Point-in-time data. Automated workflows. AI agents doing the heavy lifting.
Look-ahead-bias-free SEC fundamentals your team and your AI agents turn into alpha — find the edge, dodge the blowup, prove the call. Institutional-grade, at under 5% of a terminal.
Free S&P 500 tier — no credit card · one token across MCP, SDK & Workspace
Spread, monitor, and defend — in minutes, not days.
Standardized, point-in-time financials that drop straight into your model — every number traced to the filing it came from.
Works with your existing stack
What we do, simply.
We turn raw SEC EDGAR filings into clean, point-in-time financial data — and deliver it wherever you work.
We ingest every SEC filing
10-K, 10-Q, 8-K, 20-F and more — every U.S. public company since 1993, including the ones that went bankrupt.
We standardize and timestamp it
Thousands of messy XBRL tags become clean, comparable concepts — each stamped with the moment it went public, so there's no look-ahead bias.
You use it anywhere
Through your AI agent (MCP), your browser (Workspace), your code (Python SDK), or bulk Parquet — all on one token.
Put a tireless analyst on every name you cover.
In 2025, developers queried APIs. In 2026, AI agents query MCP servers. Add mcp.valuein.biz/mcp to Claude, Cursor, Codex, Windsurf, ChatGPT — anything speaking the protocol — and every tool call returns SEC-filed data, point-in-time accurate.
Calling Valuein MCP…
One-line connection
Add mcp.valuein.biz/mcp to any MCP-compatible client. Claude Desktop, Cursor, Codex CLI, Windsurf, custom agents — that's the entire integration.
57 tools · 22 SOPs
Fundamentals, ratios, peer comps, smart-money flow, screening, forensic audit, DCF compute, document generation — across 12 categories.
Token-scoped, edge-enforced
Bearer auth with tiered permissions. Free S&P500 tier. Pro for the 19,000-entity universe. Institutional adds redistribution + webhooks.
Edge-computed queries
Distributed Cloudflare edge — queries run milliseconds from the data, no server round-trips. <80ms median, <450ms P99.
Try it live — real MCP calls, no signup
Try it live
● Sample tier · no tokenReal SEC data, one click away.
These are real MCP tool calls running against mcp.valuein.biz — no signup, no key.
Want the full universe?
Open the MCP playgroundPick a query on the left to call the MCP server. Real response will appear here.
Plug it into Claude Desktop · Cursor · Codex CLI · Windsurf
Drop the Valuein block into your config — same pattern in Cursor, Codex CLI, Windsurf, and any MCP-compatible client.
{
"mcpServers": {
"valuein": {
"url": "https://mcp.valuein.biz/mcp",
"headers": {
"Authorization": "Bearer YOUR_VALUEIN_TOKEN"
}
}
}
}Go from filing to defensible thesis in an afternoon.
Same MCP, our chrome. Bring your own Anthropic or OpenAI key — sealed in a 24h cookie, zero retention — and ship theses, alerts, and shareable reports from one tab. Free tier opens it up to the S&P500 universe; Pro widens to the full 19,000+.
Running flagship equity_research_brief SOP…
BYO-LLM Chat
Bring your own Anthropic or OpenAI key, sealed in a 24h httpOnly cookie. Zero retention. Wired to all 57 MCP tools.
22 agentic SOPs
One-click flagship workflows — equity research brief, capital allocation, smart-money screen, forensic audit, peer comps.
Claims → Theses
Atomic, evidence-backed claims — cited to a filing, auto-graded against the data — composed into theses with conviction + horizon. Plus 500-ticker watchlists.
Reports + Profile
Tiptap editor with autosave + version history. A verifiable claim + thesis track record, private by default — with secure sharing on your terms.
Backtests that can't see the future.
Crunch millions of rows out-of-core — pip install valuein-sdk and let DuckDB stream R2 Parquet locally. 54 prebuilt SQL templates, point-in-time enforcement baked into every row, no API round-trips. Your Sharpe survives out-of-sample.
# pip install valuein-sdk
# Token required for every tier except Sample.
# echo 'VALUEIN_API_KEY="your_token"' >> .env
from valuein_sdk import ValueinClient, ValueinError
try:
with ValueinClient() as client:
try:
# Build & run a raw SQL query
sql = "SELECT COUNT(cik) FROM entity"
result = client.run_query(sql)
print(result)
# Or use a prebuilt SQL template with params
df = client.run_template(
"fundamentals_by_ticker",
ticker="AAPL",
)
print(df)
except ValueinError as ve:
print(f"Query failed: {ve}")
except Exception as e:
print(f"Initialization failed: {e}")- Native DuckDB + Parquet: 111M+ facts query locally in milliseconds
- Point-in-time accepted_at timestamps on every row — no look-ahead bias
- Full universe — 19,000+ tickers including all delisted entities
- From pip install to DataFrame in under 60 seconds
SEC fundamentals. As reported. As they happened.
We don't restate. We don't adjust. Every number is exactly what the company filed with the SEC, timestamped to the moment it became public knowledge. Your backtest sees what the market saw — nothing more, nothing less.
Point-in-Time. Not point-in-hindsight.
Every fact is recorded with its EDGAR acceptance timestamp. Query any date and get exactly what was public knowledge at that moment. No look-ahead bias. No restated surprises. Your 2022 backtest will never accidentally see 2024 amendments.
The dead companies are still here.
Enron. Lehman Brothers. Every delisted, merged, and bankrupt entity that ever filed with the SEC is in our dataset. Your model trains on the full universe — not just the winners that survived.
Don't wait for the quarter.
8-K current reports capture material events as they happen — CEO departures, acquisitions, unexpected write-downs. Most datasets skip these. We parse every one, giving event-driven models a latency advantage over quarterly-only feeds.
Dot-com. Financial crisis. COVID. All of it.
111M+ facts dating back to 1993. Deep enough to train ML models across multiple full market cycles and stress-test strategies against every regime shift in modern financial history.
Built for
AI Agents & Copilots
Catch a restatement or covenant breach the moment it files — your agent calls verified SEC tools and never hallucinates a number, because every figure traces to the filing.
Financial Analysts
Spread any 10-K in seconds, monitor your whole watchlist, and ship an IC-ready thesis — every number traceable to its filing. No terminal required.
Quantitative Researchers
Backtest across 30 years and every delisted name, point-in-time — so your Sharpe survives out-of-sample instead of overfitting to the survivors.
Portfolio Managers
See the smart money and the red flags first — 13F flows, insider clusters, and forensic scores across the whole book, with alerts the moment something moves.
Trust is the product
Proof you can check — not claims you have to take on faith.
Selling AI to institutions means earning trust the hard way. Every number is auditable to its source, the method is public, and the track record is scored.
Every fact traces to its filing
Each value carries its EDGAR acceptance timestamp and an identity hash — verify any number back to the exact SEC filing it came from.
Point-in-time, no look-ahead
Query any historical date and get only what was public then. No restated surprises leaking backward into your backtest.
Track records are scored, not claimed
Theses and claims are graded against outcomes over time — reputation you can audit, not a marketing number.
Zero-retention, BYO-LLM
Your model key is sealed in a 24h cookie and never stored; Enterprise adds a zero-retention option. Your data and model never train ours.
A real SLA
99.5% uptime on Pro and Institutional, with published terms — not best-effort hand-waving.
Live, public status
System status is public and always-on. We show the numbers, including when something breaks.
Token-scoped access. Edge-enforced.
Every request is authenticated at the edge. Your token determines data scope and rate limits — checked on every call, the same across MCP, Workspace, and SDK.
| Tier | Data Scope | Rate Limit | Price |
|---|---|---|---|
| S&P500 | S&P500 · 500+ tickers · 1993–present | 60 req/min · 1,000 req/hr | Free |
| Pro | Active + delisted US universe · 19,000+ entities · 15-year history (2011→present) | 100 req/min · 3,000 req/hr | $49/mo |
| Institutional | Two datasets: fundamentals (111M+ facts, 19,000+ entities, 1993–present) + smart-money (~78M rows · 6 tables: Forms 3/4/5/144 + 13F/13D/13G) | 300 req/min · 10,000 req/hr | $499/mo |
S&P500 tier — free, no credit card required.
One token. Three ways in.
Connect Claude or Cursor in 30 seconds — or try the new Workspace in your browser. Free S&P500 tier includes full 1993–present history. No credit card required.