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.
- Brand
- StockPortfolio.pro
- Category
- Finance
- Primary Subcategory
- Institutional Financial Data & Equity Research Platforms
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
- Primary Subcategory
- Institutional Financial Data & Equity Research Platforms
- Secondary Subcategories
- None listed
- Brand
- StockPortfolio.pro
- Access
- No account required
- First tracked
- 2026-09-30
- Tool count
- 6
- Geography
- US
The Primary Subcategory used for this profile’s headline score.
Other Subcategories where the Integration is listed.
Claude Connector discovery is coming soon
Community Connectors only appear in Claude’s registry.Once verified, organic discovery begins and we can calculate your score.Read more about Community Connector verification.
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What discovery looks like

Claude can surface verified Connectors when they match a user’s Prompt.
How Claude Connector discovery works
Your Connector will compete to appear for users’ Prompts once Claude verifies it
Competing in Claude Institutional Financial Data & Equity Research Platforms
View Category6 tools agents can invoke
StockPortfolio.pro — Verified Financial Data Claude Connector FAQ
How the directory, categories and Discoverability Score work.
Read the methodologyHow 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.