Releases

Connected assistants can now build charts, not just pull numbers. Ask for a company's revenue and its growth rate, or a margin compared across a handful of peers, and your assistant returns the actual chart as an image — the same one the site renders — over MCP.

Every chart comes with a link that opens it in the composer, so you can change the view, add another series, or adjust the time window without starting over.

From answer to chart

It closes the loop between asking a question and seeing the trend: the assistant does the lookup, the chart makes it legible, and the link hands it back to you to refine.

Charts now have a home of their own. The composer lets you put any metrics on one canvas — revenue next to margins, one company against its peers, a value series beside its own growth rate — and read them side by side.

Built for comparison

• Plot up to ten series at once; metrics in different units split onto their own axes automatically.
• Switch between bar, line, and area, and between quarterly, annual, and trailing-twelve-month views.
• Add a metric to the chart from any stock or metric page, then keep building.

Every chart is fully described by its link, so the view you build is the view you share — and the one that loads when someone opens it.

A number tells you what changed. The filing tells you why. Filing-text search lets you query the full prose of every 10-K, 10-Q, and earnings 8-K we cover, so management's commentary, the risk factors, and the segment notes are one search away.

Every result is cross-referenced to the underlying data. When a passage cites a reported figure, you can pivot straight from the sentence to the metric it feeds, and from the metric back to the language around it.

What you can do

• Search across filings by company or theme, ranked by meaning rather than keyword matching.
• Jump from a quoted figure to its metric, and from a metric to where it's discussed.
• Read the relevant passage in clean, readable text instead of raw filing HTML.

Built for the read-the-footnotes investor: the detail that moves a thesis usually lives in the text, not the table.

OpenCapital now speaks MCP, the open protocol for connecting tools to AI assistants. Link your account once and the fundamentals you research here become available inside Claude, ChatGPT, Codex, and Cursor.

Ask for a company's margins over the last ten years, screen for businesses on your own criteria, or pull a peer comparison, and get an answer grounded in the same filing-derived data the site runs on, with sources you can check.

Why it matters

Your assistant stops guessing from memory and starts working from the filings. The free tier covers everyday research; heavier use is unmetered on the paid plan.

Headline revenue rarely tells the whole story. We now extract reported segments straight from the filings, so you can see the mix behind the top line: product lines, geographies, and operating units, each with its own multi-year history.

Segment disclosure is notoriously inconsistent across companies and quarters. We reconcile it against the standardized totals so the parts add up to the whole, and surface it on the same charts you already use.

For anyone underwriting a growth story, the real question is usually which part is growing. Now you can answer it.

The screener got a ground-up rebuild. Filter every company we cover on the fundamentals you care about, sort by growth, margins, valuation, or quality, and scan compact rows that load without a wait.

Two ways to search

• Stock screener: one row per company, for 'find businesses that look like this' questions.
• Metric screener: one row per company and metric, for ranking the fastest-growing revenue or the widest margins across the market.

The default sort reflects how widely a metric is actually followed, so the names you'd expect surface first.

When a company reports, the 8-K hits the wire as dense prose and tables. We turn it into a readable earnings page within minutes: the quarter's headline figures, how they stack up year over year and against the prior quarter, and a link to the filing itself.

Each report is matched to its fiscal period correctly, including the off-cycle and retail 4-5-4 calendars that trip up naive year-over-year math, so the comparisons you see are the right ones.

Follow a name through a print without refreshing five browser tabs.

Research is only useful if it stays close to what you're watching. Build a watchlist of the companies on your radar and it travels with you across the site, one keystroke away on every page.

Each name sits next to its fundamentals, so the businesses you follow are one click from their numbers, their segments, and their filings.

The list is sorted by who reports next, so it doubles as your personal earnings calendar through the season.