Institutional equity research, market dashboards, Stock Lens confirmation review, Option Lens flow context, and Lens Journal post-event grading in one governed platform.

AegisIQ combines AI research workflows with market intelligence, Stock Lens confirmation review, Option Lens flow context, and institutional controls.
Generate structured research reports with thesis, catalysts, risks, valuation context, and source-aware analyst workflow support.
Review major indicators, currency pricing, macro context, market articles, and published research from one dashboard.
Evaluate whether price action, trend, volume, VWAP, and relative-strength context support a research signal.
Classify flow direction, expiration distance, strike distance, premium size, IV behavior, and open-interest confirmation.
Score signals with confirmation-aware rules, contract survivability context, and post-event journal grading.
Surface market-moving articles and catalyst context for research workflows without replacing human judgment.
Create polished research outputs, PDF exports, and review-ready materials with clear disclaimers and controls.
Use approval gates, audit trails, feature access, and educational risk labels for regulated research environments.
From ticker to insights in seconds — our AI handles the heavy lifting.
Simply type in any stock ticker to begin your research. Our AI instantly starts analyzing.
Our models process financial statements, news sentiment, technical patterns, and market trends.
Receive comprehensive research reports with ratings, price targets, and risk assessments.
AegisIQ is designed to move beyond headline alerts by reviewing whether flow was meaningful, whether stock behavior confirmed the context, whether contract risk was elevated, and what the platform should learn from the result.
Premium, side, IV, OI, expiration, and strike distance reviewed together
Price action, VWAP, trend, volume, and invalidation zone reviewed separately
Short-dated contract survivability is scored as a separate research factor
Signal quality can be graded after expiration or after the research window closes
Choose the plan that fits your team. Upgrade or downgrade anytime.
Paid access unlocks: /reports, /report/*, /workspace/*, /currency-lens/*, and /investor-growth/* — feature access depends on your plan tier.
Starter
$299/mo
Billed as $3,590/year
1 seat
For the solo analyst or founder running their own research workflow.
Pro
$1,124/mo
Billed as $13,490/year
Up to 5 named users
Need more seats? Contact us to add seats.
For small teams running coordinated research and investor workflows.
Team
$2,996/mo
Billed as $35,950/year
Up to 20 named users
Need more seats? Contact us to add seats.
For multi-analyst teams running expanded research and outreach at scale.
Enterprise
From $6,375/mo
Billed as $76,500/year
Custom seats
For organizations that need governance, compliance, and custom integrations.
| Feature | Starter | Pro | Team | Enterprise |
|---|---|---|---|---|
| Seats | 1 (add-on available) | Up to 5 | Up to 20 | Custom |
| AI Report Builder | 3 / month | Unlimited | Unlimited | Unlimited |
| Currency Lens coverage | — | G10 majors | G10 + LATAM | Global + custom pairs |
| Equity Research Grades | — | ✓ | Batch runs | Audit-ready exports |
| Campaign Dashboard & AI Generation | — | ✓ | ✓ | ✓ |
| Channel Execution (Email / SMS / Social) | — | ✓ | ✓ | ✓ |
| Investor CRM & Segments | — | ✓ | ✓ | ✓ |
| Approval Workflows | — | Single-step | Single-step | Multi-step |
| Compliance Holds & RBAC | — | — | — | ✓ |
| IR Analytics Workspace | — | — | — | ✓ |
| Board-level & audit-ready exports | — | — | — | ✓ |
| External enrichment & integrations | — | — | — | ✓ |
| Support | Community | Standard | Priority | Priority + custom onboarding |
Enterprise subscriptions are activated manually after deal close — no self-serve checkout. Start the conversation →
See what our users have to say about their experience with AegisIQ.
"AegisIQ has completely transformed how I conduct equity research. The AI-powered insights save me hours every week."
"The real-time alerts and predictive analytics are incredibly accurate. My returns have improved significantly since using AegisIQ."
"The depth of analysis is remarkable. It's like having an entire research team at your fingertips, available 24/7."
Join thousands of investors who are already using AI-powered research to stay ahead of the market.