Valuein

An equity research desk for one analyst

It used to take a team.

Now it takes one analyst, a bench of agents, and a receipt for every number.

No card. The large-cap US benchmark universe, back to 1993, free.

The deskWatchlist · Large capsUniverse · 28,000+ US companies

The bench

  • Earnings AgentSignal · 8-K Item 2.02Running
  • Filings AgentSignal · new 10-Q or 10-KStaged for you
  • Insider AgentSignal · Form 4Watching
  • Restatement AgentRadar · shows the receiptWatching
  • Comps AgentSchedule · Mondays 07:00Signed off

Coverage

  • Filing in
  • Agent drafting
  • Staged for you
  • No change
  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • GOOGL
  • META
  • AVGO
  • TSLA
  • BRK.B
  • JPM
  • LLY
  • V
  • UNH
  • XOM
  • MA
  • COST
  • HD
  • PG
  • JNJ
  • ABBV

Waiting for your sign-off

  • NVDAFY2026 earnings note · every figure linked to 10-K 0001045810-26-000021Receipts attachedReview
  • AAPLFY2025 comps refresh · every figure linked to 10-K 0000320193-25-000079Receipts attachedReview
  • 120.5M+ facts from SEC EDGAR, {historyStart} to today
  • A fact_id on every figure the tools return, one click from its filing
  • Agents stage, you approve. Every action is logged
  • Works in Claude, ChatGPT and Python through MCP and the SDK

Four ways in

One dataset. Wherever you work.

One account opens all four.

  • Python SDK

    Quants and researchers

    Fundamentals in a pandas DataFrame, ready to backtest in your notebook.

    pip install valuein-sdk

    Open the SDK guide
  • Data API

    Developers and data teams

    The whole dataset as Parquet over HTTPS, straight into your warehouse.

    data.valuein.biz

    Read the API docs
  • MCP Server

    Anyone with an AI assistant

    Claude, ChatGPT or Cursor answer with figures that link to their filing.

    mcp.valuein.biz/mcp

    Connect your assistant
  • Research Agent

    Analysts and PMs

    Ask a question. Get a sourced draft report that you review and approve.

    AskReviewApprove

    Try the Research Agent

The data

Every company. Every filing. Every version.

SEC filings since 1993, kept the way the market saw them. Companies that failed stay in, each value is dated to the moment it went public, and a restatement adds a row instead of erasing one.

01 · Survivorship-bias free

Companies that failed stay in.

Enron
revenue · FY2000
$100.79B
bankrupt 2001
Lehman Brothers
total assets · FY2007
$691.06B
delisted 2008
Twitter
revenue · FY2021
$5.08B
delisted 2022
SVB Financial
total assets · FY2022
$211.79B
delisted 2023
Still in the data, filings and all
02 · Point-in-time

No look-ahead. Each value is dated to the second it went public.

Apple · revenue · as of
2025-10-30$391.04BFY2024 · 10-K accepted 2024-11-01 10:01 UTC
2025-11-01$416.16BFY2025 · 10-K accepted 2025-10-31 10:01 UTC
accepted_at ≤ as_of_date
03 · Amendment ledger

A restatement adds a row. Nothing is overwritten.

GoPro · pre-tax income · quarter to 2026-03-31
10-Q · 2026-05-11-$78.98Mas first filed
10-Q/A · 2026-10-19-$74.47Mrestated
Both rows kept8-K Item 4.02 non-reliance

Fundamentals

Every plan

Financial statements, ratios and filings for every SEC filer, 1993 to today. 28,000+ companies, including those with no listed stock: privately held companies with public bonds, non-traded REITs and private credit funds.

fact
121.4Mrows
ratio
15.8Mrows
filing
3.71Mrows
entity
33,316rows

Built from these SEC forms (amendments included)

  • 10-K
  • 10-K405
  • 10-KT
  • 10-Q
  • 10-QT
  • 20-F
  • 40-F
  • 8-K
  • 6-K
  • S-1
  • S-3
  • S-4
  • S-11
  • F-1
  • F-3
  • F-4
  • POS AM
  • 10-KSB
  • 10-QSB

Smart money

Institutional

Who owns and trades each company: insiders, funds and 5% holders, filing by filing.

institutional_holding
88.6Mrows
insider_transaction
12.1Mrows
insider_filing
5.55Mrows
insider_ownership
1.98Mrows

Built from these SEC forms (amendments included)

  • Form 3
  • Form 4
  • Form 5
  • 13F-HR
  • 13F-NT
  • SC 13D
  • SC 13G
  • Form 144

Verification

Every number checked against its filing.

Before a report is signed, the engine re-reads each figure from the SEC filing it cites and recomputes every derived one. What it can't prove goes to a person, never through.

01 · Traced

Each figure carries its filing.

Apple · revenue · FY2025

$416.16B

Source

Filing
10-K
Accession
0000320193-25-000079
Fact ID
97960097…
Matches the 10-K
02 · Recomputed

Computed figures are rebuilt from their inputs.

Apple · 5-year revenue CAGR

8.68%

Derived from

FY2020 revenue
$274.51B
FY2025 revenue
$416.16B
Period
5 years
8.68% verified: exact match
03 · Certified

Signed only when every figure is accounted for.

Certificate · Apple earnings note

181 figures

Status

Matched the filing
163
Reviewed by a person
18
Unchecked
0
SignedOpen

The proof

The past, as it was known.

First-reported figures stay put. Later restatements are kept apart.

query: get_company_fundamentals(as_of_date="2021-06-30")What a query dated 2021-06-30 returns, and what it cannot see.
  1. 10-Q Q2 2020

    accepted 2020-07-30

  2. 10-K FY2020

    accepted 2021-02-24

    as originally reported

  3. as_of · 2021-06-30

    The query stops here. Filings below were accepted later.

  4. 10-K/A FY2020

    accepted 2021-11-09

    restatement, filed later

  5. 10-Q Q3 2021

    accepted 2021-12-03

Filed by the query dateFiled later, not visibleThe 10-K/A restatement is invisible to this query. No look-ahead.

Pricing

Start free. Upgrade for the whole market.

Benchmark

Analysts and enthusiasts testing us on names they already follow

Free
Companies
500+ (benchmark universe)
History
1993 → today
AI compute included
$5 / month
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Most Popular

Pro

Individual analysts, quants and developers

$49/ seat / month
Companies
28,000+ (incl. delisted)
History
15 years (2011 → today)
AI compute included
$15 / month
Get Pro Access

Institutional

Analysts at funds, RIAs and fintech platforms

$499/ seat / month
Companies
28,000+ + foreign issuers
History
1993 → today
AI compute included
$50 / month
Get Institutional Access
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