Bring your AI agent into your equity research

In your own logged-in browser, it pulls figures straight from filings, IR pages, and market data. Every number cites the page it came from.

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Plugs into the agent you use
ChatGPTClaudeWorkBuddyPerplexityGrok
And 20+ others
Reaches the sites you log into
TradingViewWSJStatistaCrunchbase
Use cases

Built for finance teams

Each card opens the full walkthrough, with a real example you can copy.

Equity Research

Research a stock from the notes you pay for

Filings plus your broker’s sell-side notes, read live, sourced.

See how it works
How it works

Your agent, working in three steps

No new app to learn. Actionbook plugs into the agent you already use.

01

Connect your agent

Add Actionbook to ChatGPT, Claude, or any MCP client in two clicks. No new app to learn, no extra login.

02

It works in your browser

Your agent searches the sites you’re already logged into, seeing exactly what you see and reaching whatever your accounts unlock.

03

You stay in control

It gathers what you asked for and hands it back. Nothing is sent or saved until you approve it.

Trust & control

It works through your browser, on your terms

Actionbook gives your agent reach without giving up control of your accounts.

Your own session

The agent acts in your logged-in Chrome. Actionbook never asks for your passwords or stores your credentials.

It drafts, you send

Every message, connection, and save waits for your approval. Nothing leaves your browser on its own.

Your data stays yours

There’s no scraped copy of your accounts. The agent reads live pages and hands you the result — that’s it.

A real browser, not a scraper

Because it drives your actual browser, it isn’t blocked like scrapers and never breaks on a login wall.

Frequently asked questions

Find answers to common questions about Actionbook for finance teams.

What do you want your agent to do today?

Connect your agentView setup guides