For funds, RIAs and fintech teams
Put AI on financial data without putting your name on a guess.
Every figure Valuein's tools return carries a fact_id that traces to its SEC filing. Your agents read numbers they cannot invent, and a person approves anything that changes state.
- Sourced only from SEC EDGAR
- No material non-public information
- Reply from the founder
The risk you are managing
Three things stop an institution from trusting AI with financial data: numbers nobody can source, backtests that peek at the future, and agent actions nobody approved.
A figure with no source
A model that states a revenue number you cannot trace is a liability in front of an investment committee or a compliance desk.
Look-ahead bias
Restated values leaking into a historical test make a strategy look better than it could have been. The result fails the first diligence review.
Actions nobody approved
An agent that saves, publishes or sends on its own turns a research tool into an unreviewed process.
How Valuein removes it
Each risk maps to a control that is enforced in code, not a policy document.
Removes: A figure with no source
A receipt for every number
Figures come from typed, deterministic tools. Each carries a fact_id, and verify_fact_lineage resolves it to the filing. verify_facts checks a whole list of citations in one call.
How we check figuresRemoves: Look-ahead bias
Point-in-time by construction
Facts are stamped with the date EDGAR accepted the filing, and restatements are appended as new facts, never overwritten. Time-series tools take an as_of_date so research sees only what the market could see.
Read the data licenseRemoves: Actions nobody approved
Human on the loop
Read-only work runs freely. Reversible writes to private workspace state are audited with an undo. Irreversible, outward-facing or regulated actions are staged until a person approves.
See it in the Workspace
- Figure
- Reported value, as returned by the tool
- fact_id
- Identifier carried with the figure
- Period
- Fiscal period the filing reports
- Source filing
- SEC filing the value was read from
- Availability
- available, or an explicit not-reported status
- GREEN
Read and analyze
Runs autonomously. Read-only tools never need approval.
- AMBER
Reversible write
Changes only the user's own private workspace state, is audited and can be undone.
- RED
Irreversible or outward
Never runs on its own. Staged until a person approves, and the decision is recorded.
Built for your diligence
We answer the compliance questionnaire in writing. These are the areas reviewers ask about first.
Data provenance
All data comes from SEC EDGAR. Raw numeric facts are not altered, imputed or smoothed, and both the raw and the canonical names stay on every row.
MethodologyLicensing and redistribution
Paid plans are an internal-use license for one seat. Teams and redistribution are covered by an Enterprise contract, with firm-wide use by contract.
Data licenseSecurity
Read-only bearer tokens, encrypted in transit and at rest on Cloudflare, no PII in the dataset. IP allowlisting is available on the Enterprise contract tier.
Privacy and securityYour terms
The agreement you accept, including how Valuein Data and generated reports may be used.
Terms of serviceVendor questionnaires and compliance questions go to compliance@valuein.biz.
Deploy it your way
One token unlocks every channel at your plan.
Python SDK
Install with pip and query from notebooks or pipelines.
pip install valuein-sdkDeveloper docsMCP in Claude and ChatGPT
Connect your own agent to the Valuein MCP server.
https://mcp.valuein.biz/mcpMCP setupWhen Institutional is not enough
Institutional is one seat at a published price. Enterprise is a contract for what a published plan cannot cover. Specific terms are agreed with you; nothing below is promised until it is written into your agreement.
- Team access, with firm-wide use by contract and a commercial license for redistribution, display and client deliverables
- IP allowlisting to your corporate VPN or VPC ranges
- Data-retention terms set in your contract
- Delivery to your stack, service levels and rate limits agreed with you
Valuein is a one-person company: your first reply comes from the founder, not a sales team.
Tell us what you need
Include scope, how many people, and any delivery or diligence requirements.
Questions your reviewer will ask
How can an auditor check a number Valuein returned?
Every figure Valuein's tools return carries a fact_id. The verify_fact_lineage tool resolves it to the SEC filing it was read from, and verify_facts does the same for a list of up to 50 in one call.
Can the AI invent a number?
The agent is instructed never to state a number a tool did not return, and figures come only from typed, deterministic tools. A number without a fact_id did not come from Valuein, so an unsourced figure stands out.
How do you avoid look-ahead bias?
Each fact is stamped with the date the SEC accepted the filing. Restatements are appended as new facts, so you can reconstruct what was public on any date, and time-series tools accept an as_of_date.
What does a human approve?
Read-only tools run without approval. Irreversible, outward-facing or regulated agent actions are staged in an approval ledger until a person approves or rejects them, and each decision is recorded.
Do you train on our data or hold our model key in plaintext?
No to both. In the Workspace you bring your own model key; it is never stored in plaintext, and customer data is not used to train any model. Your prompts go to your model provider under your agreement with them.
Does the data contain material non-public information?
No. Data is published only after the SEC has disseminated the filing, and the dataset holds only structured data extracted from public SEC filings.
Can my whole team use an Institutional plan?
Institutional is an internal-use license for one seat. Teams are covered by an Enterprise contract, with firm-wide use by contract; start by contacting us.
Start with the evidence.
Try the free sample, or compare plans and move up when your team needs a contract.