Multi-currency portfolio tracking
Track holdings, cash balance, allocation, live P&L, dividends, and stock splits in a multi-currency portfolio engine designed to reduce spreadsheet upkeep.
Stocky
Stocky is a web-based market terminal for investors and market researchers. It combines multi-currency portfolio tracking, market screeners, research tools, and an agentic AI assistant in one interface.
Unified market terminal for global markets
Stocky is a web-based market terminal that brings portfolio tracking, research, screeners, charts, and AI-assisted workflow tools into a single workspace. The site positions it as a replacement for fragmented financial tools, with one interface for monitoring assets, analyzing fundamentals, and running research tasks.
Its product scope covers global equities, ETFs, crypto, forex, and commodities. The platform also emphasizes multi-currency accounting, live P&L, dividend and split handling, and an agentic AI assistant that can perform searches, summarize documents, and navigate the UI for the user.
Core capabilities
Watchlists and global screeners
Build watchlists and screeners with granular filters to compare assets across equities, crypto, forex, and commodities from one interface.
Fundamental research and valuation
Review company profiles, asset summaries, financial statements, dividend history, split history, and DCF models for longer-term analysis.
Agentic AI assistant
Use Stocky AI to research topics, summarize filings, extract information from PDFs, and interact with the product UI as an agentic assistant.
Currency-aware market views
Switch pricing, charts, and portfolio views between currencies such as USD, EUR, and BTC so calculations reflect forex impact automatically.
Cross-source search
Search across connected market and research data, including SEC filings, global news feeds, World Bank data, and custom endpoints.
Practical ways to use Stocky
Track a multi-currency portfolio
Manage several holdings in different currencies and keep allocation, P&L, and accounting aligned without manual spreadsheet updates.
Build and monitor an idea pipeline
Filter global markets with custom screeners, then monitor shortlisted names in watchlists and chart views.
Analyze a stock before making a decision
Research a company by combining financial statements, valuation models, dividend history, and market context in one place.
Delegate research tasks to the AI assistant
Ask Stocky AI to summarize filings, extract details from PDFs, or run research prompts when you want assistance with repetitive work.
Compare assets across currencies
Use currency switching to view prices and portfolio values in USD, EUR, BTC, or other supported perspectives when comparing assets across markets.
Pros and Cons
Pros
- Combines portfolio tracking, screeners, research, charts, and AI assistance in one terminal.
- Covers multiple asset classes, including stocks, ETFs, crypto, forex, and commodities.
- Supports multi-currency portfolio tracking with automatic forex impact calculations.
- Includes agentic AI capabilities rather than a passive chat-only assistant.
- Provides long-horizon research tools such as financial statements, dividend and split history, and DCF models.
Cons
- The public sources do not fully document pricing tiers beyond a partial view of the trial and early-access plan structure.
- Integration details, such as brokerage connections or export formats, are not clearly documented in the available pages.
- Some market data is not real-time for all exchanges; the site notes delayed or end-of-day coverage for selected exchanges.
FAQ
What is Stocky?
Stocky presents itself as a unified market terminal for global markets. It combines portfolio tracking, screeners, charts, market research, and an AI assistant in one workspace.
What markets does Stocky cover?
The site says Stocky supports stocks, ADRs, ETFs, crypto, forex, and commodities across 80+ global exchanges, with real-time quotes for some markets and delayed or end-of-day data for selected exchanges.
What can Stocky AI do?
Stocky AI is described as an agentic assistant that can run prompts, perform web research, summarize SEC filings, extract insights from uploaded PDFs, and navigate the platform UI on the user’s behalf.
Does Stocky offer a trial?
The source indicates there is a 14-day free trial with no credit card required, and that new accounts receive a $1.00 AI credit gift to test the agent.
What integrations does Stocky support?
The product text emphasizes unified market research and portfolio tracking, but the available sources do not provide full documentation on integrations, export options, or broker connectivity.
Quick Facts
- Category
- Market terminal / financial research
- Platform
- Web app
- Primary users
- Investors and market researchers
- Market coverage
- 70,000+ assets across 80+ exchanges
- Trial
- 14-day free trial, no credit card required
- Domain
- stockyexplorer.com
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