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.

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Explore with sample data
Coming Soon

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

Coming Soon

AI-assisted investment thesis documents. Organize your research with structured analysis covering macro, micro, fundamentals, and risk factors.

NVDA_Investment_Thesis.stox
AI
Executive Summary
Macro Analysis
Micro Analysis
Fundamentals
Valuation
Risk Factors
Progress Checklist
65%
Coming Soon

Thesis Guardian

Automated Investment Watchdog

Your automated investment watchdog. AI continuously monitors your thesis conditions and alerts you when action is needed.

Guardian Status: Active
Price Target Achieved
Thesis Invalidated?
Fundamentals Check
News Sentiment
Catalyst Timeline
Coming Soon

What Moves My Portfolio

AI-Powered Attribution Engine

AI explains the real reasons behind your portfolio movement — linking market events, news, and macro factors to your P&L.

Today Week Month
-1.2%
$-1,847
AI Analysis

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.

Contributing Factors
Fed Rate Decision
Tech Selloff
NVDA Beat
Linked to 12 news sources & 3 macro events

Does Your "Pro" Broker Feel... Basic?

Your Broker
Stoxly.ai
Fragmented Data
Holistic View
Manual Tracking
Automated Analysis
No Context
AI-Powered Insights
Basic Charts
Benchmark Comparison
Multiple Apps Needed
All-In-One Dashboard

You don't need a new broker. You just need a better dashboard.

Introducing Stoxly.ai. Your All-in-One Portfolio Command Center.

Stoxly is the "power tool" dashboard that works *alongside* your broker. We turn data chaos into a single, clear, and actionable view.

Create Your Portfolio

Easily mirror your brokerage sub-accounts (PLN, EUR, USD, etc.) and portfolio by importing files you export from your broker.

Track Current Events

Our smart tool collects thousands of articles every day, filters out all the noise and leaves only new, important information.

Gain Total Clarity

Instantly see the performance charts, allocation analysis, and deep data you've been missing.

Auto-Sync via API

Connect once, sync automatically. Your portfolio stays up-to-date.

Robinhood - Sync your brokerage account automatically with Stoxly
Fidelity Investments - Auto-sync your portfolio with Stoxly
Charles Schwab - Connect your brokerage to Stoxly
E*TRADE - Automatic portfolio sync with Stoxly
Interactive Brokers - Sync your trading account with Stoxly
Vanguard - Connect your investment account to Stoxly
Chase Investments - Auto-sync with Stoxly portfolio tracker
Webull - Sync your trading portfolio with Stoxly
Alpaca Markets - Connect your trading account to Stoxly
tastytrade - Sync your options portfolio with Stoxly
Wealthsimple - Canadian broker auto-sync with Stoxly
Questrade - Connect your Canadian brokerage to Stoxly
Trading 212 - European broker sync with Stoxly
DEGIRO - European broker integration with Stoxly
Stake - Sync your stock portfolio with Stoxly
Public.com - Connect your social trading account to Stoxly
Moomoo - Auto-sync your trading account with Stoxly
AJ Bell - UK broker integration with Stoxly
CommSec - Australian broker sync with Stoxly
Empower - Sync your retirement accounts with Stoxly
BUX - European trading app sync with Stoxly
Coinbase - Sync your crypto portfolio with Stoxly
Binance - Connect your crypto exchange to Stoxly
Kraken - Crypto exchange integration with Stoxly
Manual Import
XTB - Import your trading history via CSV/Excel to Stoxly
+ more coming soon

Get the Features Your Broker Forgot.

Portfolio Analysis

Charts, benchmarks, allocation

Stock Fundamentals

P&L, balance sheets, ratios

AI Smart News

Curated daily, de-duplicated

Analyst Data

Ratings, targets, insider trades

Projections

What-if scenarios, peer compare

Event Calendar

Dividends, filings, macro events

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 Free

Sign up in 30 seconds. Get 100% free access while we're in our launch phase.

Beta

Currently in beta - all features are free during our launch phase!

Simple, Transparent Pricing

Start free, upgrade when you need more. No hidden fees.

Basic
Free

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
Premium Most Popular
$9.99 /mo

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
Ultimate Power User
$19.99 /mo

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