Your AI gets a research desk for U.S. stocks. It screens the market, searches filings, compares peers, draws charts, and follows 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.
Search the full text of every filing.
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 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.