IQ Score

By R-Ventures B.V.

Overview

Retrieve Income Quality Scores for income assets and see whether they are classified as Friends, Question Marks or Foes, using the freshness available to your IQ Score membership. Read-only investment research data; not personalized investment advice. The plugin cannot trade, access brokerage accounts, or place orders.

Tools

iqs_analyze_portfolio

ChatGPT

Aggregate a CALLER-SUPPLIED list of positions (ticker + market_value) against IQ Scores at the freshness included in the caller's membership: Friend / Question Mark / Foe counts and market-value weights, market-value-weighted average IQ Score over scored positions, the largest Foe / Question Mark exposures, and explicit score-unavailable / not-covered / unknown exposure (never dropped). Pass the positions you already have; this tool reads no broker or saved portfolio. Weights are shares of the total supplied value; the average uses scored positions only (see denominators). Research classification only; not investment advice. For daily_current results, snapshot_id is intentionally null; use data_source.score_run_id as the immutable run identifier. model_version is intentionally null because v1 has no separate model-version identifier; methodology_version is authoritative. These intentional nulls are not provenance or reproducibility gaps.

iqs_explain_score

ChatGPT

Use this for 'why does this ticker have this IQ Score / classification?' questions. Returns the exact iqs_get_score record (same entitlement-resolved source and as-of) plus the product's canonical key reasons (with positive/negative/neutral direction), gates/flags, the engine's recorded signal weights and values, and unavailable metrics. Nothing is inferred by this tool: if no reasons were recorded, key_reasons_recorded is false; concepts the product does not persist (severity, per-signal point contribution, separate explanation version, score-change attribution) are listed in explanation.not_available. Research classification only; not investment advice. For daily_current results, snapshot_id is intentionally null; use data_source.score_run_id as the immutable run identifier. model_version is intentionally null because v1 has no separate model-version identifier; methodology_version is authoritative. These intentional nulls are not provenance or reproducibility gaps.

iqs_get_history

ChatGPT

Dated history of one ticker's IQ Score and Friend / Question Mark / Foe classification from the FROZEN MONTHLY snapshots permitted by the caller's membership, plus observed score changes and classification transitions between adjacent months (none are derived across gaps) and the methodology version per point. Returns the most recent limit months in [from_month, to_month]; if range.truncated, pass range.next_to_month as to_month for older months. Monthly only: it never includes the current/daily score (use iqs_get_score) and daily history is not available (frequency='daily' is refused). Missing scores are unavailable, never zero. Research classification only; not investment advice. For daily_current results, snapshot_id is intentionally null; use data_source.score_run_id as the immutable run identifier. model_version is intentionally null because v1 has no separate model-version identifier; methodology_version is authoritative. These intentional nulls are not provenance or reproducibility gaps.

iqs_get_score

ChatGPT

Income Quality Score for one ticker at the freshness included in the caller's IQ Score membership (delayed monthly, latest monthly or daily), with source/as-of/methodology provenance. Research classification only; not investment advice. For daily_current results, snapshot_id is intentionally null; use data_source.score_run_id as the immutable run identifier. model_version is intentionally null because v1 has no separate model-version identifier; methodology_version is authoritative. These intentional nulls are not provenance or reproducibility gaps.

iqs_get_scores

ChatGPT

Income Quality Scores for 1–100 tickers at the freshness included in the caller's IQ Score membership. Unknown or uncovered tickers return an explicit availability state instead of failing the request. Research classification only; not investment advice. For daily_current results, snapshot_id is intentionally null; use data_source.score_run_id as the immutable run identifier. model_version is intentionally null because v1 has no separate model-version identifier; methodology_version is authoritative. These intentional nulls are not provenance or reproducibility gaps.

iqs_methodology

ChatGPT

Use this for 'what does IQ Score mean?' questions: Friend / Question Mark / Foe, confidence, availability states (available, score_unavailable, not_covered, not_found), Free vs Starter vs Pro freshness (daily is NOT real-time), frozen monthly history, methodology_version and comparing across versions, limitations. Returns curated, versioned product documentation (document_version, effective_date, sources) — not model-generated interpretation, and no member or score data. Research classification only; not investment advice.

iqs_screen_scores

ChatGPT

Server-side screen of the WHOLE scored IQ Score universe at the freshness included in the caller's membership. Use this for universe-wide questions such as 'which BDC Friends yield more than 8%?', 'highest-yielding Friends' or 'all REIT Friends' — do NOT guess a ticker list and call iqs_get_scores. Filter by asset_types (CEF/BDC/REIT/ETF), classifications (friend/question_mark/foe), IQ Score range and canonical FWD Yield range (forward_yield_pct, percent; rows with unknown yield never match a yield bound and are counted in excluded_unknown_yield); sort by iq_score, forward_yield_pct or ticker (nulls last; ties by ticker). limit 1–50 (default 25); if page.truncated, repeat the identical call with page.next_cursor as cursor. FWD Yield is research context only and never part of the score; it is bounded to the same as-of as the score. No portfolio or broker data: subtract held tickers client-side. Research classification only; not investment advice. For daily_current results, snapshot_id is intentionally null; use data_source.score_run_id as the immutable run identifier. model_version is intentionally null because v1 has no separate model-version identifier; methodology_version is authoritative. These intentional nulls are not provenance or reproducibility gaps.

iqs_top_movers

ChatGPT

Largest monthly IQ Score point changes (gainers or decliners) across the whole scored universe, e.g. 'the 5 biggest IQ Score decliners last month'. Compares two frozen monthly snapshots (new score minus old score) and returns both periods and as-of dates; it is not a daily or price/yield ranking. Pass month (YYYY-MM, the newer snapshot) for a specific comparison; omit it for the latest one included in the caller's membership. Research classification only; not investment advice. For daily_current results, snapshot_id is intentionally null; use data_source.score_run_id as the immutable run identifier. model_version is intentionally null because v1 has no separate model-version identifier; methodology_version is authoritative. These intentional nulls are not provenance or reproducibility gaps.

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