Resources
Guides to read, examples to run, and a public repo where you can ask a question.
valuein/valuein on GitHub
Docs, examples, and support. Open an issue to ask a question or report a problem.
Guides
Step by step, from a DCF to an agent wired to the data.
- Analysis · Intermediate12 minDCF Valuation with Valuein SDKBuild a discounted cash flow model using SEC EDGAR fundamentals. Fetch free cash flow per share from the API, supply your own discount-rate and growth assumptions, and compute intrinsic value per share.Python SDKDuckDBRead guide
- Quant · Advanced15 minPoint-in-Time BacktestingConstruct survivorship-bias-free factor portfolios using accepted_at timestamps and PIT universe snapshots.Python SDKDuckDBMCP ServerRead guide
- AI · Beginner8 minBuilding a Financial Agent with MCPConfigure 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 ServerClaudeCursorRead guide
- Quant · Beginner8 minAvoiding Look-Ahead Bias: A Case StudyA worked example showing why look-ahead bias inflates backtest returns. Compare 'as-reported' vs 'restated' values on a known restatement and quantify the alpha leak.Python SDKDuckDBRead guide
Examples
Notebooks and scripts you can copy, run and change.
- Beginner5 minQuickstart: First Query in 60 SecondsInstall valuein-sdk and pull Apple's annual revenue history with one query — no API key needed.SDKDuckDBfundamentalsOpen example
- Intermediate8 minS&P 500 Revenue Growth ScreenerFind current S&P 500 companies with a 3-year revenue CAGR above 20%, using the precomputed ratio table and index_membership.SDKscreeningrevenueDuckDBOpen example
- Advanced10 minPoint-in-Time Universe ConstructionBuild a survivorship-bias-free historical S&P 500 universe for any rebalance date.PITuniversebacktestingDuckDBOpen example