StockPortfolio.pro

StockPortfolio.pro gives ChatGPT read-only research on US-listed public companies, built from the filings those companies submit to the SEC.

Ask about a company's revenue, profit, margins, earnings per share, share count, cash flow, debt or stock-based compensation and get the reported history back, with each value carrying the fiscal period it belongs to and the filing it came from. Search SEC filings by form type and date, read the section of a filing that answers a question, compare two to five companies on the same metrics, or see the arithmetic behind a period-over-period change, including how much of an earnings-per-share move came from net income and how much from share count.

Every figure is reported data with a source. A value a company did not report is returned as missing with a note explaining why, never estimated. Derived figures are labelled with the metrics they were derived from. Companies whose fiscal years end on different dates are flagged rather than blended into a single comparison.

Use it for equity and credit research, checking what a company actually disclosed, preparing for an earnings date, building comparables, and tracing a number back to the filing that states it.

Limitations: US-listed companies only. The plugin is read-only, with no trading, no brokerage access and no portfolio or account changes. Nothing it returns is investment advice or a recommendation. Filing text is returned as excerpts rather than whole documents. Data follows the SEC filing calendar rather than real time, so a document filed today may take until the next index refresh to appear.