Stockxy Pricing: Cost and Pricing plans

Stockxy Pricing

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Pricing Insights for Investment Portfolio Management Software

The Average Cost of a basic Investment Portfolio Management Software plan is $14 per month.
Stockxy pricing starts at $5.99/month, which is 57% lower than similar services.
28% of Investment Portfolio Management Software offer a Free Trial Allows users to try out the software for a limited period before making a purchase decision. , while 38% offer a Freemium Model Allows users to access basic features at no cost..

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Pro $5.99 $5.99 per user / month

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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.

How much does Stockxy cost?

The pricing for Stockxy starts at $5.99 per user per month. Stockxy has 2 different plans:

Free plan at $0.00.
Pro at $5.99 per user per month.

Learn more about Stockxy pricing.

Does Stockxy offer a free plan?

Yes, Stockxy offers a free plan.

Learn more about Stockxy pricing.

Compare Stockxy Pricing Against Competitors

Product Name	Starting Price ($)	Billed	Unit	Free Trial	Learn More
Stockxy	5.99	per month	per user		Stockxy Pricing
AlphaQuark	-	-	-	-	AlphaQuark Pricing
Acorns	1	per month	-	-	Acorns Pricing
Robinhood	-	-	-	-	Robinhood Pricing
MiniValuator	0	-	per user	+	MiniValuator Pricing
Mantapex	29	per month	-	+	Mantapex Pricing
Sharesight	7	per month	-	+	Sharesight Pricing
Seeking Alpha	119	per year	-	+	Seeking Alpha Pricing
Composer	24	per month	-	-	Composer Pricing
Alto	-	-	-	-	Alto Pricing

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Stockxy Features

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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 Integrations

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Stockxy Pricing

Pricing Insights for Investment Portfolio Management Software

Stockxy FAQs

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Stockxy Features

Investment Portfolio Management Features

Note Taking Features

Stockxy Integrations

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