Spread any 10-K in seconds — and defend every number.
Standardized, point-in-time financials that drop straight into your model — every figure carries a fact_id that traces to the filing it came from. The catastrophe this removes: a published note with a number nobody can back up.
- One canonical Revenue, EBIT, and FCF across 19,000+ companies — no re-keying, no tag-mapping.
- Every figure carries a fact_id — one click from your note to the filing that backs it.
- Variance tables ready the moment a print drops — actual vs. prior, cited.
- When the next filing lands, your agent re-runs the work — the morning brief flags what changed.
Built for
Financial Analysts
- Point-in-time accurate
- Survivorship-bias-free
- Every number cited to its filing
Works where you do
The pain points we remove
Analysts spend 25-75% of their week in Excel — and far too much of it re-keying numbers a machine should hand them. These are the recurring frustrations Valuein removes.
The copy-paste tax
Pulling line items out of a 10-K and 10-Q into a model is manual, slow, and error-prone — hours to days per name, every quarter, forever.
The 30-minute earnings scramble
When the print lands you have ~30 minutes to publish a first-take with a variance table. There's no time to re-key the numbers by hand.
Restatements break comparability
Companies restate and line items move. Reconciling side-by-side quarterly history out of EDGAR is tedious and easy to get silently wrong.
Inconsistent XBRL tagging
The same disclosure is tagged differently across filers, so raw SEC data needs heavy processing before it's usable in a comparison.
One wrong number in a published note
A transposed digit in a first-take survives in screenshots forever. Manual re-keying makes that a when, not an if — and it's your name on the note.
The grind we take off your plate
From the daily check-ins to the month-end scramble — this is the recurring work Valuein automates so you spend your hours on the thesis, not the data.
Every day
- Read 8-Ks and news on covered names
- Tweak model assumptions and answer PM/client questions
- Skim the morning brief on your coverage list
Every week
- Refresh comps tables with consistent definitions
- Track consensus and estimate revisions
- Draft and refine thesis notes
Month-end & earnings
- Spread every covered name's new 10-Q/10-K
- Publish first-take notes within minutes of the print
- Re-rate price targets and refresh the model suite
What you can do with Valuein
Each job you need done, mapped to the exact capability that delivers it.
Spread a company's financials instantly
Standardized, point-in-time facts ready to drop into a model — no scraping, no copy-paste.
Build a variance table the second a print lands
compare_periods + get_earnings_signals surface actual vs. prior in one call.
One-click comps across a peer set
get_peer_comparables + generate_comps_xlsx export a branded comps workbook.
Draft the first-take note from the data
Your BYO-LLM agent writes the note with every figure cited to its filing via verify_fact_lineage — the model never mints a number.
Re-run coverage when a company files again
Schedule a re-check ("revisit margins in 30 days") or set a rule on a filing alert — your agent re-runs the workflow and the daily morning brief flags what changed.
Catch restatements automatically
Point-in-time history exposes original-vs-amended values so nothing changes under you.
Works where you do
One Bearer token reaches the same point-in-time data from your AI agent, your notebook, or your browser. Use the surface that fits the job.
Workspace
Draft notes, build theses and reports, and share them — your BYO-LLM agent wired to real SEC data.
ExploreMCP Server
Spread, compare periods, and pull comps straight from Claude, Copilot, ChatGPT, or Cursor.
ExplorePython SDK
Drop standardized fundamentals into your Excel/Python models in 60 seconds.
ExploreSpread any 10-K in seconds — standardized, point-in-time, every figure cited to its filing.
When the print drops, your variance table is already built.
When the next 10-K lands, your agent re-runs the work — you wake up current.
Frequently asked
How is this different from copying numbers out of a 10-K myself?
Valuein delivers the line items already standardized to canonical concepts across all filers, point-in-time accurate, and traceable to the source filing — so you skip the spreading entirely and drop them straight into your model via the SDK, MCP, or Workspace.
Can I generate a comps table or research brief automatically?
Yes. The MCP server's get_peer_comparables builds a peer set on demand, and generate_comps_xlsx / generate_research_brief_docx export branded Excel and Word documents (Pro tier and up).
Will my numbers reconcile to the actual SEC filing?
Every fact carries its source. verify_fact_lineage returns the exact filing, accession, and context for any number, so your note is auditable line by line — the model arranges the words, it never mints a number.
Can my agent re-run the analysis when a company files again?
Yes. Your agent can schedule a deferred re-check or set a rule so a filing alert kicks off a managed agent run — and the daily morning brief summarizes what changed across your watchlist.
Do I need to write code?
No. The Workspace gives you an AI chat and a report editor in the browser. The Python SDK and Bulk Data API are there when you want to wire data into Excel or a model pipeline.
Spread any 10-K in seconds — standardized, point-in-time, every figure cited to its filing.
111M+ standardized SEC facts across 19,000+ companies, 1993–present. Free to start — no credit card.