Income Quality Score
IQ Score helps income investors look beyond yield by classifying income assets as Friends, Question Marks or Foes — with confidence and the key reasons behind every score.
See which holdings are Friends, Question Marks or Foes — and understand why.
See upgrades, downgrades and deterioration that may deserve your attention.
No buy or sell signals. A transparent framework for evaluating income quality.
Explore the full IQ Score universe for free, or get the current monthly IQ Score with Starter — and unlock API access and data exports with Pro.
Research the full IQ Score universe using delayed data.
$0/month
No credit card required
Good for
Income investors who want to explore IQ Score and research historical changes before upgrading.
Current monthly IQ Scores plus portfolio monitoring and broker connectivity.
$12$99 /month/year
or $99 per year
Equivalent to $8.25/month
Good for
Income investors who want current monthly scores and an easier way to monitor important portfolio changes.
Everything in Starter, plus API access and data exports for deeper access to IQ Score data.
$19$179 /month/year
or $179 per year
Equivalent to $14.92/month
Good for
Active income investors and power users who want API access and direct export of IQ Score data.
| Feature | Free | Starter | IQ Score Pro |
|---|---|---|---|
| Price | $0 | $12/mo · $99/yr | $19/mo · $179/yr |
| Free trial | — | 14 days | 14 days |
| Full IQ Score universe — Friends, Question Marks & Foes | 3 months delayed | Monthly | Monthly |
| Track portfolio & watchlists | Yes | Yes | Yes |
| Confidence & key reasons | Yes | Yes | Yes |
| Historical IQ Score archive | Yes | Yes | Yes |
| Connect your broker | No | Yes | Yes |
| Risk warnings | No | Yes | Yes |
| Monthly Movers notifications | No | Yes | Yes |
| API access | No | No | Yes |
| Export to CSV / Excel | No | No | Yes |
Launch access: the current snapshot is temporarily available while the delayed public archive is being established. This is a temporary exception, not the permanent entitlement. Free is delayed by three months as a standard policy; the exception ends once at least four monthly snapshots are available, after which the normal three-month delay applies.
Automatically import your holdings and see the IQ Score for every position. Read-only access — IQ Score cannot place trades or move money.
Automatic holdings sync
IQ Score per position
Risk warnings
Portfolio analysis
Cancel anytime
Manage your subscription from your account.
Independent research
Transparent methodology. No buy or sell signals.
Your data is yours
We don't sell your data.
Free gives you the full IQ Score universe using historical scores that are three months behind the current data. Starter and Pro both give you the current monthly IQ Score update as soon as it publishes.
Starter and Pro use the same current monthly IQ Score — Pro is not a fresher or faster score. Pro adds API access to use IQ Score data in your own tools and workflows, and CSV/Excel export.
Starter and Pro include 14 days of full plan access at no charge. If you continue after the trial, your paid subscription starts automatically. Cancel before the trial ends and you won't be charged.
Yes. You can change your plan or cancel your subscription from your account settings. For billing, renewal and refund details, see the Subscription Terms.
No. They are research classifications from the Income Quality framework, designed to help you evaluate income quality rather than tell you what to buy or sell.
Many broker integrations are available. View the current, automatically updated list in our supported brokers directory →
Pro includes API access so you can use IQ Score data in your own tools and workflows. See the API documentation for the available endpoints, fields and usage limits.
IQ Score provides independent research, not personalized investment advice. Friends, Question Marks and Foes are research classifications based on the IQ Score methodology and available data — they are not buy or sell recommendations.
See the Investment Disclaimer and Research Principles for more information. Billing, renewals and refunds are covered in the Subscription Terms.
Still have questions? Contact us.