Sterling is a good program to balance out my stock portfolio ๐ and suggest other winners! ๐
I like the fact that it has most of the US and Canada stocks listed, but there were a few small stocks I own that did not show up on the list ๐, which is not a big problem as I know their focus is on good stocks, not junk you picked up arriving here ๐ซ. The focus is picking well-rated stocks to balance your portfolio, not penny stocks ๐ฐ. Sterling suggests stocks that TYKR also rates as fairly excellent value plays โญ๏ธ. I have bought a lot of programs off of AppSumo, and some tools I have used little, but Sterling Stock Picker I think will be my go-to play with TYKR ๐ค. It is the weekend and the markets are closed โฐ, but I added most of my portfolio and it suggested I sell a play I was thinking about lightening up on ๐ธ. It also suggested I add growth stocks as I had none ๐ฑ. I asked Sterlings Finley AI which stocks it would recommend and it did not tell me ๐ถ, but it said they were low-risk ๐ฆ. Sterling has lots of excellent suggestions for low-risk plays ๐ฆ, so I'll probably just start adding from now on from the recommendations, rather than just using my gut and blind picks ๐. I like tools that do all the hard research and find value plays with good book value that is likely to fly in the future ๐. Whether you are for high-risk, or low-risk plays ๐โโ๏ธ, Sterling has you covered and I look forward to their success and hope to use this tool for many years โจ. The site is fairly well laid out ๐. The only thing I would suggest for an improvement is a toggle to list Canadian plays or US Stocks ๐จ๐ฆ๐บ๐ธ. I use Wealthsimple and pay no fees on Canadian plays ๐ธ. Also, it would be good in the portfolio overview for (Base) (Growth), and (Accelerate) ๐. I wish it would suggest stocks to add to balance the portfolio ๐. It does suggest how much money I need to add to Growth, Base (Dividend-paying stocks), and subtract from Accel for a balanced portfolio โ๏ธ. My investing travels so far have been simply picking up some stocks when I have the cash ๐ต, now I can see if it is balanced with Sterling ๐ค. I also like that I can get email reminders when targets are met for buying or selling ๐ง. 2025 is set to be a better year for investing for me with this Sterling tool ๐ and I have already done well last year ๐. For the lifetime price, this tool does a lot and I like how the AI suggests buying points and selling points ๐๐. Will learn more and grow in their community, but wanted to leave the first review ๐.

SterlingStockPicker
Edited Jan 8, 2025Thank you for sharing your experience and taking the time to write this review!
Itโs amazing to hear how Sterling Stock Picker is supporting your investing journey. Feedback like yours means a lot to us, and weโre grateful to be part of the AppSumo community, where everyoneโs looking for smarter, more balanced ways to invest. Weโre always working to improve Finley and the App, and itโs great to know youโre already finding value. The more you use it, the smarter and more helpful it becomes. If a stock you own doesn't appear on our platform you can easily add it.
Simply, go to Help & Support from our menu and click the "Suggest a Stock" tab.
Then add the symbol. Also you can always toggle between regions in the 'Pick Stocks' Interface allowing you to choose stocks by region (so you can choose stocks from any of the regions, including US and Canada)
Wishing you all the best with your investments, and weโre excited to bring even more features to life in 2025! ๐โจ