Stock Intelix

User manual

Company user manual

Step-by-step guide for company workspaces: setup, shared research, roles and governance, plans and coverage.

Step 1

Workspace setup

Company accounts collect research under one organisation.

  1. 01Register with your company email and open the Company workspace.
  2. 02Set the workspace name and default research horizon.
  3. 03Invite colleagues and assign member or admin roles.

Step 2

Shared research

Keep the team looking at the same evidence.

  1. 01Maintain a shared watchlist of covered securities.
  2. 02Standardise the horizon used in team reviews.
  3. 03Record Research AI sessions alongside the forecast they discuss.

Step 3

Governance

Access and model provenance stay reviewable.

  1. 01Roles control who can administer the workspace.
  2. 02Model version and as-of date appear on every research screen.
  3. 03Platform administration is separate from the customer workspace.

Step 4

Plan and entitlements

Market data is included in your plan. Prices may be delayed and are for information only.

  1. 01Review your plan, usage and included capabilities in the Workspace page.
  2. 02All 34 covered exchanges are available on every plan at no extra cost.
  3. 03Upgrade from the Workspace page when you need higher limits or team features.

Step 5

Shared team allowances

On Org Starter and Org Pro, monthly allowances are shared by the whole team.

  1. 01Forecast runs, Research AI questions, alert rules and watchlist symbols count against one team pool.
  2. 02Workspace shows the team total against the plan limit, with your own share in brackets, e.g. 12 / 5,000 (3 by you).
  3. 03Viewing the same company again on the same day does not use another forecast run for the team.

Step 6

Connecting AI tools (MCP)

Any active member of a paid organisation can connect an AI client such as Claude to Stock Intelix.

  1. 01Add the MCP server address https://stockintelix.com/mcp in your AI client.
  2. 02Sign in with your own Stock Intelix account when the client asks — no API key is needed.
  3. 03Ask the client to search a company or fetch a forecast; each call uses the team's shared API & MCP allowance.

Step 7

Help Assistant

The chat button at the bottom-right answers product questions.

  1. 01Ask how a screen works, how to read a forecast value or how to connect MCP.
  2. 02Owners can also ask about the organisation's plan, renewal date and usage.
  3. 03For company-specific analysis, use Research AI instead.