Your client is overweight one stock.
You have to prove you checked it.
A concentrated single-stock position — vested RSUs, a business they sold, an inheritance — is the biggest name-specific risk in a client's portfolio and the decision a fiduciary most has to document: hold, or diversify. Stockonomy runs the forensic work-up on that name an analyst would do by hand, gives you a source-linked record you can defend, then watches it and every other holding on every new SEC filing. Deterministic math, not a chatbot's guess.
Per-seat pricing · 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.
The concentrated-position decision, documented
When a client is overweight one name — vested RSUs, a company they sold, an inheritance, founder stock — you have to decide hold-or-diversify and show why. You get the forensic case on that exact name: distress and earnings-quality screens, a calibrated downside band, and a source-linked memo that records what you checked and when. The defensible paper trail a fiduciary needs — not an opinion you have to defend.
Then it watches the whole book, on every filing
Load every client holding once and the diligence becomes continuous. Every book name is checked against EDGAR on a half-hourly cycle; when a new 10-K, 10-Q or 8-K changes a name's risk picture — a late-filing notice, a restatement, an auditor change, leverage outrunning coverage — you're flagged, with the plain-English reason. On a heavy filing day the deepest re-scores queue and land on a following cycle rather than being dropped. Fiduciary review is per-filing, forever; so is this.
Deterministic, so compliance can stand behind it
The verdict is grounded in fixed-formula math over XBRL financials, not a model's opinion — wherever a company's filing history supports it, a deterministic fundamentals grade sets the score, so the same filing produces the same number and you can audit exactly how it got there. An LLM writes the surrounding narrative — the thesis, flags and outlook — and only sets the number itself for the minority of names outside deterministic grading (banks, insurers, thin filing history).
Calibrated, out-of-sample track record
Show clients method, not vibes: the case count and wipeout gap above come from a point-in-time backtest replayed on data truncated before known blow-ups (Carvana, Bed Bath & Beyond, Peloton) — a real, measured gap between top- and bottom-graded names' wipeout rates, stated with its limits, not a vague promise.
Exportable client-ready memos
One click opens a branded, print-ready due-diligence memo per position — verdict, forensic screens, the calibrated band and a sign-off line — that you save as a PDF from the print dialog. There's also a numbers-only deterministic version with zero model-authored commentary for the compliance file, and the full financials to Excel. Drop it straight into a client review or your CRM.
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 — is what powers everything above, and we're opening it to a small number of launch partners as a data feed 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. To be straight with you: the licensed feed is being built with its first partners, so this is a conversation about scope and timing, not a published endpoint you can call today.
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 →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, licensed, 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 audit trail 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 audited 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 audit. 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.
See it on your client book
Tell us about your practice and we'll set up a short call — usually within a day. If you'd rather just get going, the pricing is here. Either way you can see a sample & the track record first, no signup.
Informational only · not investment advice