Stock Engine Support

Frequently Asked Questions

Getting Started

Click 'Get Started' in the app to create an account using your Apple ID or Google account or email. If you already have an account set up with email, you can request a password reset if needed.

We currently offer users one free stock screen each month enabling a thesis to be created and a full stock analysis on this thesis to be run. To run additional screens on new theses, you can purchase a monthly credit bundle subscription or a pre-pay bundle of credits.

Core Concepts

Stock Engine helps you shape your thematic ideas or theses into structure: to test them, refine them, and express them as an investable opportunity you can track and evolve over time.

You can define your thesis by selecting one of the suggestions that Stock Engine derives from the latest news stories - and then refine it by exploring alternative directions and assumptions. You can also input your draft thesis directly and then refine it before screening stocks based on the thesis.

News

Our news data is aggregated from top financial news sources and filtered for relevance to the potential impact on stock prices. You can click on news sources to view the original articles on the publisher's website.

Yes, you can filter news to see stories related to the themes you are interested in.

Models & Data

Market data is updated in near real-time during market hours. Fundamental data and news stories are updated daily.

We use proprietary models to apply cutting edge AI to analyze themes, events and real-world data to generate insights on the impact on individual stocks.

Baskets & Portfolios

Thousands of stocks will typically be screened for an individual thesis. You can then filter stocks by criteria such as sensitivity to a thesis or by financial metrics such as market cap. Baskets of 20, 10 or 5 stocks can then be created at tracked over time.

Yes, you can export your portfolios via CSV. We plan to integrate with trading platforms in the future.

Pricing & Plans

We accept all major debit and credit cards. Payments are handled securly within the app.

Yes, you can change your plan at any time from your account settings. You can also purchase a pre-pay bundle of credits rather than subscribe to a monthly number of credits. We have a range of bundles available to suit different levels of usage.

Account & Security

Go to Account Settings > Security to update your password.

Visit our Privacy Policy page for full details.

What Makes Stock Engine Different?

Unlike simple screeners, Stock Engine helps you develop and refine theses based on news and events and then analyze how these impact stocks, allowing you to build cohesive portfolios based on the thesis.

No, Stock Engine provides data and tools for the analysis of factors that may impact stock prices. We do not offer investment advice.

Contact & Feedback

Please use the form below to report an issue.

Absolutely! We love user feedback. Send your suggestions using the form below.


Contact Us

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