Valuein in ChatGPT
What this is
Valuein is a connector that answers questions about US public companies using data reported directly to the SEC — revenue, earnings, balance sheets, cash flow, ratios, valuation multiples, filing links, and closing prices. Every figure it gives you carries the SEC filing it came from and a link to that filing, so you can check any number against the original document yourself.
Connect it inside ChatGPT or Claude with no account, no sign-in, and no API key. It works immediately.
What it covers
This connector covers current and former S&P 500 companies: financial statements, ratios and filings for the most recent five fiscal years, and month-end closing prices. Delisted and acquired companies stay in the dataset — a company that left the index does not disappear from it.
Connecting
There is no account to create and nothing to enter. In ChatGPT, add Valuein from the ChatGPT app directory. If ChatGPT lets you connect a server by its address instead, use this one and choose no authentication:
ChatGPT server address
https://mcp.valuein.biz/chatgpt/mcpIn Claude, add Valuein from the Claude connectors directory instead, or connect https://mcp.valuein.biz/claude/mcp; its guide is at valuein.biz/claude/mcp. Both addresses serve the same 22 tools over the same data.
The 22 tools
| Tool | What it does |
|---|---|
search_companies | Finds a company by name, ticker, CIK, or industry code. |
describe_schema | Explains what a data table contains, for anyone building on top of it. |
get_sec_filing_links | Returns the SEC filing links for a company — the original documents. |
get_pit_universe | Lists who was in an index (like the S&P 500) on a specific past date. |
get_company_fundamentals | Reported revenue, profit, assets, debt, cash flow and more, by fiscal period, with the source filing. |
get_financial_ratios | Margins, returns, leverage and other ratios, already computed — never derived by the AI itself. |
get_stock_price | A closing price on or before a given date. |
get_price_history | A series of closing prices over time. |
compare_periods | Puts two fiscal periods for the same company side by side. |
list_restatements | Shows which previously reported numbers a later filing revised, before and after. |
get_valuation_metrics | Observed price multiples (P/E, P/B and similar) computed from reported figures and market price. |
get_peer_comparables | Compares a company's ratios against its industry peers. |
get_earnings_signals | Reported earnings results and a computed trend read. |
get_capital_allocation_profile | How a company has spent its cash — buybacks, dividends, capital expenditure — over several years. |
screen_universe | Ranks companies by computed factor scores. |
compute_dcf | Runs a discounted-cash-flow valuation from your assumptions and the company's reported figures. |
forensic_audit | Checks a company's filings for accounting-quality red flags. |
project_three_statement | Projects a company's income statement, balance sheet and cash flow forward from its latest annual figures, under growth, margin and financing assumptions you choose. |
compute_lbo | Estimates the returns of a leveraged buyout of a company — multiple of invested capital and internal rate of return — from your deal terms and its reported figures. |
compute_accretion_dilution | Tests whether an acquisition you describe would raise or lower the buyer's earnings per share in the first year, from both companies' reported figures and month-end closing prices. |
verify_fact_lineage | Confirms a specific figure and shows exactly which filing it came from. |
verify_facts | Verifies several figures against their filings in one request. |
Example questions
- “What was Apple's total revenue for the fiscal year ended 27 September 2025, and which SEC filing reports it?”
- “Which of Microsoft's previously reported numbers were later revised by a subsequent filing?”
- “As of 1 January 2025, what was the most recently reported annual revenue for Apple?”
- “What were Apple's profitability ratios for fiscal year 2025, including gross profit margin?”
- “What was Apple's month-end closing price in late August 2026?”
What it will not do
- No trades. This connector only retrieves and computes from reported data. It cannot buy or sell anything, and it has no way to move money.
- No price forecasts. It reports what a price or a figure WAS, on a specific date, from a specific filing — never a prediction of what one WILL be.
- No investment advice or recommendations. It hands you sourced figures; what you do with them is your call.
- No invented numbers. When a company did not report a figure, the connector says so — it does not estimate, back-solve, or guess one on your behalf.
How figures are cited
Every number-bearing answer comes with the SEC filing it was taken from: an accession number and a direct link to the filing on sec.gov (or, where available, the inline XBRL viewer with the exact figure highlighted). If a figure was later revised by a subsequent filing, that shows up as a restatement record with both the original value and the revised value, each tied to the filing that carried it.
Privacy
There is no sign-in and no account, so nothing is tied to you. The connector does not store your questions, the answers you get, or the figures it returns. Its usage record is which tool was called and how long it took. Its operational logs, kept for seven days, also note which company and period a request was about, never the wording of the question. Full policy: valuein.biz/privacy.
Getting help
Questions or feedback about this connector: valuein.biz/contact.