Your models.
SEC-accurate data.
Zero manual entry.
You know Excel. You know how to build a DCF. What you don't have time for is hunting through 10-Ks to fill in revenue rows. Power Query connects your spreadsheet directly to 30 years of standardized SEC fundamentals — same schema, every company, every quarter.
- 4-step setup: Get Data → From Web → paste URL → add auth header.
- Model auto-refreshes when quarterly filings drop.
- Same column names for Apple in 2005 as Apple in 2025.
- All 12,000+ tickers — not just the S&P500.
From filing to your spreadsheet. Automatically.
Company files 10-K or 10-Q
SEC EDGAR receives the filing
Valuein standardizes it
Ingested, normalized, stored within 24h
Your model refreshes
Press Refresh in Excel — done
No manual data entry. No transcription errors. No Bloomberg terminal subscription.
What analysts actually use it for.
You build financial models. Here's the data that feeds them.
DCF Model Inputs
Revenue, EBIT, D&A, capex, working capital changes — every line item a DCF needs, standardized across all companies and periods.
Comparable Company Analysis
Pull EV/EBITDA, P/E, P/FCF, and debt metrics for an entire peer group in one query. Comps that update automatically when earnings drop.
Earnings Trend Monitoring
Track revenue, margin, and EPS trends across multiple quarters. Your model sees the same data the second the 10-Q is filed.
Historical Normalization
30 years of consistent schema. Pre-2000 revenue for Microsoft looks exactly the same as 2024 revenue. No per-year data wrangling.
Credit Analysis
Debt-to-equity, interest coverage, net debt, liquidity ratios — from the balance sheet and cash flow statement, not calculated estimates.
Amendment Tracking
When companies restate earnings, both the original reported value and the restated value are available. Know which version your model uses.
Ask your AI assistant for the numbers.
Get SEC-filed answers.
If you use ChatGPT, Claude, Microsoft Copilot, or Perplexity for financial research, you've seen the problem: the AI makes up numbers or cites outdated web pages.
Connect your AI client to the Valuein MCP server and every financial query goes straight to SEC filings — not the model's training data, not a web scrape, not yesterday's news article. The actual number, from the actual filing, on the actual date.
- Ask "What was AAPL's free cash flow in 2020?" — get the SEC-filed answer.
- Build comps in a conversation: "Compare MSFT and GOOGL margins 2018–2024."
- Works with Claude Desktop, ChatGPT Custom GPTs, Microsoft Copilot, and more.
What's covered.
Every major SEC filing type — standardized and queryable from day one.
| Form | Name | Frequency | Key Data Points |
|---|---|---|---|
10-K | Annual Report | Annually | Income Statement, Balance Sheet, Cash Flow Statement, Notes to Financial Statements |
10-K/A | Annual Report Amendment | As needed | Restated financials, Corrected disclosures |
10-Q | Quarterly Report | Quarterly (3 per year) | Quarterly Income Statement, Balance Sheet, Cash Flow, Earnings Per Share |
10-Q/A | Quarterly Report Amendment | As needed | Restated quarterly financials |
20-F | Annual Report (Foreign Private Issuer) | Annually | IFRS or US GAAP financials, Cross-listed company data |
8-K | Current Report (Material Events) | As needed | Earnings press releases, Guidance revisions, Material corporate events |
Your next model refresh is one query away.
Set up Excel Power Query in under 10 minutes. Free S&P500 tier — no Bloomberg, no credit card, no demo call required.