StockPortfolio.pro — Verified Financial Data

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.