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Stocky

Rivendica

Stocky is a web-based market terminal for portfolio tracking, screening, fundamental analysis, and AI-assisted research across equities, crypto, forex, and commodities.

Stocky

Overview

Stocky is a web-based market terminal for global investing and research. It brings portfolio tracking, screening, financial analysis, and AI-assisted workflows into a single interface for users who want to work across equities, crypto, forex, and commodities without juggling separate subscriptions.

The homepage emphasizes institutional-style depth rather than a basic dashboard. Stocky supports multi-currency portfolios, live market quotes, deeper fundamental data, and an agentic AI assistant that can carry out research tasks and navigate the product on the user’s behalf.

Core capabilities

Unified market terminal

Search, track, and analyze stocks, crypto, forex, and commodities from one workspace instead of switching between separate tools.

Multi-currency views

Change the display currency across the platform so portfolios and charts recalculate with forex impact in mind.

Portfolio tracking and accounting

Build and monitor portfolios with live P&L, transaction logging, dividend handling, stock split resolution, and multi-currency ACB accounting.

Screeners and watchlists

Create screeners with 40+ indicators and manage watchlists across multiple assets and markets.

Agentic AI research assistant

Use Stocky AI to run web research, summarize filings, analyze uploaded PDFs, and interact with the UI as an agentic assistant.

Fundamental research and analysis

Review company profiles, asset summaries, historical financial statements, dividend and split histories, and DCF-style analysis tools.

Common ways to use Stocky

  • Track a multi-currency portfolio

    Use Stocky to follow holdings across currencies, log transactions, and keep allocation and P&L data updated without manually reconciling spreadsheets.

  • Screen and monitor opportunities

    Build a custom stock or market screener with granular filters, then save relevant assets into watchlists for ongoing monitoring.

  • Conduct deeper fundamental analysis

    Research a company or asset by combining historical financial statements, fundamentals, dividend history, split history, and DCF analysis in one workspace.

  • Use AI to accelerate research tasks

    Ask Stocky AI to summarize a filing, run web research, or inspect uploaded documents when you need an assisted research workflow.

  • Compare markets in different currencies

    Switch between USD, EUR, BTC, and other currency perspectives when reviewing asset prices or portfolio values across global markets.

Pros and Cons

Pros

  • Consolidates portfolio tracking, screening, research, and AI workflows in one place.
  • Supports multiple asset classes, including equities, crypto, forex, and commodities.
  • Includes multi-currency portfolio handling with live P&L and automatic dividend and split resolution.
  • Offers AI-assisted research features beyond simple chat, including web research and UI navigation.
  • Provides deep historical context such as long-run financial statements, dividends, splits, and DCF tools.

Cons

  • The public pricing information is incomplete in the provided source, so the full plan structure is not clearly documented.
  • Data coverage differs by market, and the site notes that some exchanges may have delayed or end-of-day quotes rather than fully real-time data.

FAQ

What is Stocky?

The site positions Stocky as a unified terminal for global markets rather than a single-purpose screener or tracker. It combines portfolio tracking, market research, screeners, and an AI assistant in one interface.

Does Stocky provide real-time market data?

The homepage says Stocky includes real-time crypto, forex, and commodity quotes, while selected exchanges may have 15–20 minute delay or end-of-day data. The exact coverage can vary by market.

What can Stocky AI do?

Stocky AI is described as an agentic assistant that can perform web research, summarize SEC filings, extract insights from uploaded PDFs, and navigate the interface on the user’s behalf.

Can Stocky track portfolios in multiple currencies?

The site says Stocky supports multi-currency portfolios with live P&L, ACB accounting, and automatic dividend and split resolution, which suggests it is intended for users who track assets across currencies and markets.

Is there a free trial or public pricing?

The pricing page is not available as a normal public pricing document; the site copy mentions a 14-day cardless trial and public beta pricing, but the exact full pricing details are not fully visible in the provided source.

Quick Facts

Category
Market research and portfolio terminal
Primary users
Investors and market researchers
Asset coverage
70,000+ global assets across 80+ exchanges
AI feature
Stocky AI with agentic workflow capabilities
Pricing access
Public beta pricing with a 14-day cardless trial mentioned on site
Source domain
stockyexplorer.com