Versatile Market Intelligence.
Engineered For Every Investor.
From retail investors and independent analysts to private wealth builders, Single & Multi-Family Offices, and discretionary portfolio desks—contact us to configure the workspace that matches your scale.
Essentials
Core financial intelligence, 20-year in-memory statement audits, and personalizable AI research focus for every investor.
- ✦ 1 Portfolio & 1 Watchlist (10 tickers each)
- ✦ 1 Smart Screen & 1 Dashboard
- ✦ Personalizable AI Research Focus (Valuation, Macro, Risk, etc.)
- ✦ 50 MB Private Storage Vault
- ✦ Onboarding AI Compute Allocation included
Investor (Annual)
For serious private investors and wealth builders managing multi-account personal wealth and custom strategies.
- ✦ 5 Multi-Currency Portfolios (50 tickers each)
- ✦ 10 Watchlists & 10 Smart Screens
- ✦ Personalizable Focus + 3 Custom Strategy Lenses
- ✦ Dedicated Monthly AI Compute Allowance (Priority multi-tool routing)
- ✦ 5 GB Private Document Vault
Pro (Annual)
The bespoke AI-native terminal for Single & Multi-Family Offices, Independent Financial Advisors (SCFs), and Discretionary Desks.
- ✦ 50 Portfolios (High Ceiling & cash ledgers)
- ✦ 100 Watchlists, 100 Screens & 100 Dashboards
- ✦ Personalizable Focus + Up to 50 Custom Strategy Lenses
- ✦ High-Volume Monthly AI Compute Budget (Lowest latency & priority endpoints)
- ✦ 50 GB Institutional Document Vault
- ✦ B2B Tax Invoicing (VAT / Partita IVA) & Setup
Engineered for Institutional Trust & Data Privacy.
Built from the ground up with non-custodial boundaries, zero AI model training retention, and auditable, verifiable tool execution.
Zero-Training Guarantee
Enterprise commercial API agreements with Google Cloud, Anthropic, and OpenAI. Your portfolios, watchlists, and queries never train public AI models.
100% Verifiable AI
Inspect every single structured tool execution, query parameter, and calculation step. No opaque black-box answers—every figure is grounded in verified data.
Enterprise Cloud Security
All data encrypted using AES-256 at rest and TLS 1.3 in transit. Backed by Google Cloud Platform’s enterprise-grade infrastructure.
Non-Custodial Architecture
Pure market intelligence and research terminal. We never hold client funds, connect bank logins, or execute live orders.
High-Volume Research & Dedicated Compute
Need custom model routing, higher concurrency, or dedicated inference capacity? We tailor compute allocations directly to your research volume.
Billing & Subscription Questions.
Clear & Transparent Terms.
How do I get access and request pricing for Stocky?
We provide bespoke access and tailored pricing based on your analytical requirements, team size, and data scope. Reach out to our team directly via our contact form or at support@stockyexplorer.com to discuss customized deployments and onboarding.
Can I request a tailored pilot or trial for my organization?
Yes! We work closely with private wealth managers, family offices, and independent analysts to arrange tailored pilots and evaluate bespoke terminal integration.
How does AI compute allocation work across tiers?
Each tier includes a dedicated monthly AI compute allowance powered by Google Cloud, Anthropic, and OpenAI under enterprise zero-data-retention covenants. Additional compute volume or high-capacity custom quotas can be arranged directly on demand.
Are deployments tax-deductible for businesses and Family Offices?
Yes. Stocky subscriptions and software engagements are 100% tax-deductible professional research software expenses. We provide compliant corporate invoicing, EU VAT / Partita IVA invoicing, and dedicated enterprise agreements.
Is my portfolio and private research data used to train AI models?
No, never. We hold commercial enterprise API agreements with Google Cloud, Anthropic, and OpenAI under strict zero-data-retention covenants. Your watchlists, queries, holdings, and private research documents are completely confidential and never train public models.
Does Stocky hold custody of my assets or execute live trades?
No. Stocky is a pure market research, data intelligence, and portfolio analytics terminal. We never hold client deposits, connect brokerage logins, or execute live orders.
Upgrade your research edge.
Connect with our team directly.
Interested in bespoke integrations, institutional desks, or private access? Reach out directly to discuss our capabilities.
Direct inquiries · We respond within 24 hours on business days.