Valuein

Live on SEC EDGAR · 3.7M+ filings since 1993

AI equity research you can audit.

Agents dissect every filing. A validation engine checks every figure against the SEC record. You ask, verify and sign off.

S&P 500 companies, current and former, back to 1993, free.

  • 28,000+companies
  • 120.5M+facts
  • 3.7M+filings
  • 10analyst agents
  • 109MCP tools
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Add the Magnificent 7. Pick agents, history and autonomy.

Pick the companies and agents, choose the history and real time, and how much your agents do on their own.

At scale

Every company you cover, read as it files.

Cover the Magnificent 7, a sub-industry you know well, a whole sector or the entire market, and pick the forms to track. Agents start on each new filing as it lands, and a draft waits for your review.

  • Filing in
  • Agents drafting
  • Checked, waiting for you

Ways in

Let AI do the reading, or take the data straight.

  • Analysts and PMs

    AgentsAI

    Ten analyst roles read every filing for the companies you cover and draft the research. The engine checks each figure, and you sign off.

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  • Anyone with a question

    ChatAI

    Ask about any US public company since 1993. Each answer lists the filings behind its numbers, one click from the SEC document.

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  • Anyone with an AI assistant

    MCP serverAI

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

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Just the data · no AI

The same facts and filings, straight into your code.

Python SDK

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

pip install valuein-sdk

Open the SDK guide

Data API

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

Read the API docs

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

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Benchmark

Analysts and enthusiasts testing us on names they already follow

$0
Companies
500+ (S&P 500)
History
1993 → today
AI compute included
$5 / month
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Pro

Individual analysts, quants and developers

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

Analysts at funds, RIAs and fintech platforms

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