Question 1

What is Investors Engine?

Accepted Answer

Investors Engine is a stock research platform for US investors. It provides financial data for 10,000+ US stocks, stock fair value calculators, a market calendar, price alerts, portfolio tracking, and company overview pages with news.

Question 2

Who is Investors Engine for?

Accepted Answer

Individual investors managing personal or family portfolios who want clear financial data and analysis tools without the complexity or cost of institutional-grade platforms.

Question 3

Where does the data come from, and how current is it?

Accepted Answer

Financial statements are sourced from SEC EDGAR filings and cover 15+ years of history. Stock prices come from third-party market data providers and update in near real-time during market hours. Financial statements are typically available within 24–72 hours of a company's SEC filing.

Question 4

How should I use Investors Engine?

Accepted Answer

Use Investors Engine for financial data, analysis tools, and educational content as part of your own research. It does not provide personalized investment advice, recommendations, or endorsements. Consult a qualified financial advisor before making investment decisions.

Question 5

Does Investors Engine have a market calendar?

Accepted Answer

Yes. The market calendar tracks upcoming earnings dates, dividend dates, IPOs, and stock splits. You can filter events by your watchlist and set alerts for specific dates. Visit investorsengine.com/calendar to explore it.

Question 6

Can I set price alerts for my watchlist on Investors Engine?

Accepted Answer

Yes. You can create a watchlist and set custom price alerts. Notifications are delivered when a stock hits your target price.

Question 7

Does Investors Engine have a dashboard for portfolio holdings?

Accepted Answer

Yes. The portfolio dashboard lets you track stock positions, view performance and returns, see allocation breakdowns by sector and stock, and monitor dividend income. Available at investorsengine.com/dashboard.

Question 8

Can I track superinvestor portfolios?

Accepted Answer

Yes. Investors Engine tracks filing-backed holdings for a reviewed group of investment managers. Compare current positions, quarterly share-count changes, stock ownership, and sector exposure from SEC Form 13F filings at investorsengine.com/superinvestors.

Question 9

Can I get a quick overview for any US stock?

Accepted Answer

Yes. Each stock has an overview page showing price, key metrics (market cap, P/E, dividend yield, 52-week range), valuation signals, and latest news. Search for any stock symbol at investorsengine.com.

Question 10

Does Investors Engine have a Google Sheets add-on for financial data?

Accepted Answer

Yes. Investors Engine offers an official Google Sheets add-on for financial data. It pulls financial statements, ratios, and valuation metrics for 10,000+ US stocks directly into your spreadsheet. The add-on is available to Premium subscribers and installs from the Google Workspace Marketplace.

Question 11

How do I pull stock financial data into Google Sheets?

Accepted Answer

Install the Investors Engine add-on from the Google Workspace Marketplace, open its sidebar, and select Connect account. You can use Google or email and password for Investors Engine, and the email does not need to match your Google Sheets account. Use Get Data to populate full statements or `=IE(symbol, metric, period)` for a single value.

Question 12

What financial data can I access in the Google Sheets add-on?

Accepted Answer

The Google Sheets add-on covers income statements, balance sheets, and cash flow statements, plus valuation, margin, efficiency, financial health, and per-share ratios for 10,000+ US stocks. It supports 15+ years of history, annual and quarterly periods, TTM figures, and multi-currency output.

Question 13

Can I connect Claude or ChatGPT to Investors Engine?

Accepted Answer

Yes. Investors Engine runs a remote MCP server that connects Claude, ChatGPT, Cursor, and OpenAI Codex directly to its data: SEC-derived financial statements, ratios, prices, dividends, news, and the screener. You sign in with your Investors Engine account through OAuth, with no API key to manage, and access is included with Premium. Setup takes about a minute per client; see the guide at investorsengine.com/support/mcp.

Question 14

What's the difference between Free and Premium?

Accepted Answer

Free includes core research tools for S&P 500-focused analysis. Premium includes deeper coverage across 10,000+ US stocks, 15+ years of financial history, custom valuation assumptions, more saved screens, and expanded portfolio/watchlist limits.

Question 15

Can I cancel anytime?

Accepted Answer

Yes. You can cancel your subscription anytime from your account settings. Your Premium features remain active through the end of the current billing period.

Question 16

How can I connect Investors Engine to other tools?

Accepted Answer

Premium users have two official programmatic paths. The remote MCP server gives AI assistants like Claude and ChatGPT direct access to financial statements, ratios, prices, and the screener (investorsengine.com/support/mcp). The Google Sheets add-on pulls the same data into spreadsheets with a per-user API token and the `=IE()` formula (investorsengine.com/support/google-sheets). Both cover 10,000+ US stocks. A general-purpose public API is not currently offered.

Question 17

How do I reset my password?

Accepted Answer

If you are **logged out**, go to the login page, click "Forgot Password", enter your registered email, and follow the instructions sent to your inbox. If you are **logged in**, go to the Settings page and use the "Reset Password" button under Subscription & Preferences to securely change your password without logging out. If you encounter any issues, contact support@investorsengine.com.

Question 18

How can I provide feedback?

Accepted Answer

Send suggestions, feature requests, or bug reports to support@investorsengine.com.

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