How It Works
Upload Your Holdings
Simple CSV upload with your tickers and share counts. Takes 30 seconds.
Run Stress Tests
We simulate your portfolio through 2008, dot-com crash, and other scenarios.
Understand Your Risk
See which holdings drive your risk and get plain-English explanations.
Features
Everything you need to understand your portfolio risk, explained in plain English.
See how your portfolio could hypothetically perform during the 2008 financial crisis, dot-com crash, COVID crash, and more.
Identify which holdings appear to contribute most to your portfolio's overall risk. Find hidden concentrations.
See how much risk reduction you're getting from diversification and where you might improve.
No jargon. We explain what each number means and why it matters for your portfolio.
Export professional PDF reports to review offline or share with your financial advisor.
No waiting. Get your complete risk analysis in under a minute after uploading.
Simple Pricing
See your risk for free. Upgrade to take action.
Important Disclaimer
FactorIQ is provided for educational and informational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell securities. The stress test scenarios and risk calculations are based on simplified models using historical data and sector approximations. Actual portfolio performance in future market events may differ significantly from these projections. Past performance does not guarantee future results. All investments involve risk, including the potential loss of principal. Before making investment decisions, consult with a qualified financial advisor. FactorIQ is not a registered investment advisor.