Running StockDuty as a service, Trend Signal Monitoring

StockDuty Agency Implementation, Building Retainer Research Services

Learn how to deliver StockDuty-powered research retainers to financial advisory, wealth management, and investment firms. This course covers watchlist architecture, signal filtering by client vertical, daily digest customization, and pricing productized research packages around real-time alerts and earnings intelligence.

Open the decision record for StockDuty

What does running StockDuty for clients commit you to?

Published figures for this service. Blank fields are not published.

Monthly tool cost
Not published, StockDuty uses a freemium model; the lowest paid plan price and any setup costs are not specified in the extracted data. Agency must provide vendor plan pricing to model investment.
Time to first value
Not published
Payback
Not modeled, client price, labor, usage, overhead, and expected volume are not supplied.
Guided implementation
8 hours

Is StockDuty worth running as a client service?

StockDuty provides evidence-backed capabilities for aggregating SEC filings, earnings, insider trades, and categorized market signals into email and Telegram alerts, making it viable for agencies serving financial advisory or investment research clients. What remains unknown is the vendor's paid plan pricing and any agency-specific white-label or multi-client features, which are not present in the extracted data.

An agency-fit judgement for reselling this service. It is separate from the tool description on the decision record.

Before you start

What has to be in place before the first client engagement.

Tools and subscriptions

  • Email address for StockDuty magic-link signup and daily digest delivery
  • Telegram account for optional instant alert delivery via StockDuty bot
  • Ticker symbols for each client's watchlist (e.g., AAPL, TSLA, 600036.SS)
  • StockDuty account with access to real-time ticker alerts, daily intelligence digest, signal feed, and market movers list
  • Webhook endpoint if integrating StockDuty signals into client-facing dashboards or reporting

People and inputs

  • Process for categorizing StockDuty signals into earnings, FDA/Bio, geopolitics, macro, corporate, commodities, crypto, and regional buckets
  • Template for forwarding daily intelligence digest and market movers to clients
  • Workflow for flagging insider transactions with dollar values and ADV context
  • Method for tracking S&P 500 earnings season metrics such as beat rate, operating margin, and buybacks

Included with the course

7 working documents for delivering this service.

  • StockDuty Watchlist Architecture Worksheetworksheet
  • Signal Category Filtering by Client Vertical Checklistchecklist
  • Daily Intelligence Digest Customization Templatetemplate
  • Insider Transaction Alert SOP for Wealth Managerssop
  • Retainer Pricing Guide: Real-Time Alerts and Earnings Packagesguide
  • Multi-Ticker Monitoring Setup and Telegram Integration Checklistchecklist
  • Client Onboarding and Watchlist Handoff Templatetemplate

Listed by name. These documents are not yet published as individual downloads.