StockPortfolio.pro — Verified Financial Data

ClaudeCommunityby StockPortfolio.pro

StockPortfolio.pro serves verified financial data for US-listed companies, read from the SEC filings themselves rather than estimated from a model. Six read-only tools: • search_companies — resolve a company name or ticker to one US-listed company and its SEC CIK. Free. • get_company_fundamentals — filed figures by fiscal period: revenue, gross profit, operating income, net income, diluted EPS, free cash flow, cash, debt and shares outstanding. • search_filings — the 10-K, 10-Q, 8-K, 20-F and proxy timeline by form and date, with EDGAR links. • get_filing — the text of one filing: a named section such as Risk Factors or MD&A, or a search within it. • ask_filings — a filing-grounded written answer with the pulls behind it, so every figure can be checked. • sp_health — server version and tool count, the connection check. Free. 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. Access: no API key is needed to start. search_companies and sp_health are free, and an unconnected caller gets 3 research answers and 50 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.