stockportfolio.pro

Stockportfolio.pro is an AI analyst for US-listed companies that files in USD. It answers questions by drawing on up to 19 years of SEC filings together with live web sources when relevant, attributing every claim to its source and citing figures by fiscal period.

The platform supplies an Ask function that processes natural-language queries such as comparisons of revenue growth or margin trends across multiple companies. Responses are constructed from tool calls over actual filings, include inline charts and tables, and remain silent if the requested information is absent from both the filings and current web data. Nineteen annual reports and up to 48 quarters are available for each company, with ratios and health checks already computed. A free screener lets any visitor filter more than 3,800 companies on fundamentals that include growth, margins, returns, valuation, and dividends without an account.

Portfolio features read a user's holdings to produce a plain-English weekly briefing on filing changes, a blended X-Ray of valuation and quality, and daily attribution that quantifies movements from filed statements. The Filing Change Monitor scans new 10-K, 10-Q, and 8-K submissions, extracts material year-over-year shifts in numbers and language, and ranks them by significance. Thirteen-F filings from 27 named investment funds are reconstructed quarterly, showing positions, recent trades, and hypothetical performance over periods from three months to 15 years; an AI summary of each fund's moves is available on paid plans. Additional capabilities comprise watchlists, SEC filing alerts, insider transaction history from Form 4 filings, peer and side-by-side comparisons, and CSV export of tables.

The service is delivered as a web-based platform. Access begins with a 7-day free trial of paid plans that requires no card. A Monthly plan costs 12 dollars per month and supplies the research library plus 25 Ask questions. The Pro plan costs 33 dollars per month or 250 dollars billed annually and raises the monthly question limit to 300 while adding the full analyst and Filing Change Monitor features. The first 20 subscribers may lock the 12-dollar rate for life.