Stoxly.ai - AI-Powered Investment Portfolio Tracking & Analysis Platform
Get the holistic portfolio analysis you deserve. Track your portfolio - explore your companies' fundamentals, geographic and sector allocation, risk analysis, smart AI-powered news-all in one professional command center.
What Moves My Portfolio
AI explains the real reasons behind your portfolio movement - linking market events, news, and macro factors to your P&L.
Primary driver: Tech sector pullback due to hawkish Fed commentary on rate policy. Your NVDA and AAPL positions account for 78% of today's decline.
Financial Data in Minutes, Not Hours
Our AI-powered 8-K parser detects new SEC filings and extracts key financial metrics - so the numbers hit your dashboard before the headlines hit the news.
Upcoming AI Features
We're building the next generation of intelligent investing tools. Here's what's coming to give you an even bigger edge.
Thesis Creator
AI-Powered Research Assistant
AI-assisted investment thesis documents. Organize your research with structured analysis covering macro, micro, fundamentals, and risk factors.
Thesis Guardian
Automated Investment Watchdog
Your automated investment watchdog. AI continuously monitors your thesis conditions and alerts you when action is needed.
Deep Dive
AI Company Analyst
Comprehensive AI-powered company analysis. Dissect any stock across financials, competitive positioning, management quality, and growth catalysts - all in one report.
Executive Summary
Company Overview & History
Financial Health & Performance
SWOT Analysis
Valuation & Fair Value
Terminal-grade tools. Without the terminal price.
Your broker gives you the basics. Premium terminals charge $20,000+/year. Stoxly gives you everything you actually need - for free.
You don't need a new broker or an expensive terminal. You just need Stoxly.
Introducing Stoxly.ai.
Make Smarter Decisions.
Every investment decision carries real weight. The difference between great and average investors isn't luck-it's process. We give you the tools to research deeper, track smarter, and exit at the right time. Data over emotions.
Research Deeper
Go beyond headlines. Explore 100+ fundamental metrics, read AI-parsed SEC filings, and build conviction before you put money on the line.
Track Smarter
See your entire portfolio in one view. Performance charts, sector allocation, smart news alerts-everything updated in real-time, across all your broker accounts.
Exit with Confidence
The hardest decision isn't what to buy-it's when to sell. Set your assumptions, track them automatically, and know when your thesis changes before the crowd does.
Free plan available. No credit card required.
Connect once, sync automatically. Your portfolio stays up-to-date.
Stop Guessing. Start Analyzing.
Don't let a basic interface hold back your investing. Upgrade your experience with the professional dashboard you deserve and see the full picture.
Sign Up FreeSign up in 30 seconds. Get 100% free access while we're in our launch phase.
Currently in beta - all features are free during our launch phase!
Simple, Transparent Pricing
Start free, upgrade when you need more. No hidden fees.
Everything you need to track your portfolio performance
- Unlimited portfolios
- Unlimited holdings
- Simple return, TWR, MWR performance
- Benchmark comparison (SPY, QQQ, IWM)
- Export to CSV/PDF
- Position and Asset allocation
- Sector and Industry distribution
- Geographic Breakdown
- 15-min delayed market prices
- Chat support
Deep insights with fundamentals, AI news, and ownership data
- Realtime market prices
- Complete fundamentals (100+ metrics)
- Investor Calendar
- Analysts estimates (up to 3Y+)
- Investor Relations with AI summaries (10 tickers/month)
- Ownership data (13F, insider trades)
- Congressional trading data
- Custom projections
- Advanced comparison tools
- AI powered News Dashboard (5 tickers)
- Custom benchmarks
- Stock dividends breakdown
- Broker API Sync
Maximum AI power with unlimited summaries and analysis
- Everything in Premium, plus:
- AI Powered News Dashboard (20 tickers)
- Unlimited IR Transcripts summaries
- AI Stock Daily Summary
- AI powered stock peer analysis
- Early access to new features
- Priority chat support