the docs
how to use it.
Johannes Vermeer, Woman Holding a Balance, c. 1664, detail · National Gallery of Art
what it is
Research on US public companies, read from their SEC filings, inside your AI assistant: quick answers in seconds, and deep reports written and checked with Anthropic's Claude models (how a report is made). It is informational research: Viridis does not value shares or give investment advice. It covers US companies that file 10-Ks and 10-Qs, not funds, ETFs or foreign companies that file 20-Fs.
connect it
- Add Viridis to Claude: Claude opens Viridis's page in its connector directory. Add it there, and continue past Claude's reminder that it has not reviewed a community connector in depth.
- A Viridis page opens: type your email, then the 8-digit code it receives. The first time, that code makes your free account, with no card.
- In a chat, ask: “What can Viridis do?”
ChatGPT and other apps: the steps for each. An app that adds an MCP server by its address uses https://askviridis.com/mcp. No assistant? Read the reports on this website.
what to ask
- A deep report. “Write Viridis's report on Rivian.” On Basic and Pro, a report on any company Viridis covers is written for you in about 6 to 8 minutes. “What does Viridis's report on Costco say?” opens one already written, at once. The free plan reads 2 free reports a month from the library, the reports already written. A report you do not have uses one of your reports, only when you ask for it; one you have reopens free.
- Its sources. “Where does that figure come from?” shows the filing passage behind a claim in a report you have.
- Quick answers, in seconds, free on every plan: “Any red flags at Carvana?” “Are Tesla's insiders selling, apart from planned sales?” “Microsoft's cash flow, last six quarters.” “What does Coca-Cola's 10-Q say about its tax dispute?” “Compare Costco, Walmart and Target.”
- Your companies. “Follow my portfolio: KO, MSFT, COST.” Then “How are my companies doing?” shows what each filed, its deadlines, red flags and insider trades. Following is free. On Basic and Pro, “Turn on automatic reports for Coca-Cola.” brings each new report as the company files.
What each answer holds: what it answers. What each plan gives: pricing.
when something goes wrong
- No code in your email. Look in the spam folder. A code lasts 10 minutes and works once; after a few minutes you can ask for a new one.
- “This request to connect an app is unknown or has expired.” The sign-in page waited too long. Start again from your app; if this browser is signed in, it takes one click.
- Your assistant cannot connect, or shows Reconnect. Open its connectors, select Viridis and connect again. If it still fails, remove Viridis there and add it again: your account, your companies and your reports stay.
- Viridis does not answer in a chat. In Claude, turn it on for that chat, from the + menu, under Connectors. In ChatGPT, type @ and choose Viridis.
- A company is “not covered”. Funds, ETFs, foreign companies that file 20-Fs and symbols the SEC does not list are not covered, and asking again gets the same answer.
- A report “is being written”. A new one takes about 6 to 8 minutes. Ask again and it comes; nothing more is used.
- A report waits for the earnings call. On the day a company reports results, a new report waits for the call's transcript, usually a day at most, and nothing is used. To have it now, tell your assistant so: it is written without the call, and says so.
- No reports left, or a day's limit reached. The answer says when more come. Quick answers renew at midnight UTC.
- “SEC EDGAR did not respond in time.” The SEC's site is sometimes slow. Try again in a minute.
- To disconnect. Remove Viridis in your assistant's connectors, or on your reports page, under “your account”, where every app and browser signed in to your account is listed.
help
Questions, a problem, or a security concern to report: write to support@askviridis.com. What Viridis receives from your assistant, and what it keeps: privacy.
Updated November 9, 2026.