Sterling Stock Picker logo

Sterling Stock Picker

by SSP Software LLC
No reviews yet
ActiveAvailable globallyCloud
Quick facts
VendorSSP Software LLC
Year launchedN/A
StatusActive
Location200 2nd Ave S #203 St. Petersburg, FL 33701
Countries servedGlobal
Languages1
IntegrationsN/A
Free tierNO
Free trialYES
Contact salesNO

About Sterling Stock Picker

Sterling Stock Picker is a stock analysis tool that helps investors find stocks aligned with their values and risk tolerance.

Sterling Stock Picker is a web-based platform designed to assist individual investors in making informed stock market decisions. The software provides multiple ways to find stocks that align with a user's personal values, investment style, and risk tolerance. A key feature is 'Finley', an AI financial coach that offers personalized advice, real-time data, and risk analysis. The platform also includes a portfolio builder guided by a risk assessment survey and a proprietary 'North Star' technology that gives simple buy, sell, hold, or avoid signals. For community engagement, it offers a stock forum and weekly livestreams. The product is a web-based application and offers a 30-day free trial. Support is available via email and help videos.

Pros & Cons

Pros
  • Features an AI financial coach for personalized guidance.
  • Includes a community forum and weekly livestreams for user engagement and learning.
  • Offers a 30-day free trial for all plans.
  • Provides a simple 'Buy, Sell, Hold or Avoid' signal for quick decision-making.
  • Helps users build portfolios based on their specific risk tolerance.
Cons
  • No official integrations with brokerage accounts or other software are listed.
  • Primarily designed for self-directed retail investors.
  • Investment recommendations are educational and not personalized financial advice.
  • Full feature access requires a paid subscription after the free trial.

Features

Key features

AI Financial Coach (Finley)

Provides personalized financial assistance, including real-time data access, strategic investment advice, and risk assessment.

Portfolio Builder

Helps users construct an investment portfolio based on a risk tolerance survey.

Risk Assessment

Determines a user's risk tolerance level through a questionnaire and integrates it with the portfolio builder.

North Star Technology

A patent-pending feature that provides a quick recommendation to Buy, Sell, Hold, or Avoid a stock.

Stock Forum

A community hub for users to discuss market trends, share insights, and comment on individual stocks.

Additional features

Weekly Livestreams

Offers investment guidance from Jaden Sterling on market trends and stock opportunities.

Customizable Watchlists

Allows users to monitor specific stocks of interest.

Personalized Stock Recommendations

Suggests stocks based on risk tolerance, portfolio performance, and watchlist preferences.

Detailed Stock Information

Provides financial, technical, earnings, growth, and risk information for stocks.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Monthly plans

Monthly Subscription
USD 29/mo
flat rate · billed monthly
  • Unlimited stock screening
  • Northstar Rankings
  • Portfolio Builder
  • Finley AI
  • Weekly live streams
  • Community forum
  • Buy/Sell alerts

Suitable for users who prefer a flexible monthly subscription. Includes a 30-day free trial before billing begins.

Source: vendor pricing page →

Annual plans

Annual Subscription
USD 243/yr
flat rate · billed yearly · ≈ USD 20.25/mo
  • Everything in the Monthly plan
  • Approximately 30% savings compared to monthly billing
  • Full platform access
  • Finley AI
  • Stock Rockets
  • Portfolio Builder
  • Alerts & notifications

Best value for long-term investors seeking full access while reducing annual subscription costs. Includes a 30-day free trial.

Source: vendor pricing page →

Countries & Languages

Global
Countries served
1
Interface languages
1
Billing currencies

Interface languages

English

Billing currencies

🇺🇸USD

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