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Monk.trade

How to check a stock you own with ChatGPT or Claude

Reviewed

Ask it

Using Monk.trade, give me a checkup on KO, JNJ, MSFT, PG and AAPL: distance from the 52-week high, 1-year change, revenue growth, insider buying or selling, and dividends paid.
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Precise version: the same rule every time
Using Monk.trade, check KO, JNJ, MSFT, PG and AAPL as of the last completed session. For each, show how far the close is below its 52-week high, the price change over the past year, revenue growth in the latest quarter from a year earlier, net insider buying or selling on the open market over the last 63 trading days from Form 4, and dividends paid in the latest fiscal year from the annual report.
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What you get back

A starting list for research. It does not recommend any trade.

Example · run · data to

Checkup of five holdings, Nov 5, 2026 close
SymbolOff high1 yrRevenue growthInsider netDividends paid
KO-1.7%+39.4%+7.4%-$21.9M$8.8B
PG-2.0%+13.5%+4.0%-$31.5M$10.2B
AAPL-3.2%+27.5%+11.7%-$97.1M$15.7B
JNJ-3.4%+45.7%+5.9%-$45.4M$12.4B
MSFT-4.2%+4.2%+18.8%-$68.1M$26.4B

All five closed within 5% of their 52-week highs. Insiders sold and none bought in the past 63 sessions; at AAPL and MSFT every sale was under a trading plan. Dividends cover each company’s own fiscal year, so the years differ: KO and JNJ to December 2025, MSFT and PG to June 2026, AAPL to September 2026.

US stocks, ETFs and futures. The free plan runs 20 queries a day on daily bars; Pro adds intraday.

Then ask

Paste these into the same chat, after the first answer, so your AI knows which results you mean.

  • Chart all five over the past year.

  • Did any of these file an 8-K in the last 20 sessions, and with which items?

  • How did each company’s free cash flow change in its latest fiscal year?

What counts

A stock checkup is a short, regular review of a company you already own. It asks whether the price, the business and the people running it are still telling the story you bought. One table puts the price against its 52-week high and a year ago next to the latest revenue growth, insider trades and dividends paid, all from SEC filings.

The rule Monk.trade uses: the stocks you name, checked on the last completed session. Price measures use daily closes; revenue growth compares the latest reported quarter with the same quarter a year earlier; insider trades are open-market purchases and sales on Form 4 over the last 63 sessions; dividends are the cash paid in the latest fiscal year, from the annual report.

New to these terms?
52-week high
The highest price the stock traded at over the past year, about 252 trading days.
Year-over-year revenue growth
Sales in the latest quarter compared with the same quarter a year earlier, so seasonal swings cancel out.
Form 4
The SEC form an officer, director or large owner files within two business days of buying or selling the company’s stock.
Dividends paid
The total cash a company paid to its shareholders in a year, as shown in the cash flow statement of its annual report.
Free cash flow
Cash from running the business minus spending on buildings and equipment. Dividends are paid out of it over time.

Variations

  • Dividends against free cash flow

    “Using Monk.trade, for KO, JNJ, MSFT, PG and AAPL, compare dividends paid in the latest fiscal year with free cash flow in the same year, and show dividends as a percent of free cash flow.”
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    MonkQL
    from "KO", "JNJ", "MSFT", "PG", "AAPL"
let paid = facts(concept = "dividends_paid", period = "annual")
let fcf = facts(concept = "free_cash_flow", period = "annual")
show paid.value as dividends, fcf.value as free_cash_flow, 100 * paid.value / fcf.value as payout_of_fcf
sort payout_of_fcf desc

  • Insider trades with links to each Form 4

    “Using Monk.trade, for KO, JNJ, MSFT, PG and AAPL, show open-market insider purchases and sales over the last 63 trading days, how much of the selling was outside trading plans, and link each Form 4.”
    Open in ChatGPT ↗Open in Claude ↗
    MonkQL
    from "KO", "JNJ", "MSFT", "PG", "AAPL"
show insiders(code = "p", window = 63).net as bought, insiders(code = "s", window = 63).net as sold, insiders(code = "s", plan = "none", window = 63).net as sold_outside_plans, insiders(code = "s", window = 63).count as form_4s
sort sold asc

  • News check

    “Using Monk.trade, how many news stories mentioned KO, JNJ, MSFT, PG and AAPL in the last 5 trading days? List the headlines with links.”
    Open in ChatGPT ↗Open in Claude ↗
    MonkQL
    from "KO", "JNJ", "MSFT", "PG", "AAPL"
show news(window = 5).count as stories
sort stories desc

Check before you act

  • Nothing on this page is a signal to buy or sell. Prices can keep moving against you, and you can lose money.
  • Monk.trade has no per-share dividends, ex-dividend dates or dividend yields, and nothing on dividends paid by ETFs. Dividends here are the company’s total cash paid, from its annual report.
  • Price changes leave out dividends. Prices are adjusted for splits only, so the 1-year change understates the total return of a stock that pays a dividend.
  • Dividends against free cash flow is a rough coverage check. One year’s free cash flow can swing on a one-time payment: KO paid more in dividends than its 2025 free cash flow. Read the filing before drawing a conclusion.
  • Banks and REITs need different measures. Free cash flow means little for a bank, and REITs judge their dividends against funds from operations (FFO), which Monk.trade does not have.
  • Insider sales are common at large companies. Many follow option exercises or run on a trading plan set up in advance; the insider focus shows which sales came outside a plan.
  • News counts include stories that only mention a company in passing, so a large company collects many more. Read the headlines rather than the count.

The query

The MonkQL your AI writes
  1. from "KO", "JNJ", "MSFT", "PG", "AAPL"

    Name the stocks you hold. Replace these five with your own.

  2. let sales = facts(concept = "revenue", period = "quarterly")

    Read quarterly revenue from the company’s 10-Q and 10-K filings.

  3. let paid = facts(concept = "dividends_paid", period = "annual")

    Read the cash dividends paid in the latest fiscal year from the annual report.

  4. let insider_net = insiders(code = "p", window = 63).net + insiders(code = "s", window = 63).net

    Add open-market purchases (code P) and sales (code S, counted as negative) on Form 4 over 63 sessions, about three months.

  5. show 100 * (close[1] / highest(high, 252)[1] - 1) as off_high, 100 * (close[1] / close[253] - 1) as change_1y, 100 * sales.yoy as rev_growth, insider_net as insider_net_63, paid.value as dividends

    Use the last completed close, [1]. Show the percent below the 52-week high, the 1-year price change, revenue growth from a year earlier, the net insider dollars and the dividends paid.

  6. sort off_high desc

    List the stock closest to its high first.

Ask your AI to show the query it ran. The example came from run 01a1b1eb-81cd-7b53-bccb-60a6f9877866.

Research only. Not investment advice. Read the risk notice