Connect your brokerage accounts
We’re excited to introduce one of the biggest upgrades to Income Quality Score so far:
You can now connect your brokerage accounts directly to IQ Score.
Instead of manually entering the tickers you own, you can connect one or more supported brokerage accounts and bring your portfolios into IQ Score automatically.
See the quality behind your actual portfolio
Once connected, IQ Score can match your holdings with our research and show you which income assets are:
Friends — assets showing stronger income quality
Question Marks — assets that deserve a closer look
Foes — assets showing meaningful signs of weakness
The result is a much faster way to answer a simple but important question:
What does the income quality of my portfolio actually look like?
Connect accounts from 37 brokers
You can connect multiple brokerage accounts, select the portfolios you want to follow and let IQ Score keep your holdings in sync.
No more copying long ticker lists.
No more rebuilding your portfolio every time something changes.
And if you prefer to manage a portfolio manually, you can still do that too.
Built around your portfolio
This is more than a convenience feature.
Income Quality Score started as a way to research individual income assets. Connecting your brokerage accounts brings us much closer to what we ultimately want IQ Score to become:
A portfolio-level quality system for income investors.
Not just: “Is this ticker a Friend or a Foe?”
But also:
- How much of my portfolio is invested in Friends?
- Where are the Question Marks?
- Which holdings may deserve my attention?
- What has changed since last month?
- And what am I missing?
There’s much more coming in this direction.
Connect your broker
Log in to your Income Quality Score account and choose Connect Broker to get started.
[Connect my brokerage accounts →]
As always, the IQ Score is a research tool — not a recommendation to buy or sell a security. Its job is to help you look beyond yield and understand the quality of the income assets you own.
Thanks for being part of Income Quality Score.
Joost
Founder, Income Quality Score