Spread and comp any company in minutes

Get the three statements in standard concepts, pull peers from reported ratios, and export the comps with the filing behind each cell.

Standardized financials and a peer comp set where every figure from the tools links to the filing — kill the copy-paste tax.

Jump to the code you can copy

The pain

The copy-paste tax is real: hours per name re-keying XBRL into a model, then doing it again for every peer. It caps how many names you can cover and bakes in transcription errors.

“Spreading a company takes me half a day.”
Re-keying statements into a template is slow and error-prone.
“My comps use different definitions per company.”
Non-standard line items make multiples incomparable.
“I cannot show where each cell came from.”
Reviewers ask for the source and the answer is a PDF page number.

The solution

1
Spread the name instantly
get_company_fundamentals returns the three statements mapped to canonical concepts; get_financial_ratios adds the margin, returns, and leverage panel — no manual tagging.
2
Build the comp set
get_peer_comparables assembles a sector peer group with side-by-side ratios; compare_periods adds the time series so you see the trajectory, not a snapshot.
3
Ship it
generate_comps_xlsx exports the comp table as a formatted workbook; each figure in it carries its filing lineage so it survives review.

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

spread-and-comp-a-company.pypython

from valuein_sdk import ValueinClient with ValueinClient() as client:  # no key: the free sample    # Three statements as the market knew them, one column per fiscal year.    fin = client.financials("AAPL", freq="FY", periods=4)    print(fin.summary())     # Peer comparables from reported ratios.    peers = client.peers("AAPL", n=3)    print(peers[["ticker", "cik"]])

Runs on the free sample with no token.

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 get_company_fundamentals to spread this company, get_peer_comparables for its peers, then generate_comps_xlsx. Quote values exactly as returned and list the filing for each peer.

Tools it uses: get_company_fundamentals, get_peer_comparables, generate_comps_xlsx

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 cover 3× more names with zero transcription error — and hand the IC a comp set that's auditable to the filing.

Statements and peers in one consistent set of concepts.
A comps workbook you can open in Excel.
A trail from any cell back to the filing.

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Frequently asked

How are peers chosen?

get_peer_comparables builds a sector-relative group from SIC/industry classification; you can also pass your own peer set for a hand-picked comp.

Is the comp set point-in-time?

Yes — you can build the comp as-of any historical date so a retrospective comp reflects only what was filed by then.

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