Guides
Step-by-step tutorials for building with Valuein financial data.
DCF Valuation with Valuein SDK
Build a discounted cash flow model using SEC EDGAR fundamentals. Fetch FCF, WACC, and growth assumptions from the API, then compute intrinsic value per share.
Factor-Based Stock Screening
Build a multi-factor stock screen using cross-sectional percentile ranks. Filter by ROE, Piotroski F-score, FCF yield, and momentum signals.
Point-in-Time Backtesting
Construct survivorship-bias-free factor portfolios using accepted_at timestamps and PIT universe snapshots.
Building a Financial Agent with MCP
Configure Claude or Cursor to query SEC data via the Valuein MCP Server. Write prompts that generate investment research, screen for opportunities, and analyze risk.
Avoiding Look-Ahead Bias: A Case Study
A worked example showing why look-ahead bias inflates backtest returns. Compare 'as-reported' vs 'restated' values on a known restatement and quantify the alpha leak.