StockStory
StockStory is an AI-powered equity analysis platform that generates written investment reports and stock recommendations for individual retail investors, operating a freemium subscription model distributed through its own site and syndicated across Yahoo Finance, TradingView, and other financial publishers. Acquired by Versant Media Group (CNBC parent) in April 2026.
- Company typePrivate
- Founded2020
- HeadquartersMiddletown, United States
- Headcount1–10
- GTM typeB2C
- OfferingSoftware
What StockStory does
StockStory is an AI-powered financial analysis platform founded in 2020 and headquartered in Middletown, Delaware, that algorithmically generates written equity research reports with buy, sell, and hold recommendations for individual stocks across sectors and market capitalizations. Its product suite includes individual stock analysis reports, a stock screener, a watchlist tool, quarterly earnings analyses with sector benchmarking, sector and industry teardowns, and curated thematic stock lists (Market-Beating Stocks, Strong Momentum, Cash-Producing Stocks). The platform's core technology combines predictive analytics on financial fundamentals with generative AI to produce natural-language research reports and NLP-based processing of earnings releases and market news, enabling a 1–10 person team to publish a high volume of analysis.
StockStory operates a freemium, content-led business model: free article excerpts and research summaries are published on stockstory.org and syndicated across major financial publishing platforms (Yahoo Finance, TradingView, The Globe and Mail, FinancialContent, Finviz, Barchart, Investing.com, Bitget) to attract retail investor traffic, and a premium subscription service converts engaged readers into paying subscribers for full research reports and curated stock picks. Its primary customer segment is individual retail investors and DIY stock pickers seeking independent, conflict-free research — explicitly distinguishing itself from sell-side firms that avoid negative ratings due to M&A advisory conflicts.
In April 2026, StockStory was acquired by Versant Media Group, the Comcast/NBCUniversal spinoff housing CNBC, with the stated intent of integrating StockStory's AI analysis capabilities into CNBC's digital investing features and data-driven retail-investor content. Prior to the acquisition, the company had raised approximately $3.2 million since 2020, including a $700,000 seed round led by Credo Ventures in September 2020. Post-acquisition, StockStory operates as part of CNBC's broader digital platform.
StockStory firmographics
Firmographics- Name
- StockStory
- Legal name
- StockStory
- Website
- https://stockstory.org
- Company type
- Private
- Founded year
- 2020
- Operating status
- Acquired
- Headcount range
- 1–10 employees
- Short description
- StockStory is an AI-powered equity analysis platform that generates written investment reports and stock recommendations for individual retail investors, operating a freemium subscription model distributed through its own site and syndicated across Yahoo Finance, TradingView, and other financial publishers. Acquired by Versant Media Group (CNBC parent) in April 2026.
- Ownership category
- akta.pro rank
StockStory industry classification
Industry- Product category
- Investment Research Software
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Quantitative/Systematic Equity (Active) (FSAAAIAL)
- akta.pro secondary industries
- Sector/Thematic Equity (Active) (FSAAAIAG), Small-Cap Equity (Active) (FSAAAIAC), Large-Cap Equity (Active) (FSAAAIAA)
Keywords
Where StockStory is headquartered
LocationHeadquarters
- HQ city
- Middletown
- HQ country
- United States
- HQ region
- North America
Markets served
StockStory business model
Business model- GTM type
- B2C
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations
Revenue model
- Premium Research Subscription: The platform operates a freemium model where free article excerpts and research summaries attract readers, with premium subscription services providing full in-depth research reports, curated stock recommendations, and detailed quantitative analyses. Articles explicitly promote StockStory's 'premium investment research services' and 'subscription service' as the source of stock picks.
Go-to-market motion1 record
Distribution channels2 records
Marketing channels6 records
StockStory product offering
Product offeringCore offering
StockStory operates an AI-powered financial analysis platform that algorithmically generates written investment research reports with buy, sell, and hold recommendations for individual stocks across sectors and market capitalizations. The platform publishes daily analysis articles on earnings, sector comparisons, and curated thematic stock lists, monetizing through a freemium model in which free content drives traffic to a premium subscription service delivering full research reports and curated stock picks.
Product overview
StockStory is an AI-powered financial analysis platform that provides automated investment research and stock recommendations. The platform offers a unified service combining stock analysis reports, screening tools, watchlists, and earnings analysis. Users can access individual stock research reports with buy/sell/hold recommendations, use the screener to filter stocks by financial metrics, and track investments through watchlists. The platform also provides sector benchmarking and market trend analysis to support investment decisions.
Differentiator
Problem solved
Functional benefit
Products and services
- Stock Analysis Reports AI-powered investment research reports providing buy/sell/hold recommendations on individual stocks with detailed financial analysis, valuation metrics, fundamental trend analysis, and sector benchmarking, targeted at individual retail investors.
- Stock Picks Service Subscription-based stock recommendations service delivering curated investment opportunities and alternative stock suggestions based on the platform's AI-driven analysis, marketed to retail investors as a premium offering.
- Earnings Analysis Articles Published quarterly earnings results analyses comparing company performance against analyst estimates with sector benchmarking, designed to help retail investors interpret individual earnings reports in context.
- Sector and Industry Analysis Comparative analyses of stock performance within specific sectors and industries, evaluating multiple companies and their relative positioning for retail investor audiences.
- Thematic Stock Lists Curated thematic stock screens and lists such as Top 5 Growth Stocks, Strong Momentum, Market-Beating Stocks, and Cash-Producing Stocks, organizing recommendations by investor-relevant themes.
Quantifiable outcome
- Published analysis identifies stocks that beat the market over five years (e.g., Broadcom +702%, Comfort Systems +2,475%, Standex +263%; historical picks cited: Nvidia +1,326%, Exlservice +354%, Tecnoglass +1,754%, Kadant +351%)
Companies that use StockStory
Customer profileSegments1 record
Ideal customer profiles1 record
StockStory technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability3 records
Feature1 record
StockStory partnerships and signals
Strategic signalScale indicators1 record
Recent moves5 records
Expansion highlights4 records
StockStory competitors and assessment
Company assessmentMarket position
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
StockStory social profiles
Digital presenceStockStory financial estimates
Financial estimateRevenue estimate
Valuation estimate
StockStory leadership team
Management profileNumber of profiles
Profiles8 records
StockStory funding detail
Funding detailFunding overview
Funding rounds1 record
Investors1 record
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
StockStory M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about StockStory
What does StockStory do?
StockStory operates an AI-powered financial analysis platform that algorithmically generates written investment research reports with buy, sell, and hold recommendations for individual stocks across sectors and market capitalizations. The platform publishes daily analysis articles on earnings, sector comparisons, and curated thematic stock lists, monetizing through a freemium model in which free content drives traffic to a premium subscription service delivering full research reports and curated stock picks.
Is StockStory a public or private company?
StockStory is a private company. It is classified as corporate owned and is currently acquired.
When was StockStory founded?
StockStory was founded in 2020. It employs 1 to 10 people.
Where is StockStory based?
StockStory is headquartered in Middletown, United States, in the North America region.
How does StockStory make money?
One revenue line is on record: premium Research Subscription.
Does StockStory have an API?
No public API is recorded for StockStory.
What industry is StockStory in?
StockStory's product category is Investment Research Software. Its primary akta.pro industry code is FSAAAIAL, Quantitative/Systematic Equity (Active), with a secondary code of FSAAAIAG, Sector/Thematic Equity (Active). Its NAICS code is 523940 and its SIC code is 6282.