Frequently Asked Questions

Stocksift is a software as a service (SaaS) company that simplifies stock screening and stock analysis for retail traders and investors.

Stocksift is 100% free to sign up and use the free members-only features. However, to enhance your user experience and level up your stock sifting skills, upgrade your subscription plan to unlock premium Stocksift features.

Stocksift gets data from Nasdaq Data Link.

Joining Stocksift is free and easy. First, create an account, pick a unique username, and then complete the rest of the sign up form.

To create a free Stocksift account, complete the sign up form.

To change your username, simply visit your Account Settings page. Users may change their username once every month.

To change your password, you need to log in, and then you can change your password in the Account Settings page.

If you forgot your password, enter your email in the forgot password form and we will email you instructions on how to reset your password.

If you wish to delete your account, visit the Account Settings page and complete the Delete Account form near the bottom of the page.

Yes, all plan prices shown are in US dollars.

We offer a 7-day free trial that ends 7-days from the date you started the trial.

Yes, if you cancel your 7-day free trial before the trial period ends, then you will not be automatically charged for the subscription plan you selected.

Yes, if you do not cancel the 7-day free trial before the trial period ends, then your payment method will automatically be charged for the amount shown on your emailed receipt.

Yes, you can cancel your monthly or annual subscription plan at any time, without refund, on Stocksift through your Account Settings page. When you cancel your plan, your account will be downgraded to the free plan at the end of your current billing cycle.

The AI Credits are used to access our features and products that integrate with GenAI technology. Specifically, the AI Credits are used to either generate financial analysis, news insights, or to generate custom prompt stock screeners. Your AI Credits will reset at the beginning of your next billing cycle and won't carry over.

Stocksift plans are billed monthly or annually, depending on whether you selected a monthly or yearly plan at checkout, and are billed on a recurring basis until the subscription plan is canceled in your account settings or payments are stopped.

If you completed the checkout process and have a Stocksift subscription associated with your account, you can update your payment and billing information through Stocksift on your Account Settings page.

Stocksift does not store your payment or billing information, such as your credit card numbers or billing address, on our servers. Our third-party payment processor, Stripe, securely manages and stores your payment and billing information securely on their servers so that recurring subscription payments are possible.

We accepts all major debit/credit cards, Apple Pay, Google Pay, and Cash App Pay through our third-party payment processor: Stripe.

To manage your Stocksift subscription plan, visit your Account Settings page on Stocksift, click on the Billing & Subscriptions tab, then click the Payment Methods & Billing button, which will redirect you to a third-party customer portal managed and powered by Stripe. Once at the customer portal, you can manage your subscription; i.e., cancel your plan, add a new payment method, change your billing information, etc.

Yes. Stocksift does not store your payment information on our servers. Our payment processor, Stripe, securely manages and stores your payment and billing information.

A stock screener is a software tool used by traders to efficiently and quickly filter and search through a large dataset of stocks by applying filters to find the stocks they want to trade or buy.

Our AI-powered stock screener integrates with ChatGPT, which lets you create plain text prompts in natural language, like English, to generate custom stock screeners to find the stocks that match your search criteria.

The number of times a user can generate an AI prompt screener is determined by their number of AI Credits they have remaining in their account per their current billing cycle.

To unlock the locked stock screener filters, you must be an upgraded member.

To save a custom stock screener with your filters, you must create an account and log in. Once you are logged in, then visit the stock screener page to save your filter selections to a custom stock screener.

Free users are limited to the number of filters they can use per stock screener. However, to apply an unlimited number of concurrently active filters to your custom stock screener try Stocksift Pro, Elite, or Ultra.

The price data and financial data that our stock screener uses is updated daily, end-of-day (EOD), after the stock market closes Monday-Friday.

Our stock screener lets users find trade setups using technical indicators, fundamental indicators, candlestick patterns, price action filters, and more. We offer over 2,000 filters, which provides a practically infinite number of filter combinations. This gives users the power to simply and quickly find the stocks that meet their search criteria.

Timeframe filters allow traders to filter stocks based on daily, weekly, and monthly price data. For example, our candlestick pattern filters can be used to identify patterns that occur on the daily, weekly, and monthly price bars.

AI Trade Signals is a service powered by our in-house Stocksift AI algorithmic trading system that identifies up to 10 stock trade setups every day and sends the trade signals directly to your email inbox.

Trade Signals simplifies stock sifting by automating the process of sifting through thousands of stocks by hand. With our AI Trade Signals, our AI saves you time by scanning thousands of stocks and millions of data points, streamlining trade ideation.

Subscribers can view Trade Signals via email alert notifications or directly on our Stocksift website. You may unsubscribe from our email notifications at any time and still view the trade signals on our site.

Stocksift AI identifies from 0 to 10 trade signals daily. Typically our AI will find at least 3 to 5 trade setups per day, Monday through Friday, when the major stock exchanges are open is open.

Stocksift AI generates trade signals at the end-of-day (EOD) after the stock exchanges close. Subscribers can expect to receive email notifications of new trade signals after 5 PM EST daily, Monday through Friday.

No, given the nature of the stock market, and that Stocksift AI makes predictions based on historical data, we do not guarantee any performance results. The AI Trade Signals are for educational purposes and are not recommendations to buy or sell a stock. We do not provide financial advice. All trades you take are at your own risk, and you should consult with a professional financial advisor before making an investment or trade.

AI Stock Ratings let users generate on-demand insights using our AI to simplify technical, fundamental, risk, and sentiment analysis, and get an easy-to-understand 0–10 score per stock.

AI provides faster, unbiased, and consistent stock ratings, saving you time and eliminating reliance on human-driven opinions. It adapts to market changes, delivers insights on demand, and offers simplified analysis all in one place, making it a smarter and more efficient choice over traditional ratings.

To access AI Stock Ratings, upgrade your free account to a Stocksift Elite plan.

To generate a stock rating, visit AI Stock Ratings. Then search and select a stock ticker or company name that you want to generate a rating for and the rating will automatically generate within a few seconds.

There is no limit to how many stock ratings you may generate.

No. We do not make recommendations to buy or sell a stock. Read our disclaimers and consult a financial professional before making any investment decisions.

Yes. AI can make mistakes. Read our disclaimers and consult a financial professional before making any investment decisions.

Stock Trends makes it easy to find trending stocks and spot emerging trends using AI. It helps traders save time and follow trend-based strategies with confidence.

Emerging Trends are early signs of stocks that may start trending soon. Our AI aims to spot these potential movers before the big price moves happen.

Hot stocks are stocks in very strong trends with growing momentum.

Stock Trends covers both uptrends and downtrends. Our AI finds trending stocks in either direction, helping both bullish and bearish traders spot opportunities fast.

A trend-following strategy is a trading approach that aims to profit by identifying and riding the direction of a stock's price movement — whether it's going up or down. Traders using this strategy buy in uptrends and sell or short in downtrends.

Yes, Stock Trends uses AI-driven algorithms to predict which stocks indicate emerging trends or may become potential movers.

Yes. AI can make mistakes. Read our disclaimers and consult a financial professional before making any investment decisions.

Our AI financial analysis feature lets users quickly analyze income statements, balance sheets, and cash flow statements by using AI. We leverage ChatGPT to generalize and summarize financial data and generate key findings and insights from the data.

Fundamental analysis is the study of financial data, which is used by traders and investors to pick better investments. By analyzing the financial statements of a company, a trader is able to make smarter trade decisions by investing in companies with strong financials.

We provide access to financial data from balance sheets, income statements, and cash flow statements. Depending on how frequently a company files their financial statements, we provide access to quarterly, annual, and trailing-twelve-month financial statement data.

We provide access of up to 30 years of financial history.

We integrate with OpenAI API (ChatGPT) and leverage their API to quickly analyze and summarize financial statements and generate key findings and insights.

We use the gpt-4o-mini model, which is a GPT model built by OpenAI.

No, Stocksift does not offer financial advice. The AI analyzes information for educational purposes only. OpenAI's models are not fine-tuned to provide financial advice. You should not rely on their models as a sole source of financial advice. See the Stocksift disclaimers for more information.

No prompt means that the user does not prompt or instruct ChatGPT what to do. We automate out the need to communicate directly with ChatGPT, which saves you time. We automatically process financial data by using ChatGPT so you don't have to manually format, collect, and copy and paste the data in a way that ChatGPT can understand.

The ChatGPT AI will identify bullish and bearish indicators within the financial statements. The bullish and bearish indicators are financial metrics that the AI identifies as being buy or sell signals.

The number of times a user can generate AI financial analysis for a stock is determined by their number of AI Credits they have remaining in their account per their current billing cycle.

We make no guarantees on the accuracy of the AI generated output or financial analysis. The benefit of AI generated financial analysis is to quickly generalize and summarize the data to highlight the key insights and findings. The generated AI output is for educational purposes only, and not to be misconstrued as financial advice.

AI News Insights are AI-generated summarizations of financial news articles for a stock with key sentiment insights based on the content of the articles.

By using AI News Insights, users can save time on sentiment analysis by using GenAI to quickly summarize hundreds of financial news articles for a stock at the click of a button and get key sentiment insights in a clear, bullet-point format.

With each click of a button, users can summarize several hundred of the most recent financial news articles for a stock from the trusted news sources made available on Stocksift.

The number of times a user can generate AI news insights for a stock is determined by their number of AI Credits they have remaining in their account per their current billing cycle.

We make no guarantees on the accuracy of the AI generated output or news insights. The benefit of AI generated news insights is to quickly generalize and summarize the financial news to highlight the key insights and findings. The generated AI output is for educational purposes only, and not to be misconstrued as financial advice.

We integrate with the ChatGPT API to help generate the AI news insights and summaries.

Yes, AI can make mistakes. We encourage users read our disclaimers and to seek advice from a professional financial advisor before making any investment decision.

A news feed is an aggregated collection of news articles from a variety of news sources. Our news feed sentiment feature provides news feed articles for thousands of stocks and simplifies sentiment analysis by scoring each article.

Sentiment analysis is a technique used by traders to determine the emotional tone behind words. For example, an author of a news article may write a story about a stock, and their tone may be positive (bullish), negative (bearish), or neutral, in regards to whether the author feels a stock should be bought or sold.

Our aggregated news feed of articles are sourced from wellknown and trusted sources, some of which include: Forbes, CNBC, MarketWatch, Reuters, etc.

No, our news feeds have a delay of around 10-15 minutes from the time the articles are published, due to system caching and sentiment scoring.

Most stocks, that are talked about in the news, will have a news feeds. However, it's possible that there might not be any news articles published for a stock, which would mean the news feed would be empty.

We categorize news articles into five sentiment score categories, including: bullish, somewhat-bullish, bearish, somewhat-bearish, and neutral.

The overall sentiment is a quick summation of all of the sentiment scores in a news feed for a stock. This overall score is useful to quickly determine the general sentiment for a stock, which saves you time from having to read dozens or hundreds of articles to estimate the sentiment manually.

Sentiment analysis, like other forms of data analysis, is another tool traders can use to make better trade decisions. We make no guarantees to the accuracy of the sentiment scores. Sentiment is an opinion and doesn't guarantee the price direction of a stock.

No, the sentiment scores are opinions. They are not recommendations to buy or sell a stock.

A watchlist alert notifies you via email when a stock you are watching meets a set of conditions that you define. For example, you can create a watchlist alert for a stock to notify you when its price drops below a certain level. Watchlist alerts are executed on the server-side, meaning that you do not have to be logged in order for them to execute (i.e., you can set and forget them and we will email you when your alert is triggered.)

Watchlist Alerts are a feature available to Stocksift Pro, Elite, and Ultra members. Once you upgrade your account, then on the screener page, you can create watchlist alerts by clicking the watchlist alerts button or clicking the watchlist alerts button by opening your user menu by clicking on your user avatar on the top navbar.

If you are a Stocksift Pro, Elite, or Ultra member, then you can create up to 100, 200, and 400 watchlist alerts, respectively.

Watchlist alert types describe the type of alert that a trader creates to monitor a stock. For example, we offer alert types for the following: candlestick patterns, price action, technical indicators, fundamental metrics, and dividends.

By using watchlist alerts, a trader gains the benefit of automating their stock monitoring. Traders use watchlist alerts to monitor their open positions, or stocks they are interested in buying, and get alerted via email when an entry or exit trading rule is met for a stock.

Our server checks all user watchlist alerts daily at the end-of-day (EOD) when the stock market closes, to check if any user watchlist alerts are newly triggered, which we then notify users via email of the new alerts.

Yes, you can manage whether or not you receive email alert notifications from us for watchlist alerts in your Account Settings page.

Candlestick probability is a Stocksift Ultra product that lets users view and search the probability of winning and losing a trade based on a candlestick pattern. We provide 360+ candlestick patterns and probabilities for thousands of stocks using the current price data and the entire price history of each stock.

By knowing the probability of winning and losing a trade, a trader is able to optimally size their position based on their perceived and estimated probability of winning and losing a trade. Optimal position sizing, relative to your risk and reward and the estimated probability of winning and losing, is how a trader may minimize their risk-of-ruin while simultaneously maximizing potential reward.

We identify candlestick patterns for the daily, weekly, and monthly timeframes and provide probabilities for the patterns in each timeframe.

We offer over 360+ candlestick patterns and provide probabilities for all of them.

Any of the thousands of stocks, including ETFs, that we have price data for will be analyzed by our system to identify candlestick patterns and then calculate the probabilities per stock and pattern.

Candlestick pattern probabilities are updated daily, at the end-of-day (EOD), after the stock market closes for the day.

Fakey candlestick patterns are false signals where the price goes in the opposite direction that the pattern traditionally predicts. A fakey signal is used by traders to take a position in the opposite direction that a pattern is conventionally known to predict. Candlestick patterns typically are used to predict the direction of the price, but when the pattern fails to predict the price direction, and the direction goes in the opposite direction that it typically predicts, traders then say it is a false signal or fakey pattern. This failed signal then suggests the price direction may go in the opposite direction, since the typical pattern direction was false, implying the opposite direction is true, which is where the predictive value in a fakey pattern exists.

Confirmed candlestick patterns are signals where the underlying candlestick pattern correctly predicted the price direction. Traders often wait for candlestick patterns to be confirmed by price action before taking a trade, so that they mitigate the risk of whip-saws and false signals.

Reversal candlestick patterns are patterns that predict the price direction will go in the opposite direction of the current trend. For example, if the current trend is a downtrend, and you recognize a reversal pattern, then that pattern suggests the price will reverse from down to up.

Continuation candlestick patterns are patterns that predict the direction of the price trend will continue. For example, if the price is in an uptrend and you see a continuation pattern, then that pattern suggests the uptrend will continue.

Indecision candlestick patterns are patterns where price direction is indeterminate. In other words, indecision patterns are indecisive, as the price direction is unknown. Indecision patterns typically appear before a reversal, with the direction being up or down.

A winning pattern is when a pattern correctly predicts the price direction, which implies that if a trader entered a position on that pattern as an entry signal, then the trader would've won that trade. Losing patterns are when a pattern fails to correctly predict the price direction of a stock and the trader loses money on their position.

Backtesting is when a trader tests their trading system for profitability and measures its performance over historical price data. Backtest your trading system to see your strategy's profitability, number of wins and losses, and probability of winning or losing a trade with that system.

The benefits of backtesting are that it lets traders quickly test their trading strategy without having to test it by risking real money in the stock market. Before trading, it is useful to know how your trading system, or strategy, performs over historical price data.

The backtesting feature is available to Stocksift Ultra members. Once you upgrade your account, then you can create a trading system of rules and backtest it against a stock for profitability.

Single stock full-history backtests let users create custom backtests for a single stock and use that stock's entire price history and financial history during the backtest.

Single stock full-history backtests let users backtest their trading system using up to 30+ years of historical price data and financial data.

AI Stock Picks is a newsletter published by Stocksift AI. As a subscriber, you get AI Stock Picks once a week, every Tuesday, sent directly to your inbox, featuring stock picks by our in-house Stocksift AI, with AI-generated stock analysis powered by GenAI.

Yes, our weekly AI Stock Picks newsletter is free to subscribe.

Our newsletter saves traders time on trade ideation by identifying top stocks every week and generates the analysis using GenAI. With thousands of potential stocks to trade and less time than ever, traders need a competitive edge in trading the markets. By delegating and automating the stock sifting workload to Stocksift AI, we help traders save time so they can focus on trading and making decisions faster!

Traders of any skill level are welcome to subscribe to our newsletter. Our stock picks are for swing traders and individual investors, but may also be useful for day traders and longer-term investors that want to save time on trade ideation.

No. Our AI is programmed to pick stocks automatically, based on a set of rules and conditions that must be met as defined by our trading system. We do not program the AI to pick stocks that we own or are planning to buy.

No. The stock picks that our AI identifies and shares with our subscribers are for educational purposes only and are not meant to be traded with real money. We do not make recommendations to buy or sell a stock. Please read our disclaimers and consult a financial professional before making any investment decisions.

Subscribers will get up to one newsletter post per week. We aim to publish a post on Tuesday every week.

We aim to publish at least five stock picks per week. We may publish more or less, and some days or weeks may have 0 stock picks, depending on market conditions and if our AI was able to identify a stock pick that meets our search criteria or not.

Our newsletter subscribers can expect to receive up to one newsletter post every Tuesday, after 7 PM CST.

The AI Stock Picks newsletter is AI-generated and published by Stocksift AI with the help of GenAI.

To gain access to our newsletter, you can create a free account on Stocksift or you can subscribe directly on blog.stocksift.com if you just want to subscribe directly to the newsletter.

Subscribers can read the newsletter posts directly on blog.stocksift.com and in their email inbox.