Cleriq
Become the investor you mean to be.
Cleriq tracks your portfolio, holds you to your own investment thesis, and flags the behavioral blind spots before you act. A mirror of your behavior — never advice.
See how it works ↓
Cleriq
Cleriq tracks your portfolio, holds you to your own investment thesis, and flags the behavioral blind spots before you act. A mirror of your behavior — never advice.
See how it works ↓
What Cleriq does
Cleriq turns your portfolio into a record of your reasoning — and quietly holds you to it.
Write why you own each position — your target and what would change your mind. Cleriq watches whether it still holds, and tells you when it's drifting.
NVDAThesis intact
SpaceXNeeds review
DUOLThesis intactFlagged before you sell a winner early or ride a loser down.
Your real holdings, updated automatically — or add positions by hand.
AAPL$12,480
TSLA$30,210Every buy and sell on the chart — so you see your behavior over time, not just your returns.
How it works
Set it up once. Cleriq does the watching.
Securely connect your brokerage, or enter your holdings manually to get started in minutes.
For each position, capture your reasoning, your target, and the signal that would tell you you're wrong.
When a move contradicts your own plan, Cleriq flags it — before you confirm it, not after.
Cleriq never tells you what to buy or sell. It reflects your own decisions and reasoning back to you, so the investor making the call is always you — just a more deliberate version. Cleriq is a behavioral tool, not a financial adviser.
FAQ
No. Cleriq is a behavioral tool that reflects your own decisions and the thesis you wrote back to you. It does not make recommendations, predict performance, or manage your money. Always consider a licensed professional for advice.
You can securely connect a brokerage through our data provider (read-only — Cleriq can never trade or move money), or enter your holdings manually. You're in control of what's connected.
Yes. Data is encrypted in transit, access is scoped so only you can see your information, and sensitive tokens are stored server-side, never on the app. You can delete your account and data anytime from within the app.
Cleriq is a subscription with a 7-day free trial — currently $4.99/week or $49.99/year. You can cancel anytime through your App Store account.
Self-directed, long-term investors who want to stop repeating the same behavioral mistakes — selling winners too early, holding losers too long, or drifting from the reasons they invested in the first place.