Platform Deep Dive

Six intelligence layers.
Zero guesswork.

Every module in SharePulse is purpose-built for micro-cap IR. From shareholder tracking to AI perception audits, here's what you get inside the command center.

IR Overview
Stock Price
$2.84
+8.4%
Net New Holders
+12
This quarter
Avg Daily Vol
24.3K
+18%
Price & Volume (90d)
Price Volume
8-K Filed
JanFebMar
Content-to-Volume Correlation
0.72
LinkedIn posts correlate with trading volume spikes within 48 hours
Module 1

IR Overview & Stock Data

Your north star metrics on one screen. Real-time stock price and volume charts with event annotations. See exactly how your IR content correlates with trading activity.

  • Live stock data via Yahoo Finance

    Daily OHLCV with automatic refresh. Overlay annotations for earnings, 8-Ks, press releases, and content events.

  • Net new shareholder tracking

    The metric that matters most. See quarter-over-quarter shareholder growth alongside price and volume.

  • Content-to-stock correlation analysis

    Quantify the relationship between your LinkedIn posts, email sends, and trading volume spikes.

0.72 average content-to-volume correlation score
Module 2

Shareholder Intelligence

Upload your NOBO PDF and see shareholder changes in seconds. Track who's buying, who's selling, which brokers hold your stock, and where your shareholders are located.

  • NOBO + Transfer Agent PDF parsing

    Drag and drop your vStock PDF. Auto-parsed into structured data with shareholder names, share counts, broker, city, and state.

  • Quarter-over-quarter change detection

    See every new shareholder, every exit, every increase and decrease. Flagged automatically when you upload a new list.

  • Broker-dealer and geographic distribution

    Know which clearing firms hold your stock. See geographic concentration by state. Identify where your investor base clusters.

  • Multi-CUSIP support

    Common stock, warrants, preferred. Track each security independently with per-CUSIP shareholder views.

898 shareholders mapped from NOBO + Transfer Agent data
Shareholder Intelligence
New
+23
Lost
-11
Increased
34
Decreased
18
Shareholder
Broker
Shares
Change
ROBERT M CHEN
Schwab
42,500
+12,500 NEW
SARAH L MARTINEZ
Fidelity
28,000
+8,000
JAMES T WALKER
IBKR
15,200
-3,800
APEX CLEARING CORP
Apex
142,500
--
Top Broker-Dealers
Apex Clearing
45%
Schwab & Co
22%
Fidelity
15%
Interactive Brkrs
10%
23 new shareholders
Q4 2025 NOBO upload
Market Monitoring
47 mentions (30d) 68% positive 2 flagged
Reddit r/pennystocks 2h ago

"Been looking at $ONFO for a while. Their acquisition model actually makes sense for micro-caps..."

Positive acquisition
StockTwits @MicroCapTrader 5h ago

"$ONFO volume picking up. Somebody knows something?"

Neutral volume
Flagged Yahoo Finance FUD

"This company is going bankrupt, management is..."

Negative Reported to platform
Sentiment Trend (30d)
Volume spike detected
+340% above baseline
Module 3

Market Monitoring

Every mention of your ticker across Reddit, StockTwits, Yahoo Finance, and Google Alerts. AI-powered sentiment analysis. Bad actor flagging. Compliance-safe response drafting.

  • 12+ source integrations

    Reddit (8 finance subreddits + search), StockTwits, Yahoo Finance news, Google Alerts, SEC EDGAR filings. Plus manual paste for anything else.

  • Dual-layer sentiment analysis

    Keyword-based sentiment as baseline, with on-demand Claude Haiku LLM analysis for nuanced classification and context.

  • Bad actor flagging + response drafting

    Flag FUD, spam, misinformation, or coordinated activity. Generate compliance-safe responses grounded in public filings. Never wing it.

  • Narrative timeline + topic tagging

    11 preset topic categories. See how conversations shift over time. Detect emerging narratives before they become trends.

47 mentions tracked across 6 sources in the last 30 days
Module 4

Investor Funnel

Treat investor acquisition like DTC marketing. Score engagement across every touchpoint. See who's warming up, who downloaded your deck, who opened your last three emails. Convert prospects into shareholders.

  • Points-based engagement scoring

    Email opens, link clicks, document downloads, website visits, survey responses. Every interaction adds to a contact's score.

  • Automatic funnel stage derivation

    Prospect, Engaged, Active, Shareholder. Stages update automatically based on activity patterns and NOBO matching.

  • Document tracking with unique links

    Generate trackable download links for your investor deck, fact sheet, or annual report. Know exactly who downloaded what.

  • Contact activity timeline

    Complete history for every contact. Email engagement synced from ActiveCampaign. CRM and Gmail inbox matching.

8,500+ contacts imported and scored from ActiveCampaign
Investor Funnel
Funnel Stages
Subscribers 8,547
Engaged 1,203
Active 342
Shareholders 156
Engagement Leaderboard
#1 robert.chen@gmail.com
247
#2 sarah.martinez@fidelity.com
198
#3 james.walker@schwab.com
165
Recent Activity
12m ago Deck downloaded via tracking link
1h ago Email opened: Q3 Earnings Update
3h ago Survey completed: Investor NPS
Content & Engagement
LinkedIn
12.4K
+24%
X / Twitter
3.8K
+11%
Email
42.1%
open rate
Blog
2.1K
+36%
Audience Growth (90d)
LI Email X
Top Performing Content
LI "Why we acquire boring businesses..." 4.2K imp
EM Q3 Earnings: Revenue +36.3% YoY 58% open
SEO "Micro-cap acquisition strategy guide" 890 visits
Striking Distance Keywords
micro-cap investor relations #12
NOBO list analysis #9
shareholder tracking tool #15
IR dashboard software #18
Module 5

Content & Engagement Analytics

LinkedIn impressions, email open rates, blog traffic, keyword rankings. Four platforms in one view. See which content actually moves the needle on shareholder growth and trading volume.

  • 4-platform rollup

    LinkedIn (Excel upload), X/Twitter (CSV import), Email (ActiveCampaign API), Blog (Google Analytics 4 + Search Console).

  • Best-performing content identification

    Cross-platform ranking of your top content. Know what resonates with investors versus general audience.

  • SEO keyword tracking with striking distance alerts

    Keywords ranking 8-20 that are close to page one. Position movers. Organic traffic by page with top queries.

4 platforms unified with daily automated sync
Module 6

LLM Intelligence

How does ChatGPT describe your company? What about Claude or Perplexity? Monthly perception audits reveal how AI models see your business, what they get wrong, and where the gaps in your public information are.

  • Multi-model perception audits

    Automated queries to ChatGPT (GPT-4o), Claude, Perplexity, and Grok. Same questions, different models, compared side-by-side.

  • Fact-checking against ground truth

    Define your ground truth: revenue, products, team, strategy. Each audit checks what the LLMs get right, what they hallucinate, and what they miss entirely.

  • Composite perception scoring

    40% factual accuracy, 30% discovery (does the model know you at all?), 20% sentiment, 10% detail. Track improvement over time.

4 LLM models audited monthly with fact-checking
LLM Intelligence
G
ChatGPT
72
Knows company, missed recent revenue
C
Claude
68
Good on model, wrong on team size
P
Perplexity
81
Most accurate, cites SEC filings
X
Grok
45
Confuses with another company
Ground Truth Check: ChatGPT (Mar 2026)
"Onfolio is a digital holding company on Nasdaq"
"Acquires online businesses"
"Revenue approximately $8M" (actual: $11.6M)
Missing: acquisition strategy, ROIC, portfolio details
Composite Score Trend +14 pts (6 months)
Oct '25NovDecJan '26FebMar
Perception improving
+14 pts across all models
See It In Action

Six modules. One dashboard.
Your shareholder base, decoded.

SharePulse is currently in private beta with select micro-cap companies. Request access and we'll walk you through the platform within 48 hours.

Free during beta. No credit card required. For Nasdaq/NYSE/OTC-listed companies under $500M market cap.