StockLM
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[ The AI research desk for stock investors ]

An analyst on every
stock you own.

StockLM follows the companies you hold: the news, the filings and the numbers. Its agent reads all of it against rules you wrote and gives you a verdict in plain words. What happened, why it matters, what it would do.

One email with your invitation, nothing else.

By invitation · Research tool, not investment advice

[ 01 · The platform ]

One desk for everything you hold.

StockLM is a research platform for people who pick their own stocks. Add the companies you own or watch, and the desk keeps up with each one: live quotes, statements as filed, every headline.

Ledger Mind, the desk's agent, does the reading. It judges each company against your own criteria and tells you where you stand, with the evidence behind every sentence.

The StockLM overview: portfolio value against the index, market pulse, watchlist and signals on one screen
  • Pick, Watch, AvoidA verdict on every company, with its confidence
  • Calm, Concern, AlertA news status, so you know when to look
  • As filedStatements from SEC EDGAR, US GAAP and IFRS, never rounded
  • Paper moneyStrategies are tested and run on paper. No real trades

[ 02 · The problem ]

Hundreds of headlines.
A handful matter.

The news on your companies never stops, and most of it changes nothing. Reading all of it is a job. StockLM does that job, so you read only what moves the case.

01News

Every story, scored

Each headline is rated from routine to act on, and the items add up to one status per company.

02Filings

The accounts, as filed

Annual and quarterly statements in the currency the company reports, with the exact figures.

03Prices

Trend, value, momentum

Checked against a buy checklist whose thresholds are yours to set.

[ 03 · What you can do ]

From a headline to a decision.

Five things you will do in your first week.

01

Get a verdict on any stock

Run an analysis and a team of AI analysts works the company: the accounts, the news, the price, the case for and the case against. You get Pick, Watch or Avoid, three plain sentences, and a forecast over 5, 20 and 60 days.

  • Says what would change its mind
  • Shows every step and the source behind each claim
  • Sent to a person for review when confidence is low
A stock page in StockLM: the desk verdict Pick for Apple with high confidence, the reasons and a forecast by horizon
02

Write your rules once

Your criteria are the judgement the desk applies: your philosophy, your risk tolerance and horizon, the sectors you never touch, the news that worries you, and when a person must look.

  • Hard exclusions force the result, whatever the model concluded
  • Every version is kept
  • Every verdict records the version it used
The criteria page in StockLM: investment philosophy, risk tolerance, holding horizon and hard exclusions, with a summary of what the rules do
03

Build the case on a board

A board is a canvas of live widgets for one question. A buy checklist with your thresholds, your thesis and what would change your mind, next to the price, the financials, the technicals, options, holders and filings.

  • Start from a template or from an empty canvas
  • Price alerts and rule alerts on the board
  • Compare several companies side by side
A board in StockLM: a buy checklist for Apple with eight of twelve rules passed, a decision card and a price chart
04

See your book against the market

Add your positions and the desk prices the book, draws it against the index on the same money, and shows where the weight sits. It marks the sells among what you hold and the buys on your watchlist.

  • Import a CSV or add positions by hand
  • Positions stay in your browser
  • Industry split and weight by position
The portfolio page in StockLM: market value, return, value over time and the split by industry and by position
05

Test a strategy before you trust it

Build a strategy from a template or from scratch and backtest it over ten years. The report says Pass, Weak or Fail, judged out of sample and against the market, and it says Weak when the answer is weak.

  • Every decision on the record, cycle by cycle
  • Promote a strategy to a paper run and watch it trade
  • Paper money only. No real trades are placed
A strategy backtest report in StockLM: the verdict Weak, the book drawn against the benchmark with the out-of-sample mark, return and deepest fall

Pictures of the app. The companies and figures shown are examples.

[ 04 · How it works ]

Three steps,
then it runs itself.

  1. 01

    Add your companies

    Search a ticker, add it to your watchlist or your portfolio.

  2. 02

    Write down your rules

    Start from the desk's defaults and change what you disagree with.

  3. 03

    Read the verdict

    The desk follows each company and tells you when something needs you.

Move your cursor through it

[ 05 · Also on the desk ]

The rest of the toolkit.

  • News desk

    Every headline in one place, clustered into stories, with the desk's status for each company you follow.

  • Ask Ledger Mind

    Ask about any company in plain words. The answers cite the filing or the story they come from.

  • Rooms

    Talk with your team next to the data. Private rooms and direct messages are encrypted in your browser.

  • Console

    A command line for options flow, open interest and chains, over the data the desk already holds.

  • Alerts

    Set your own thresholds on price and indicators. The desk tells you once when one is crossed.

  • Works with Claude

    Connect Claude to your desk and build, backtest and paper trade strategies from a conversation.

[ 06 · Pricing ]

Exact prices. Cancel any time.

You join by invitation and choose a plan once you are in. Plans are billed monthly and end at the close of the period you paid for.

  • Free

    1 seat

    $0.00a month

    The desk and the data, without the agent.

    • 3 boards
    • Portfolio, watchlist, signals and movers
    • Rooms
    Join the waitlist

  • Pro

    3 seats

    $49.00a month

    The agent on every company you follow.

    • Ledger Mind: verdicts on headlines, chat, filings
    • 500 rulings a day
    • 25 boards
    • Company network of customers and suppliers
    Join the waitlist

  • Team

    10 seats

    $199.00a month

    One desk for the whole team.

    • Everything in Pro
    • Unlimited rulings and boards
    • Single sign-on
    Join the waitlist

[ 07 · Questions ]

Before you ask.

Is this investment advice?

No. StockLM is a research tool. A verdict is an automated reading of public data against your own criteria, and it can be wrong. The decision is yours.

Does it trade real money?

No. Strategies and the paper desk trade paper money only. No order ever reaches a broker.

Where does the data come from?

Quotes and price history from Yahoo Finance and Databento, statements from SEC EDGAR, headlines from public news feeds. Market data may be delayed.

Which AI does it use?

Ledger Mind runs on Anthropic's Claude models. It reads, it explains and it cites. Your criteria decide what it looks for.

Which markets does it cover?

Any listing with a ticker on Yahoo Finance. Statements as filed are deepest for companies that report to the SEC.

When do I get in?

We open seats in batches. You get one email with your invitation, tied to the address you joined with, and nothing else.

[ Your seat ]

Take a seat
at the desk.

Join the waitlist. We open seats in batches and email your invitation.

One email with your invitation, nothing else.