Why We Built Stocky: AI Research & Tracking for Stocks & Assets

Navigating global financial markets is far from easy.

Investors and analysts are tasked with parsing tens of thousands of assets across international exchanges, juggling dozens of fluctuating currencies, tracking dividend distributions, monitoring corporate earnings, adjusting for stock splits, and filtering through endless macroeconomic noise.

For over a decade, my family has operated as its own family office. Growing up around that environment, I watched my grandfather and my parents navigate the real, practical challenges of allocating capital:

• How to intelligently reinvest cash generated from liquidated assets without losing yield to idle time.
• How to strike the optimal balance between steady fixed-income stability and high-conviction growth opportunities.
• How to truly understand businesses—their balance sheet health, unit economics, debt obligations, and competitive moats.
• How to access reliable financial news, audited statements, and corporate filings without spending half the day piecing together fragmented websites and information sources.

For years, doing this properly meant keeping 15 to 20 browser tabs open at any given moment. You jumped between legacy stock screeners for fundamental metrics, standalone charting applications for price action and technical indicators, SEC EDGAR for 10-K filings, currency converters for foreign holdings, and custom spreadsheets just to calculate your actual cost basis.

We built Stocky to fundamentally change this dynamic. We are building Stocky to accommodate curious minds exploring market mechanics, active retail investors managing personal wealth, professional equity analysts, and multi-family offices overseeing capital across generations and currencies.

Our focus is to make the entire investing and tracking experience simple, efficient, and intuitive—to finally save you valuable time, eliminate friction, and empower you to be as productive as you can possibly be using AI.

We want to give you effortless access to your investments, your ideas, and a comprehensive global dataset—all at a chat distance.

The Philosophy: Global Data at a Chat Distance

Over the past decade, financial technology evolved in two divergent—and flawed—directions:

1. Legacy Financial Terminals: Heavy, overly complex, and exorbitantly priced. They force users to navigate labyrinthine menus and steep learning curves just to extract basic balance sheet trends or comparative valuation multiples.
2. Generic AI Chatbots: Fast and accessible, but dangerous for finance. Standard LLMs hallucinate financial numbers, invent dates, and lack direct, verified connections to audited statement databases. When you ask a generic chatbot for a company’s Return on Invested Capital (ROIC) or net debt maturity schedule, there is no way to verify where that number came from.

Stocky is built on an entirely different premise: Direct, Verifiable Financial Intelligence.

Instead of guessing or generating hallucinations, Stocky AI operates as an autonomous research partner directly connected to audited financial statement databases, live market data, and +20 years of corporate filings. Every metric, calculation, and ratio is transparent, auditable, and backed by verifiable financial data.

Feature by Feature: What You Can Do with Stocky

We designed Stocky from the ground up as an integrated workstation combining market data, deep equity research, technical analysis, and portfolio accounting.

1. The AI Analyst: Inspectable Co-Pilot & Research Automation

• Conversational Market Intelligence: Chat directly with your portfolios, individual equities, SEC filings, and live market feeds.
• Verified Data Querying: The AI executes structured data tools to query live market prices, compute complex financial ratios, search SEC filings, and navigate the terminal autonomously.
• In-Context Workspace Awareness: Stocky AI understands what screen, portfolio lot, or ticker you are currently inspecting, answering hyper-relevant questions without manual copy-pasting.
• Real-Time Web & Filing Synthesis: The AI crawls live filings and web sources to answer complex qualitative questions, such as management guidance shifts or supply chain dependencies.
• Personalizable Research Lens: Customize the AI’s analytical focus to match your specific investment framework—whether deep value fundamental audits, macro policy tracking, dividend compounding, or risk analysis.

2. Global Fundamentals & Statement Analysis

• 90,000+ Global Assets: Comprehensive indexing across 83 international exchanges, covering stocks, ETFs, mutual funds, ADRs, cryptocurrencies, forex, and commodities.
• +20 Years of Audited Statements: Access full historical quarterly and annual income statements, balance sheets, and cash flow statements with 1-click drill-downs into original filings.
• 44+ TTM Valuation & Quality Ratios: Automatically inspect DuPont ROE decompositions, Altman Z-Scores, Piotroski F-Scores, Enterprise Value multiples, and Free Cash Flow yields.
• Competitor Valuation Benchmarks: Compare multiple companies across margin profiles, capital allocation efficiency, and forward multiples side-by-side.

3. Interactive Technical Charting & Indicator Studio

• Full-Spectrum Price Action: Analyze interactive multi-timeframe candlestick and line charts across intervals from 1 minute to multi-year horizons.
• Comprehensive Technical Overlays: Apply moving averages (SMA, EMA, VWAP), RSI, MACD, Bollinger Bands, and Volume Profile to identify key momentum shifts and support/resistance zones.
• Unified Fundamental & Technical Timeline: View price trends side-by-side with historical earnings releases, dividend dates, and filing events on a single unified canvas—eliminating the need to switch back and forth with separate charting software.

4. Multi-Currency Portfolio Accounting (Adjusted Cost Base)

• True Adjusted Cost Base (ACB): Accurate multi-currency accounting that tracks individual buy/sell lots, currency fluctuations, corporate actions, and stock splits.
• Multi-Currency Cash Ledgers: Maintain double-entry cash balances in USD, EUR, GBP, JPY, CAD, and crypto with real-time FX translation back to your preferred base reporting currency.
• Automated Dividend Reconciler: Automatically log and reconcile dividend distribution histories, track forward cash flow schedules, and monitor true yield on cost.

5. Signals Radar, Sentiments & Macro Intelligence

• Thematic News Radar: Configure customized news monitoring streams (e.g. AI Datacenter CapEx, Semi Supply Chains, Clean Energy) with automated background refreshes from every 15 minutes to 24 hours.
• Global Macroeconomic Series: Monitor World Bank and DBnomics economic series (GDP trends, inflation indices, central bank rate curves) directly within your equity research workflow.
• Prediction Market Probabilities: Track real-time probability contracts from Polymarket and Kalshi on elections, interest rate decisions, and major global events.
• Autonomous Research Tasks: Dispatch background AI research jobs to crawl the web, synthesize multiple filing sources, and generate structured executive briefing memos while you focus on other work.

6. Document Vault & Research Artifacts

• Proprietary Document Ingestion: Upload SEC 10-K filings, annual reports, investor decks, earnings call transcripts, and custom research notes directly into your workspace.
• Persistent Markdown Artifacts: Generate and edit structured financial research notes, thesis summaries, and valuation models that persist across your workflow.
• Zero Data Retention Privacy: Enterprise-grade security where your watchlists, uploaded files, and portfolio structures never train public AI models.

Simplicity, Efficiency, and Saving Time

Building powerful software should never mean creating unnecessary complexity.

Our core focus with Stocky is to make the entire investing experience simple and efficient. We want to finally save you time by automating fragmented, manual tasks, so you can be as productive as possible using AI.

Whether you are an individual investor charting indicator levels and evaluating capital allocation history across two decades of balance sheets, a professional conducting deep fundamental audits, or managing multi-currency portfolio lots for your family or family office, Stocky handles the heavy lifting so you can focus on making high-conviction decisions in seconds rather than spending hours across disconnected tools.

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The Road Ahead

This is just the first step. We are continuously expanding our data pipelines, refining our screening engines, and deploying more capable autonomous research tools.

I invite you to explore the terminal, test the research workflows, and join our community as we build in public.

Connect with us on:

• X: @stockyexplorer
• LinkedIn: Stocky Explorer
• Instagram: @stockyexplorer

Welcome to AI Research & Tracking for Stocks & Assets.

— Alejandro Vasquez
Founder, Stocky