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. Today's S&P 500 constituents, back to 1993, free.

The deskWatchlist · Large capsUniverse · 19,000+ 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 method

Tools return the numbers, with receipts.

Sourced, reproducible, one click from the filing.

01 · Sourced

A tool returns the number.

META · op_income · FY2024

$69,380,000,000

fact_id 9f3c1b7e…as reported
02 · Reproducible

Same inputs, same figures.

run · Mon 09:12 UTC$187.42
run · Fri 17:41 UTC$187.42
outputs identical
03 · Auditable

One click to the filing.

verify_fact_lineage(fact_id)

sec.gov/ix?doc=…/meta-20241231.htm
Matches the 10-K

The proof

The past, as it was known.

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

query: get_company_fundamentals(as_of="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.
As reported vs restatedFY2020, $M. A point-in-time query returns the figure as it was first reported.
Metricas reportedrestated
Revenue10,38810,388
Operating income2,1141,902
Net income1,6401,431
Diluted EPS3.052.66

verify_fact_lineage() → both versions retained · each keyed to its filing

Pricing

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Benchmark

Analysts and enthusiasts testing us on names they already follow

Free
Companies
500+ (S&P 500)
History
1993 → today
AI agent runs
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Individual analysts, quants and developers

$49/ seat / month
Companies
19,000+ (incl. delisted)
History
15 years (2011 → today)
AI agent runs
150 / month
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Institutional

Analysts at funds, RIAs and fintech platforms

$499/ seat / month
Companies
19,000+ + foreign issuers
History
1993 → today
AI agent runs
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