Client notes where each figure
is cited to the filing.
Cited client notes for advisers who pick stocks and funds: each figure comes from the SEC filing and links to it. Look up a company →
Enter your holdings to draft a client note: a company's latest filed quarter and diluted EPS, a fund's net assets, largest positions, expenses and returns, and what each holding filed with the SEC. A language model writes only the sentences around the figures, never a number, and the note says when it fell back to template wording. You review the note instead of re-tying figures by hand. Or type a company to see which filed figures a later filing changed, or check one figure someone gave you against the filing that reports it. Free pilot; an evidence aid, not a compliance determination.
In the pilot, you draft a holdings update, meeting prep or what-changed note. You review it against the sources it links, instead of tying each number to the filing by hand. Open the RIA desk →
Free while in pilot · each figure traceable to the named filing
What the note states, and what it leaves to your reviewer
Stated from the filing: the figure, its period, the form and filing date, and a link. Not checked: whether the figure suits the client, and the sentence the model wrote around it. Your reviewer reads the sentences; the figures can be re-read at the link.
Not covered: market prices of a holding, and funds that file no N-PORT or prospectus risk and return data. The note lists what it could not read and why.
How a note is made
Type the holdings, pick the note
Up to 25 tickers, stocks, ETFs and mutual funds. Choose a holdings update, meeting prep, or what changed since last quarter. No client names or balances are needed or sent.
Figures come from the filing, not the model
A company's latest filed quarter (revenue, operating income, net income, cash flows, diluted EPS) with the change on the prior quarter and a year earlier. A fund's net assets, five largest positions, expense ratio and before-tax total return from its N-PORT and prospectus. Each shows its period, form, filing date and link.
The writing model never supplies a number
A language model writes only the plain sentences around the figures. A draft that contains a digit, rating or forecast wording, or misses a holding, is replaced by template wording, and the note says it fell back and why.
What the filings do not say, the note does not say
A value a filing does not state, or that two documents state differently, is printed as not stated rather than estimated. A holding that could not be read from EDGAR is listed as unread, not as quiet.
You review, you send
The note is copy-ready, with the sources a reviewer needs to re-read any figure without us. It is an evidence aid: your firm decides what is sent and keeps the record.
Test a number someone else wrote
Check one figure against the filing that reports it on the figure checker. It receives only a ticker, a line item, a period and a value, never the sentence or a client name.
Tickers in, client data never
A note is built from public tickers only. The single-figure check takes only a ticker, a line item (such as revenue), a period and a value (and, if you give one, the rounding). The sentence around a figure, the client's name and the letter itself are not part of any request. Each checked figure is kept as a receipt under your account: those four fields and the filing it was matched to, with no wording and no client data.
Built so there's almost nothing to worry about
The simplest answer to a data-security question is to hold as little as possible. We do.
We store almost nothing
For each client: a label you choose (initials are fine), a list of tickers, and — only if you enter one — a share count. No account numbers, no dollar balances, no SSNs, no contact details. Position values and percent-of-book are computed the moment you open the page, from your share count and a price fetched right then; no dollar figure is ever written to your record.
Isolated to your firm
Row-level security is enforced in the database, not in our application code. Your book is readable by your account and — only if you invite them — by teammates on your firm roster, for the clients on that roster. No other advisor, no other firm, and no unauthenticated request can reach it.
Never sold, never the product
Client-identifying data is never sold or shared. The engine runs entirely on public SEC filings — your book is used only to show you your own analysis and alerts.
Yours to delete
Remove a client and their holdings and alerts go with them. Your own record of work on that client — memos you exported, reviews you recorded, Decision Journal entries — is kept under the label you gave them and detached from the deleted record, because deleting your recordkeeping is the opposite of what it's for. Closing your account cascades the rest.
Encrypted, on certified infrastructure
Data sits in Postgres on Supabase, whose infrastructure holds SOC 2 Type II, and is encrypted in transit (TLS) and at rest. To be exact about what that does and doesn't mean: the certification is our host's, not ours — Stockonomy has not completed its own SOC 2 report. We'd rather you hear that from us than find it in diligence.
You stay the fiduciary
You input only what you choose and remain responsible for your own client confidentiality and regulatory obligations; we act solely as a processor of the minimal data above to provide the service.
Full detail in the Terms and Privacy Policy.
Ask about the pilot
Tell us about your practice and ask about the pilot. Free while in pilot. The pricing is here.
Informational only · not investment advice