Guides
Step-by-step tutorials for building with Valuein financial data.
analysis
intermediate
DCF Valuation with Valuein SDK
Build a discounted cash flow model using SEC EDGAR fundamentals. Fetch FCF, WACC, and growth assumptions from the API, then compute intrinsic value per share.
Python SDKDuckDB
12 minRead guide
quant
intermediate
Factor-Based Stock Screening
Build a multi-factor stock screen using cross-sectional percentile ranks. Filter by ROE, Piotroski F-score, FCF yield, and momentum signals.
Python SDKMCP ServerDuckDB
10 minRead guide
quant
advanced
Point-in-Time Backtesting
Construct survivorship-bias-free factor portfolios using knowledge_at timestamps and PIT universe snapshots.
Python SDKDuckDBMCP Server
15 minRead guide
ai
beginner
Building a Financial Agent with MCP
Configure Claude or Cursor to query SEC data via the Valuein MCP Server. Write prompts that generate investment research, screen for opportunities, and analyze risk.
MCP ServerClaudeCursor
8 minRead guide