Friendliest cheap on-ramp — Valuein scales to a real PIT, survivorship-free universe.
SimFin is a low-cost standardized US fundamentals provider with a friendly Python package and bundled screener/backtester; SimFin+ adds a source column linking to the SEC filing. Valuein covers a far larger survivorship-free universe with a true PIT archive, audited ratios, and per-fact provenance.
The short version, including where SimFin is the better pick.
SimFin is one of the easiest, cheapest ways to start. Valuein is what you move to when a ~4,000–5,000-name universe and weak point-in-time start to bite: 28,000+ names including delisted, a true accepted_at vintage, audited ratios, and a fact_id on every number.
Cheapest easy start: Free SEC tier, no card.
SimFin is cheaper at the entry tiers ($15–$71/mo)
Retail and semi-pro analysts who started on SimFin and need a larger survivorship-free universe, real point-in-time, and fact-level provenance.
What you get done, not just a feature checklist.
Grouped by what you are trying to do. Scroll sideways on a phone.
| Feature | Valuein | SimFin |
|---|---|---|
| Data integrity and audit | ||
| Point-in-Time | True restatement vintage (accepted_at) | Survivorship claimed; PIT vintage weak |
| Per-fact Audit Trail | fact_id → filing on every figure | SimFin+ links to the source filing |
| Agents and workflow | ||
| AI Agent Access | First-party MCP + safety guardrails | Third-party bundle only |
| Coverage and depth | ||
| Universe Coverage | 28,000+ active + delisted | ~4,000–5,000 US companies |
| History Depth | 1993 → present | ~20 years (to ~2003) |
SimFin details and pricing are based on publicly available information as of June 2026 and may have changed; verify on their site. Where a competitor's figure is vendor-reported or estimated, we say so.
Install the SDK and read a company with no token and no card: the free sample runs the same code your plan will. Add a key later and nothing else changes.
from valuein_sdk import ValueinClient with ValueinClient() as client: # What a ticker or CIK resolves to. A CIK also reaches delisted companies. print(client.resolve(["AAPL", 320193])) # One company's rows from a table, with the point-in-time filter applied. facts = client.read_table( "fact", tickers="AAPL", columns=["standard_concept", "period_end", "fiscal_period", "numeric_value"], limit=10, ) print(facts) # Named SQL templates. Pass parameters as keyword arguments. print(client.list_templates()[:5]) df = client.run_template("fundamentals_by_ticker", ticker="AAPL") print(df.head()) # Links to the SEC filings behind the numbers. links = client.filing_links("AAPL", form_types=["10-K"], limit=3) print(links[["form_type", "filing_date", "document_url"]]) # Restatement Radar: figures a later filing changed (every plan). changed = client.restatements(ticker="AAPL", limit=5) print(changed[["standard_concept", "period_end", "first_value", "current_value", "disclosure_class"]])Yes, when SimFin's ~4,000–5,000-name universe or weaker point-in-time becomes a constraint. Valuein covers 28,000+ names including delisted, with a true restatement-vintage PIT and a fact_id on every number — while still offering a free, no-card tier.
SimFin+ adds a source column at the statement level. Valuein attaches a fact_id to each individual figure that resolves to the exact filing, so every figure an AI agent takes from Valuein is independently verifiable.
Start with the free sample. No card, no sales call; pricing is public.