Market Playbooks

Repeatable research workflows for any market regime.

Use structured Stox.AI playbooks to turn market noise into consistent decision frameworks. Adapt each workflow to your strategy or team process.

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Workflow scoreDesk mode

Standardized checklists improve consistency and reduce missed signals.

  • - Reuse proven setups across earnings, rotation, and risk cycles.
  • - Keep decision criteria aligned across analysts and PMs.

Featured Stox.AI playbooks

Each playbook includes prompts, validation checks, and monitoring templates used in real workflows.

Momentum Rotation Checklist

Detect sector leadership shifts early with ranked breadth signals, liquidity checks, and trigger-based monitoring.

  • Screen leaders and laggards in one query.
  • Validate trend persistence with context overlays.
  • Track invalidation levels with automated alerts.
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Earnings Week Preparation

Standardize pre-earnings research with AI briefs, expectation context, and scenario planning before event risk.

  • Review prior filings and management commentary.
  • Map expected revenue, EPS, and margin paths.
  • Set post-guidance alert conditions by ticker.
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Macro Shock Risk Radar

Map portfolio sensitivity to rates, commodities, and policy catalysts with continuous anomaly tracking.

  • Organize cross-asset watchlists.
  • Flag unusual dislocations as they emerge.
  • Share scenario updates across your desk quickly.
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Built for investors, traders, and research teams.

Investors

Run recurring portfolio reviews with proactive alerts when quality, valuation, or sentiment conditions shift.

Active Traders

Combine daily screening, intraday context, and journaling prompts in one fast workflow.

Research Teams

Collaborate on institutional-grade analysis with reusable templates and consistent review structures.

Guides to sharpen your AI research muscle.

AI Research Operating Model

Set a repeatable desk workflow around Discover, Analyze, and Act with standardized review cadence.

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Building Confidence in AI Outputs

Understand source context, reliability signals, and why each recommendation is surfaced.

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Integrating Stox.AI with Team Tooling

Route alerts, export briefs, and embed AI findings into investment memos and internal channels.

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Document, iterate, and share every insight.

Install Stox.AI to capture AI-backed insight directly in your market workflow and collaborate seamlessly with your team.

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