Institutional-grade data — without the $24K bill.
Stop stitching together five tabs and asking ChatGPT for numbers it makes up. Research with an AI wired to 105M+ real, point-in-time SEC facts, see what insiders and institutions are actually buying, and track your thesis to learn whether you were right.
- One trustworthy source of truth — standardized fundamentals, not five conflicting tabs.
- Ask an AI that cites a filing instead of hallucinating a number.
- See insider Form 4 buys and 13F institutional positions on your names.
- Write a thesis, then get it graded over time — close the learning loop.
Built for
Investors
- Point-in-time accurate
- Survivorship-bias-free
- Every number cited to its filing
Works where you do
Point-in-time accurate · Survivorship-bias-free · Every number cited to its filing
The pain points we remove
Self-directed investors are stuck between fragmented free tools and an AI that confidently invents figures. Valuein gives you the data the pros use, plus an honest way to get better.
Fragmented tools and information overload
Bouncing between Yahoo, Seeking Alpha, Reddit, and FinTwit — none of which agree — turns research into a firehose that rewards urgency over analysis.
Trust, quality, and FOMO
Social-media-driven decisions pair low knowledge with high confidence. It's easy to act on an angry Reddit post instead of the actual numbers.
Institutional data is priced for institutions
A Bloomberg terminal is ~$24K+/yr — out of the question for retail. You want pro-grade data without the pro-grade bill.
You can't see what smart money is doing
Insider Form 4 buys and 13F institutional holdings are the strongest validation signals — but they're buried in EDGAR and stale by the time most retail tools surface them.
ChatGPT gives you made-up numbers
10-Ks are intimidating, so people ask AI — but a general chatbot's accuracy on filing figures collapses without the real source, hallucinating numbers that look right.
Built around your actual cadence
From the daily grind to the month-end crunch — Valuein fits the rhythm of the work, not the other way around.
- Skim ideas and sentiment across your feeds
- Ask your AI a quick question about a name
- Check alerts on your watchlist
- Do a deeper dive before buying or trimming
- Compare a stock to its peers on real fundamentals
- Check insider and institutional activity
- Review your theses and how they're tracking
- Read the new earnings prints that matter to you
- Rebalance with the numbers in front of you
What you can do with Valuein
Each job you need done, mapped to the exact capability that delivers it.
One trustworthy source of truth
105M+ standardized, point-in-time facts across 19,000+ companies — no reconciling five tabs.
AI research with correct, current numbers
Your BYO-LLM agent calls get_company_fundamentals and get_financial_ratios — answers cite a filing.
See what insiders and institutions do
get_insider_transactions, get_insider_sentiment, and get_institutional_holdings on your names.
Demystify the 10-K
Standardized fundamentals and ratios extracted from filings, with links straight to the source.
Track a thesis and learn
save_thesis + score_thesis_outcome grade your calls over time, building your own track record.
One token. Every channel.
A single Stripe-issued token unlocks every surface at your tier — use Valuein from your AI client, your code, or the browser.
Institutional-grade SEC data. Without the $24,000 Bloomberg bill.
Stop asking ChatGPT for numbers it makes up. Ask an AI wired to 105M+ real, point-in-time SEC facts.
See what insiders and institutions are buying — then track your own thesis and find out if you were right.
Frequently asked
Do I need to know how to code?
No. The Workspace is a browser app — chat with an AI about any stock, build watchlists, and write theses. If you do know Python, the same data is available via a free SDK.
Why is the AI here better than just using ChatGPT?
A general chatbot guesses at financial figures and often gets them wrong. In Valuein your AI calls real data tools, so every number comes from an actual SEC filing — and you can click through to verify it.
Can I see insider buying and institutional ownership?
Yes — insider Form 4 transactions, insider sentiment, and 13F institutional holdings are available so you can check whether smart money agrees with your idea.
Is there a free version?
Yes. The sample tier is free with no credit card, and the Workspace beta is free to try. Pro ($49/mo) unlocks the full 19,000+ universe and 15-year history.
Institutional-grade SEC data. Without the $24,000 Bloomberg bill.
105M+ standardized SEC facts across 19,000+ companies, 1993–present. Free to start — no credit card.