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ValueinValuein
For portfolio managers & analysts running a book

Run the whole book — for less than 5% of a terminal.

Idea generation, position monitoring, smart-money signal, and IC-ready theses in one AI-native workspace. Survivorship-free screening, alerts on every position, and a cited thesis you can defend.

  • 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

WorkspaceMCP ServerBulk Data API
Recommended plan
Institutional

Point-in-time accurate · Survivorship-bias-free · Every number cited to its filing

45-day
13F blind spot, closed
< 5%
of a Bloomberg seat
19,000+
company universe

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.

1

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.

2

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.

3

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.

4

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.

5

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.

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.

Every day
  • Scan 8-Ks, earnings, and filings across the book
  • React to events and adjust position sizing
  • Check exposures and watchlist alerts
Every week
  • Pitch and defend ideas at the investment committee
  • Kill or trim losers, confirm book composition
  • Refresh the smart-money convergence view
Month / quarter-end
  • 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.

MCP · run_workflow SOPs

Monitor every position

Watchlists + alerts on filing events, ratio thresholds, and watchlist changes via dashboard, email, or webhook.

Workspace

Fuse smart money into one signal

get_institutional_holdings + get_insider_transactions + get_smart_money_flow + get_insider_sentiment in one place.

Smart-money datasets · MCP

Walk into the IC with a defensible thesis

save_thesis captures the catalyst, version-tracks the call, and grades the outcome over time.

Workspace theses

Report to LPs with auditable numbers

Point-in-time data via SDK/Bulk API plus cited reports rendered to MD/DOCX.

SDK · render_report

Run the whole book through one AI-native workspace — for less than 5% of a Bloomberg seat.

Smart money without the 45-day blind spot: 13F + insider flow + fundamentals in one signal.

Walk into the IC with a cited thesis, not a hunch. Point-in-time, survivorship-free, defensible.

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.

105M+ standardized SEC facts across 19,000+ companies, 1993–present. Free to start — no credit card.