Name: Valuein — SEC EDGAR Financial Data
Brand: Valuein
Availability: InStock

Question 1

Should I start with the MCP server or the Workspace?

Accepted Answer

Most teams start with the MCP server — connect it to the AI assistant you already use, pay per call, no subscription. It's the fastest way to see if the data, the citations, and the automations (schedule a check, set a rule, watch a filing) hold up for your process. When you want everything running hands-off without opening anything — a standing morning brief, signals that trigger a full re-check automatically — move to the Workspace, included free with every paid plan.

Question 2

Do paid tiers include the Workspace?

Accepted Answer

Yes — every paid token unlocks the Workspace at /workspace, including BYO-LLM chat, a library of expert agentic playbooks, theses, watchlists, signals, reports, and a daily morning brief on your watchlist. The S&P500 free tier gets a scoped workspace (S&P500 universe). Pro and Institutional get the full-universe workspace with reputation scoring and public profile. Workspace, MCP, SDK, and Bulk Data all share the same Bearer token — one subscription, every channel.

Question 3

Do you store my Anthropic / OpenAI API key when I use the Workspace?

Accepted Answer

Never in plaintext. Interactive chat seals your key in a 24-hour AES-GCM-encrypted httpOnly cookie, and — so your scheduled agents can run unattended — the encrypted ciphertext is also kept in a key vault (pre-checked when you connect; uncheck it for strict zero-retention, cookie-only handling). The vault is decryptable only with a secret held outside the database, and removal is one click. You bring the model and pay the LLM bill directly. We never use your key, your prompts, or your research to train anything.

Question 4

Is it safe to let AI agents run on my subscription?

Accepted Answer

That's the design center. Managed agent runs execute at temperature 0 with a model allow-list and destructive tools stripped. Higher-impact actions don't just execute — the agent stages them, you approve, and the decision lands in an immutable audit log (human-on-the-loop). Every figure a tool returns carries a fact_id that traces to its SEC filing, so you can verify any number an agent cites. Agent-initiated usage is metered and billed exactly like your own.

Question 5

What's the difference between Pro and Institutional?

Accepted Answer

They remove different objections. Pro removes the backtest objection for one analyst — full 19,000+ ticker universe with 15 years of point-in-time history (2011→present), 10-K / 10-Q / 8-K / 20-F / 40-F filings, single-seat license. Institutional removes the firm-level defensibility objection: the smart-money dataset (insider Forms 3/4/5/144 + 13F/13D/13G), 6-K interim filings and the full foreign-issuer universe, unlimited history back to 1993, intraday accepted_at timestamps, filing-event webhooks, a commercial redistribution license, and a business-hours SLA — built for fund teams, RIAs, and fintech platforms.

Question 6

Can I redistribute Valuein data in my product?

Accepted Answer

Institutional tier ($499/mo) includes a commercial redistribution license for the SEC-derived data — ship it to your clients or build a SaaS on top with attribution. Historical stock prices are the one exception: they are licensed to us by third-party market data vendors, so they carry no redistribution rights at any tier without a separately negotiated Enterprise agreement. You can model and trade on them freely; you just cannot pass the price series on. The Sample, S&P500, and Pro tiers are internal-use only. Enterprise (custom contract) covers white-label resale, expanded redistribution rights, and dataset add-ons. Contact sales.

Question 7

What's your historical backfill? Does the data go back to 1993?

Accepted Answer

The S&P500 tier includes full history from 1993 for S&P500 companies. Pro includes 15 years of history (2011→present) across the full 19,000+ ticker universe. Institutional covers the full universe back to 1993 and adds 6-K interim filings plus the full foreign-issuer universe — essential for backtesting through the dot-com bubble, Enron era, GFC, and pandemic with international companies included.

Question 8

What is 'point-in-time accuracy' and why does it matter?

Accepted Answer

Every fact includes an accepted_at timestamp — when the SEC accepted the filing. This lets you backtest with only the data that would have been available at any historical date, preventing look-ahead bias from restatements. Pro tier sees date-truncated accepted_at; Institutional sees intraday precision.

Question 9

How quickly does data appear after a company files with the SEC?

Accepted Answer

Pro tier: within 24 hours of SEC acceptance. Institutional tier: within 4 hours plus filing-event webhooks to push new 10-K / 10-Q / 8-K / 20-F to your endpoint in real time. Enterprise (custom contract): sub-minute push. Free tiers are updated daily.

Question 10

What is your uptime SLA?

Accepted Answer

Pro tier includes a 99.5% monthly uptime commitment with service credits. Institutional adds a stronger uptime commitment, business-hours priority support (4-hour response target), and email notification on incidents. Enterprise tier (custom contract) can negotiate bespoke SLA terms with a named CSM. The full commitment and credit schedule is published at /sla.

Question 11

Can I cancel anytime?

Accepted Answer

Yes. Monthly plans cancel at the end of the billing period. Annual plans are non-refundable past the refund window but you can cancel auto-renewal at any time. See /terms for the full refund policy.

Question 12

Do you cover foreign companies (ADRs, foreign private issuers)?

Accepted Answer

Pro tier includes 20-F and 40-F filers (major international and Canadian companies listed on US exchanges such as Alibaba, Samsung, SAP, ASML, Shopify). Institutional adds 6-K interim reports and the full foreign-issuer universe.

Question 13

Are dataset add-ons available?

Accepted Answer

Institutional subscribers get early access to new datasets including valuations and ratings. The Enterprise tier supports additional add-ons (alternative data, fund holdings, insider transactions) and bespoke delivery. Contact sales to discuss your requirements.

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

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

Simple pricing. One token, every channel.

S&P500

Pro

Institutional

What each tier actually buys you

“Is the data real?”

“Will it fit my workflow?”

“Can I trust the backtest?”

“Can my firm defend it?”

What switching is worth

Pay per call — for agents

Frequently Asked Questions