Your Portfolio Command Center.
Here's the complete list of professional tools you get with Stoxly – from holistic portfolio analysis to smart AI-powered news.
Holistic Portfolio Analysis
Wallets and Currencies
Mirror your brokerage sub-accounts (PLN, EUR, USD, etc.) and group assets by your own strategies (e.g., "Growth Portfolio," "Dividend Portfolio").
Performance Tracking
Monitor your true, time-weighted returns (TWR) on an interactive chart. No more guessing and Excel.
Benchmark Comparison
Instantly see how your results stack up against key benchmarks like SPY (S&P 500), QQQ (NASDAQ-100), IWM (Russell 2000), and others.
Allocation and Risk Analysis
See the full picture of your asset allocation, geographic breakdown, sector and industry distribution. Identify concentration risk at a glance.
Deep Company Analysis
Complete Financial Statements
Analyze historical Income Statements, Balance Sheets, and Cash Flows (Operating, Investing, FCF) for every company.
Financial Ratios
Dozens of key fundamental metrics (P/E, P/B, P/S, EV/EBITDA) and profitability ratios (Gross, Operating, Net Margin) calculated automatically.
Segments and KPIs
Dive deeper. Check company-specific data like iPhone revenue for Apple, operational data for mining companies, or metrics for REITs.
Smart AI-Powered News (Our Edge)
News Without Noise
This isn't just another RSS reader. Our AI system scans hundreds of sources daily, crawls content, removes duplicates, and filters low-value articles.
Key Insights
You get only the most important information: the "story of the day" for your companies, sentiment analysis, and clear summaries of key bullish and bearish theses.
Market and Professional Data
Analyst Projections
See market consensus, recommendation trends (Buy, Hold, Sell), revenue and EPS forecasts, and track the latest price target changes from analytical firms.
Insider Transactions
Check when CEOs, CFOs, and board members buy or sell shares of the companies you own.
Congressional Trades
See what stock moves U.S. Congress members are making.
Investor Calendar
All key dates in one place: dividend payment dates (payment and ex-dividend), financial report filings (SEC), and major macroeconomic events.
Advanced Analytical Tools
"What If" Projections
Run your own scenarios. See what could happen to a stock price if the company achieves your expected EPS and revenue growth at a specific market P/E ratio.
Comparison Tool
Compare any stock with its competitors, one portfolio with another, or any portfolio with a selected benchmark.
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