Connect

Hand your portfolio
to Claude or ChatGPT.
Get analyst-grade answers.

Link your brokerage once. Every stock you own gets paired with the numbers an analyst would use — revenue growth, margins, segments — straight from the filings. Then Claude or ChatGPT can read all of it directly.

Once linked

• Your AI can read every position and answer questions about it with real filings data
• Revenue, margins, and segment data on every holding — refreshed as new filings come in
• Your holdings stay one click away from anywhere in OpenCapital
• Email when one of your companies files new numbers, so you don't have to check