Your portfolio, watchlists and fundamentals in one focused terminal.
Track what you own, follow what you are researching, and open company financials without jumping between broker exports, spreadsheets and market tabs.
Built for independent investors who want cleaner decisions, not more noise.
ROIC
FCF Yield
Gross Margin
Cash
Watchlist momentum
Your investment workflow is scattered across too many tools.
Your broker knows trades, not context.
Positions, cash and transactions live in one place while the company research lives somewhere else.
Watchlists become disconnected notes.
You save tickers, then still open separate tabs for prices, news, charts and company fundamentals.
Spreadsheets slow down the work.
Manual tracking makes it harder to see what changed in a holding, a watchlist or a business you follow.
A focused terminal for investors who track positions and research businesses.
Market Overview
Start with indices, movers, sector performance, news and a historical chart so you know what the market is doing before opening a company.
Watchlists
Create multiple watchlists, switch between them globally, open any company quickly and see quotes, news and price history for the active list.
Portfolio Tracking
Follow portfolios, holdings, cash and performance with views built around the positions you actually own.
Transactions & Imports
Keep a transaction ledger for manual portfolios and import supported broker files, including Interactive Brokers workflows.
Company Overview
Open a company profile with price chart, key statistics, analyst data when available, business description and exchange context.
Financial Statements
Review income statement, balance sheet, cash flow and ratios in one place, with year selection and clean tables.
Charts & Ratios
Select financial metrics and compare them visually across years to spot trends without building your own spreadsheet first.
Relevant News
Read market and company news tied to the companies in your overview and watchlists, without turning the product into a news feed.
Instrument-Aware Data
The product is being built around stable instruments, corporate actions and broker imports instead of treating every ticker as permanent.
A workflow shaped like the app, not a marketing fantasy.
Move from market overview to watchlist, portfolio, transactions and company fundamentals without losing context.
Active portfolio
$128.4K
Cash
$8.9K
Open positions
14
AAPL
Apple Inc.
MSFT
Microsoft
AMZN
Amazon
AAPL fundamentals
ROIC
147%
FCF Yield
3.8%
Gross Margin
43.8%
P/E
29.4x
Core portfolio
Holdings, cash, transactions and company context
Portfolio value
$128.4K
Cash
$8.9K
Open positions
14
AAPL
Company overview and fundamentals linked from holding
AAPL
Apple Inc.
MSFT
Microsoft
AMZN
Amazon
Fundamental metrics
ROIC
147%
FCF Yield
3.8%
Gross Margin
43.8%
P/E
29.4x
Latest transaction
Interface preview based on the active product direction. Final UI may vary.
Early access means honest product, not fake certainty.
STOK Terminal is being built in public-facing beta. The current focus is making portfolio tracking, watchlists and company fundamentals work together before expanding into broader discovery features.
Use what exists today
Market overview, watchlists, portfolio views, transaction history and company analysis are the core experience.
Expect active iteration
Some areas will change as the product matures, especially data coverage, imports and analysis workflows.
Help shape the roadmap
Early users can influence what comes next, from broker support to deeper fundamental research workflows.
Get early access as STOK Terminal evolves.
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