Tagline

Stockxy: The "Notion" for Value Investors. Build your Buffett-style investment database.

Introduction

Stockxy is the ultimate operating system built specifically for fundamental investors who want to compound knowledge, not just wealth.

Most tools focus on day trading or simple price tracking. Stockxy is different. It seamlessly integrates real-time portfolio tracking with a Notion-style journaling experience, empowering you to document your thesis, track your conviction, and visualize your logic directly on the price chart. Stop using disconnected spreadsheets and notes—unify your investment workflow in one rational, privacy-focused workspace.

Key Features

• 📝 Rich-Text Investment Journal: A powerful, Notion-like editor to document your Sentiment, Rationale, and Fair Value structuredly.

• 📊 K-Line Logic Sync: Visualize your journal entries directly on the stock's price chart. See exactly what you were thinking at that specific price point.

• 🌍 Global Market Data: Automated real-time quotes for US, Hong Kong, and China A-shares. No more manual Excel updates.

• 🛡️ Privacy First: Your financial data is encrypted and 100% private. We are a tool, not a data broker.

• ⚡️ Instant Portfolio Analytics: Track P/L, diverse allocation, and cost basis in real-time across multiple currencies (USD, HKD, CNY).

Use Cases

1. The Deep Research Context Instead of scattered notes, attach detailed research directly to your ticker symbol. When looking at $AAPL, see your Q3 earnings analysis, valuation model, and buy-thesis in one click.

2. The "Why" Behind the Buy Avoid emotional trading by forcing yourself to write down the "Why" before you buy. Stockxy helps you build conviction by turning vague feelings into written investment theses.

3. The Rational Review Look back at your trades 6 months later. Did the price move because your thesis was right, or was it luck? Review your past logic overlaid on the K-line chart to improve your decision-making process over time.

Pricing Information

Freemium Model.

• Free Starter: Perfect for beginners. Track up to 5 stocks and write 50 deep research journals for free. No credit card required.

• Pro Plan: Unlimited stocks, unlimited journals, and priority support for serious investors.