FAQ

StoqPulse — Frequently Asked Questions

Whatever you're wondering about StoqPulse — methodology, data, billing, security — it's probably here.

Getting started

StoqPulse is a stock research workspace for disciplined investors. It combines a composite scoring engine, a fast stock screener, deep per-name fundamental and technical analysis, portfolio risk analytics (VaR, concentration), a decision journal, macro regime scoring, backtesting, fair value / DCF, earnings transcripts, AI analysis narratives and an education library — all in one streamlined interface, covering US, Canadian and European markets.

Self-directed individual investors, family-office and boutique portfolio managers, and quantitatively-minded researchers who want a consistent, transparent process rather than scattered tools and gut feel.

No. StoqPulse is brokerage-agnostic — no account linking is required. You use the full research suite and track positions you enter yourself, so research is the product.

Under two minutes. Create an account, pick a preset screen or add a few tickers to your watchlist, and you're researching immediately.

Methodology

We normalise dozens of inputs into four pillars — fundamentals, technicals, sentiment and macro — then blend them into a single 0–100 score. On Power you can adjust the pillar weights with custom factor controls so the composite score reflects your own investment philosophy.

The Piotroski F-Score is a nine-point checklist of financial health spanning profitability, leverage and operating efficiency. We compute it for every name and show each component so you can see exactly why a company scores the way it does.

Yes. Every score breaks down into its inputs, and the AI copilot cites the underlying data behind its answers. Nothing is a black box.

Data & accuracy

From a curated blend of market-data, fundamentals, macro, filings, and news providers. The free 14-day trial receives delayed end-of-day data; Starter, Pro and Power receive real-time intraday market data.

The free 14-day trial uses delayed end-of-day data; Starter, Pro and Power use real-time intraday market data with fundamentals refreshed throughout the trading day. Power additionally receives priority data refresh for faster quote updates.

The free 14-day trial and Starter cover US equities (NYSE, Nasdaq, NYSE American). Pro adds Canadian markets (TSX, TSX Venture, CSE). Power unlocks full coverage: US, Canada and European markets including XETRA (Germany), Euronext Paris, Euronext Amsterdam, Borsa Italiana, Madrid SE, Oslo Børs and Nasdaq Stockholm.

Yes. StoqPulse is an informational and educational stock research tool. It does not provide investment advice, trade recommendations or portfolio allocations. StoqPulse is not a registered investment adviser and is not regulated by the SEC, FCA or ESMA.

Billing & plans

Yes — every new account starts with a 14-day free trial, no credit card required. The trial includes composite scoring, a basic screener and the education library. After 14 days, choose a paid plan — Starter, Pro or Power — to keep going and unlock the full research and portfolio suite.

Yes. All plans are billed monthly in USD. Your 14-day free trial requires no card. Choose a paid plan when the trial ends, then upgrade, downgrade or cancel in one click from settings — no lock-in, no penalties.

Yes. Cancel in one click from settings — you keep access through the end of your billing period, with no penalties.

AI features

Ask AI lets you ask plain-English questions about any stock — fundamentals, valuation, risk, recent filings, news — and receive a cited, source-backed answer. AI analysis narratives generate a structured research summary covering business quality, financial health and key risks. Monthly AI narrative and Ask AI allowances scale by plan — see the pricing page for current limits.

No. AI-generated analysis narratives and Ask AI responses are automated research tools, not personalised financial advice. Every answer cites the underlying data so you can verify it. StoqPulse is not a registered investment adviser, and AI output is designed to support your own research process — not to replace your judgment.

We take grounding seriously. Every AI response is anchored to the data available in your workspace — financials, filings, macro indicators — and cites its source inline. We do not generate speculative price targets or unsupported forward-looking predictions. If the underlying data is unavailable, the AI says so.

Security & privacy

Connections and credentials are encrypted in transit and at rest. We never sell your data, and you can export or delete it at any time.

Never. Your holdings, watchlists and journal are private to your account.

Still have a question?

Our team usually replies within a few hours. We're happy to help.