Your AI gets a full research desk for US stocks. It screens all 5,000 companies, reads what management wrote, compares peers, draws charts, and keeps up with the names you follow.
Screen the whole market in a sentence.
Screen stocks by any fundamentals.
Growth, margins, valuation, cash flow, and 50+ more filters, set in one sentence.
Dividend and value screens.
Yield, P/E, and market-cap floors run through the same screener.
Search every reported metric.
One row per company and metric, including segment lines the standard statements don't show.
Then go deep on any company.
Structured business overviews.
Segments, products, customers, and named competitors, straight from the 10-K's business section.
Full history for any metric.
Quarterly, annual, and TTM series up to ten years back, with the definition on request.
Revenue by segment, over time.
Product, geography, and business-unit breakdowns, with the full series behind each.
Search the full text of every filing.
Compare across companies.
Competitor lists from the filings.
Ranked by who the filing names, who names them back, and how alike the businesses read.
One metric across ten tickers.
The same metric pulled for up to ten companies at once, on one yardstick.
Article-ready charts.
Your AI renders the chart as an image you can drop anywhere, plus a link to edit it in the composer.
Track the companies you follow.
Have Claude Cowork or Codex check in on a schedule.
Claude Cowork and Codex can run tasks on a schedule. Put the timing right in the ask (“every Monday at 8am, ...”) and it becomes a scheduled task: the agent does the work in the background and messages you what it found. Since OpenCapital stays connected, every run reads the latest filings.
Every morning
“Summarize any new filings from the companies on my watchlist.”
Every Monday
“Run my screen, large caps growing over 15% with a P/E under 30, and tell me who joined or left the list.”
Every Friday
“Check what my companies' competitors said in their latest filings.”
First of the month
“Recheck free cash flow across the hyperscalers and flag any inflection.”
Mid-month
“Chart my most-followed name against its closest peer and send me the image.”
Every quarter
“Walk my watchlist company by company: segment trends, margins, and anything newly disclosed.”
Pick your client.
Claude
claude.ai and Claude Desktop. Add a custom connector, sign in once, and ask away.
View setup guideChatGPT
Plus, Team, and Enterprise. Create an app in Developer mode and authorize with OAuth.
View setup guideCursor
One-click install in the editor. Research companies without leaving your code.
View setup guideClaude Code
One command adds the server to your terminal. Screen and compare from the command line.
View setup guideCodex
The OpenAI Codex IDE extension and app, connected through MCP settings.
View setup guideCodex CLI
One command for the Codex terminal agent, then log in and start asking.
View setup guideUsing something else? Any client that supports remote MCP servers over Streamable HTTP works.