Run the whole book — for less than 5% of a terminal.
Idea generation, book monitoring, and IC-ready theses in one AI-native workspace — for a fraction of a terminal seat.
- Watch every position: filing-event, ratio-threshold, and watchlist-change alerts.
- Fuse 13F institutional holdings with insider Form 4 flow into one convergence view.
- Screen the full survivorship-free universe, point-in-time — no hindsight bias.
- Build a version-tracked, cited thesis you can put in front of the IC.
Built for
Portfolio Managers
- Point-in-time accurate
- Survivorship-bias-free
- Every number cited to its filing
Works where you do
The pain points we remove
PMs live between idea generation, monitoring, and reporting — and the tools that do it well cost $24K+/seat. Valuein collapses that stack into one token.
Idea generation under proof pressure
Every pitch has to explain why a stock is mispriced and what re-rates it. Generating differentiated, defensible ideas at pace is the core grind.
Monitoring the whole book in real time
Most alerts lead to monitoring, not trading — but missing a material 8-K or a covenant breach is unforgivable. Per-position coverage is manual.
Stale, partial smart-money signal
13F is 45 days delayed and shows longs only. Stitching it together with insider Form 4 buys into one convergence view is done by hand.
Attribution and LP reporting
LPs increasingly demand detailed, auditable attribution. It's recurring, high-stakes, and error-prone when the underlying numbers aren't point-in-time.
The single-platform tax
The 'ideal' front-to-back system is Bloomberg/FactSet-class — $24K+/seat that an emerging manager can't justify across a team.
What you can do with Valuein
Each job you need done, mapped to the exact capability that delivers it.
Surface differentiated ideas
screen_universe + get_pit_universe screen the full survivorship-free universe as of any date.
Monitor every position
Watchlists + alerts on filing events, ratio thresholds, and watchlist changes via dashboard, email, or webhook.
Fuse smart money into one signal
get_institutional_holdings + get_insider_transactions + get_smart_money_flow + get_insider_sentiment in one place.
Walk into the IC with a defensible thesis
save_thesis captures the catalyst, version-tracks the call, and grades the outcome over time.
Report to LPs with auditable numbers
Point-in-time data via SDK/Bulk API plus cited reports rendered to MD/DOCX.
Frequently asked
Is the 13F / insider data included in every plan?
The six smart-money tables (insider transactions, institutional holdings, blockholders, insider sentiment, and more) are part of the Institutional tier. Pro covers the full fundamentals universe; Institutional adds smart money, intraday acceptance times, and a redistribution license.
How do alerts reach me?
Per position you can route filing-event, ratio-threshold, and watchlist-change alerts to the dashboard inbox, email, or a webhook (with optional HMAC signing) — so a material 8-K never slips by.
Can I track whether my calls were right?
Yes. Theses capture the catalyst and conviction, then score_thesis_outcome grades the call over time — building an auditable record you can show LPs.
Why is this so much cheaper than a terminal?
We're edge-native infrastructure, not a per-seat desktop. One Stripe-issued token unlocks the SDK, MCP, Workspace, and Bulk API at your tier — Pro is $49/mo and Institutional is $499/mo.
Run the whole book through one AI-native workspace — for less than 5% of a Bloomberg seat.
111M+ standardized SEC facts across 19,000+ companies, 1993–present. Free to start — no credit card.