Institutional-grade data — without the $24K bill.
Research stocks with an AI wired to real SEC data — where the model never mints a number, every figure is born in a filing — and see what insiders and institutions are actually buying.
- One trustworthy source of truth — standardized fundamentals, not five conflicting tabs.
- Ask an AI that cites a filing for every figure — click through and check it yourself.
- See insider Form 4 buys and 13F institutional positions on your names.
- Write a thesis, let it get graded against what actually happened — and publish your track record if it's good.
Built for
Investors
- Point-in-time accurate
- Survivorship-bias-free
- Every number cited to its filing
Works where you do
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.
A chatbot's confident wrong number
10-Ks are intimidating, so people ask AI — but a general chatbot free-types figures from memory. Acting on one invented number can cost more than a decade of subscriptions.
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
- Skim ideas and sentiment across your feeds
- Ask your AI a quick question about a name
- Check the morning brief and alerts on your watchlist
Every week
- Do a deeper dive before buying or trimming
- Compare a stock to its peers on real fundamentals
- Check insider and institutional activity
Month-end & earnings
- Review your theses and how they're grading
- 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
111M+ 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 — the model never mints a number, and every answer cites 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.
Build a track record that's actually yours
save_thesis + claims are graded against what actually happened — price-aware, scored off adjusted close — and you can publish the record to your public @handle profile.
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.
Institutional-grade SEC data. Without the $24,000 Bloomberg bill.
Stop asking a chatbot for numbers it invents. Here the model never mints a number — every figure is born in a filing, across 111M+ point-in-time SEC facts.
See what insiders and institutions are buying — then let your thesis get graded 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 free-types financial figures from memory. In Valuein your AI calls real data tools — the model never mints a number — so every figure 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.
How does the track record work?
Save a thesis or a specific claim, and it gets graded over time against what actually happened — including a price leg scored off adjusted close. Your record is private by default; publish it to your @handle profile when you're ready to show receipts.
Is there a free version?
Yes. The sample tier is free with no credit card, and the Workspace 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.
111M+ standardized SEC facts across 19,000+ companies, 1993–present. Free to start — no credit card.