StoPick

A browser extension for stock portfolio management and analysis

StoPick is a portfolio rebalancing assistant that lives in your browser's side panel. Define how you want your investments allocated - across regions, asset classes, or individual positions - and StoPick tells you what to buy or sell to stay on target. How it works: Set up a sleeve tree: a flexible, hierarchical structure where each node represents a portion of your portfolio. Assign stocks to leaf nodes, and StoPick reads your actual holdings directly from your broker page. It then compares target vs. actual allocations and surfaces clear Buy / Sell recommendations - no spreadsheets required. Key features: Holdings overview - see at a glance all your holdings grouped by broker or currency Target allocation tree - build a nested hierarchy of sleeves with percentage targets at each level Live rebalancing suggestion - connect to your broker page and see your actual vs. target allocation instantly Next investment calculator - enter an amount and get a proportional split across underweight positions AI prompt export - copy a ready-made prompt to get a second opinion from your AI assistant Privacy first - all data stays local in your browser; nothing is sent to any server Supported brokers/platforms: Tradeville (Romania) XTB CoinMarketCap