StockPortfolio.pro v1.0.0
SEC filings and financials
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From the marketplace listing
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.
Language: English · Automatically detected from descriptions.
Oct 27, 2026 · 1 saved observations
Metadata · Oct 27, 2026 · 00:51 UTC · Compared with Oct 24, 2026 · 13:38 UTC
Package or technical metadata updated
Observed in package metadata. These changes alone do not establish a new customer-facing feature.
Oct 24, 2026 · 13:38 UTC
Not present
Oct 27, 2026 · 00:51 UTC
false
From the developer’s listing and package; capabilities are not independently tested. Package observed Nov 2, 2026.
Review scenarios; not an exhaustive list.
The plugin does not sell anything and no payment takes place in ChatGPT. It is a read-only data tool: its MCP server exposes seven read-only tools and no purchase, subscription or account action. The underlying StockPortfolio.pro service is a separate paid subscription bought on the website, and the plugin does not surface, sell or manage it.
Terms may have changed since this observation.
Show Microsoft's revenue, EPS and share count for the last five years.
Initial StockPortfolio.pro plugin submission. Provides read-only public-company financial research over MCP: company lookup, historical financial metrics with the SEC filing that reports each fiscal period, single-metric histories, SEC filing discovery, filing-section and excerpt retrieval, peer comparison, and a reported arithmetic bridge for period-over-period changes. Every value carries its fiscal period and its SEC source where one exists; missing values are returned as missing and never estimated. No trading, portfolio, account-write or purchase capability is included.
Declared in the saved package. Remote tools may change independently.
Publisher declarations from the archived package. These are separate from our research and the live service's terms.
Package observed Nov 2, 2026.
plugin_asdk_app_6abd5ccb15d48191a50f8fc678fd3732
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