Stock Alarm Pro for RIAs and advisors
Never miss another move.
A research terminal with always-on monitoring of your whole portfolio, wherever you are.
Portfolio watch
Mitchell household
AAPL 8-K filed
Gomez trust
NVDA downgrade wave
Patel rollover
MSFT insider cluster
The agent turns client holdings into a live event queue.
Alert
AAPL 8-K
Risk
NVDA tilt
Research
Open AskSA
Load client holdings
Upload a statement, paste a CSV, or enter a household manually. Start with one portfolio.
OpenThe agent watches
Filings, earnings, insider trades, analyst actions, congress trades, trend breaks, and unusual moves.
OpenOpen the terminal
Every signal can turn into a chart, filing, screener, AskSA answer, or client-ready review.
OpenWhat the agent watches
The alerts that become advisor action.
The point is not another dashboard. The point is knowing when something changed in a holding a client actually owns.
Company events
Earnings, filings, press releases, trend breaks, and unusual price or volume moves.
Smart-money activity
Insider clusters, congressional disclosures, institutional moves, and analyst changes.
Advisor context
Concentration, household exposure, watchlist relevance, and the research trail behind the alert.
Advisor workflow
Portfolio tools for the account.
Households, imports, X-Ray, and client-ready reviews live beside the monitoring layer.
Research terminal
The desk for what comes next.
Charts, screeners, AskSA, filings, institutional data, macro, and alerts are all in one workspace.
Start simple
Load one client portfolio. See what the agent catches.
One household is enough to understand the workflow: monitored holdings, material events, and the terminal ready when you need to research the next step.