For professional investors and advisors · Chicago, Illinois
Monitor every position.Without watching every screen.
Stock Alarm continuously monitors portfolios, client holdings, and watchlists for material price moves, filings, earnings, news, analyst actions, and technical changes. When something matters, it alerts you instantly and opens the exact terminal context behind it. What started in 2019 as an alerting app is now one workflow: stay aware on mobile, investigate in the full market terminal.
Company record
- Founded
- 2019
- Headquarters
- Chicago, IL
- Ownership
- Center Mark Capital
- Registered investors
- 300,000+
- Alerts delivered
- 1M+per month
- Instruments covered
- 65,000+
- App Store rating
- 4.87,000+ reviews
Our commentary appears in
- Nasdaq
- Forbes
- MarketWatch
- Consumer finance portal
- U.S. News & World Report
- Euronews
What we build
The agent, the terminal, and mobile alerts in one product.
The agent watches the portfolio. The terminal explains the event. Stock Alarm Pro combines the surface investors use at the desk with the mobile awareness they need when they are away from it.
Portfolio agent feed
A live queue of material events across the positions, client holdings, and watchlists a professional investor monitors.
Open →Mobile market awareness
Real-time push, email, SMS, and phone-call alerts when a portfolio event deserves attention away from the desk.
Open →Screener
Rank the market by fundamentals, technicals, quality, growth, valuation, and relative strength across 3,600 stocks.
Open →Chart Studio
Plot any metric on one interactive chart: revenue, margins, ratios, relative strength, even macro series, over a decade of history.
Open →Institutional and source filings
13F holdings, superinvestor positioning, insider transactions, congressional trades, and the filings behind every signal.
Open →AskSA, your agent
Ask follow-up questions grounded in current market data, filings, charts, estimates, and the portfolio context that triggered the alert.
Open →The record
Seventeen years of building financial data products, in order.
- 2009
The founder leaves Google to build a financial data company
Shawn Carpenter co-founds and leads a financial data company for investment professionals. The company raises backing from Morningstar, Reed Elsevier, and Hyde Park Angels, grows to serve thousands of advisors, and is acquired by LLR Partners in 2020. It operates today with more than 100 employees.
$15M+raised before acquisition - 2019
Stock Alarm is founded
Morgan Howell and Yahia Bakour, engineers from Meta, Microsoft, and Amazon, build Stock Alarm to solve the last-mile problem for investors: getting material change to the person responsible for the position at the moment it matters. Push, email, SMS, and phone calls when an alert triggers.
iOS + Androidlaunch platforms - 2023
Center Mark Capital acquires Stock Alarm
Carpenter acquires the company through his firm and takes over as CEO. The app arrives with a 4.8-star rating from more than 7,000 reviews, earned by doing one thing exceptionally well.
180,000+users at acquisition - 2024
Stock Alarm Pro launches
The alerting app becomes a full research terminal: screening across the market, fundamental charting, heatmaps, power rankings, macro dashboards, institutional filings, and terminal-grade research on every covered name.
125+alert types - 2025
The platform reaches scale
Coverage expands past 65,000 instruments across equities, funds, indices, futures, macro series, and digital assets, monitored from a single account on web and mobile.
1M+alerts per month - 2026
The portfolio agent ships
Monitoring turns proactive. The agent watches portfolios, client holdings, and watchlists for filings, insider transactions, analyst actions, and price action, then opens the terminal context that explains what changed.
300,000+registered investors
The team
Built by people who had built this kind of product before.
Prior builds
- Financial data
- Meta
- Microsoft
- Amazon
- WallStreetView
Where the people who have built Stock Alarm worked before.
Stock Alarm has been built by people who had already built this kind of product: a financial terminal used by thousands of investment professionals, consumer software at Meta, Microsoft, and Amazon, and the alerting engine that more than 300,000 investors run today. The through line across all of it is the same conviction: professionals do not need more disconnected data. They need portfolio awareness connected to terminal context.
How it started
In 2019, two engineers from Meta, Microsoft, and Amazon, Morgan Howell and Yahia Bakour, built Stock Alarm to close the last mile between a market event and the person holding the position. It earned a 4.8-star rating from more than 7,000 reviews for doing that one thing exceptionally well.
Who runs it
Shawn Carpenter, founder and CEO, has been building financial data products since the dot-com era. In 2009 he left Google to co-found a financial data company and served as its CEO; the company raised more than $15 million from Morningstar, Reed Elsevier, and Hyde Park Angels, grew to serve thousands of advisors, and was acquired by LLR Partners in 2020. He acquired Stock Alarm through Center Mark Capital in 2023 with 180,000 users on the platform, and set out to build the terminal around the agent.
“Three companies and seventeen years later, the question has not changed: how do you make sure the person responsible for a portfolio knows what changed and has the terminal context to act on it? Stock Alarm is the best answer I have found.”
How we build
The rules the product is held to, in and out of code review.
Detection is deterministic. Explanation is AI.
A signal fires on fixed rules over real filings, real transactions, real price and volume. A model can describe what happened. It never decides that it did.
The portfolio is the starting point.
A professional does not need another generic feed. The agent starts with the positions, client holdings, and watchlists that actually require attention.
The terminal explains the event.
A notification is only useful if the next click opens the chart, filing, screener, macro context, or AskSA answer needed to understand it.
We report. We do not recommend.
Stock Alarm is a research platform, not a signal service. The job is to tell a customer when to look closer, never what to conclude.
Every claim carries receipts.
Signals are scored forward against subsequent market performance, with no lookahead and no cherry-picking. A small sample reads as collecting, not as a win.
Professional workflow without terminal pricing.
One subscription covers the terminal, the agent, and mobile alerts. No add-ons, no per-seat pricing, no separate mobile product.
Put the portfolio agent inside your terminal.
Watch portfolios and client holdings for material change, then open charts, filings, screeners, macro, and AskSA in the same workflow. One account across web, iOS, and Android.
Stock Alarm is a product of Center Mark Capital, LLC, Chicago, Illinois. Market data and research on this platform are provided for informational purposes only and are not investment advice, an offer, or a solicitation to buy or sell any security. For press, partnership, or support enquiries, visit our contact page.