The survey office
Research desks for people who invest on their own.
IQ Dragon gives everyday investors the kind of fund and filing analysis that institutional desks use, written so anyone can read it.
Purpose Why it exists
Professionals get analysts. Most investors get a search bar.
An institutional desk has analysts, data terminals, and the hours to read every prospectus and filing. A self-directed investor has a brokerage account, an evening, and a stack of documents written for lawyers.
IQ Dragon exists to close that gap. It uses the same kinds of measures and sets them out plainly, and every number says what it measures and over what period.
It is built for people who run their own portfolios and want to know where a number came from before they trust it, and for people building a first portfolio who want a method, not tips.
Method The Dragon Score in brief
One score, five weighted measures.
The Dragon Score rates a mutual fund, ETF, or index fund from 1 to 100. Each of five dimensions is scored, weighted, and added, and all five stay visible under the total. Select a segment to read it.
Historical performance, 25%
The fund's returns over time.
Example fund A scores 78 here and adds 19.5 of 25 points.
Example fund A, a fictional US large-cap index ETF, totals 71. Fees cost it the most.
Read the full method on Scores- Earnings breakdowns
- 10-Q and 10-K filings turned into plain-language summaries of what changed.
- Earnings
- Portfolio risk view
- Concentration, overlap, and volatility across holdings you enter by hand.
- Portfolio
- Watchlist alerts
- Thresholds you set on funds you follow, and an alert when one is crossed. Custom thresholds are part of Premium.
- Pricing
Limits What it is not
Read-only, by design.
IQ Dragon measures and explains. The decisions, the orders, and the money stay with you.
- Not an adviser
- IQ Dragon is not a registered investment adviser, broker-dealer, or financial planner. It does not give personalized advice.
- Not a broker
- It does not execute trades. Nothing on the site places an order.
- Not a custodian
- It never holds money or securities. There is no balance to fund.
- Not linked to your brokerage
- It never asks for brokerage logins and never connects to an account. Holdings are typed in by you.
Revenue How it makes money
Paid for by one thing: Premium.
IQ Dragon makes its money from Premium subscriptions, at $12 a month or $120 a year. The free account, with up to 10 Dragon Scores a month, costs nothing.
The survey office
- Office
- 10 W Market St, Indianapolis, IN 46204
- Phone
- (888) 338-7990
- support@iqdragon.com
Example fund A is fictional. Past performance is not indicative of future results. IQ Dragon is not a registered investment adviser, broker-dealer, or financial planner. Informational and educational, not personalized advice.