StockPortfolio.pro — Verified Financial Data

Ask about any US-listed company and get the numbers it actually filed, each linked to the SEC filing it came from. Nothing is estimated.

View in the Claude registry
Integration details

Description

Ask Claude about any US-listed company and get the numbers the company actually filed, each with the SEC filing it came from. Built for advisers, analysts, fund managers and writers who need to check a figure before it goes into a client note, a model or a published piece. Try asking: • "Pull the last eight quarters of revenue, gross profit and free cash flow for Micron, and cite the filing for each quarter." • "How have Kroger's shares outstanding changed over the last five fiscal years? Link the filing for each year." • "What does NVIDIA's latest 10-K say in Risk Factors about export controls? Quote the filing." Every number carries its fiscal period and the accession number, form and filing date it was read from. A figure a company has not filed comes back as null and is never estimated or annualised — the difference between a data source and a plausible guess. Six read-only tools cover company search, filed figures by fiscal period (revenue, gross profit, operating income, net income, diluted EPS, free cash flow, cash, debt and shares outstanding), the filing timeline (10-K, 10-Q, 8-K, 20-F and proxy) with EDGAR links, the text of one filing by section, a filing-grounded written answer, and a connection check. Access: no API key is needed to start. sp_health is free; every other tool, company search included, draws on the allowance. An unconnected caller gets 3 research answers and 25 data lookups per rolling 30 days. Connecting an account raises the allowance. Authentication is OAuth 2.1 with dynamic client registration; credentials are never asked for or shown. Coverage: US-listed companies that report in USD to the SEC. No international listings, no analyst estimates, no forward data. Fund data (ETF and mutual-fund costs, holdings and allocation) is third-party data and is not part of this server.

Integration type
Connector
Verification status
Community connector
Platform
Claude
Category
Finance

The broad Category that contains the Primary Subcategory.

Primary Subcategory
Institutional Financial Data & Equity Research Platforms

The Primary Subcategory used for this profile’s headline score.

Secondary Subcategories
None listed

Other Subcategories where the Integration is listed.

Access
No account required
First tracked
2026-09-30
Tool count
6
Geography
US
Agent DiscoverabilityClaude Discoverability Score

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28 scoredVerified connectors by score · Community connectors A–Z
Primary Subcategory
1Daloopa82/100
2Bigdata.com35/100
3FactSet AI-Ready Data33/100
4FMP27/100
5Alpha Vantage MCP Server22/100
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Tools

6 tools agents can invoke

Recommended guideHow to get your Claude Connector organically discoveredFollow the practical steps agents use to find, shortlist, and choose your Connector.Read guide
FAQs

StockPortfolio.pro — Verified Financial Data Claude Connector FAQ

How the directory, categories and Discoverability Score work.

Read the methodology
How do I improve StockPortfolio.pro — Verified Financial Data's Claude Connector discoverability?

The levers are the listing surface agents actually read: names, descriptions, keywords, tool metadata, and registry health. Which lever matters depends on where discovery breaks, which is what continuous measurement shows.

What are StockPortfolio.pro — Verified Financial Data alternatives on Claude?

As of 2026-10-09, StockPortfolio.pro — Verified Financial Data competes with Daloopa, Bigdata.com, FactSet AI-Ready Data, FMP, Alpha Vantage MCP Server, Zacks Data, Financial Datasets, Kepler and 94 more in Claude Institutional Financial Data & Equity Research Platforms, ranked by public Discoverability Score.

Where is this profile measured?

This profile uses the geography attached to the latest public registry snapshot: US. Locale tags are intentionally omitted.