What is SIQ and how is it different from other AI finance tools?

SIQ helps you build, test, run, and monitor investment ideas with continuous quantitative review. Unlike general AI chatbots that pattern-match finance answers, SIQ: - **Starts from what you already own or believe** — Upload a portfolio, describe your holdings, or start from an idea - **Models your instructions mathematically** — You see tested allocations, scenarios, and risk checks, not just commentary - **Shows the work** — You see the rationale, data, and proposed portfolio changes behind each option - **Uses institutional-grade quant workflows** — Code execution, backtests, risk analysis, and live market context are built into the product - **Runs ideas on paper first** — You can monitor outcomes as markets and your preferences evolve, with live broker workflows where supported

How do I create my first strategy?

You can create your first strategy from either a current portfolio or an investment idea. If you already hold positions, bring SIQ what you own and then describe what you want to express in the market. If you are starting from an idea, describe it directly. For example: - "This is my current portfolio. I want more quality tech and less idle cash." - "Keep my current core holdings, but make the portfolio more defensive." - "Use this portfolio as the base, but test a more active momentum approach." - "Build me a concentrated quality compounder strategy with tighter downside control." SIQ will: 1. Understand your starting portfolio or idea 2. Ask clarifying questions about intent, constraints, and preferences 3. Turn that into a testable investment idea 4. Generate evidence-backed options with reasoning and proposed changes 5. Let you run and monitor it on paper immediately *You can also use the [Strategy Wizard](/strategies/new) if you prefer a more structured setup flow.*

What's the difference between paper trading and live trading?

**Paper trading** uses simulated capital so you can see how your instructions behave before real money is involved. **Live trading** mirrors choices you approve through a supported broker connection. | | Paper Trading | Live Trading | |---|---|---| | **Capital** | Simulated SIQ Cash | Your real money | | **Risk** | None — safe proving ground | Real gains and losses | | **Broker needed?** | No | Yes (supported broker required) | | **Trade execution** | Runs on paper | Orders require your approval before submission | **Why start on paper first?** - You see whether the modeled idea expresses your intent the right way - You get continuous monitoring, not a one-off analytics answer - You can tune the strategy as markets and your views change before money is involved **How live trading works today:** When you connect a supported broker, SIQ maintains a mirror of that live portfolio. 1. If trades happen at the broker, SIQ reflects them after sync 2. If SIQ surfaces proposed changes, you review and approve them first 3. SIQ updates its portfolio view from broker-confirmed fills, not assumptions 4. Your broker account remains under your control throughout

How does SIQ generate trade choices?

SIQ analyzes your strategy's thesis, current holdings, and market data to model an allocation scenario. **What SIQ considers:** - Your investment thesis (the strategy you described) - Your constraints (max position size, drawdown limits, cash reserve) - Current portfolio holdings and performance - Recent market data and price movements - Your past feedback on trades **What SIQ outputs:** - A modeled allocation scenario (e.g., 25% AAPL, 20% MSFT, 55% CASH) - Reviewable trade choices where applicable - Reasoning for each modeled change (visible in the decision log) The system stays within your constraints — it will not exceed your max position size or violate your risk limits.

How is my data protected?

SIQ uses industry-standard encryption for all data in transit (TLS 1.3) and at rest (AES-256). Your broker credentials are never stored—we use OAuth tokens that can be revoked at any time. All infrastructure runs on SOC 2 compliant cloud providers.

Do I have to approve every trade manually?

**For live trading, yes — every trade requires your approval.** This is a deliberate safety design. | Trading Mode | Approval Required? | |--------------|-------------------| | Paper Trading | No — trades auto-execute during market hours | | Live Trading | Yes — every trade needs manual approval | **Why require approval for live trades?** - Your real money is at stake - You maintain full control over what executes - You can review the reasoning before committing - Prevents unexpected trades during volatile markets When you see pending trades, you can: - **Approve** to send to your broker for execution - **Cancel** to skip that trade (you can provide feedback on why)

How much does SIQ cost?

SIQ is free to start on paper. You can turn your portfolio and intent into a paper strategy with ongoing monitoring before paying for higher AI usage and live broker workflows. Visit our Pricing page for current plans and features.

SIQ Quant Engine Live

Start with a portfolio or an idea.Build, test, and run
investment ideas.

SIQ takes your instructions, models them mathematically, shows the work, and presents choices you can review before deciding what to trade. Paper first; live via your broker when you're ready.

Test your first idea

See it in action

Starts on paper — no real money until you connect a broker and approve trades.

10+ investors using SIQ20+ investment ideas running on paper

How a conversation starts

Built For Investing

Institutional-grade engine.
Evidence-first experience.

SIQ feels different because it is built around the same kind of quant research, risk, and execution workflows that serious investing teams use, then shaped into a product that keeps your ideas under continuous review.

Research That Actually Runs

SIQ does not stop at polished answers. It runs real quant workflows against live market data, backtests, and portfolio state.

Built For Real Portfolio Decisions

The system understands positions, constraints, risk, cash, and drift. It is designed to model choices for review, not just comment on a portfolio.

Continuous Monitoring, Not One-Off Analysis

SIQ stays in the loop as markets change and your views evolve. Each pass reviews performance, shows the evidence, and presents proposed changes for your review.

How AI Portfolio Management Works

SIQ is not a one-time analytics tool. It is an investing companion that starts from your portfolio and keeps adapting as markets, philosophy, and preferences evolve.

STEP 01

Start With A Portfolio Or Idea

Option 1

Upload your current portfolio and let SIQ use it as the starting point.

Option 2

Start from an idea like: “Build me a concentrated quality compounder portfolio with tighter downside control.”

STEP 02

Describe Your Intent

“Keep the upside in large-cap tech, put idle cash to work more intelligently, and be stricter on downside risk.”

Risk-awarePut idle cash to workKeep upsideAdapt as my views change

STEP 03

Validate With Quant Research

+18.4%

Annual Return

-12.1%

Max Drawdown

1.42

Sharpe Ratio

Hedge-fund-style quant workflow: code execution, backtests, risk checks, and live market context before the idea is run on paper.

STEP 04

Review Tested Choices

Initial Plan Readyjust now

Review whether idle cash and the weakest position still fit the idea.

TickerNowTargetAction

NVDA12%20%REVIEW

MSFT15%18%REVIEW

CASH25%8%SCENARIO

GE8%3%CHECK

STEP 05

Monitor It Over Time

Weekly Monitoring Note

Your core view still holds this week. The evidence is consistent with reviewing whether to stay patient in the strongest positions and whether newer convictions need tighter risk limits.

AES-256 encryptionNo credit card requiredBuilt by quant researchers from Tower Research, JPMorgan & Goldman Sachs

Real-Time Data

Live Investment Ideas

Active paper strategies with quantitative evidence and reviewable choices. Select a strategy to inspect the reasoning.

News Sentiment Alpha

+38.8%

Live Analysis

News Sentiment Alpha

+38.8%

Hold Position

19d ago

I refreshed the news-momentum model after ARM’s trigger and found the core book still supported: ARM, MRVL, STX, and WDC remain high-ranking momentum leaders, while the tested current allocation continues to beat a same-name equal-weight book on return. I am not rotating today because the best challengers are either in the same crowded semiconductor/storage risk bucket or, in DDOG’s case, have a strong catalyst but are already extended after a large earnings gap; expected improvement does not clearly exceed turnover and timing risk.

Current Top Holdings

ARM19%

MRVL15%

STX14%

WDC13%

AMAT10%

Opportunistic Long

+10.7%

India Strategic Growth

+8.7%

Cross-Asset Momentum

+3.8%

Balanced ETF Strategy

+3.6%

Base ETF Strategy

+0.0%

View full quantitative data

Common Questions

AI Investing FAQ

Everything you need to know about SIQ

Your idea. Real data.
Tested choices.

Start from your current portfolio on paper, compare evidence-backed options, and go live where supported when you're ready to approve trades.

Start with your portfolio - free

Start with a portfolio or an idea.Build, test, and run investment ideas.

See SIQ in Action

Institutional-grade engine.Evidence-first experience.