Research infrastructure for professional investors

Stonefolio Terminal brings the Stonefolio research engine to professional desks: method-driven analysis at portfolio scale, honest backtesting and regime-aware verdicts — without the black box and without terminal-sized fees.

Built for family offices, small pension funds, boutique funds, private equity and venture capital.

IN DEVELOPMENT — EARLY ACCESS OPEN

Request early access → Tell us about your desk and workflow — early partners shape the roadmap. The retail research app is already live at stonefolio.app.

🎯 Method-driven, not black-box

Every position judged through the proven frameworks of Buffett & Munger, Lynch, Greenblatt, Templeton and more — each verdict traceable to stated criteria your investment committee can challenge.

💼 Portfolio-scale screening

Run whole books, not single tickers: concentration, overlap and sell-signal checks across the portfolio, with sector-specific treatment for banks, REITs, energy and more.

🌍 Regime-aware verdicts

Every recommendation is conditional on the market regime (bull / bear / sideways) per region — because a verdict that ignores the cycle is only half a verdict.

🧪 Evidence you can audit

Backtests that show the windows where the benchmark wins, survivorship bias stated on every chart, and rejected methods documented. Honesty is the product.

🧠 Smart-money context

13F superinvestor positioning, insider transactions at real prices and congressional trading — integrated next to the analysis, not in a separate tool.

🇪🇺 Built in Europe

European and US coverage from AEX to Nasdaq, multi-asset (equities, ETFs, crypto, gold, bonds), available in 14 languages. EU-based, EU-minded.