Monitor the whole book 24/7

Save your names as a Watchlist, set Signals on the events you care about, and read one morning brief instead of re-checking each filing.

Filing-event webhooks and signals the moment a covenant breaks, guidance shifts, or an insider sells.

Jump to the code you can copy

The pain

Material events don't wait for your review cadence. A covenant breach, a surprise 8-K, an insider dumping stock — if you find out on the next earnings call, you've already taken the hit.

“I find out about a restatement from a headline.”
Nobody is watching every holding's filings every day.
“My alerts are noise.”
Keyword alerts fire on boilerplate and miss the change that matters.
“Checking forty names takes my whole morning.”
Tabs and spreadsheets do not diff themselves.

The solution

1
Define the trip-wire
create_signal supports filing-event, ratio-threshold, and watchlist-change conditions across dashboard-inbox, email, and HMAC-signed webhook channels — or the agent_run channel, which fires an agent to do the first read.
2
Watch the set, not the name
save_watchlist holds up to 500 tickers; watchlist_diff tells you exactly what changed between snapshots so nothing slips through.
3
Get it where you work
Institutional filing-event webhooks fire the moment a name files — pipe them into Slack, a trading system, or your own service for first-mover reaction.

Copy this

Real code and a ready prompt. Each block says what it needs before it runs.

APython SDK

No token needed: runs on the free sample

monitor-the-whole-book.pypython

from valuein_sdk import ValueinClient BOOK = ["AAPL", "MSFT", "NVDA"] with ValueinClient() as client:  # no key: the free sample    for ticker in BOOK:        # Figures a later filing changed, per holding.        changed = client.restatements(ticker=ticker, limit=3)        print(ticker, len(changed), "restated figures")

Restatement Radar is open on every plan. Signals and Watchlists live in the Workspace and MCP.

pip install valuein-sdk

BPrompt for Claude or ChatGPT

Works without a token on the free sample; your token unlocks your plan

prompt.txttext

Use save_watchlist to save these tickers, then watchlist_diff to show what changed since my last check and get_morning_brief for the summary. Create a Signal with create_signal for new filings on these names. Cite the filing for every change.

Tools it uses: save_watchlist, watchlist_diff, get_morning_brief, create_signal

CConnect your AI client

No token? Delete the headers block and it runs on the free sample

mcp configjson

{  "mcpServers": {    "valuein": {      "url": "https://mcp.valuein.biz/mcp",      "headers": {        "Authorization": "Bearer YOUR_VALUEIN_TOKEN"      }    }  }}

What you get

You react to material change first — automatically — instead of discovering it after the move.

One list of names and one brief of what changed.
Signals that fire on filing events, not keywords.
Every change linked to its filing.

Catch the red flag before it tanks a positionSee how Follow the smart money — 13F flows and insider clustersSee how Put a tireless analyst on every name you coverSee how

Frequently asked

What can trigger a signal?

Filing events (a name files a given form), ratio thresholds (a metric crosses a level), and watchlist changes (membership or set-diff). Channels: dashboard inbox, email, signed webhook (point it at Slack if you like) — or agent_run, which kicks off an agent.

Are real-time filing webhooks available?

Filing-event webhooks and intraday accepted_at are Institutional-tier features; Pro signals run on the standard refresh cycle.

Try it on your own ticker.

The free sample needs no token and no card. One token works across your AI agent, your code and the Workspace.

Start free — no card See pricing