Simple, transparent pricing
Priced on dataset scope — history depth and universe breadth.
MCP Server, Workspace (Beta), Python SDK, and Parquet bulk download included on every paid tier. No per-seat fees.
Bloomberg Terminal
$24,000 / yr / seat
Valuein Pro
$490 / yr · same SEC data
S&P500
S&P500 · 500+ tickers · 1993–present
Full S&P500 history, free after registration.
Ideal for
Evaluating the dataset, testing investment formulas, and running backtests on full S&P500 history.
- S&P500 universe (500+ tickers)
- Full history: 1993 to present
- Income, balance sheet, cash flow, key ratios
- 10-K and 10-Q standardized filings
- MCP Server access (S&P500 scope)
- Workspace (Beta): BYO-LLM chat + theses + watchlists + reports
- Python SDK + Parquet bulk download
- Parquet bulk download (quarterly snapshots)
- Email support (48h SLA)
Pro
Most PopularActive + delisted US universe · 19,000+ entities · 15-year history (2011→present)
Full active + delisted US universe (19,000+ entities) with 15 years of point-in-time history. Built for individual analysts, quants, and developers.
Ideal for
Stock screening, fundamental analysis, and portfolio construction across the full active + delisted US universe.
- Full active + delisted US universe (19,000+ entities)
- 15 years of point-in-time history (2011 → present)
- Zero survivorship bias — all delisted companies included
- 10-K, 10-Q, 8-K, 20-F, 40-F filings (incl. amendments)
- MCP Server access (full universe scope)
- Workspace (Beta): BYO-LLM chat + 22 agentic SOPs + theses + reports + alerts + daily morning brief
- Public analyst profile with reputation scoring
- Python SDK + Parquet bulk download
- Individual / single-seat license · no redistribution
- Data freshness: 24h after SEC filing
- Email support (best-effort)
Institutional
Two datasets: fundamentals (111M+ facts, 19,000+ entities, 1993–present) + smart-money (~78M rows · 6 tables: Forms 3/4/5/144 + 13F/13D/13G)
Adds the smart-money dataset (insider transactions + institutional ownership) on top of Pro, plus unlimited history back to 1993, filing-event webhooks, commercial redistribution license, and business-hours SLA. Built for fund teams, RIAs, and fintech platforms.
Ideal for
Fund teams, RIAs, and fintech platforms that need smart-money signals, redistribution rights, real-time filing reactions, and contractual uptime.
- Smart-money dataset (~78M rows, 6 tables) — insider transactions (Forms 3 / 4 / 5 / 144) + institutional 13F ownership + 13D/13G stakes — Institutional only
- Unlimited point-in-time history (1993 → present, vs 15-year rolling on Pro)
- Filing-event webhooks — react in real time to new 10-K / 10-Q / 8-K / 20-F / 40-F
- Priority data freshness (4h target post-SEC acceptance, vs 24h on Pro)
- Commercial redistribution license — ship the data to your clients or build a SaaS on top
- All filing types incl. amendments (10-K/A, 10-Q/A, 8-K/A, 20-F/A, 40-F/A)
- Business-hours support SLA (09:00–18:00 ET, same-day response, 99.5% uptime)
- Higher rate limits (300 req/min, 10K req/hr) + PAYG burst capacity
- Unlimited Parquet bulk download (full snapshots)
- Workspace (Beta): full feature set + commercial redistribution of generated reports
- Valuation tools: DCF and reverse-DCF in workspace
- Early access to new datasets
Enterprise
Dedicated infrastructure, zero-retention option, sub-minute push, bespoke SLA, and multi-seat team access. Provisioned as a per-token override on the Institutional plan key.
All plans include MCP Server + Python SDK + Parquet bulk download. No setup fees. Cancel anytime. Learn about the MCP Server →
| Feature | S&P500 | Pro | Institutional | Enterprise |
|---|---|---|---|---|
| Universe | S&P500 | 19,000+ tickers | 19,000+ (incl. foreign issuers) | Negotiated |
| History depth | 1993–present | 15 years (2011–present) | 1993–present | Negotiated |
| Delisted companies | ||||
| Filing types | 10-K, 10-Q | 10-K, 10-Q, 8-K, 20-F, 40-F | All + 6-K, amendments | All + custom |
| Requests / minute | 60 req/min | 100 req/min | 300 req/min | Custom SLA |
| Requests / hour | 1,000 | 3,000 | 10,000 | Custom SLA |
| Data freshness | Daily | 24h after filing | 4h after filing | Sub-hour |
| Parquet bulk download | Unlimited (full snapshots) | Unlimited | ||
| MCP Server | S&P500 scope | Full universe | Full universe | Full universe |
| Python SDK | ||||
| Valuation tools (DCF) | ||||
| Support SLA | 48h email | 24h email | 4h priority | Dedicated |
| Uptime SLA | Best effort | 99.5% | 99.5% | Custom |
| Early access to new datasets |
Pay per call — for agents
No subscription. AI agents charge per call via Stripe.
Pay per call — for agents
No subscription. AI agents charge per call via Stripe.
No subscription needed. AI agents charge per call via Stripe MPP — card only. A single Bearer token unlocks all channels at your tier; subscribers get overflow at a discount.
| Meter | What it covers | Price |
|---|---|---|
| Discovery | Company search, ticker lookup, entity resolution | $0.01 |
| Fundamentals | Financial statements, filings, ratios, valuation metrics | $0.10 |
| Analytics | Earnings signals, factor scores, peer comparables, capital allocation | $0.50 |
| Compute (DCF / Forensic / Doc-gen) | DCF models, forensic audits, XLSX / DOCX document generation | $2.50 |
| Screens | Universe screening across 19,000+ entities | $5.00 |
| Smart Money (insider + institutional) Premium | Insider transactions (Forms 3/4/5/144) and institutional ownership (13F/13D/13G) — priced per entity | $5.00/entity |
Paid via Stripe Merchant-Presented Payment (MPP). Only `link-card` (Stripe Link) settles today. Daily spend caps are per-token abuse limits, not ceilings — raisable on request.
Subscribers with an active Pro or Institutional plan get overflow PAYG capacity at a discount on top of their included rate-limit allotment.
Frequently Asked Questions
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