StoryStocks.ai
How It Works

A curated market lens,built on historical evidence.

StoryStocks helps serious traders understand what matters in the market today, go deeper on individual stocks, and make better decisions through a lens grounded in real historical outcomes — not opinions, alerts, or black-box signals.

The Workflow

Start at the Desk. Go deeper on any stock. Ask Echo.

StoryStocks isn’t a warehouse of tools. It’s a single workflow designed to take you from “what’s interesting today?” to “do I have an edge here?” in a few minutes.

1

Start at the Desk

Every day, StoryStocks publishes a short board of the most interesting setups in the market. The Desk tells you what matters today — which stocks are at structural inflection points and why.

Open the Desk
2

Open a stock page

Pick a name from the Desk or look up any ticker. The stock page shows you the full picture: what archetype the business belongs to, what setup is active, how actionable it is, and what has historically happened when this pattern appears.

Look up a stock
3

Read Echo’s brief

Echo is StoryStocks’ embedded equity analyst. At the top of every stock page, Echo writes a brief that interprets the business story, the active setup, the key tension, and the main risk — all in plain English, all grounded in the evidence.

4

Ask Echo to go deeper

Not sure about something? Ask Echo. It reads the same evidence you see on the page — the historical base rates, the archetype context, the current chart structure — and answers in trader-native language. It’s research assistance, not a chatbot.

5

Build conviction or move on

StoryStocks is honest about what’s actionable and what isn’t. Some stocks are watchlist-only. Some are context-only. The product tells you where you are — so you can decide whether to dig in or keep scanning.

Join the Beta
The Language

Six concepts you’ll see everywhere in StoryStocks.

StoryStocks uses a specific vocabulary to describe what it sees in the market. None of it is invented jargon — it’s the language of how the product thinks. Once you know these six terms, everything else makes sense.

Archetype

the business story

An archetype is the kind of business story a stock is living through right now. Is it a compounder hitting new highs? A turnaround repairing margins? A cyclical bottoming after a long drawdown? StoryStocks classifies every stock into an archetype so you can quickly understand what kind of story you’re looking at and how stories like it have historically played out.

Setup

the chart structure

A setup is a specific, repeatable pattern on the chart that StoryStocks detects and tracks. An all-time-high breakout is a setup. A multi-month compression coil is a setup. A 252-day price break is a setup. Each one has an explicit, deterministic definition — no subjectivity, no pattern-matching by eye. When a setup triggers, StoryStocks can tell you exactly what has happened historically the tens of thousands of times it triggered before.

Slice

the hunting ground

Not all breakouts are the same. A mid-cap tech breakout with high volume behaves differently from a micro-cap biotech breakout on thin volume. A slice narrows a setup down to a specific corner of the market — by sector, cap size, volatility, or other conditions — where the historical evidence is strongest. It’s how you go from “this setup works” to “this setup works best right here.”

Playbook

your trading expression

A playbook is a saved combination of the archetypes, setups, and slices you care about. Think of it as your personal lens on the market — the specific intersection of business stories and chart structures that match how you trade. StoryStocks helps you build it; you decide what belongs in it.

Actionability

how ready is this?

Not every stock with an interesting setup is ready to trade. StoryStocks assigns an honest actionability state to every name: actionable means the setup is active and the evidence supports engagement. Watchlist means it’s interesting but not quite there yet. Context only means there’s a story worth knowing, but no active trigger to act on. This keeps you from confusing “interesting” with “tradeable.”

Echo

the embedded analyst

Echo is StoryStocks’ AI equity analyst. It lives on every stock page and interprets the archetype, setup, and slice context into a plain-English brief — the kind of note a good analyst would write if they had access to twenty years of historical evidence for every setup pattern. Echo doesn’t hallucinate or speculate. It reads the data that’s on the page and tells you what it means for the stock you’re looking at.

Why It’s Different

Evidence first. Honest about what it doesn’t know.

Most market products fall into one of four categories. StoryStocks is intentionally none of them.

1

Not a scanner.

Scanners find stocks that match a filter. StoryStocks goes further: it tells you why the match matters, what the historical base rate looks like, and how the business story connects to the chart structure. A scanner gives you a list. StoryStocks gives you interpretation.

2

Not a guru feed.

StoryStocks doesn’t tell you what to buy. It doesn’t have a “top picks” list driven by someone’s conviction. The Desk shows you what’s structurally interesting today, backed by evidence. Echo explains why. You decide what to do with it.

3

Not raw charting tools.

Charting platforms show you the current chart for one stock. StoryStocks sits on top of twenty years of historical data across thousands of stocks — so when it says “this setup has a 63% win rate at 60 days,” it’s computed from every historical occurrence, not drawn from one example.

4

Not generic AI chat.

Echo is not ChatGPT with a stock ticker pasted in. It reads the specific historical profile, setup context, and archetype classification for the stock you’re looking at — and answers from that evidence. It knows what it doesn’t know, and it tells you when the data is thin or the setup is stale.

The Research Process

How we test the evidence before you ever see it.

The numbers behind StoryStocks aren’t generated by running one backtest and declaring victory. Every setup goes through a disciplined research process designed to separate real edge from noise — and to make sure what worked in one market regime holds up across many.

Start with the full universe of raw signals.

For every setup family, we begin by cataloguing every historical occurrence across 11,000+ stocks and 20+ years of market data — survivorship-bias adjusted, split-adjusted, including delisted stocks and bankruptcies. An all-time-high breakout alone produces over 200,000 raw events. That’s the starting point, not the conclusion. No filters, no cherry-picking, no curated highlight reel.

Slice to find the hunting grounds.

From that raw universe, we slice across dimensions — sector, market cap, volatility, volume, technical conditions — to find where the edge concentrates and where it disappears. Not all breakouts behave the same. The research identifies which slices produce the most favorable base rates for each archetype and setup trigger, and which ones are noise. This is how a setup becomes a slice, and a slice becomes a hunting ground.

Walk-forward testing to avoid curve fitting.

This is where most trading research fails. A backtest that trains and tests on the same data will always look good — it just memorized the past. StoryStocks uses walk-forward validation: we train on roughly one-third of the historical data and leave the remaining two-thirds completely out of sample. The setup has to prove itself on data it has never seen, across different market regimes — bull runs, corrections, crashes, recovery cycles. If a pattern only worked during one environment, walk-forward testing catches it.

Robustness across regimes, not just returns.

A 65% win rate that held up across 2008, 2020, and 2022 is worth far more than a 75% win rate that only showed up during a single bull market. We test for stability across regimes, not just peak performance in favorable conditions. The setups and slices that survive this process are the ones StoryStocks surfaces — and the ones Echo uses to ground its analysis on any individual stock.

What the data covers

Over 1.8 million historical setup events across 11,000+ U.S. equities, spanning 20+ years and multiple market regimes. Survivorship-bias adjusted — delisted stocks, bankruptcies, and failures are included. All prices split- and dividend-adjusted. Forward returns measured at multiple horizons. Setup definitions are deterministic and explicit. Same inputs, same outputs, every time.

Next Steps

Ready to see it in action?

The best way to understand StoryStocks is to use it. Start with the Desk to see what’s interesting today, or look up a stock you already know.

Start at the Desk.

See what your analyst is watching today.