Finstock, Inc.
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Public PreviewSource-aware researchRisk-conscious workflowAudit-ready conceptFindex-powered

Finstock Intelligence Exchange

Finstock Intelligence Exchange is a public and private research operating environment where market questions become source-aware, risk-conscious, audit-ready financial intelligence workflows.

Research-support experience only. Finstock does not provide brokerage, trade execution, personalized investment advice, portfolio management, or guaranteed returns.

Exchange Lobby

Market question to research workflow

1Question
2Context
3Evidence
4Risk
5Report
6Unlock

Preview boundary

The exchange is a UI simulation layer. Full source-aware workflow execution, local-agent automation, report generation, audit trails, and governance modules remain locked or staged.

Entry mode selector

Choose how to enter the Finstock research universe

Each mode changes the preview panel locally. No private data, entitlement state, or backend workflow is touched.

Findex

Ask Findex

Active route

For guests who want to ask a market or product question quickly.

Access requirement

Guest available

Open Findex

Intelligence system map

Five layers of public, activated, and enterprise research infrastructure

The map connects public routes to staged workspace and governance concepts without changing real access logic.

Public

Public Exchange Layer

Active route

Routes that introduce guests to the research universe without private data or backend execution.

Homepage

Active route

Primary brand and platform entry.

Open

Research Exchange

Simulation

Hands-on source-aware research simulation.

Open

Trust / Assurance

Public preview

Responsible AI, data, and boundary framing.

Open

Careers

Active route

Roles and hiring safety information.

Open

Updates / RSS

Active route

Public company updates and feed surfaces.

Open
Explore public layer

Research Exchange preview

Hands-on mission simulation for public market questions

Select a public research problem to update the pipeline, agent crew, risk court, and report template preview.

Selected mission

Gold Macro Risk Brief

Findex 1.3 preview, deeper workflow with activated access
1

Question

Define the market question before analysis begins.

2

Context

Map macro, company, sector, chart, and data constraints.

3

Evidence

List source types, missing evidence, and reliability questions.

4

Risk

Red-team the thesis before it becomes a research view.

5

Brief

Convert workflow into a structured report preview.

6

Unlock

Show the difference between guest preview, active user, and enterprise access.

Risk Court

Gold Macro Risk Brief

Bull case

Real yields decline

Bear case

Real yields rise

Missing evidence

current real-yield source

Falsification trigger

real yields break higher

Report Forge

Gold Macro Risk Brief

Executive Summary
Key Market Drivers
Evidence Needed
Risk Checklist
Monitoring Plan

Agent crew simulation

Market AnalystMacro AnalystSource AuditorRisk OfficerCompliance Reviewer

Agent crew simulation only. Full orchestration requires activated access and does not expose chain-of-thought.

Evidence plus risk plus report

A public preview of source reliability, claim confidence, and no-advice boundaries

This workflow shows how market narratives can be separated into evidence, assumptions, calculations, inferences, and missing data.

Evidence Vault

Company filing

Public preview

Primary source for official company disclosure.

Central bank release

Public preview

Primary source for rates and policy context.

Market data

Staged

Structured input that requires symbol and coverage validation.

News article

Public preview

Secondary context that should be corroborated.

Model inference

Public preview

Generated synthesis that must not be confused with verified fact.

Claim Confidence

Verified fact

Directly supported by a source, date, and issuer.

Calculated result

Supported by visible input, formula, units, and rounding.

Assumption

A premise that needs sensitivity and rationale.

Inference

A conclusion drawn from evidence, context, or model synthesis.

Unsupported claim

Material statement that should become a missing-evidence item.

No Advice Firewall

Buy/sell request

Public preview

Allowed: research framework and risk checklist. Not allowed: personalized buy/sell instruction.

Trade execution request

Locked

Blocked: Finstock does not place trades or execute instructions.

Portfolio allocation question

Public preview

Allowed: factors to review. Not allowed: personalized allocation command.

Educational finance concept

Active route

Allowed: definition, formula, examples, and assumptions.

Findex cockpit preview

Model-tier positioning without touching Findex chat backend

Switch preview depth locally to understand how Findex modes are positioned across guest, analyst, quant, and enterprise contexts.

Selected cockpit mode

Beginner View

beginner

Start with the market question, list the main drivers, and separate known context from missing evidence.

plain language
key risks
what to check next

Institutional control plane

Locked dashboard concepts remain visible without unlocking real workspace tools

The public preview explains evidence, research QA, model risk, audit trail, and governance without modifying dashboard activation behavior.

Locked

Source Evidence

Evidence classes and unsupported-claim review.

Dashboard activation required

Preview Dashboard
Locked

Research QA

Prompt adherence, source grounding, math correctness, and completeness.

Dashboard activation required

Preview Dashboard
Enterprise required

Model Risk

Intended use, prohibited use, validation, and red-team preview.

Enterprise required

Preview Dashboard
Locked

Audit Trail

Research reproducibility and version history concept.

Dashboard activation required

Preview Dashboard
Enterprise required

Governance

Seats, permissions, AI governance, and compliance queue preview.

Enterprise required

Preview Dashboard

Assurance and trust layer

Responsible AI, source reliability, data handling, and model-risk previews

Public-safe assurance modules frame the boundaries of Finstock research support without exposing internal infrastructure.

Public preview

Research Boundary

Clear line between research support and personalized advice.

Review boundary
Public preview

No Advice Firewall

Safe framing for buy/sell/hold, allocation, and trade-entry questions.

Open firewall
Public preview

Source Reliability

Primary, secondary, user-provided, and model-inference evidence classes.

Review evidence
Enterprise required

AI Governance

Approved use cases, prohibited use cases, incidents, and model-risk preview.

Explore governance
Public preview

Data Handling

Public privacy posture and workspace-scoped handling statements.

Open Trust Center
Staged

Model Risk Preview

Intended use, limitations, validation, red-team, and drift controls.

Preview Control Plane
Active route

Hiring Safety

No-fee hiring and candidate safety principles.

View Careers
Active route

Product Status Links

Public route availability and staged-module status.

View Status
Public preview

Release Quality Preview

Public-safe improvements, regression status, and known limitations.

View Quality
Simulation

Incident Review Preview

Issue categories and regression culture without private incident data.

View incidents

Market Intelligence City

A navigable map of the public Finstock research universe

The city map connects Findex, Services, Careers, Assurance, Dashboard, Risk Court, Report Forge, and staged local-agent concepts.

Core

Findex Tower

Active route

Public Findex chat and model-tier concept entry.

Category

Findex

Access

Guest available

Open Findex

Careers x product operating model

How Finstock teams build the Research OS

Public role cards connect hiring needs to the research workflows, quality systems, and institutional product surfaces they support.

AI Engineer

Builds retrieval, model evaluation, guardrails, and agentic workflow surfaces.

retrievalmodel evaluationguardrailsagentic workflows
View role

Data Engineer

Builds data pipelines, quality checks, lineage, and research data infrastructure.

pipelinesqualitylineagedata infrastructure
View role

Quantitative Researcher

Develops signals, backtest hygiene, diagnostics, and quantitative research standards.

signalsbacktestsdiagnosticsmodel review
View role

Finance AI Data Trainer

Improves model evaluation, answer quality, formatting, and response reliability.

answer qualityevaluationfinance dataformatting
View role

Investment Research Analyst

Builds market coverage, source-aware briefs, risk reviews, and analyst-ready outputs.

market coveragesource reviewrisk notesbriefs
View role

Finance Interns

Support local market monitoring, regional datasets, and research standards.

local market monitoringregional contextresearch supportdata checks
View roles

Business Development Manager

Connects institutional partnerships, buyer needs, and growth workflows.

partnershipsbuyer researchgrowthmarket expansion
View role

Local agent simulation

Permissioned workspace automation remains clearly staged

This preview explains the permission model and boundaries for future local-agent workflows without accessing files or executing commands.

Permission

Permission request

Local agent required

User explicitly approves local workspace scope before an agent action.

Public preview only. The website does not access local files, run local commands, or execute local automation.

Release quality and transparency

A public-safe view of product quality culture

Release items are framed as public product-quality notes and do not expose logs, providers, private incidents, or infrastructure details.

BugfixPublic preview

Findex chart resolver: XAU alias fixed

Gold/XAU requests should not fall into unrelated equity fallback.

Open Findex
BugfixPublic preview

Dashboard nav overflow: scroll controls added

Locked dashboard navigation remains usable across zoom and desktop widths.

Preview Dashboard
Product qualityPublic preview

RSS feed: LinkedIn-safe company-blog feed added

Public feed compatibility improved without exposing private routes.

View Updates
FeatureActive route

Careers job board: filters added

Careers route improved with role discovery and public application context.

View Careers
RegressionPublic preview

LaTeX formatting: matrix rendering normalizer improved

Math-rendering reliability work is tracked as product-quality culture.

View quality note
FeaturePublic preview

Findex product tone: natural response update

Product answers should be more natural, contextual, and access-aware.

Open Findex
FeatureRequires activation

Dashboard control plane: locked preview modules added

Institutional governance previews are visible without unlocking real features.

Preview Dashboard

Research terminal

Command-style navigation without real command execution

Click command chips to update a local terminal preview or navigate through safe public routes.

[Research Exchange] build gold mission

[Research Exchange] Gold Macro Risk Brief selected. Evidence and risk panels staged.

Final CTA

Turn a market question into a governed research workflow preview.

Start in the Research Exchange, ask Findex, compare access, or review the assurance layer before activating a deeper workspace.

Public preview only. No real trading, personalized advice, source retrieval, market-data automation, local filesystem access, report export, dashboard unlock, billing entitlement, portfolio management, or enterprise admin control is executed here.