valuein-sdk

Valuein provides access to SEC EDGAR financial data designed for integration with AI agents and research workflows. The platform offers standardized, point-in-time, and survivorship-free financial fundamentals covering over 111 million SEC facts for more than 19,000 companies from 1993 to the present. Its tools are structured to ensure every data point is auditable and directly linked to its original SEC filing, supporting reproducibility and transparency in financial analysis.

The platform supports a variety of user roles, including financial analysts, portfolio managers, quantitative researchers, independent investors, developers, and data engineers. For analysts and investors, Valuein enables rapid analysis of company filings, generation of research briefs, and the creation of cited reports. Quantitative researchers can backtest financial data over three decades without survivorship bias, while developers and AI builders can connect their agents to the SEC dataset to ensure data integrity. Data engineers benefit from a clean, ready-to-use feed without the need for manual scraping or XBRL processing.

Valuein offers multiple ways to access its data and tools: through integration with AI agents such as Claude, Copilot, ChatGPT, Perplexity, Gemini, Grok, or Cursor; via a browser-based workspace for managing research workflows and automations; and through a Python SDK, which allows users to stream standardized financial facts into their own code using DuckDB. The platform provides a unified experience across these channels, enabling users to save and access research outputs seamlessly regardless of their chosen interface.

Pricing includes a free tier for financial fundamentals, with additional data such as smart-money signals available at institutional levels. The service operates on a pay-per-call model for agent integrations and emphasizes zero data retention and user-controlled keys. Valuein positions itself as a solution for equity research and financial analysis that is transparent, reproducible, and suitable for both individual and institutional users.