Keep your notes, files, and reports
in one organized vault.
Upload investor presentations, PDFs, and spreadsheets. Write structured markdown research notes with live interactive financial widgets to keep your investment theses organized in one private place.
Engineered for Precision.
Deep technical analytical capabilities.
Private Document Storage
Upload earnings transcripts, investor presentations, and spreadsheets in one central encrypted location.
Filing Extraction with AI
Ask the AI assistant to locate specific tables or disclosures inside your uploaded documents.
Structured Markdown Notes
Write investment theses with rich formatting, checklists, and embedded data tables.
Centralized Research Library
Keep all your notes, financial models, and documents linked directly to their respective ticker symbols.
How It Works.
From query to synthesized alpha in 3 steps.
Upload Documents
Store PDFs, earnings transcripts, or financial models in your private library.
Draft Your Thesis
Use the built-in markdown editor to document your rationale, catalysts, and risks.
Keep Research Organized
Access your saved notes and files alongside your charts and watchlist views anytime.
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.
Keep your notes, files, and reports Questions.
Everything you need to know.
What file types are supported?
You can upload PDFs, spreadsheets, Word documents, text files, and images.
Are my files private?
Yes. All files are stored with cloud encryption at rest and are only accessible by your account.
Can I connect notes to specific stocks?
Yes. You can tag and organize research documents and notes by ticker so they appear whenever you inspect that company.
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.