ValuEdge - Stock Research & Portfolio Analysis

Bring stock research and portfolio analysis into Claude with ValuEdge. Explore what a company may be worth, understand the assumptions behind its valuation, and connect the research to the stocks you follow.

Stock valuation and intrinsic value Look up supported companies and review fair-value estimates, margin of safety, valuation methods, assumptions and confidence. See where models disagree and where coverage is incomplete, so you can ask better follow-up questions.

Financial statements and fundamentals Explore available income statements, balance sheets, cash flow, profitability and growth metrics. Review financial history and forward EPS consensus where available. Historical periods and forecasts are distinct; coverage varies by company.

Stock comparisons Compare valuation metrics for 2–6 stocks, including price, fair value, margin of safety, confidence and valuation risk. Use separate fundamentals queries to explore the businesses behind the numbers.

Stock screening Find research candidates using supported presets such as undervalued, quality-undervalued, dividend-undervalued and large-cap-value. Screening is a bounded NYSE/NASDAQ preview: a window of up to 60 candidates and a maximum of 12 results, not an exhaustive market scan.

Your portfolio, watchlist and alerts Connect your ValuEdge account to review your own holdings, portfolio allocation, concentration and fair-value coverage. Explore your watchlist and read existing Smart Alerts. Personal tools require an active Trial or Unlimited plan.

Ask: “What drives Microsoft's fair value?”, “Compare MSFT and AMZN on valuation,” or “Where is my portfolio concentrated?”

ValuEdge is read-only. It does not place trades, transfer funds, edit accounts or create alerts through this connector. Data dates and availability vary; estimates are not guarantees. EPS consensus is not normalized, and historical estimate revisions are unavailable. Outputs support your investment research, not personalized financial advice.