Put a tireless analyst on every name you cover
Standing agents research, score, and flag changes across your universe while you sleep — every output cites its filing, and the model never mints a number.
The problem
One analyst can deeply cover maybe 30 names. The rest of the universe goes unwatched. General-purpose LLMs can't fill the gap — they hallucinate financials, and you can't put a made-up number in front of an IC.
How Valuein does it
- 1
Give the agent verified tools, not guesses
Connect mcp.valuein.biz/mcp to Claude, Copilot, Cursor, or your own agent. Every tool call returns SEC-filed, point-in-time data with lineage — so the agent cites, it doesn't invent.
- 2
Run a flagship workflow in one call
The equity_research_brief playbook chains 8 tools into a cited brief (3 depth modes); screen_and_shortlist generates ideas and hands each to the brief.
- 3
Let it run — with a human on the loop
Standing agents execute a saved {team + goal + tickers + schedule} on the managed lane; agents can also schedule their own follow-ups and set rules that re-run the work when a filing alert fires. High-impact actions stage for your approval and land in an immutable audit ledger — human-on-the-loop by default.
In practice
You ask
Every morning, run a forensic + smart-money brief on my 200-name universe and surface anything that materially changed overnight.
Valuein returns
Daily brief: 4 names flagged (1 accruals deterioration, 2 new 13G filers, 1 guidance cut). Each with citations to the triggering filing.
The outcome
You cover the whole universe with the headcount of one — and every output is auditable to a filing, safe to put in front of an IC.
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Frequently asked
How does it avoid hallucinating numbers?
The agent calls deterministic, typed MCP tools that return SEC-filed values with lineage — it doesn't generate financials from its weights. verify_fact_lineage links any figure back to its filing.
Can agents run on their own?
Yes — with a human on the loop. Standing agents fire on a schedule on Valuein's managed lane (temperature 0, model allow-list), or interactively with your own BYO-LLM key. Mutating or outward-facing actions stage for your approval before they execute.
Related use cases
Do this with your own data — free.
The free S&P 500 tier needs no credit card. One token works across MCP, the Python SDK, and the Workspace.