Simple, transparent pricing
Priced on dataset scope — history depth and universe breadth.
MCP Server, Python SDK, and Parquet bulk download included on all tiers. No per-seat fees.
Bloomberg Terminal
$24,000 / yr / seat
Valuein Pro
$490 / yr · same SEC data
S&P500
S&P500 · 500+ tickers · 1994–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: 1994 to present
- Income, balance sheet, cash flow, key ratios
- 10-K and 10-Q standardized filings
- MCP Server access (S&P500 scope)
- Python SDK + Parquet bulk download
- Parquet bulk download (quarterly snapshots)
- Email support (48h SLA)
- No full universe (~18,000 entities)
- No priority data freshness
- No priority support
Pro
Most PopularActive + delisted US universe · ~18,000 entities · 30-year history (1995→present)
Full active + delisted US universe (~18,000 entities) with 30 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 (~18,000 entities)
- 30 years of point-in-time history (1995 → 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)
- Python SDK + Parquet bulk download
- Individual / single-seat license · no redistribution
- Data freshness: 24h after SEC filing
- Email support (best-effort)
- Fundamentals dataset only — no smart-money intelligence (insider trades + institutional ownership) — Institutional unlocks the second dataset
- No filing-event webhooks (Institutional only)
- Standard 24h data freshness (vs 4h on Institutional)
- No commercial redistribution license (Institutional only)
- 30-year rolling history (vs unlimited 1990→present on Institutional)
Institutional
Two datasets: fundamentals (~18,000 entities, 1990–present) + smart-money (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 1990, 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 intelligence — insider transactions (Forms 3 / 4 / 5 / 144) + institutional ownership (Forms 13F, 13D, 13G) — Institutional only
- Unlimited point-in-time history (1990 → present, vs 30-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)
- Valuation tools: DCF and reverse-DCF in dashboard
- 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 →
Compare all plans
| Feature | S&P500 | Pro | Institutional | Enterprise |
|---|---|---|---|---|
| Universe | S&P500 | 17,000+ tickers | 22,000+ (incl. foreign issuers) | Negotiated |
| History depth | 1994–present | 30 years (1995–present) | 1990–present | Negotiated |
| Delisted companies | ||||
| Filing types | 10-K, 10-Q | 10-K, 10-Q, 20-F | 10-K, 10-Q, 20-F, 8-K | 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% | 99.9% | Custom |
| Early access to new datasets |
Filing Coverage
Every major SEC filing type, standardized across all tiers.
10-KAnnual Report
Comprehensive overview of a company's business and financial condition. Includes audited financial statements, risk factors, and management discussion.
10-K/AAnnual Report Amendment
Amendment to a previously filed 10-K. Valuein tracks amendment history so you always see the most accurate version at any point in time.
10-QQuarterly Report
Unaudited financial statements for the first three quarters of the fiscal year. Key source for quarterly earnings analysis and trend detection.
10-Q/AQuarterly Report Amendment
Amendment to a previously filed 10-Q. Essential for point-in-time accuracy in backtesting — knowing when data was restated is critical.
20-FAnnual Report (Foreign Private Issuer)
Equivalent of the 10-K for foreign companies listed on US exchanges. Covers major international companies (Alibaba, Samsung, SAP, etc.).
40-FAnnual Report (Canadian MJDS Filer)
Equivalent of the 10-K for Canadian companies filing under the Multijurisdictional Disclosure System. Covers major Canadian filers cross-listed on US exchanges (Royal Bank, Suncor, BCE, etc.).
8-KCurrent Report (Material Events)
Filed within 4 business days of material corporate events: earnings announcements, M&A, CEO changes, dividend declarations, guidance updates.
Frequently Asked Questions
Questions about the right plan?
Book a 20-minute call. We'll walk through your data requirements and recommend the right tier.