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About Stockxy

Clara AI Deep Dive with Clara AI

Stockxy is a trading journal application designed to help document investment theses and track portfolio performance. The Visual Recall feature links journal entries to price charts, allowing comparison of reasoning with market outcomes and facilitating learning from past decisions without manual updates. The platform provides structured journaling with fields for sentiment, fair value estimates, and investment rationale. Portfolio and watchlist tools enable organization and direct linking to research notes. Integrated financial data from Alpaca Market Data and Finnhub provides accuracy for U.S. stocks, with global market support in development. An all-in-one dashboard displays portfolio value, profit/loss, and holdings. Encryption safeguards privacy. Productivity tools include slash commands, rich text formatting, and drag-and-drop functionality. Automatic tagging provides contextual organization.

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Screenshots & Videos

Dashboard
Visual recall
Editor

Pricing

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    74%
  • Reviews
    60%
  • Momentum
    60%
  • Popularity
    60%

Platforms Supported

  • Browser Based (Cloud)

Organization Types Supported

  • Freelancers
  • Individuals

API Support

  • Not available

Modes of Support

  • 24/7 (Live rep), Business Hours, Online

Stockxy Features

Investment Portfolio Management Features

  • Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    74%

Market Integration

Provides real-time market data, broker feeds

Performance Analytics (Asset)

ROI, IRR, time-weighted returns, benchmark comparisons

Portfolio Tracking

Helps in real-time monitoring of assets, holdings, and allocations

Transaction Management (Trade)

Trade capture, recording, and reconciliation

ESG Scoring

Track investments by ESG compliance

Tax Optimization Tools

Tools that help in tax-loss harvesting, capital gains planning

Investor Reporting

Provides statements, dashboards, and tax reports

Risk Management Tools

Helps in VaR, volatility, Sharpe ratio, and exposure analysis

Multi-Asset Class Support

Manage Stocks, bonds, mutual funds, ETFs, and alternatives

Compliance and Regulatory Reporting

Ensures compliance with SEC regulations, ESOP requirements, ASC 718 standards, and IFRS guidelines.

Scenario Modeling

Simulates "what-if" scenarios to predict the potential outcomes

Mobile Access

Allows accessing the software and product/service related information from a mobile device

Accounting Integration

Enables efficient recording of financial transactions and seamless sharing of financial data, allowing for automated integration between business systems and accounting software. This optimizes workflows, reduces errors, and ensures real-time accuracy in financial operations.

Note Taking Features

Share Link

Facility to invite someone with a link to view, comment, or edit

File Sharing

A simple way to share files instantaneously with the team

Templates

Templates are patterns that help to provide the layout to build and design a website quickly.

Recurring Tasks

Helps to add tasks or responsibilities that are needed to be managed on a recurrent basis

To-do List

It helps add a list of tasks you need to complete or things you want to do.

Calendar Notification

Sends a user notification on the occurrence of a strategically defined event on a calendar

Real-time Collaboration

Helps more than one person to work on the same file simultaneously

Task Tracking

Helps in tracking the task assigned to different team members or teams

Meetings

Supports arranging meetings, recording vital details and manages every aspect of it

Version Control

It gives the team the ability to recall specific versions of a document, code, content, file, or folder that records changes over time.
Stockxy Pricing

Free Trial

Available

No Credit Card Required, Get Started for Free

Pricing Options

Freemium ( Limited Features )

Premium Plans ( Subscription )

Free plan Free


Start Free Trial

Pro $5.99 $5.99 per user / month

Start Free Trial

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Stockxy Reviews

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Stockxy Screenshots

Dashboard

Dashboard

 Visual recall

Visual recall

 Editor

Editor

Stockxy FAQs

What is Stockxy?

Stockxy is a trading journal app built for value investors. It helps you write investment notes, track your portfolio, and use Visual Recall to review your thinking against real market outcomes.

How is Stockxy different from a typical trading journal?

Most trading journals focus on entries, exits, and short-term P/L. Stockxy is designed for fundamental investors who care about thesis quality, valuation, portfolio context, and long-term decision review.

Can I use Stockxy instead of a Notion trading journal or Obsidian trading journal?

Yes. Notion and Obsidian trading journals are flexible, but they still require manual setup and stock data updates. Stockxy gives investors a Notion-style structured journal with live market context from day one.

Is Stockxy better than an Excel trading journal or Google Sheets trading journal?

Excel and Google Sheets are useful starting points, but an Excel trading journal or Google Sheets trading journal can become hard to maintain. Stockxy keeps your notes, portfolio, and review process connected without spreadsheet upkeep.

Is Stockxy easy to start with?

Yes — and that's the whole point. Stockxy is designed to eliminate blank page paralysis and feature overload. When you open a new entry, you're prompted for just three things: your market view (Bullish/Bearish), your valuation estimate, and your thesis. That's it. Structured enough to keep you honest, simple enough that you'll actually use it. Unlike tools like Journalytic that overwhelm you with checklists, self-contracts, predictions, and analytics dashboards, Stockxy stays focused on what matters — your investment logic, not your tool maintenance.

Who is Stockxy best for?

Stockxy is for value investors who ground their decisions in fundamental analysis — and want a system that turns every trade into a trackable, learnable investment insight.

What is Stockxy used for?

Stockxy is Investment Portfolio Management Software. Stockxy offers the following functionalities:

  • Market Integration
  • Performance Analytics (Asset)
  • Portfolio Tracking

Learn more about Stockxy features.

What are the top alternatives for Stockxy?

Here`s a list of the best alternatives for Stockxy:

Does Stockxy provide API?

No, Stockxy does not provide API.

Stockxy Contact

Vendor Details

Founded : 2026

Contact Details

Not available

https://stockxy.com

Social Media Handles

Not available

Stockxy Integrations

Stripe Billing
Stripe Billing Billing and Invoicing Software

Disclaimer

This research is curated from diverse authoritative sources; feel free to share your feedback at [email protected]

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