Documented due diligence on
every name your clients hold.
You have a fiduciary duty to know what's in a client's portfolio and to document how you checked. Stockonomy runs the forensic work-up an analyst would do by hand — on every holding, on every new filing — and gives you a source-linked, reproducible record you can defend. Deterministic math, not a chatbot's guess.
Advisor seats are in early access · every figure traceable to the filing
Knowing isn't enough — you have to show your work
A reg exam or an unhappy client doesn't ask what you thought; it asks what you checked, and to see it. Spreadsheets and gut feel don't reproduce. Stockonomy turns the same primary SEC data institutions pay for into a repeatable, source-linked due-diligence record for every name — generated in seconds, defensible for years.
What your practice gets
The forensic rigor of an in-house analyst, as a tool that scales across your whole client book.
A defensible due-diligence record
Every grade, red flag and distress score is source-linked to the exact EDGAR filing with an as-of date — the reproducible paper trail a fiduciary needs to show clients and examiners. Not an opinion you have to defend; a derivation anyone can re-run.
Monitor the whole book, not one name
Continuous SEC-filing monitoring across every client holding. The moment a 10-K, 10-Q or 8-K changes a name's risk picture — a going-concern note, a restatement, an auditor change, leverage outrunning coverage — you're flagged, with the plain-English reason.
Deterministic, so compliance can stand behind it
The verdict is fixed-formula math over XBRL financials — no LLM decides the score, so it can't drift, flatter a holding, or hallucinate a figure. The same filing always produces the same grade, and you can audit exactly how it got there.
Calibrated, out-of-sample track record
Show clients method, not vibes: the engine is calibrated across 1,000+ point-in-time cases and replayed on data truncated before known blow-ups (Carvana, Bed Bath & Beyond, Peloton). A measured disaster-avoidance record, stated with its limits.
Exportable client-ready memos
Export the forensic work-up per position to a clean memo and the financials to Excel — drop it straight into a client review or your CRM. (Branded memo export is in early-access build; the underlying analysis and Excel export are live today.)
Independent — the verdict is never for sale
No issuer can pay to change a grade, we take no order flow, and we don't sell anything that identifies you or your clients. Your incentive and ours are the same: the analysis is right.
Embed the forensic grade in your product
The same deterministic engine — distress and earnings-quality screens, the value grade, the calibrated forecast — available as a data feed or API for brokers, fintech apps and wealth platforms. Reproducible, source-linked, and built from public SEC filings, so it slots into your compliance story instead of fighting it.
You license access, on a subscription. We host, run and keep improving the engine; you embed the output. Non-exclusive — the technology stays ours. You're renting the use, not buying the asset.
Talk to us about licensing →See it on your client book
Tell us about your practice and we'll set up a short call — and you can run any name through the live engine for free in the meantime.
Book a 20-minute callsupport@stockonomy.net · Informational only · not investment advice