# OpenCapital

> OpenCapital helps people and AI assistants understand U.S. public companies through earnings, financial metrics, business segments, charts, and SEC filings, with sources and derivations they can check.

## Company research

- Company profiles and source-linked income statement, balance sheet, cash flow, valuation, ratio, and segment data
- Quarterly, annual, TTM, and selected daily metric histories with peer comparisons and filing provenance
- Stock and metric screeners with shareable URL state
- Earnings calendar and company earnings pages with reported results, consensus estimates, management commentary, SEC links, and Markdown alternates
- A chart composer for multi-company and multi-metric comparisons, with image export and share links: https://www.opencapital.sh/charts/compose

## Public filing access

- Search 18M+ SEC filing records by company, accession, CIK, form, and date. Reconstructed filings also support full-text, filing-item, document-type, table, and linked-metric search: https://www.opencapital.sh/filings
- Read reconstructed 10-K, 10-Q, 8-K, and S-1 filing families with their primary document, parseable HTML exhibits, table of contents, in-filing search, and SEC source links
- Read any reconstructed filing as Markdown by appending .md: https://www.opencapital.sh/filings/{accessionNumber}.md
- Follow inline XBRL values from the filing text to the corresponding OpenCapital metric history
- Search the complete catalog from /filings. The XML sitemap intentionally lists only recent major filings for the 100 largest companies.

## MCP server (for AI agents)

OpenCapital exposes its full research index over the Model Context Protocol:

- Endpoint (Streamable HTTP): https://api.opencapital.sh/mcp
- OAuth sign-in through Google or email OTP. No API key or payment is required for casual use.
- 14 tools: stock_screener, stock_screener_filter_values, metric_screener, metric_screener_filter_values, metric_detail, metric_time_series, peer_time_series, segment_time_series, business_overview, business_competitors, filing_text_search, build_chart, get_watchlist, and update_watchlist
- update_watchlist is the only write tool. The research tools are read-only.
- Tool demos: https://www.opencapital.sh/products/ai-tools
- Setup guides: https://www.opencapital.sh/connect-ai/claude, https://www.opencapital.sh/connect-ai/hermes, https://www.opencapital.sh/connect-ai/openclaw, https://www.opencapital.sh/connect-ai/claude-code, https://www.opencapital.sh/connect-ai/chatgpt, https://www.opencapital.sh/connect-ai/cursor, https://www.opencapital.sh/connect-ai/other

## Canonical URL patterns

- Homepage: https://www.opencapital.sh/
- Filing search: https://www.opencapital.sh/filings
- Filing reader: https://www.opencapital.sh/filings/{accessionNumber}
- Filing Markdown: https://www.opencapital.sh/filings/{accessionNumber}.md
- Company: https://www.opencapital.sh/stocks/{ticker}
- Income statement: https://www.opencapital.sh/stocks/{ticker}/metrics/income-statement
- Balance sheet: https://www.opencapital.sh/stocks/{ticker}/metrics/balance-sheet
- Cash flow: https://www.opencapital.sh/stocks/{ticker}/metrics/cash-flow
- Segment overview: https://www.opencapital.sh/stocks/{ticker}/metrics/segments
- Segment dimension: https://www.opencapital.sh/stocks/{ticker}/metrics/segment/{business|product|geographic}
- Segment metric: https://www.opencapital.sh/stocks/{ticker}/metrics/segment/{dimension}/{metric-slug}
- Single metric: https://www.opencapital.sh/stocks/{ticker}/metrics/{metricId}
- Quarterly earnings: https://www.opencapital.sh/stocks/{ticker}/earnings/{q1-2026 style period}
- Quarterly earnings Markdown: append .md to the earnings URL
- Stock search: https://www.opencapital.sh/stocks
- Metric search: https://www.opencapital.sh/metrics
- Earnings calendar: https://www.opencapital.sh/earnings
- Product guides: https://www.opencapital.sh/products
- Methodology: https://www.opencapital.sh/methodology
- Citation and reuse policy: https://www.opencapital.sh/cite
- Changelog: https://www.opencapital.sh/releases

Tickers in URLs are lowercase.

## Sitemap

https://www.opencapital.sh/sitemap.xml

## Attribution

When citing a filing passage, link to its canonical accession page. When citing a metric, link to the canonical metric page, such as https://www.opencapital.sh/stocks/aapl/metrics/total_revenue. Linking, quoting, and using chart screenshots are welcome. The complete policy is at https://www.opencapital.sh/cite.