OWNER PLAYBOOK · VOYAGE CHART

Chart your voyage with Stock Story

Pick where you want to go. Every route starts with a move you can make within the hour.

Partner with founders and projects
You want this to open doors with other web3 teams.
MOVES MADE
00/ 4
STREAK
0 days
WHY THIS ROUTE
Bookkeepers and communities around tokenized stocks want a clean, read only statement for their members and clients. A co-branded tracker is an easy partnership.
ARRIVED LOOKS LIKE
One partner sending clients or members to your tracker.
Progress saves on this device. Sign in any time to keep it on your profile.
NEXT MOVE · WITHIN THE HOUR

1. List five bookkeepers or communities

30 min

Find bookkeepers who mention crypto clients and communities that talk about tokenized stocks.

2. Offer a co-branded tracker link

20 min

Send the partner script with one example export.

FIRST MESSAGE · EMAIL · TO A BOOKKEEPER WITH CRYPTO CLIENTS

I run a read only tracker for tokenized stocks that keeps cost basis through splits and dividends and exports one tax year CSV. Your clients would send you a clean file instead of screenshots. Can I set up a free folder for two of your clients this month?

3. Agree a one page note

25 min

What the tracker does, what it never does, and that it is not tax advice.

4. Review the first exports together

40 min

Ask the partner which columns they changed by hand, and fix the format.

Check in on me

Leave an email and we nudge you at 24 and 72 hours with your next move. Optional.

Or to keep this voyage on your profile.

PORTS ALONG THE ROUTE

Apps that stack well on this route

Treasury Watch, first screen of the live demoLIVE DEMO

Treasury Watch

Watches a team's wallets and multisigs, shows runway in months, flags odd outflows and posts a weekly report to the team chat.

Yours in 2 to 3 days
$100Ethereum · Base +2
Club Vault, first screen of the live demoLIVE DEMO

Club Vault

A group treasury for clubs and friend groups with spending rules everyone can read in plain words.

Yours in a day
$100Base · Arbitrum +1
Node Diary, first screen of the live demoLIVE DEMO

Node Diary

Your DePIN devices report uptime and earnings in one honest dashboard with tax-ready exports.

Yours in 1 to 2 days
$100Solana · Base +1
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