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Your AI gets a research desk for U.S. stocks. Explore financial metrics, compare peers, build charts, search filings, and follow your watchlist.

Screen the whole market in a sentence.

Fundamental screens

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.

Metric search

One row per company and metric, including segment lines the standard statements don't show.

Then go deep on any company.

Business overviews

Segments, products, customers, and named competitors, straight from the 10-K's business section.

Metric history

Quarterly, annual, and TTM series up to ten years back, with the definition on request.

Segment history

Product, geography, and business-unit breakdowns, with the full series behind each.

Find the disclosures behind the numbers.

Compare across companies.

Filing-derived competitors

Ranked by who the filing names, who names them back, and how alike the businesses read.

Peer comparisons

The same metric pulled for up to ten companies at once, on one yardstick.

Chart exports

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 your AI assistant check in on a schedule.

If your assistant supports scheduled tasks with connected tools, ask it to review company financials or new filings on a schedule. Scheduling and notifications are handled by your assistant; OpenCapital supplies the research data.

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.

Using something else? Any client that supports remote MCP servers over Streamable HTTP works.

Generic setup

Connect once, then ask the whole market.