Track investments across currencies
with true cost basis.
Managing holdings across different brokers, currencies, and accounts gets messy quickly. Stocky tracks your real Adjusted Cost Basis, currency conversions, and dividend payouts in a clean double-entry ledger.
Engineered for Precision.
Deep technical analytical capabilities.
Multi-Currency Cash Ledgers
Hold positions and cash in USD, EUR, GBP, CAD, and other currencies with conversions calculated at transaction dates.
True Adjusted Cost Basis (ACB)
Track buy and sell lots accurately so you always know your true capital gains and tax cost basis.
Dividend Tracking & Yield
Automatically log announced dividends, compute yield on cost, and project future annual income.
Corporate Action Adjustments
Corporate actions like stock splits are automatically applied so your lot history remains clean.
How It Works.
From query to synthesized alpha in 3 steps.
Log Your Transactions
Record your buys, sells, dividends, and cash deposits across multiple currencies.
View Real-Time Valuations
See your total portfolio net worth, allocation breakdowns, and unrealized profit/loss.
Review Cash Flow & Yield
Check your dividend calendar and projected cash receipts for the coming year.
Institutional Assurances.
Enterprise-grade security and zero-retention 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.
100% Verifiable AI
Every AI calculation executes inspectable structured data tools against audited financial databases with transparent parameter and result inspection.
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.
Non-Custodial Architecture
Stocky is purely a research and analytics workstation. We never hold investor deposits, connect banking credentials, or execute live orders.
Track investments across currencies Questions.
Everything you need to know.
Do I need to link my bank or brokerage account?
No. Stocky is non-custodial. You keep complete privacy without exposing brokerage login credentials.
How does multi-currency cost basis work?
Transactions record the exchange rate on the date of purchase, allowing accurate base-currency cost basis and foreign exchange gain calculations.
Can I manage multiple separate portfolios?
Yes, you can create separate portfolios for different strategies, accounts, or family members.
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.
Direct inquiries · We respond within 24 hours on business days.