Stock Alarm Pro for RIAs and advisors
Program in every client portfolio. We watch the book for you.
Stock Alarm Pro gives advisors a proactive monitoring layer across client holdings. Load portfolios, let Stock Alarm watch every position for material events, then open the full research terminal when a holding needs attention.
300K+
registered users
1M+
alerts sent monthly
4.8
rating from 7,000+ app reviews
65K+
tickers and assets monitored
Book watch
Mitchell household
Gomez trust
Patel rollover
Alert
AAPL 8-K
Risk
NVDA tilt
Research
Open Atlas
Enter every portfolio
Create households, link accounts, upload statements, paste CSV, or enter holdings manually so every client book has a live watch layer.
OpenWe watch every holding
Stock Alarm monitors the names clients own for material price moves, filings, analyst actions, insider activity, trend breaks, and earnings events.
OpenYou get the call trigger
Alerts and feed events turn portfolio changes into advisor action: review the holding, open the terminal, and decide whether the client needs a call.
OpenResearch in the terminal
Open charts, screeners, Atlas AI research, institutional data, macro dashboards, and advisor analytics without leaving the same workspace.
OpenAdvisor suite
Portfolio analytics built around the client book.
The advisor workflow starts with households and holdings, then branches into review, proposal, research, planning, risk, and tax workflows. It is a monitoring and analytics layer, not a CRM, custodian, or planning replacement.
- Client households and linked accounts
- Statement upload, CSV paste, and manual holdings entry
- Holdings X-Ray: concentration, style, sectors, income, overlap
- Risk decomposition, drawdown, performance attribution, factor exposure
- Scenario stress tests and historical shock modeling
- Monte Carlo and withdrawal analysis
- Tax-loss harvesting, wash-sale checks, and substitutes
- Client tearsheets and print-ready review exports
Research terminal included
When an event fires, the research desk is already open.
Advisors do not just get an alert. They get the same workspace for charts, screeners, AI research, filings, market context, and institutional activity, so the next client conversation starts with evidence.
- Live quotes and full-screen terminal
- Professional stock and ETF screener
- Chart Studio and fundamental charts
- Atlas AI research assistant
- Institutional, insider, Congress, and 13F data
- Macro, rates, inflation, bonds, and central bank dashboards
- Signal feed and forward-measured scoreboard
- Mobile, web, email, and SMS alert delivery
G2 category evidence
Built for the same evaluation set as financial research platforms.
Stock Alarm Pro is positioned for G2 as B2B financial research and portfolio monitoring software for RIAs, financial advisors, analysts, and investment professionals.
Financial research
Market data, company research, macro context, screeners, charts, institutional activity, filings, and AI research in one workspace.
Portfolio monitoring
Advisors can enter client portfolios and monitor holdings continuously instead of only reviewing performance after the fact.
Advisor analytics
Risk, tax, stress testing, Monte Carlo, rebalancing, household aggregation, and client-ready review tools live under /advisor.
Financial advisors
Monitor holdings across households and know when a client position deserves outreach.
RIA teams
Add a proactive event layer beside the existing CRM, planning, custodian, and reporting stack.
Research analysts
Move from alert to source material, chart, screen, or AI explanation in the same terminal.
Portfolio managers
Track risk, concentration, factor exposure, shocks, and material market events across the book.
Research for advisor teams
The linkable case for a monitoring layer.
Use these resources for advisor-tech directories, RIA software evaluation, and YCharts-alternative research. They make the category argument before the product pitch.
Portfolio Monitoring Gap Report
The category framework for why advisor stacks need a proactive whole-book watch layer.
ReadAdvisor Tech Stack Guide
A category-by-category field guide to CRM, planning, reporting, research, risk, AI, and monitoring.
ReadYCharts Alternative
A fair comparison for advisors who need monitoring and a research terminal more than proposal software.
ReadReady for review
Use this page as the G2 proof URL.
It shows the B2B buyer, the advisor workflow, the portfolio monitoring job, and the research terminal categories in one public source.