Claude Pinegap connectorWhat Claude can do in your Pinegap account.

Fetches key profile fields for a ticker from Pinegap's market data provider: market cap, currency, 52-week range, IPO date, geography, beta and average volume. These are figures from that provider, not an analysis.

Generates a competitor identification and competitive landscape analysis from the latest 10-K or 20-F filings, covering market position, key differentiators and competitive dynamics. The analysis rests on those annual filings.

Retrieves summaries of conference and investor-day documents for the window between one earnings call and the next. Pinegap notes it can queue summaries for documents in that window that do not have one yet.

Returns short AI-generated takeaways, one paragraph per conference, for investor or analyst conferences held after a given earnings call. The window has no end date, so older periods can stretch across several later quarters.

Shows the historical table of stock-price reactions one day and five days after earnings, for recent fiscal periods, most recent first. Pinegap leaves a value empty when no genuine data exists rather than filling the gap.

Generates detailed profiles of the C-suite by synthesising proxy statements, 8-K filings and web research, covering background, tenure and prior roles. It concerns the leadership team only, not the board as a whole.

Retrieves the full text of a company document: call transcripts, press releases, 10-K, 10-Q, 8-K and SEC forms 3, 4, 5 and 13F. Documents are requested by ID or by ticker and type; a single document comes back in pages, and the viewer or download modes return a link only.

Collects every forward-looking statement management made on earnings calls, from precise targets on revenue, EPS or margins to directional comments, for one or several tickers. Each item is tagged raised, lowered, maintained or new.

Checks that Pinegap's server is running and that its database connection is active. Pinegap advises using it to diagnose connectivity issues before making other requests.

Surfaces the most discussed topics on earnings calls, weighted by frequency and importance, for one or several tickers. Each summary carries inline citation markers back to the source text.

Returns fiscal period information for a ticker: the most recent period with content available, or confirmation that a document exists for a given quarter or half. Earnings calls are the default document type.

Extracts from the latest proxy filing the performance drivers and explicit weightings that set executive incentive pay, not the dollar amounts. The summary separates short-term from long-term drivers and can include the prior fiscal year.

Returns follow-up questions for management based on the latest earnings call, grouped by theme such as financial performance, operations or strategy. Pinegap presents it as useful for preparing management meetings or a monitoring framework.

Gathers verbatim management quotes from a single source, the latest call transcript or the latest press release as a fallback, sorted into 12 operational categories such as volume, pricing and retention. Pinegap says nothing is paraphrased or generated.

Opens investment-focused podcasts: browse shows and episodes, fetch transcripts, retrieve equity insights extracted by AI, or scan episodes for mentions of one or more tickers. A mode setting selects the operation.

Retrieves the latest primer sections for a company: business model, segments, competitive dynamics and financial framework. By default every section comes back; a list of section types narrows the response.

Produces a review of the DEF-14A proxy filing: board composition and oversight, ownership and voting control, pay structure and its link to performance, and notable shareholder proposals, grounded solely in the filing text.

Summarises each proposal in the latest DEF 14A proxy statement along with the board's own stated position. Pinegap stresses it is descriptive only and gives no voting recommendation.

Scores earnings quality risk across six accounting dimensions from the latest 10-K or 10-Q, such as revenue recognition, collections and cost capitalisation, with filing-specific evidence and a prior-period comparison that separates new, persistent and resolved risks.

Flags governance and shareholder-rights concerns in proxy disclosures: board independence, pay practices, related-party transactions, weak say-on-pay signals and anti-shareholder provisions. The source is the DEF-14A filing.

Tracks how management sentiment around chosen keywords shifts across consecutive earnings calls, with verbatim excerpts, for one or several tickers. Without keywords, it falls back on each ticker's stored curated set.

Finds a stock by ticker, Bloomberg or Nasdaq code, or company name, and returns its identifiers, exchange, country, sector and reporting frequency. Name search is fuzzy, and Pinegap recommends it to verify a ticker before calling other tools.

Compares the latest call or press release with prior periods to spot disclosures that are new, escalated, withdrawn or downgraded, for one or several tickers. Pinegap says an AI pass does the detection.

Returns the ordered list of related companies for a ticker, customers, suppliers, competitors and partners, as configured in Pinegap for your user. The list reflects your own set-up, not a universal one.

Shows all the watchlists of the current user and can enrich each ticker with the latest release date for chosen document types, such as earnings calls.