Strategic rebalancing alerts

Portfolio Tracking

Real-time portfolio monitoring and comprehensive transaction history analysis.

  • Real-time position monitoring
  • Transaction history analysis
  • Performance attribution

Dividend Analytics

Comprehensive dividend tracking and growth analysis for income-focused investors.

  • Dividend yield tracking
  • Growth rate analysis
  • Income forecasting

Market Intelligence

Advanced market data integration and intelligent investment opportunity detection.

  • Real-time market data
  • Opportunity identification
  • Sector trend analysis

How InvestIQ Works

1

Upload Your XTB Data

Simply export your transaction history from XTB and upload it to our secure platform.

2

AI Analysis & Processing

Our advanced algorithms analyze your portfolio and generate comprehensive insights.

3

Get Professional Insights

Access detailed analytics, performance metrics, and strategic recommendations.

AI-Powered Portfolio Analysis

Transform Human Insights into AI-Driven Portfolio Analysis

InvestIQ leverages advanced AI and Large Language Models (LLM) to analyze your investment portfolio, transforming complex market data into actionable insights that enhance your decision-making process.

  • Intelligent pattern recognition in portfolio performance
  • Automated insights generation and recommendations
  • Continuous learning and adaptive analysis
  • Advanced market trend identification

Broader Financial Context

Platforms like InvestIQ represent a significant shift in the financial landscape, moving away from manual, intuition-driven strategies toward AI-powered autonomous systems. This evolution has culminated in a "Stage 5" taxonomy of alpha generation, where Large Language Models (LLMs) and agentic architectures enable real-time reasoning, scenario simulation, and the integration of multimodal data to help investors outperform market benchmarks. InvestIQ's inclusion of AI-powered insights and strategic recommendations aligns it with these modern advancements in quantitative finance.

The Evolution of Alpha:

From Human Insight to AI Agents

Stage 1: Manual & Fundamental Alpha

Driven by human intuition, qualitative reasoning, and fundamental analysis.

Key Techniques
Valuation, site visits, narrative reasoning
Stage 2: Statistical Alpha

Formal, rule-based models that quantify risk and return factors.

Key Techniques
CAPM, Fama-French factor models
Stage 3: Machine Learning Alpha

Algorithms finding non-linear patterns in high-dimensional data.

Key Techniques
Random Forests, XGBoost, SVMs
Stage 4: Deep Learning Alpha

Neural networks learning features from raw, multimodal data.

InvestIQ Ready
CNNs, LSTMs, text analysis
Stage 5: Agentic Alpha

Autonomous LLM-based agents that reason, use tools, and execute tasks.

InvestIQ Ready
FinGPT, BloombergGPT, AutoGPT

The journey progresses from human-led intuition to complex, autonomous AI agents, seeking investment returns that exceed the market benchmark.

Ready to Transform Your Investment Strategy?

Join thousands of investors who are making smarter decisions with InvestIQ's professional-grade analytics platform.

Start Your Free Analysis

Support Development

Help maintain this free platform

If InvestIQ has been valuable for your investment analysis, consider supporting its continued development.

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