StockPortfolio.pro — Verified Financial Data
SEC-filing-grounded financials for US-listed companies — every figure keeps its fiscal period and the filing it came from. Nothing is estimated.
- Brand
- StockPortfolio.pro
- Category
- Finance
- Primary Subcategory
- Institutional Financial Data & Equity Research Platforms
Integration details
Description
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.
- 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.
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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 2026-10-07, 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 83 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.