Stocky
Stocky is a self-hostable, AI-powered stock companion for casual long-term investors: a watchlist, a live agent that answers questions about the stocks you hold, and calm, sourced briefings instead of trade-now nudges. This is the high-fidelity interactive prototype, built on the QBall design system.
Problem
Casual long-term investors are stuck between two bad options. Consumer investing apps are built to maximize activity: gamified tickers, push notifications, and a constant nudge to trade, which is exactly the wrong incentive for someone who buys and holds. Professional terminals sit at the other extreme, priced and designed for full-time traders, overkill for a person tracking a dozen names they actually believe in. What's missing in the middle is a calm way to understand what's happening with the handful of stocks you hold, and to ask plain questions about them, without being sold to, spammed, or pushed to churn.
Users & JTBD
Casual long-term investors: the buy-and-hold crowd with watchlist-sized portfolios who want to stay informed without running a trading desk. They buy and hold, and they don't want an app engineered to make them anxious. What they want is a companion that keeps them oriented and answers honestly.
| When… | I want to… | So I can… |
|---|---|---|
| a stock on my watchlist moves or makes news | get a plain-language read on what actually happened | decide whether it matters to my thesis instead of reacting to a red number |
| I have a question about a company I hold | ask a live agent grounded in that stock's fundamentals, news, and filings | get an answer I can trust rather than a forum opinion |
| I want to keep an eye on something specific | set an alert on the exact condition I care about | stay informed without checking the app all day |
| I try a new tool with my financial data | bring my own model key and self-host it | keep control of my data and my costs |
Solution
Stocky is a calm AI companion for a portfolio you actually believe in. The prototype walks the full experience: a dashboard that puts your watchlist next to an AI conversation and a quiet notification feed; a stock detail view with a candlestick chart, fundamentals, recent news, and filings, plus a chat scoped to that one ticker; configurable alerts; magic-link sign-in; and periodic briefings that summarize what changed. The centerpiece is a live agent that answers questions about the stocks on your watchlist, grounded in each stock's own data.
Because Stocky is built on the QBall design system, the AI honesty comes built in. The design system ships a grounding guardrail: model output is flagged as sourced or unverified and the disclaimer stays visible, so the agent never dresses up an unsourced claim as fact. For anything touching money, that restraint is the feature. And it's self-hostable with bring-your-own-key, so your watchlist and your model spend stay yours.
What exists today is a high-fidelity, clickable prototype: every core screen built in HTML, CSS, and JavaScript and published to GitHub Pages, so the whole experience can be walked and reviewed before the real application gets built.
Outcome
The prototype is live and reviewable, the full flow from landing and sign-in through the dashboard, stock detail, alerts, and settings. It's the public showcase artifact for now; near v1, the same repository becomes the public release mirror of the deployable application, with source and release tracking synced from the private development repo. Stocky is also the proof that the QBall design system holds up in a real product: a data-dense, AI-driven finance surface built entirely on its tokens, components, and finance palette.
Highlights
- A calm, AI-powered stock companion for casual long-term investors: watchlist, per-ticker chat, and sourced briefings instead of trade-now nudges
- A live agent that answers questions about the stocks on your watchlist, grounded in each stock's fundamentals, news, and filings
- AI honesty built in via the QBall design system's grounding guardrail: model output flagged sourced or unverified, disclaimer always visible
- Self-hostable with bring-your-own-key, so your data and model spend stay yours
- The full core experience as a high-fidelity clickable prototype (HTML/CSS/JS) on GitHub Pages, ahead of the production build
- Stock detail with candlestick chart, fundamentals, news, and filings; configurable alerts; magic-link auth; periodic briefings
- Built on the QBall design system, and proof it scales to a data-dense finance product
- Near v1, the repo becomes the public release mirror of the deployable app