Stocks In Global

What Stocks In Global does

Stocks In Global Group Pty Ltd (ABN 664 700 074) is an Australia-based subscription investment research firm headquartered in North Sydney, NSW. It targets wholesale clients as defined under section 761G of the Corporations Act 2001 (Cth) and provides stock recommendations, portfolio construction, and market analysis focused on the Australian Securities Exchange (ASX). The legal entity operates as a corporate authorised representative (CAR No. 001301394) of Sandford Capital Pty Limited (AFSL 461981), with brokerage and managed-portfolio authorisations routed through Australia National Investment Group Pty Ltd (AFSL 522028). The platform is structured around three core portfolios (Growth, Income, Mining), a weekly members-only newsletter covering BUY recommendations and macro/geopolitical events, a stock screener with more than 200 defined metrics, and a "Find My Rating" tool that leverages Tradingview for ad-hoc coverage outside the firm's direct research scope.

The product architecture blends conventional fundamental, technical, and macro analysis with AI-augmented tooling used to scan market data, identify patterns in stock charts, and surface trading signals for the Market Master alerts and AI Portfolio Healthcheck modules. Commercialisation follows a tiered subscription model with published pricing: a one-year Kickstarter plan at A$2,994, a three-year Investor plan at A$5,494, a five-year SMSF plan at A$6,994, and a menu of annual add-on packages ranging from A$1,997 to A$5,995 (Market Master alerts, VIP Premium Services, AI Portfolio Healthcheck, USA Trading Alerts, Corporate Advisory). Beyond subscriptions, the firm charges a 1.5% per-transaction brokerage facilitation fee and offers an optional 2.0% per annum managed-portfolio fee on funds under management.

Go-to-market is domestic-Australia-centric with a recently extended New Zealand footprint, executed primarily through direct website sales, a "Request a Walkthrough" funnel converting prospects with equity specialists, and a members portal serving existing subscribers. Stripe is used for payment processing across the catalogue. The firm employs 11–50 staff, was founded in 2022, and operates without public funding or ownership disclosures beyond the Sandford Capital AFSL relationship. No public financials, subscriber counts, or capital raise data are available in the source set.

Name

Stocks In Global

Legal name

Stocks In Global Group Pty Ltd

Website

https://stocksinglobal.com.au

Company type

Private

Founded year

2022

Operating status

Operating

Headcount range

11–50 employees

Short description

Stocks In Global is an Australian subscription investment research firm providing AI-assisted ASX stock recommendations, portfolio management, and market analysis. It serves wholesale investors and SMSF clients through tiered subscriptions, transaction fees, and managed services under an AFSL arrangement.

Ownership category

akta.pro rank

Product category

Investment Research & Advisory

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282), Security & Commodity Brokers, Dealers, Exchanges & Services (6200)

akta.pro primary industry

Large-Cap Equity (Active) (FSAAAIAA)

akta.pro secondary industry

Corporate Finance & Capital Advisory (BPAHADAB)

Keywords

• ASX stock recommendations
• Investment portfolio advisory
• Stock market research
• AI trading analysis
• Wealth management subscriptions

Headquarters

HQ city

North Sydney

HQ country

Australia

HQ region

Oceania

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Marketing or Sales, Technology or R&D, Operations

Revenue model

1. Subscription Plans: Three main subscription tiers (Kickstarter at $2,994/year, Investor at $5,494 for 3 years, SMSF at $6,994 for 5 years) providing access to core portfolios, newsletters, account management, and stock recommendations with defined entry and exit prices.
2. Brokerage Facilitation Services: Facilitates access to third-party execution and brokerage for equities and listed securities. A brokerage service fee of 1.5% per transaction is charged at trade execution, in addition to exchange, clearing, or third-party charges.
3. Portfolio Management Service: Optional portfolio management service charged at 2.0% per annum on funds under management, accrued periodically and charged in arrears, calculated on the portfolio's average daily value.
4. Add-on Services: Additional packages including Market Master Trading Alerts ($2,995), VIP Premium Services ($4,995), AI Portfolio Healthcheck ($1,997), USA Trading Alerts, and Corporate Advisory ($5,995).

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels4 records

Core offering

Stocks In Global is a subscription-based investment research and model-portfolio service focused on Australian (ASX) equities. Members receive curated stock recommendations, dedicated portfolio allocations across Growth, Income, and Mining mandates, weekly news and high-conviction buy reports, and AI-assisted screening and rating tools. The service is operated under Sandford Capital Pty Limited's AFSL and targets wholesale investors requiring a higher-touch, account-managed research experience.

Product overview

Stocks In Global is a market research company providing in-depth analysis and recommendations for ASX stocks. The platform operates as a subscription-based service with three pricing tiers (Kickstarter, Investor, SMSF) and multiple add-on modules. Core offerings include three managed portfolios (Growth, Income, Mining), weekly financial news newsletters, and AI-powered analysis tools. Additional premium services include Market Master trading alerts (both ASX and USA), VIP premium services, AI portfolio healthcheck, and corporate advisory. The platform combines fundamental, technical, and macro analysis with AI technology to deliver stock recommendations with defined entry and exit prices.

Differentiator

Problem solved

Functional benefit

Products and services

• Growth Portfolio A model portfolio of growth-oriented ASX stock recommendations included with the subscription service for wholesale investors seeking capital-appreciation ideas.
• Income Portfolio A dividend- and yield-oriented ASX model portfolio delivered to subscribers targeting regular income streams, including SMSF investors.
• Mining Portfolio A sector-specialist model portfolio of ASX-listed mining stock recommendations for subscribers seeking dedicated exposure to the resources sector.
• Weekly News Report (with High-Conviction Buys) A weekly member newsletter that combines market news for the week with one or more high-conviction ASX buy recommendations for subscribers.
• AI-Based Analysis & Tools A suite of AI-driven research features including Find My Rating scoring and related tooling designed to augment human ASX stock analysis for members.
• Stock Screener A standalone screener of ASX-listed stocks exposing more than 200 fundamental and technical metrics, with TradingView integration for charting and filtering.
• Find My Rating An AI-derived rating tool that scores individual ASX stocks across fundamental factors to help members evaluate buy or sell candidates.
• Market Master: ASX Trading Alerts A real-time or intraday alert service delivering buy/sell signals on ASX stocks, available as a paid add-on to subscription members.
• VIP Premium Services An upgraded member-experience tier offering enhanced support and engagement on top of the standard subscription service.
• AI Portfolio Healthcheck An AI-driven diagnostic that reviews a member's existing ASX portfolio and surfaces health, risk, and rebalance insights, delivered as a paid add-on.
• Market Master: USA Trading Alerts A US-market counterpart to the ASX Market Master alerts service, delivered as a paid add-on for members wanting US-equity trading signals.
• Corporate Advisory An advisory service offering bespoke research and capital-markets input to corporate and institutional clients, available as a paid add-on.

Segments4 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

AI capability5 records

Feature3 records

Partnerships

Three partnerships are on record, tiered core and supporting.

• Sandford Capital Pty LimitedcoreOthersStocks In Global Group Pty Ltd operates as a corporate authorised representative (CAR No. 001301394) of Sandford Capital Pty Limited (ABN 82 600 590 887) (AFSL 461981), which provides the Australian Financial Services Licence under which the company operates.
• Australia National Investment Group Pty LtdcoreOthersBrokerage facilitation services and portfolio management services may be provided under arrangements authorised by Australia National Investment Group Pty Ltd (AFSL 522028). The Licensee's Financial Services Guide (FSG) details authorisations, service scope, and how fees are handled.
• StripesupportingTechnology or IntegrationStripe is used as the payment processing platform for all payments made in the course of using the Services. Users must agree to be bound by Stripe's terms and conditions when making payments.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Fat Tail Daily: Australian investment research subscription service publishing regular recommendations and macro commentary. Directly comparable subscription newsletter model targeting Australian retail investors.
• Eureka Report: Long-running Australian investment newsletter and advisory subscription published by InvestSMART. Comparable in providing regular stock recommendations, portfolio ideas, and analysis to Australian retail subscribers.
• Motley Fool Australia: Subscription-based stock advisory and research service targeting Australian retail investors. Closely comparable business model — multi-tier recurring subscriptions, ASX-focused recommendations, and stock-picking content — making it the most direct peer.
• Stockhead: ASX-focused financial news and small-cap research platform serving active Australian investors. Comparable in audience (retail/semi-professional ASX traders) and editorial-research hybrid offering, though primarily ad-supported rather than subscription-led.
• Selfwealth: Australian retail brokerage platform with premium membership tiers that bundle research and analyst content. Comparable in combining an ASX trading-access layer with subscription research services.
• InvestSMART: Australian investment research and portfolio platform offering model portfolios, research, and premium subscription tiers. Comparable as a subscription-based Australian investment research and portfolio service.

Broad incumbents

• Morningstar Australia: Large established global investment research firm with a strong Australian presence. Overlaps in stock research, ratings, and portfolio tools but operates at much larger scale and breadth across asset classes.
• Bell Potter Securities: Full-service Australian broker and wealth manager providing equity research across the ASX. Comparable research capability but distributed as part of a full-service brokerage/advisory offering rather than a standalone subscription.
• CommSec: Australia's largest retail broker (Commonwealth Bank subsidiary) with a free research platform. Overlaps in serving ASX retail investors with research and recommendations, but bundled into a much broader brokerage offering.

Others

• Stake: Australian digital brokerage platform offering US and ASX trading access with embedded research and educational content. Comparable only as an adjacent ecosystem participant enabling retail investors in Australia; not a direct subscription-research competitor.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/profile.php

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Stocks In Global