Interactive Copilot

An AI assistant hooked directly into
live financial data.

Generic chatbots guess and hallucinate numbers. Stocky AI queries live market feeds and financial databases directly, showing you the exact tools and calculations it used so you never have to guess if the data is accurate.

Direct bespoke deployments · Institutional market intelligence
100% Inspectable Tool Traces
Live Screen-Aware Context
Custom Strategy Personas
0% Model Training Retention

Engineered for Precision.
Deep technical analytical capabilities.

Custom Focus

Custom Strategy Personas

Switch between specialized perspectives—such as deep value, dividend growth, or risk analysis—to focus the answers on your criteria.

Transparent Tool Execution

Open and inspect the exact database queries, raw values, and formulas the AI executed to produce each answer.

Screen-Aware Context

The AI automatically knows which stock, screener, or portfolio you are looking at—no copy-pasting required.

Instant Filing Summaries

Ask specific questions about earnings reports or financial filings instead of reading through hundreds of pages.

How It Works.
From query to synthesized alpha in 3 steps.

01

Open Any Asset or Portfolio

Navigate to any company, financial statement, or watchlist in the platform.

02

Ask Plain-English Questions

Inquire about revenue trends, margin changes, valuation multiples, or upcoming catalysts.

03

Verify the Calculations

Click on any tool call in the response to verify the source numbers and math behind the summary.

Institutional Assurances.
Enterprise-grade security and zero-retention privacy.

DATA PRIVACY

Zero-Training Guarantee

Your portfolio holdings, query parameters, and custom research documents are never used to train public AI models under strict enterprise covenants.

AUDITABILITY

100% Verifiable AI

Every AI calculation executes inspectable structured data tools against audited financial databases with transparent parameter and result inspection.

INFRASTRUCTURE

Enterprise Cloud Security

AES-256 encrypted at rest and TLS 1.3 in transit. Powered by Google Cloud Platform enterprise infrastructure and Firebase session tokens.

PORTFOLIO PRIVACY

Non-Custodial Architecture

Stocky is purely a research and analytics workstation. We never hold investor deposits, connect banking credentials, or execute live orders.

An AI assistant hooked directly into Questions.
Everything you need to know.

How does Stocky AI avoid hallucinating financial data?

The AI does not guess from training memory. When you ask a question, it calls structured database tools to retrieve verified numbers before generating an answer.

Can I see the formulas and numbers used?

Yes. Every response includes inspectable tool steps where you can see the raw figures and parameters used.

Does the AI learn from my private data?

No. All AI interactions run under enterprise privacy terms with zero data retention for training.

UNIFIED RESEARCH TERMINAL

Upgrade your research edge.
Connect with our team directly.

Screen 90,000+ assets, audit 20+ years of financial statements, and track multi-currency portfolios with Stocky.

Contact Our Team

Direct inquiries · We respond within 24 hours on business days.