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Resources

Guides to read, examples to run, and a public repo where you can ask a question.

valuein/valuein on GitHub

Docs, examples, and support. Open an issue to ask a question or report a problem.

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Guides

Step by step, from a DCF to an agent wired to the data.

Analysis · Intermediate12 minDCF Valuation with Valuein SDKBuild a discounted cash flow model using SEC EDGAR fundamentals. Fetch free cash flow per share from the API, supply your own discount-rate and growth assumptions, and compute intrinsic value per share.Python SDKDuckDBRead guide
Quant · Advanced15 minPoint-in-Time BacktestingConstruct survivorship-bias-free factor portfolios using accepted_at timestamps and PIT universe snapshots.Python SDKDuckDBMCP ServerRead guide
AI · Beginner8 minBuilding a Financial Agent with MCPConfigure Claude or Cursor to query SEC data via the Valuein MCP Server. Write prompts that generate investment research, screen for opportunities, and analyze risk.MCP ServerClaudeCursorRead guide
Quant · Beginner8 minAvoiding Look-Ahead Bias: A Case StudyA 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.Python SDKDuckDBRead guide
Data · Intermediate9 minSEC Financial Statement Data Sets: What They Are and Their LimitsThe SEC's quarterly Financial Statement Data Sets (num, sub, tag, pre) explained: what each file holds, how to join them by accession number, and where they fall short for backtests and screens.Python SDKDuckDBRead guide
Data · Beginner6 minSEC Accession Numbers: How to Read and Look Up a FilingWhat an SEC accession number is, how its 18 digits are built, how to find the filing on EDGAR from one, and how Valuein ties every fact to the accession of its source filing.Python SDKMCP ServerRead guide

Examples

Notebooks and scripts you can copy, run and change.

Run one on real filings.

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