Run the whole book — for less than 5% of a terminal.
Idea generation, book monitoring, and IC-ready theses in one agentic workspace. An alert doesn't just ping you — it can fire your agent team, so the first read is waiting when you open the inbox. The catastrophe this removes: the 8-K you found out about on the earnings call.
- Watch every position: filing-event, ratio-threshold, and watchlist alerts — routed to inbox, email, webhook, or an agent team that starts the work.
- 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 in the idea funnel.
- Walk into the IC with a version-tracked, cited thesis — and a graded record of how your past calls resolved.
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, with agents doing the recurring reads.
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.
The 8-K you hear about too late
Most alerts lead to monitoring, not trading — but missing a material 8-K or a covenant breach is unforgivable. Per-position coverage by hand doesn't scale past 30 names.
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.
The indefensible IC memo
An IC memo built on numbers nobody can trace dies under one hard question. LPs increasingly demand the same auditability in attribution and reporting.
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.
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 the morning brief on the book, not raw filings
- React to events and adjust position sizing
- Check exposures and the alert inbox
Every week
- Pitch and defend ideas at the investment committee
- Kill or trim losers, confirm book composition
- Refresh the smart-money convergence view
Month-end & earnings
- Run performance attribution on the book
- Review exposure and risk concentration
- Produce LP/client reporting with auditable numbers
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 — and start the work automatically
Alerts on filing events, ratio thresholds, and watchlist changes — delivered to the dashboard, email, a webhook, or the agent_run channel, which fires a standing agent team to do the first read.
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 and version-tracks the call; price-aware scoring grades it against adjusted close over time — a record, not a memory.
Start the day current
A daily morning brief on your watchlist plus the alert inbox — read it in the Workspace, or let your agent read it over MCP.
Report to LPs with auditable numbers
Point-in-time data via SDK/Bulk API plus cited reports rendered to MD/DOCX.
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.
Run the whole book through one agentic workspace — for less than 5% of a Bloomberg seat.
Smart money without the 45-day blind spot: 13F + insider flow + fundamentals in one signal.
A material filing doesn't just ping you — it fires your agent team, and the first read is waiting.
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, a webhook (with HMAC signing — point it at Slack if you like), or the agent_run channel, which kicks off a standing agent team so the first analysis is done before you look.
Can I track whether my calls were right?
Yes. Theses capture the catalyst and conviction, then price-aware scoring grades the call against adjusted close as time passes — building a graded, auditable record you can show LPs, and can optionally publish.
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 agentic 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.