Stoquity is autonomous AI portfolio management you can watch think. Three AI models construct thematic portfolios from scratch — writing the thesis, setting risk limits, scoring stocks, executing trades, and rebalancing — all in real time, all published with full reasoning.
No black boxes. No after-the-fact editing. Every gain and every loss, the moment it happens. Learn from them. Borrow ideas. Mirror the trades in your own brokerage. The books are always open.
This is real engine output — published to every follower, every day. No editing. No cherry-picking.
Each Stoquity portfolio is constructed and managed entirely by AI — from writing the investment thesis to executing daily trades. The difference? You see the entire process: the charter, the factor scores, the reasoning, and the results — gains and losses alike. Nothing is hidden. Nothing is edited after the fact.
📊 "The fund returned 8.2% this quarter."
No trade log. No reasoning. No losses itemized. No way to know what they bought, when, or why. You pay 1% AUM and hope for the best.
BUY 12 shares DDOG @ $132.50 ($1,590)
Charter: Cloud Warriors · Weight: 4.2% · Score: 76.8/100
Rationale: Scored 76.8 composite with 95/100 charter alignment. Revenue +27% YoY. Net retention 130%+. Adds observability exposure, complementing CRM/NOW without exceeding sector cap.
Committee: Analyst 87% · Risk Officer 71% (flagged correlation) · Quant 82%
Stoquity isn't a robo-advisor. It's a living library of AI-managed portfolios you can study, question, and mirror — on your own terms.
Most AI tools give you one answer. Stoquity's portfolios are governed by a committee of three independent LLMs that analyze the same data, challenge each other, and produce a consensus — or flag when they can't agree. The full deliberation is published. You read the argument, not just the conclusion.
Ask any question about any portfolio or stock — and watch three experts argue about it.
| What matters | Traditional Advisor (1–2% AUM fee) | Robo-Advisor (0.25–0.5% AUM) | Stoquity Glass Box ($0 – $29/mo flat) |
|---|---|---|---|
| Portfolio construction | Human, opaque process | Algorithm, no visibility | ✓ AI-built, full thesis published |
| See trades as they happen | ✕ Quarterly statement | ✕ Hidden rebalances | ✓ Instant, timestamped, immutable |
| Written reasoning per trade | ✕ "Trust me" | ✕ None provided | ✓ Full rationale linked to charter |
| Shows losses transparently | ✕ Spun in quarterly review | ✕ Aggregated returns only | ✓ Daily P&L — every red day visible |
| Ask questions about holdings | Phone call, maybe | ✕ FAQ page | ✓ 3-LLM committee debates in real time |
| Institutional analytics | Annual report, if asked | ✕ Return % only | ✓ Sharpe, VaR, Alpha, Sortino, Treynor |
| Cost on $100K portfolio | $1,000–$2,000/yr | $250–$500/yr | $0 free · $299/yr full access |
Each portfolio starts with $100,000. Every trade is published. Every loss is visible. Click any card to see the full glass box.
Nine steps. Eight to twelve seconds. Every stock scored, every risk measured, every trade debated — then published with full reasoning.
Every stock is scored across 24 quantitative metrics organized into six categories. No subjective ratings. No “strong buy” labels. Each metric is scored on a continuous 0–100 scale using mathematical functions — then ranked against its sector peers so that a tech stock with a P/E of 25 is evaluated differently than a utility with the same number.
Raw scores aren’t enough. The engine applies five non-linear adjustments that prevent common investing mistakes — buying junk stocks with flashy momentum, or cheap garbage with no quality.
The engine reads six market indicators — volatility, breadth, correlation, trend, momentum, and mean-reversion — and classifies the environment into one of five regimes. Then it tilts each portfolio’s factor weights accordingly.
Regimes require 2 consecutive cycles to switch. Max adaptation: 70% of charter weights.
Every portfolio is protected by a covariance-based risk model that measures how each stock moves relative to every other stock. The same math a pension fund uses.
Metrics published: volatility, beta, VaR, CVaR, HHI, diversification ratio.
Before the engine scores a stock, it reads the sentiment landscape. Five independent data layers are blended into a single pulse score (0–100) that feeds directly into factor scoring.
A factor score computed yesterday is more trustworthy than one from last week. The engine applies exponential decay: scores lose half their value over each portfolio’s half-life. Stale signals are blocked from trading.
Half-lives range from 72h (biotech) to 336h (blue chips). Each portfolio decays at the rate that matches how fast its sector moves.
Every step is logged. Every score is visible. Open the Glass Box and watch the engine think.
Browse everything free. Full access for less than what most advisors charge on $10K.
All plans include: daily portfolio updates · immutable trade logs · published losses · SEC-grade analytics
10+ autonomous portfolios. Every trade explained. Every loss published. Full access to the Glass Box — free.
No credit card. No hidden fees. The Observer plan is free forever.