InSiteVerse

StonksAI — TAM/SAM

Who We Serve & Scope

  • •Audience: Self-directed retail investors in North America (U.S., Canada, Mexico) trading U.S.-listed equities & options via regulated brokers.
  • •Also in scope: International users who legally access U.S. brokers.
  • •Personas: Small Account Challenger and Established Portfolio.
Who we serve - retail investors and traders
Market size statistics and TAM breakdown

Market Size

  • •NA retail investors (non-retirement): ~105–120M.
  • •Active day/swing cohort (≥4 trades/yr): ~35–45M.
  • •Options participants: ~18–25M.
  • •1–3 year global TAM band (U.S. securities traders): ~43–127M users.

How We Reach Them (Path to SAM)

SAM (Serviceable Addressable Market) and distribution strategy
  • •Distribution:
  • •Direct API link: Schwab, E*TRADE, IBKR, Webull, TradeStation, Public (account linking).
  • •Open-via-partner: For closed APIs (e.g., Fidelity, Vanguard, Robinhood, Merrill), embedded account opening with integrated brokers.
  • •AOAR (API-or-Onboard Addressable Retail): de-duplicated ~40–75M unique users.
  • •Attach (willingness to pay): 15–30% ⇒ near-term SAM ~6–22.5M users.
  • •Out of scope: Crypto-only, futures-only, fully advised/custodied only, paper-trading-only.