Investor activity
See who has disclosed trades in a stock.
Use Coattail to show the recent disclosure preview for NVDA. Who reported trades, and what were the transaction and disclosure dates? Include source links where available.
Coattail + ChatGPT
Your research.
Inside ChatGPT.
Bring Coattail’s stock research into your ChatGPT conversations.
Get connected
Connect Coattail to ChatGPT.
Open your plugins
In ChatGPT, open Plugins, select +, then Add custom MCP server.
Add Coattail
Name it Coattail, paste the server address below, and choose OAuth sign-in.
MCP server addresshttps://mcp.coattail.co/mcpSign in and ask
Approve the read-only permissions, then select Coattail in your conversation.
Asked for an OAuth client ID?
Use coattail-chatgpt with no client secret.
The connection uses read-only research and watchlist permissions.
Use a custom connector where your account supports it. Portfolio access requires Pro and separate approval. ChatGPT setup help ↗
Things you can ask ChatGPT.
Connect Coattail, pick a question, and make it your own.
Follow an investor
Look up a tracked investor’s reported activity.
Use Coattail to find Nancy Pelosi and summarize her recent public disclosure preview. Distinguish transaction dates from filing dates and link to available sources.
Earnings in context
Understand the latest stored earnings analysis.
What does Coattail’s latest stored earnings analysis for NVDA say about guidance, key topics, and risks? Include the report date and say if any information is unavailable.
Government contracts
Explore reported awards and agencies.
Use Coattail to look up stored government contract records for PLTR. Summarize the agencies, award amounts, and award dates in the available preview.
Lobbying activity
See the issues companies have reported lobbying on.
What lobbying filings does Coattail have for GOOGL? Summarize the reported amounts, issues, and filing periods from the available records.
FDA events
Look up recorded drug and application milestones.
Use Coattail to look up FDA events for LLY. List the drug names, application types, and recorded action dates, and flag any missing details.
Short interest
Put reported short-interest figures in context.
Show Coattail’s latest available short-interest records for TSLA, with report dates. Explain the available figures and distinguish reported data from live market activity.
Off-exchange activity
Understand the available volume records.
Use Coattail to summarize the latest off-exchange volume records for AAPL with their report dates. Explain what the figures show without assuming they reveal buying or selling direction.
My saved stocks
Start with the stocks you already follow.
Use Coattail to show my saved watchlist. List the stock tickers and company names, follow the pagination if needed, and do not request live prices.
Investors I follow
Bring your saved research interests into the chat.
Which investors do I follow in Coattail? Group the saved list by investor type where available and make clear if there are more pages.
My portfolio accounts
Pro · Requires separate portfolio approval.
Use Coattail to list my selected portfolio accounts. Show their display names and institutions where available. Do not refresh a brokerage or request balances or live prices.
My saved holdings
Pro · Requires separate portfolio approval.
Use Coattail to list my selected accounts, then ask me which account to inspect. For that account, show saved holdings, quantities, cost basis per share, and stored timestamps where available. Label snapshots and partial pages clearly; do not request live prices or a brokerage refresh.
Ask ChatGPT opens your question in a new chat. Select Coattail before sending. Research is a stored preview; availability varies. Personal data needs your approval. Portfolio tools require Pro and separate access. Read-only access. Your Coattail account stays in your control.
Prefer another AI Agent?
Coattail also works with Claude, Cursor, and other AI Agents.
ClaudeConnection guide ↗
CursorConnection guide ↗
MuseConnection guide ↗