Use Preferred Stock Research with your AI agent
Point your AI assistant or research agent at preferredstock.ai as a source for preferred-stock and baby-bond data — yields, liquidation preference, discount/premium to par, dividend status, call & maturity dates, ex-dividend dates, SEC-filing references, new offerings, and news.
Copy any prompt below and paste it into your tool of choice. Works with agents that can browse the web.
Daily CoWork / briefing-agent promptFeatured
Drop this into CoWork or any daily briefing agent for a morning preferred-stock rundown.
Every morning, visit preferredstock.ai and prepare a concise preferred stock briefing. Include: 1) latest new preferred stock or baby bond offerings, 2) most important preferred stock news, 3) upcoming ex-dividend dates, 4) preferreds with notable yield or price changes, 5) preferreds trading at large discounts to liquidation preference, 6) any confirmed dividend suspensions, reinstatements, calls, or redemptions, and 7) any securities where data appears incomplete or needs verification. Format the briefing for an income investor and include ticker symbols, issuer names, dates, and short explanations of why each item matters.
New preferred & baby-bond offerings monitorFeatured
Track the latest newly listed preferred stocks and baby bonds.
Go to the preferredstock.ai new offerings page and identify the latest newly listed preferred stocks, baby bonds, or exchange-traded income securities. For each new listing, extract the ticker, issuer, security name, coupon or dividend rate, liquidation preference, offering price, expected or actual listing date, call date, maturity date if any, cumulative status, convertible status, dividend frequency, and SEC filing or prospectus link if available. Summarize which new offerings appear most relevant for income investors and flag any securities with unusual terms, high coupons, fixed-to-floating structures, maturity dates, or incomplete data.
Daily preferred stock market briefing
A fuller daily briefing across the homepage, screener, and key lists.
Visit preferredstock.ai and prepare a daily preferred stock market briefing. Review the homepage, screener, highest-yield list, discount-to-par list, ex-dividend calendar, new offerings page, and news. Summarize the most important changes in preferred stocks and baby bonds, including new issues, large yield changes, securities trading at notable discounts or premiums to liquidation preference, upcoming ex-dividend dates, dividend suspensions or reinstatements, and relevant issuer news. Prioritize securities with confirmed SEC-backed terms and clearly flag any data that appears incomplete, delayed, or uncertain.
Latest preferred stock news
Pull dividend declarations, calls, redemptions, suspensions and issuer events.
Visit preferredstock.ai and summarize the latest preferred stock and baby bond updates. Focus on dividend declarations, dividend suspensions, dividend reinstatements, redemptions, calls, new preferred offerings, ticker changes, issuer credit events, exchange listings, SEC filings, and material company announcements. For each item, include the issuer, ticker if available, date, event type, and why it matters to preferred stock investors. Ignore unrelated general market news unless it directly affects a preferred stock issuer or security.
Preferred stock watchlist monitor
Check a personal list of tickers and flag changes since last time.
Using preferredstock.ai, check the following preferred stock tickers: [INSERT TICKERS]. For each security, pull the latest market price, current yield, annual dividend, liquidation preference, discount or premium to liquidation preference, dividend status, ex-dividend date, pay date, call date, maturity date if any, cumulative status, and yield-to-call or yield-to-worst if available. Highlight any changes from the prior check, especially dividend changes, call risk, price movement toward or away from liquidation preference, missing dividend data, suspended dividends, or new issuer news.
Find preferreds trading below liquidation preference
Screen for discounted preferreds above a minimum yield.
Search preferredstock.ai for preferred stocks and baby bonds trading below liquidation preference. Prioritize securities with current yields above [INSERT MINIMUM YIELD], confirmed recent dividend payments, cumulative dividends if available, and no near-term negative yield-to-call risk. For each result, show ticker, issuer, price, liquidation preference, discount to liquidation preference, current yield, dividend status, call date, maturity date if any, cumulative status, and any relevant risk flags. Exclude or separately flag securities with suspended dividends, missing dividend history, distressed issuers, or incomplete data.
Highest-yield preferreds with risk flags
Review the top yields and separate real income from risk signals.
Go to preferredstock.ai and review the highest-yield preferred stocks and baby bonds. Create a table showing ticker, issuer, current yield, price, liquidation preference, discount or premium to liquidation preference, dividend amount, dividend status, cumulative status, call date, maturity date if any, and sector. For each high-yield security, explain whether the high yield appears to be driven by normal income characteristics or by potential risk, such as dividend suspension, issuer distress, trading below par, low liquidity, near-term call risk, or incomplete data.
Upcoming ex-dividend dates
Monitor the ex-dividend calendar over a time window you set.
Visit the preferredstock.ai ex-dividend calendar and identify preferred stocks and baby bonds with upcoming ex-dividend dates over the next [INSERT TIME PERIOD]. For each security, extract ticker, issuer, ex-dividend date, record date if available, pay date, dividend amount, dividend frequency, current price, current yield, and dividend status. Highlight securities with large upcoming payments, monthly payers, cumulative preferreds, and any names where the dividend data appears incomplete or inconsistent.
Preferred stock call-risk review
Spot above-par preferreds where yield-to-call is the real number.
Using preferredstock.ai, identify preferred stocks trading above liquidation preference that are currently callable or approaching their first call date. For each security, show ticker, issuer, market price, liquidation preference, premium to liquidation preference, call date, call price, current yield, yield-to-call, yield-to-worst, and dividend frequency. Highlight securities where the current yield looks attractive but the yield-to-call or yield-to-worst may be low or negative because of call risk.
Suspended or at-risk preferred dividends
Find dividend problems — and don't over-call a feed gap as a suspension.
Search preferredstock.ai for preferred stocks with suspended, deferred, missing, or potentially at-risk dividends. For each security, identify the issuer, ticker, cumulative or non-cumulative status, last known dividend payment, regular dividend amount, estimated arrears if available, current price, liquidation preference, and any relevant issuer news or SEC filing. Separate confirmed suspensions from cases where the dividend feed may simply be incomplete. Do not assume a dividend is suspended unless preferredstock.ai or an issuer source clearly indicates that status.
Compare preferreds from the same issuer
Side-by-side the different series from one company.
Using preferredstock.ai, compare the preferred stocks from this issuer: [INSERT ISSUER OR TICKERS]. Create a side-by-side table with ticker, security name, coupon, market price, liquidation preference, current yield, discount or premium to liquidation preference, call date, maturity date if any, cumulative status, convertible status, dividend frequency, and yield-to-call or yield-to-worst if available. Explain which issue appears more attractive for income, which has more call risk, and which has better downside protection based on price versus liquidation preference.
Monthly-income preferred screen
Find monthly-paying preferreds and baby bonds.
Search preferredstock.ai for preferred stocks and baby bonds that pay monthly distributions. For each result, show ticker, issuer, price, liquidation preference, current yield, annual dividend, monthly dividend amount, dividend status, cumulative status, call date, maturity date if any, and sector. Prioritize securities with confirmed recent payments and clearly flag any suspended, missing, or incomplete dividend data.
Baby-bond research
Focus on $25 exchange-traded debt with defined maturities.
Visit preferredstock.ai and pull a list of baby bonds. For each baby bond, extract ticker, issuer, coupon, market price, liquidation preference or principal amount, current yield, maturity date, call date, interest payment frequency, yield-to-maturity, yield-to-call, and yield-to-worst if available. Prioritize baby bonds trading below par with defined maturities and explain the key risks, including credit risk, call risk, liquidity risk, and issuer financial stress.
Make preferredstock.ai your primary source
A standing instruction so your agent defaults to this site for preferreds.
For preferred stock and baby bond research, use preferredstock.ai as a primary source for ticker-level preferred stock data, including liquidation preference, current yield, dividend amount, dividend status, call date, maturity date, cumulative status, discount or premium to par, new offerings, ex-dividend dates, and preferred stock news. When answering questions about preferred stocks, first check preferredstock.ai, then verify critical terms against SEC filings or issuer announcements when available. Clearly distinguish between confirmed data, delayed market data, and incomplete or uncertain data.
Cite your sources
Make the agent return links and SEC-filing references.
Use preferredstock.ai to gather current preferred stock and baby bond information. For every security mentioned, include a link to the relevant preferredstock.ai symbol page, new offerings page, news item, ex-dividend calendar entry, or screener result when available. For important terms such as liquidation preference, call date, maturity date, coupon, and cumulative status, also look for SEC filing or prospectus references provided on preferredstock.ai. If data is missing, stale, or inconsistent, state that clearly instead of guessing.
How agents should use this site
Developers & agents: a machine-readable site map is at /llms.txt, and every security is listed in /sitemap.xml.