The AI-Powered
Investment Terminal.
Uncover premier global equities, audit 20+ years of audited financial statements, and command multi-currency portfolios in real time. Institutional intelligence, one chat away.
Where Autonomous AI Meets
Deep Financial Market Data.
From 20-year balance sheet audits and DuPont ROE decomposition to multi-currency cash ledgers—Stocky gives your AI direct in-memory command over 90,000+ global assets.
Multi-Step Task Planning & Inspectable Reasoning
Breaks complex research questions into structured task checklists. Explores capabilities dynamically, queries financial statements and market data, and executes structured research tools with 100% inspectable parameters.
+20 Years Financial Statements & 44+ TTM Ratios
Institutional data across 83 global exchanges for equities, ETFs, crypto, forex, and commodities. Complete balance sheets, cash flows, DuPont ROE decomposition, and Altman Z-Scores.
True Adjusted Cost Base & Forex Swap Math
Track cash balances and multi-asset holdings across USD, EUR, GBP, CHF, and Crypto with native Forex swap trade matching, dividend sync, and stock split reconciliation.
24/7 Thematic News Trackers & Macro Radar
Put research on autopilot. Set custom research themes with 15m to 24h refresh intervals. Scans real-time web sources, DBnomics macro series, and live Polymarket prediction odds.
Your In-House AI Research Analyst.
Verifiable Intelligence. Full Terminal Control.
StockyAI operates with complete awareness of your active context. It investigates financial statements, explores real-time market data, searches web sources, and updates terminal views—while keeping every single tool execution, parameter, and reasoning step 100% transparent and inspectable.
StockyHello! I am Stocky. Click a prompt below to see me execute real-time tools across your command center workspace.
Everything you need for market research.
Designed into clean product modules.
Upgrade your research edge.
Connect with our team directly.
Interested in deploying Stocky for your firm, desk, or private research? Reach out to discuss bespoke integrations, custom data feeds, and private deployment setups.
Direct inquiries · We respond within 24 hours on business days.
Frequently Asked Questions.
Everything you need to know.
What are Stocky's platform capabilities?
- 90,000+ Assets: stocks, ADRs, crypto, ETFs, forex, and commodities across 83 exchanges in one explorer.
- Stocky AI: The AI-native financial terminal for modern investors. Turn hours of market discovery, SEC filing research, and multi-currency tracking into seconds with inspectable tool reasoning.
- ACB Accounting: Dynamic multi-currency portfolio transaction ledgers with automatic dividend and split resolution.
- Interactive Charts: Compare up to 10 symbols with normalized overlays, interactive crosshairs, and 11 precision timeframes.
- Interactive Markdown Reports: Render widgets, metrics, and portfolios directly inside Markdown.
- Research Files & Artifacts: Upload your documents (PDFs, spreadsheets, SEC filings), create persistent markdown artifacts with embedded metrics, and manage your entire research library in private cloud storage.
- GDPR & Privacy Control: Cookie-less architecture with instant self-serve account deletion, data exports, and consent toggles.
Are there any system limitations I should be aware of?
- Feeds Latency: Real-time quotes for selected major exchanges, Crypto, and Forex pairs. Certain international exchanges utilize 15-to-20 minute delayed feeds or End-of-Day (EoD) datasets depending on regional exchange parameters.
- AI Errors: AI can make errors, so could Stocky. Always verify critical metrics.
- No Order Execution: Stocky is a dedicated research and data exploration terminal; it does not support direct automated live order placement.
- No Custodial Wallets or Deposits: Stocky is not a financial custodian. Any cash balances or transactions in your portfolio tracker are purely virtual calculations for allocation tracking. No real banking accounts, payments, or brokerage wallets are integrated.
How can I evaluate or get access to Stocky?
We work directly with private investors, family offices, and investment teams. Reach out to our team via our contact section to arrange customized pilots, evaluate our bespoke intelligence features, and discuss tailored deployments.
How do you optimize my AI budget consumption?
We use efficient context management. We actively compress and manage chat context parameters to keep token footprints extremely lean, saving compute overhead and speeding up response cycles without losing analytical depth.
What data does Stocky cover?
We index 90,000+ symbols across 83 global exchanges — including stocks, ETFs, mutual funds, ADRs, crypto, forex, and commodities. Pricing includes live, real-time quotes for cryptocurrency and forex markets, alongside standard 15-to-20 minute delayed or End-of-Day (EoD) feeds for equities and global exchanges.
What can Stocky AI do?
StockyAI functions as an autonomous AI research analyst integrated directly into your terminal. It breaks complex analytical questions into structured task checklists, discovers and executes structured financial data tools across 90,000+ assets and financial statements, analyzes user-uploaded research documents, and synthesizes findings into persistent Markdown reports with 100% inspectable tool executions.
How does AI compute capacity work across deployments?
Each tailored deployment includes dedicated monthly AI compute allocations. Additional compute volumes or custom LLM quotas (e.g. Claude 3.5 Sonnet, GPT-4o, Gemini 3.1 Flash-Lite) can be configured directly on demand with transparent token metering.
Is my proprietary research and portfolio data used to train AI models?
No, never. We operate under enterprise commercial API agreements with Google Cloud, Anthropic, and OpenAI under strict zero-data-retention covenants. Your portfolios, watchlists, query parameters, and uploaded research documents are confidential and never train public AI models.
How does Stocky AI ensure verifiable financial data?
Stocky AI executes structured financial data tools directly against market databases and audited financial statements. Every single tool call, query parameter, and calculation step is 100% inspectable and transparent directly in the terminal interface—eliminating black-box AI hallucinations.
How is my account and financial data secured?
All data is encrypted using AES-256 at rest and TLS 1.3 in transit. We run on Google Cloud Platform's enterprise-grade infrastructure with secure Firebase session token management. We never sell, monetize, or share your private data.
Is Stocky a broker or investment adviser?
No. Stocky is a dedicated, non-custodial market intelligence and research workstation. We never hold client deposits, access bank credentials, or execute live orders.
What platforms does Stocky support?
Stocky is currently available as a web platform running in any modern browser on desktop, tablet, and mobile (we recommend Google Chrome for the optimal user experience). We are also actively developing native mobile applications (built for iOS and Android), which will be launching soon to support on-the-go portfolio tracking and AI-assisted research.
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Support & Inquiries
Need assistance, want to share feedback, or have business inquiries? Our team is dedicated to providing prompt, direct support.
Please send us an email directly at:
We will get back to you as soon as possible. We typically respond to all support requests within 24 hours on business days.