How to install the StonePine Discord app

Complete setup guide • 5 min read

Get instant notifications for SEC filings and AI-powered insights from your favorite US companies, delivered straight to your Discord server or directly to your DMs. This guide will walk you through the complete installation and setup process.

Installation methods

There are two ways to install the StonePine Discord app. You can add it to a server for team notifications, or use it in direct messages for personal use:

Method 1: Direct installation link (Recommended)

Click the installation button below to add StonePine to your Discord server:

Add to Discord

You'll be redirected to Discord's authorization page. You can either select a server where you want to install the app, or choose to use it in direct messages only. Click "Authorize" to proceed.

Server permissions required

You must have "Manage Server" permissions to add bots to a Discord server. If you don't see this option, ask a server administrator to install the app, or choose to use StonePine in direct messages instead - no server permissions needed!

Method 2: Discord App Directory

Open Discord and navigate to the Discover section in the left sidebar.

Click on "Apps" in the Discover menu.

Search for StonePine in the search bar.

Click "Add App" next to the StonePine listing.

Initial setup

After installing the app, you need to link your Discord account to your StonePine account and set up your preferences.

Step 1: Authentication

In any channel where the bot is present, or in a direct message with StonePine, type the following command:

/stonepine auth login

The bot will respond with a private message containing a login link. Click the link to authenticate with your StonePine account.

Don't have a StonePine account?

The authentication link will guide you through creating a new account if you don't have one already.

Step 2: Set notification channel

Navigate to the Discord channel where you want to receive notifications, or open a direct message with StonePine if you're using it for personal notifications.

In that channel or DM, run the channel setup command:

/stonepine channel

This tells StonePine to send all notifications to this specific location (channel or DM).

Step 3: Follow your first companies

Now you can start following companies for SEC filings and AI-powered insights. Here are some example commands:

Follow specific SEC forms


                    /stonepine follow companies:TSLA forms:8-K,10-Q

This follows Tesla for specific SEC form types (8-K current reports and 10-Q quarterly reports).

Available commands

Here's a complete reference of all available StonePine Discord commands:

Following commands

/stonepine follow companies:SYMBOL1,SYMBOL2 forms:10-K,10-Q - Follow companies for notifications
/stonepine unfollow companies:SYMBOL1,SYMBOL2 forms:* - Stop following companies
/stonepine unfollow companies:* forms:* - Unfollow all companies
/stonepine following - View all companies you're currently following

Configuration commands

/stonepine channel - Set the current channel or DM for receiving notifications
/stonepine help - Show detailed help information

Authentication commands

/stonepine auth login - Link your Discord account to StonePine
/stonepine auth logout - Unlink your Discord account
/stonepine auth status - Check your authentication status

Event types explained

StonePine supports different types of events you can track:

AI Summaries - Receive notifications for AI-powered summaries of SEC forms
Forms - Get notifications only for specific form types you specify

Popular SEC form types

8-K - Current reports announcing major corporate events
10-Q - Quarterly financial reports
10-K - Annual comprehensive financial reports
DEF 14A - Proxy statements for shareholder meetings
20-F - Annual reports for foreign companies

For a comprehensive guide covering the top 20 SEC filing types with detailed descriptions and investor importance ratings, check out our complete SEC filing types guide.

Troubleshooting

Bot not responding

If the StonePine bot doesn't respond to commands:

If using in a server: Make sure you have administrator permissions in the server
If using in a server: Verify the bot has been added to your server and appears in the member list
Check that the bot has permission to send messages in the channel (servers) or that you can receive DMs (for direct message usage)
Try using commands in a different channel, or switch to direct messages if having server issues

Not receiving notifications

If you're not getting notifications:

Verify you have an active StonePine Plus subscription
Check that you've set the notification channel or DM with /stonepine channel
Confirm you're following companies with /stonepine following
For servers: Make sure the bot has permission to send messages in your notification channel. For DMs: Check that you haven't blocked the bot or disabled DMs from server members

You're all set!

Congratulations! You've successfully installed and configured the StonePine Discord app. You'll now receive real-time notifications about SEC filings and AI-powered insights from the companies you're following.

Need help?

If you run into any issues or have questions:

Use the /stonepine help command for quick reference
Join our Discord community for support and updates
Contact us at mail@stonepine.app

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