Valuein — SEC EDGAR Fundamentals & Smart-Money Data

Valuein — SEC EDGAR fundamentals for analysts, quants, and AI agents

Point-in-time, survivorship-free SEC fundamentals — built for AI agents, safe enough for institutions that fear AI. Every number is born in a filing and carries a fact_id; the model never mints a digit. Streamed as Parquet, queried with DuckDB or natural language, reproducible run to run.

This repository is the public home and discovery hub for the Valuein data platform. It hosts the documentation, examples, notebooks, and the MCP registry manifest used by AI agents to find us. Source code for the SDK, MCP server, and data pipeline lives in dedicated repositories — this is the front door.

pip install "valuein-sdk>=7.1.0" # data for code

or add this URL to any MCP-capable AI client:

https://mcp.valuein.biz/mcp # data for agents

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What's in here

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The data product

Survivorship-bias-free, point-in-time US fundamentals sourced directly from SEC EDGAR.

• Every SEC-reporting US public company since 1993 — 10-K, 10-Q, 8-K, 20-F, 40-F, and amendments, for active and delisted companies alike: every bankruptcy, merger, and delisting stays in
• Raw XBRL tags normalized to canonical `standard_concept` names plus materialized financial ratios (FY + TTM); unmapped tags are exposed under 'Other' rather than dropped
• Parquet tables — fundamentals, ratios, index membership, restatement events, price history with a total-return index, plus the smart-money and Form ADV adviser tables on the Institutional tier
• Cloud Parquet on Cloudflare R2 — stream with DuckDB; no database setup, no local downloads
• PIT-correct — every fact carries filing_date and millisecond-precision accepted_at

Counts move with every snapshot, so this page does not copy them; read them live. client.manifest() returns the snapshot id, last_updated and your plan's tables; curl -s https://data.valuein.biz/v1/sample/manifest.json | jq .schema_version prints the live schema version; https://data.valuein.biz/v1/plans gives each plan's universe size and history window; docs/data_catalog.md lists the canonical concepts and ratios.

Why it's different

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Built for AI agents

Valuein is MCP-first and agent-agnostic: the same typed tool surface works in Claude, Copilot, ChatGPT, Perplexity, Gemini, Grok, Cursor, or your own LangGraph / CrewAI agent. The design goal is simple — the model never mints a number. Numbers are born in tools, carried as provenance-tagged facts, and the model is only allowed to arrange words around figures it was handed.

The full tool reference is in docs/MCP_TOOLS.md; agent-facing runtime instructions are in AGENTS.md.

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Distribution channels

The same dataset, delivered four ways so it lands where you already work.

A single Stripe-issued token unlocks every channel at your tier — no per-channel billing.

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Plans & access

Pricing and feature scope are mirrored from valuein.biz/pricing — the website is the source of truth and our checkout flow routes to the correct Stripe product.

Redistribution, resale and white-label are not part of any plan, Enterprise included: data vendors and platforms sign a separate Redistribution Licence (sales@valuein.biz).

Prices, universe sizes, history windows and rate limits are served live; read them instead of a copy:

curl -s https://data.valuein.biz/v1/plans \

| jq '.plans[] | {displayName, priceUsd, universeSize, earliestYear, perMinute, perHour}'

Each tier removes a *different* buyer objection — Pro removes the universe + history limits on the fundamentals dataset; Institutional adds the smart-money dataset (insider transactions + institutional ownership), unlimited history back to 1993, filing-event webhooks, and a single-seat internal-use licence (no redistribution); Enterprise is for organisations and teams: an Enterprise Agreement for multi-seat use and, where the Order Form says so, display in your own products and client deliverables with attribution, plus dedicated infrastructure, service levels and bespoke contracts. Redistribution, resale and white-label need a separate Redistribution Licence, which no plan includes.

How you pay: three parts, no run limits

Subscribe for the data. Pay only for the AI you use.

1. Subscription = data. Your plan sets how much of the market you can see (companies, years of history, filing types, datasets), plus API rate limits, daily bulk downloads, webhooks, licence and support. Plans: Sample, Benchmark, Pro, Institutional, Enterprise.
2. Balance = AI work. One balance pays for Valuein AI chat, agent runs and coverage reads. There are no run limits and no per-run fee: a run costs only the AI compute it uses. Every plan includes a monthly compute allowance, and new accounts start with a welcome credit. Using your own Anthropic or OpenAI key costs nothing on our side.
3. Pay per call = AI agents without an account. An agent can pay per request by card (below).

Pay-per-call (MPP)

Autonomous AI agents that hit a rate or tier limit can pay per reque