Valuein — SEC EDGAR Fundamentals
io.github.valuein/mcp-sec-edgarPoint-in-time, survivorship-bias-free SEC EDGAR fundamentals for AI agents. 1993 to present.
Tools · 118
Search for US public companies by name, ticker symbol, CIK (SEC identifier), or SIC industry code. Returns ticker, company name, sector, industry, exchange, and current S&P 500 membership status. Use …
Retrieve standardized SEC EDGAR fundamental financial metrics for a US public company. Returns revenue, gross profit, operating income, net income, EPS (diluted), total assets, total liabilities, stoc…
Get comprehensive valuation and profitability metrics for a US public company. Returns per-period data combining computed ratios (gross_margin, operating_margin, net_margin, ROE, ROA, ROIC, debt_to_eq…
Get pipeline-computed financial ratios from ratio.parquet. Served categories: profitability (margins, ROE, ROA, ROIC), liquidity (current ratio, quick ratio), leverage (D/E, interest coverage, net deb…
Get direct links to original SEC EDGAR filings for any US public company. Returns four per-filing deep links: `sec_url` (the EDGAR filing-index page listing every document), `viewer_url` (the cgi-bin …
Get a multi-year capital allocation breakdown for a US public company. Shows how management deploys cash across all six categories — capex, R&D, M&A, dividends, buybacks, and debt — plus pre-computed …
Get ratio-based peer comparison for a company and its closest competitors. Peers are selected by matching 2-digit SIC industry code. Returns pipeline-computed ratios from up to 10 peers alongside the …
Use this tool to answer questions about historical index membership — e.g. "Was Company X in the S&P 500 on date Y?" or "Which companies were in the Russell 2000 on 2010-01-01?" Use this INSTEAD OF `s…
Returns a short-lived (15-min) download URL for a bulk Parquet object that can be piped directly into Python/DuckDB/Polars for high-throughput computation that exceeds the MCP context window. The URL …
Returns the Parquet schema for all tables in the Valuein SEC data warehouse. Includes table descriptions, column names, types, primary keys, and foreign-key references. Use this tool to understand the…
List Valuein's expert research playbooks — the step-by-step procedures a senior equity analyst follows, each encoding the exact tool sequence, parallel-wave grouping, and output structure for one task…
Load one expert research playbook by name (discover names with `list_sops`). Returns the full procedure: the ordered tool sequence, which calls to group into parallel waves, the provenance and citatio…
Use this tool when the user asks BOTH what a financial figure is AND which filing reported it — e.g. "What was Apple's most recently reported revenue, and which 10-Q filed it?" or "Show me the accessi…
Compare a company's core financial metrics across two fiscal periods side-by-side. Shows absolute and percentage changes with significance classification (minor < 5%, notable 5–15%, significant > 15%)…
Rank companies by cross-sectional factor scores from factor_scores.parquet. Returns the underlying factors (roe, gross_margin, operating_margin, net_profit_margin, revenue_growth_yoy, fcf_to_assets, d…
Reported earnings results and a model-derived earnings-trend signal for a company, by fiscal period: actual reported EPS, a trailing-trend EPS estimate (`eps_trend_est`), the deviation of actual vs th…
End-of-day closing price for a company AS OF any calendar date. Pass `date` to get the close on that day; if the date falls on a weekend or market holiday, it resolves backward to the most recent prio…
Daily EOD bar series (OHLCV) for a company over a date range. Returns up to 252 trading-day bars oldest-first — one bar per trading day. Each bar carries: open / high / low / close (raw, unadjusted), …
THE TOOL FOR CURRENT VALUATION MULTIPLES. Omit `as_of_date` and it returns TODAY'S P/E, P/S, P/B, EV/EBITDA, EV/Revenue and FCF yield, computed from the latest EOD close and the latest TTM financials.…
List financial-statement restatements — facts a later SEC filing materially changed (>0.5% swing) from what was originally reported. Each event carries the as-reported value, the restated value, the s…
File product feedback to the Valuein team — a bug, feature request, experience note, or data-quality issue — directly from the agent surface. Available on EVERY tier including guest/sample (no token r…
File EXPLICIT, structured feedback about a specific artifact you (or the model) produced — a chat message, a report, a thesis, a claim, a tool call, or the schema. Use this (not `submit_feedback`) whe…
Form 3 / 4 / 5 / 144 line items for a US public company. Returns each transaction (or initial holding / proposed sale) with the insider's name, role, transaction code, share count, price, and notional…
Returns top-N institutional holders of a US public company at a specific period_end (latest by default), with aggregate institutional shares, total market value, holder count, and HHI concentration (s…
Returns a 13F filer's full portfolio at a specific period_end (latest by default), with QoQ deltas vs the prior quarter (new / increased / decreased / exited / unchanged). Specify the filer either by…
Returns SC 13D / SC 13G blockholder disclosures (5%+ stakes) for a US public company. Each row carries percent_owned, sole/shared voting + dispositive split, schedule_type, and the first-class ``going…
Role-weighted insider sentiment score on a fixed [-100, +100] scale for a single issuer over a lookback window. Role weights: CEO/CFO = 3.0 (via officer_title pattern), other NEO Officer = 2.0, 10%-O…
Classification-aware UNION across insider transactions (latest post_transaction_shares per insider), 13F institutional holdings, and SC 13D / 13G blockholder filings for one issuer. Each row carries …
Composite flow score on [-100, +100] aggregating insider transactions, 13F institutional Δ-shares vs the prior quarter, and SC 13D/13G blockholder changes over a lookback window. Each component normal…
Persist a directional investment thesis (bull / bear / neutral) on a ticker. The thesis becomes part of the caller's private research diary; pair with `list_theses` + `score_thesis_outcome` to track c…
Return the caller's saved theses, newest-first. Filters: ticker (exact), view, status. Cursor-based pagination — pass `next_cursor` from the previous response to fetch the next page. Sample tier rejec…
Fetch a single saved thesis by its id. Returns the full record including outcome (if scored). Returns NOT_FOUND if the id is unknown or belongs to another user. For the claims composing a thesis use l…
Soft-delete a saved thesis: status flips to `archived` (the row stays for audit / re-scoring). Idempotent — archiving an already-archived thesis succeeds. Hard-delete is not supported by design; futur…
Undo a soft-delete: restores a thesis, watchlist, signal, claim or report that `delete_*` archived. The record returns to the state it held before the delete — a closed thesis comes back closed, a pau…
Grade a saved thesis against fundamental momentum since its creation. Pulls revenue / operating-margin / EPS / OCF deltas and aggregates into a score in [-1, +1]. Bull theses are graded by directional…
Find every thesis past its horizon with no outcome yet, and grade each via `score_thesis_outcome`. Operates on the caller's OWN theses — omit `customer_id`. Targeting another user's `customer_id` is r…
Resolve a saved workflow by id and return a structured execution plan for a single ticker. Each plan entry names a real MCP tool or SOP plus its ticker-substituted arguments; the calling agent invokes…
Return the PUBLIC theses + reputation aggregate for a user identified by Stripe customer_id. Used by the /[handle] profile page to render an analyst's track record. Only entries with visibility='publi…
Make a saved thesis discoverable by flipping its visibility: `public` (default) surfaces it on the author's /[handle] profile and counts toward their reputation aggregate; `unlisted` makes it reachabl…
Revert a published thesis (public or unlisted) back to `private` — removes it from the author's /[handle] profile and excludes it from the public reputation aggregate. The inverse of publish_thesis. O…
Persist a single falsifiable, evidence-backed CLAIM — the atomic unit of the research graph. Use this for each discrete assertion an analysis produces (e.g. 'NVDA gross margin stays above 70% through …
List the caller's saved claims, most-recent-first, with AND-composed filters and cursor pagination. Filter by ticker, claim_type (assertion/prediction/judgment), tag, or lifecycle status (open/confirm…
Fetch a single claim by id, plus the ids of theses it supports/refutes and its full append-only score history. Use this to inspect a claim's evidence, current status, and how its outcome has evolved. …
Soft-delete a claim by id. The row and its score history are preserved for audit (archived, not erased); the claim drops out of default list_claims results. Idempotent — deleting an already-archived c…
Attach a claim to a thesis with a role: 'supports' (the claim, if true, strengthens the thesis), 'refutes' (if true, weakens it — track disconfirming evidence first-class), or 'context' (relevant but …
Remove the link between a claim and a thesis. Idempotent — succeeds whether or not the link existed. The claim and thesis themselves are untouched. Tier: paid + free (sample rejected).
List the claims composing a thesis, each with its role (supports/refutes/context). This is how you read a thesis as the structured argument it is — its supporting and disconfirming claims with their c…
Resolve a claim's outcome. By default auto-grades an `auto` claim by evaluating its verifiable_condition against SEC fundamentals (confirmed/refuted), or marks it `needs_review` when it can't be resol…
Find every auto-gradable claim that is due (assertions in open/needs_review/stale; predictions whose horizon has passed) and resolve each against fundamentals. Operates on the caller's OWN claims — om…
Return the PUBLIC claims + claim-accuracy reputation for a user identified by Stripe customer_id. Used by the /[handle] profile to render an analyst's claim-level track record — a separate signal from…
Make a saved claim discoverable by flipping its visibility: `public` (default) surfaces it on the author's /[handle] profile and counts toward their claim-accuracy reputation; `unlisted` makes it reac…
Revert a published claim (public or unlisted) back to `private` — removes it from the author's /[handle] profile and excludes it from the public claim-accuracy aggregate. The inverse of publish_claim.…
Persist a correction of a citation value. The correction is keyed on the canonical `fact_id` (a stable hash of CIK + accession + concept + period) so it applies to every report that references that sa…
Author-only newest-first listing of the caller's citation corrections. Filterable by ticker (e.g. all AAPL corrections) or by a single fact_id (returns 0 or 1 row). Pair with `save_citation_override` …
Remove a user-authored citation correction by fact_id. Idempotent — deleting a missing override returns deleted=false without error. Once deleted, reports that previously rendered the corrected value …
Record (or update) the review state of ONE figure inside a report — the durable answer to 'has a human traced this number back to its filing?' Upsert keyed on (report_id, figure_key): re-reviewing a f…
List every figure review recorded for one report, plus a state-count summary — the coverage view for 'which figures in this report still need a human?' A report with no reviews yet returns an empty li…
Fetch the Auditable Research File behind one of the caller's own agent runs — the complete evidence chain an examiner asks for: the originating prompt, every tool the agent called in order, every `fac…
Request a Valuein compliance certificate for one of the caller's OWN reports — a signed, publicly verifiable attestation at valuein.biz/verify/{id} that every fact the report cited was knowable at the…
Upsert a named watchlist with a list of tickers. Replace semantics — the full ticker list is the source of truth for that name. Use this for both creation AND modification (delete + recreate is not re…
Paginated newest-first listing of the caller's watchlists (id, name, tickers, status, counts). Filter by `status` (active/archived/all). Returns metadata only — use get_watchlist for one list's full t…
Fetch a single watchlist (full ticker set + criteria) by its name, not an id (case-insensitive). NOT_FOUND if the name is unknown to this user. Tier: sp500+ (sample rejected).
Soft-delete a watchlist by its name (not id): status flips to `archived` (still readable via list_watchlists status=all/archived). The name is freed for reuse by a new save_watchlist. Idempotent. Tier…
Store or update ONE durable memory entry (key → value) for this user so context survives across sessions — preferences, prior conclusions, working context. Replace semantics per key (reusing a key ove…
Recall this user's durable memory. Omit `key` (or pass null) to read EVERYTHING you have remembered, newest-first — do this at the START of a task to re-ground yourself. Pass a specific `key` to fetch…
Forget ONE durable memory entry by key — use it when a note you stored is now wrong, superseded, or was only ever scratch. Every entry is re-read into your context at the start of every future run, so…
Return new SEC filings across the caller's watchlist tickers since a given date. Reads filing.parquet — does not call insider/ratio surfaces (use those tools separately if you need them). Concurrency-…
Persist a signal and register it with the firing pipeline. Five condition shapes: * `filing_event` — fire when a ticker files a chosen form type (8-K, 10-K, etc.). * `ratio_threshold` — fire when …
Paginated newest-first listing of the caller's signals (id, condition, channel, status, trigger_count, evaluator health). Filter by `status` (active/paused/deleted/all). Use the returned signal id wit…
Soft-delete a signal by its id (from create_signal/list_signals): status flips to `deleted` and it is removed from the cron evaluator index so it stops firing. Signals are immutable — to change one, d…
Fire a synthetic notification through the signal's configured channel. Use this immediately after `create_signal` to verify the channel (email address valid / webhook URL reachable + HMAC verification…
Newest-first listing of the caller's in-app inbox. Items are signal FIRES with a `dashboard` channel — written by the cron evaluator (or `test_signal`) — plus platform notifications written by the edg…
Set `read_at` on a single inbox item by its id (from list_signal_inbox or the signals feed resource) — not a signal id. Idempotent — re-marking does NOT reset the first-read timestamp; there is no unm…
Soft-delete a single inbox item by its id (from list_signal_inbox) — not a signal id; sets `dismissed_at`. The row stays queryable via `list_signal_inbox(include_dismissed=true)` for audit. Idempotent…
Propose an MCP tool call for human approval BEFORE running it. Call this — instead of calling the tool directly — whenever an autonomous or unattended caller (a scheduled standing agent, an unattended…
List the caller's own staged actions still awaiting a human decision (status='proposed'), newest-first. Use this to check what an autonomous run has queued up before you approve or reject it with `app…
Approve a staged action by id and RUN the underlying tool call it proposed, using the caller's own current credentials — never the original proposer's. Idempotent and race-safe: an action already deci…
Reject a staged action by id. Terminal — the underlying tool is NEVER called, and a rejected (or otherwise already-decided) action can never be flipped back by a later approve/reject call; `transition…
Defer a follow-up task ("re-check AAPL margin compression in 30 days") for up to 90 days. This is an AGENT-facing primitive — call it mid-conversation/mid-run when you decide something is worth re-che…
Paginated newest-first listing of the caller's own scheduled (deferred) tasks — transparency into what an agent has queued for the future. Filter by `status` (pending/completed/cancelled/cancelled_own…
Cancel a pending scheduled task by id (from schedule_task or list_scheduled_tasks). Only a `pending` task can be cancelled — one that already woke (completed) cannot be un-woken. Idempotent: cancellin…
Persist a trigger -> action rule and register it with the evaluator. 7 trigger types accepted (alert_fired, schedule_tick, inbox_item, price_threshold, filing_event, manual, scheduled_task_wake) x six…
Paginated newest-first listing of the caller's own rules. Tier: sp500+ (sample rejected).
Delete a rule by id (from create_rule/list_rules) — removes it from both the catalog and the evaluator's scan index, so it stops firing immediately. Rules are immutable — to change one, delete then cr…
Dry-run a rule's condition_expr against a SYNTHETIC trigger payload — reports whether it WOULD have fired, but NEVER dispatches the action (no report generated, no team run, no message sent, no inbox …
Read the caller's Morning Brief — a daily AI-generated market digest covering overnight moves across the customer's own watchlists and theses, produced by the Workspace. Omit `day` to get the most rec…
List the caller's own standing-agent runs, newest first — status, goal, cost, and timing for each. A run may have been kicked off by this same agent (e.g. via create_rule's run_team action, a schedule…
Fetch full detail for one of the caller's own standing-agent runs by id (from list_agent_runs) — status, goal, tickers, cost, artifact ids, role breakdown, and any error. A run may have been triggered…
Create or update a standing agent — a saved {goal + tickers + schedule} that fires either a fixed step recipe (agent_type="workflow", free/deterministic) or an AI-directed team (agent_type="autonomous…
List the caller's own standing agents (id, name, goal, tickers, agent_type, trigger config, schedule, enabled state, last/next run). Optionally filter by `agent_type` ("workflow" or "autonomous"). Use…
Fetch full detail for one of the caller's own standing agents by id (from save_agent/list_agents). Returns `found: false` (not an error) for an unknown id OR an id belonging to another customer — ther…
Delete one of the caller's own standing agents by id. System agents (is_system:true on get_agent/list_agents — built-in agents the platform provisions) cannot be deleted and are rejected with a clear …
Fire one of the caller's own standing agents now, out of band from its schedule. For agent_type="autonomous" this costs money — it settles against the owner's own BYO LLM key first, falling back to th…
Synchronously generate a research report and persist it under the caller's authorship. Two subtypes: • `reverse_dcf` — solves the stage-1 free-cash-flow growth rate the market price implies, with a 5…
Fetch the current HEAD of a report by id. `format=markdown` returns the rendered body, `format=json` returns the full structured payload (sections + citations + report-type-specific data), `format=pre…
Cursor-paginated newest-first listing of the caller's own reports (owner-scoped). Filters compose with AND; `status` defaults to 'ready' so pass status='draft' or 'all' to see drafts. Use `cursor` fro…
Soft-delete a report owned by the caller: status flips to `delisted`, visibility to `private` — not a hard delete, the row and R2 artifact are preserved (90-day audit window). Idempotent (deleting an …
Publish a report for FREE at `listed` or `unlisted` visibility to build your public author profile. `listed` makes it discoverable via `search_reports` (keyword catalog search); `unlisted` keeps it ou…
Revert a published report (listed or unlisted) back to `private` visibility, removing it from the public catalog. Author-only. Idempotent.
Search the catalog of published research reports. All listings are free to read. Filters: free-text (matches title + abstract), ticker, report_type. Sort: `newest` (default) or `oldest`. Tier-gated: c…
Forward discounted-cash-flow valuation (two-stage Gordon-growth model): caller provides growth + WACC + terminal assumptions, returns per-share intrinsic value (`value_per_share_cents`, cents USD) + 5…
Deterministic forensic-accounting scores for a single ticker: partial Beneish M-Score, Sloan accruals, and a solvency snapshot. Returns a red-flag narrative ranked by severity, with citations to sourc…
A SMALL, BOUNDED, in-Worker sanity-check backtest — NOT a full-universe backtesting engine. Answers a quick question like 'does this factor actually work on these 5 names over the last year' inline, m…
Linked forward Income Statement / Balance Sheet / Cash Flow projection, seeded from the company's latest historical annual period. The balance sheet ties out (assets == liabilities + equity) EVERY pro…
Leveraged buyout returns analysis: caller provides entry/exit multiples, leverage, and a hold period; the tool builds a Day-1 pro-forma opening balance sheet from the deal's own sources & uses (cash-f…
M&A accretion/dilution: the standard sell-side/banker quick-screen for whether a proposed acquisition adds to (accretive) or subtracts from (dilutive) the acquirer's EPS in the first pro-forma year. P…
Replace one or more sections of an existing report owned by the caller. Useful for authoring workflows where the agent's first draft (`create_report`) is refined by additional analysis before publishi…
Author-only newest-first listing of a report's archived version history. Each entry summarises what changed (sections edited, etc.) so the workspace UI can render a clickable history without loading e…
Author-only fetch of a specific archived version of one of your reports, by positive-integer `version`. Returns metadata + the full payload (sections, citations, structured, markdown) — enough to rend…
Return a 15-minute presigned download URL for a report in the requested binary format. `format=md` presigns the cached markdown — instant, no compute. `format=docx` and `format=pdf` return the SAME b…
Save free-form markdown (e.g. a chat synthesis) as a DRAFT report you can refine in the editor and export to Word/PDF. Unlike `create_report` (which computes a structured reverse_dcf or thesis report)…
Read the extracted text of a file uploaded via POST /v1/uploads (a plain REST route, not this JSON-RPC endpoint). Use this to pull a user-attached document's content into context by its upload_id. Upl…
List the caller's currently-active uploaded documents (filename, size, char count — no full text; call get_uploaded_document for that). Uploads expire 24h after upload.
Delete an uploaded document before its 24h TTL. Deleting a missing/already-expired/foreign id returns deleted:false rather than an error.
Render a forward DCF result into a professional Excel workbook (Summary + 5×5 Sensitivity heatmap + Inputs sheet). Native conditional formatting — no chart images needed. Returns a 15-minute presigned…
Render a structured research brief into a professionally-styled Word document — a branded masthead-first page (Valuein letterhead: brand rule, wordmark, 'EQUITY RESEARCH' kicker + date, then the ticke…
Render a peer comparables table into an Excel workbook. The Comps sheet is formatted as a named Excel Table (`ValueinPeerComps`) so the user gets one-click Insert Chart on any column — the cleanest wo…
Render an LBO result into a professional Excel workbook (Summary + year-by-year Projection table + Inputs sheet). Returns a 15-minute presigned R2 download URL. SERVER-TRUST: the deal is re-derived i…
Resources · 26
Current S&P 500 members as a single JSON roster — ticker, CIK, company name, sector, industry, and primary exchange for every active constituent. Reads as the latest membership snapshot from the refer…
reference://sp500
Full tier ladder (Sample → Free → Pro → Institutional) with prices, Stripe SKUs, breadth/depth coverage, filing types, and feature flags. Plus the per-tool pay-per-call rate card. Read this first when…
pricing://current
Recent in-app signal fires for the calling customer. Read this resource to drain the same notification stream the frontend dashboard bell shows. Returns up to 50 newest-first items; mirror of `list_si…
valuein://signals/feed
Trend-based earnings expectations and surprise metrics per entity. eps_trend_est is a proprietary trailing earnings-trend estimate; eps_surprise_pct measures actual EPS against that estimate. revenue_…
schema://earnings_signals
Legal structure and profile of reporting companies.
schema://entity
Standardized financial data points (US-GAAP XBRL mapped to canonical standard_concept labels).
schema://fact
Cross-sectional factor scores and percentile ranks per entity, computed across the full universe from recent annual filings. _rank columns are normalized to 0.0–1.0 (1.0 = strongest relative standing)…
schema://factor_scores
Metadata for all SEC filings processed.
schema://filing
Historical index constituents (SP500, RUSSELL1000, RUSSELL2000, RUSSELL3000). Source of truth for ALL membership questions — current OR historical. Always JOIN ``references.cik = index_membership.ci…
schema://index_membership
Form 3 / 4 / 5 / SC 13D / SC 13G / 144 (and amendments) — the subject-rooted insider DISCLOSURE filing record. Distinct from ``filing`` (financial-statement forms) so the financial table stays clean.…
schema://insider_filing
SC 13D / SC 13G beneficial-ownership disclosures (5%+ stakes). One row per (filing, reporting person). Group filings carry multiple reporting persons — each lands as a separate row. Joins to ``insi…
schema://insider_ownership
Directory of every insider / reporting person referenced by Form 3/4/5/144. Keyed on CIK when SEC-registered, otherwise on a normalized name. Joined to insider_transaction via insider_party_id. FUL…
schema://insider_party
Form 3 / 4 / 5 / 144 line items — each row is one transaction, initial holding, or proposed sale by an insider. transaction_type is 'transaction' (Form 4/5), 'initial_holding' (Form 3), or 'proposed_…
schema://insider_transaction
Form 13F-HR / 13F-NT (and amendments) — the manager-rooted filing record. Distinct from ``filing`` (issuer-rooted) because 13F filings have no single subject issuer (the manager reports a portfolio a…
schema://institutional_filing
Form 13F-HR holdings — institutional managers' quarterly position disclosures. One row per (filing, CUSIP, share-class, put/call). Joins to ``institutional_filing`` via accession_id (the 13F filing …
schema://institutional_holding
SEC Form ADV Part 1A — registered investment advisers and Exempt Reporting Advisers (~23.6K firms). A SEPARATE SEC SOURCE from EDGAR: advisers file into IARD (operated by FINRA Regulation), so rows k…
schema://investment_adviser
Form ADV Schedule D, Section 7.B.(1) — private funds advised by a registered investment adviser. One row per (adviser, fund, filing vintage); joins to ``investment_adviser`` on crd_number. ⚠ SOURCE …
schema://investment_adviser_private_fund
Pipeline-computed financial ratios per entity per fiscal period. Derived from fact data. Written append-on-restatement: each row's ``accepted_at`` is the PIT vintage = max(accepted_at) of the input f…
schema://ratio
Denormalized flat join of entity + security. One row per security — covers the company universe (CIK + primary identifiers + sector + ticker). For ANY membership question (current or historical, SP5…
schema://references
Restatement Radar feed — one row per financial fact that a later filing materially changed (>0.5% swing from the originally-reported value), across the full 1993→present archive. Derived in DuckDB fr…
schema://restatement_events
Ticker symbols and tradeable instrument metadata (SCD Type 2 with date ranges).
schema://security
Valuein's curated gold-standard concept catalog (~292 rows) — the dictionary for the ``fact.standard_concept`` column. Each row is one L1/L2 concept (Revenue, GrossProfit, LongTermDebt, …) with its s…
schema://standard_concept
Coarse end-of-day market-price series per entity — period-end-aligned closes (one per fiscal period_end, for value-vs-price overlays) AND a monthly last-trading-day close history (for charting/backtes…
schema://stock_price
Daily OHLCV bar series — one row per (SECURITY, trading day), NOT downsampled (unlike the coarse ``stock_price`` table). Powers as-of-arbitrary-date price lookups (latest close on-or-before any calen…
schema://stock_price_daily
Human-readable definitions for all standard_concept values used in the fact table.
schema://taxonomy_guide
Pre-computed intrinsic value estimates per entity. One row per (entity_id, valuation_date, model_type) — multiple model types (DCF, DDM, GrahamNumber, etc.) coexist for the same valuation_date. Recomp…
schema://valuation
Prompts · 39
Systematic 10-year analysis of a company's operational efficiency and competitive moat. Chains fundamentals → valuation metrics → peer comparables to produce a structured teardown covering revenue qua…
Produces a structured relative-value memo comparing a company to its closest peers. Chains search_companies → peer_comparables → valuation_metrics → financial_ratios to output an investment committee-…
Sets up a bias-free quantitative backtest: survivorship-free universe (effective vs announcement membership bases), a quick bounded in-Worker validation grid, then Parquet URLs for bulk out-of-core co…
Guides construction of a quantitative factor (Quality, Value, Momentum) across a sector universe using ratio.parquet data. Chains get_pit_universe → get_financial_ratios → get_compute_ready_stream to …
Evaluates capital structure safety and dividend sustainability for portfolio risk-adjusted sizing. Chains fundamentals → capital_allocation → valuation_metrics → financial_ratios (leverage/liquidity) …
Evaluates management's capital allocation decisions over a multi-year period. Chains capital_allocation_profile → valuation_metrics → financial_ratios to produce a management quality scorecard: does m…
Comprehensive ratio profile for a single company spanning all 7 ratio categories (profitability, liquidity, leverage, efficiency, per_share, owner_earnings, valuation). Includes TTM and 5-year annual …
Cross-sectional ratio ranking across a sector to surface the highest-quality or best-value companies. Chains get_pit_universe → get_compute_ready_stream to screen the full sector using pipeline-comput…
Single-ticker end-to-end research brief in markdown — fundamentals, valuation, ratios, capital allocation, peer comparison, recent catalysts, and SEC lineage. Three depth modes: 'quick' (3 tools, snap…
PM idea-generation workflow: build a PIT universe, factor-rank it, QC the leaders with a period-over-period change check, and hand off the top picks to equity_research_brief for full write-ups. Surviv…
Single-ticker smart-money brief: composite flow score, top holders (classified), 13F deltas, activist blockholders, and insider sentiment overlay. Three depth modes: 'quick' (3 composites only), 'stan…
Event-driven surveillance for activist target / takeover candidates. Surfaces filers flipping 13G → 13D within the lookback window (the strongest activist signal in the dataset), then cross-references…
Hedge-fund-grade earnings-quality red-flag brief for a single ticker. Chains forensic_audit (deterministic Beneish M-Score + solvency-distress proxy + Sloan accruals) → restatement diff → Risk-Factor …
Daily overnight digest: material SEC filings across the caller's watchlist since the last close. Ranks by likely impact (M-score change candidates, 8-K item types, amendment flags).
Pre-earnings pulse for a single ticker. Pulls last 8 quarters of fundamentals + the existing get_earnings_signals trend + management-credibility cross-check (promise-vs-delivery on key segments). Outp…
Daily/weekly sweep for 10-K/A and 10-Q/A amendments across a watchlist (or the caller's full ticker set). Surfaces amendments that materially changed reported revenue, cash flow, or earnings — the hig…
The moment a company files (10-Q / 10-K / 8-K), grade every open claim and thesis you hold on that ticker against the fresh numbers and draft a cited 'what changed' memo — before the earnings call. Tu…
End-to-end idea-generation pipeline: screen → forensic audit → save thesis for the top N candidates. Produces both the screening result + a saved thesis on each conviction name. Wraps existing screen_…
End-of-week diagnostic on the caller's saved theses: which are still on track (positive directional momentum) vs. broken (signals diverging from view). Runs score_thesis_outcome over the active set an…
Defer a follow-up on a thesis instead of losing it when the conversation ends. Chains initial research (get_company_fundamentals + get_valuation_metrics) → save_thesis → a deliberate choice between sc…
PM digest: 13F + insider activity across the caller's watchlist. Surfaces top fund accumulators, recent insider clusters, and 13D/13G activist filings worth investigating. Institutional tier (full pla…
Detect new SC 13D / 13G filings across the watchlist and pull the activist's historical playbook stats. Surfaces 13G→13D conversions (the strongest 'going active' signal). Institutional tier.
Comprehensive sector / industry landscape brief — market dynamics, top 5-10 players, competitive structure, valuation context, and investment debate. Distinct from `sector_ratio_screen` (which is just…
Disciplined forward-DCF construction for a single ticker — pulls fundamentals, justifies each assumption against history + peers, calls `compute_dcf`, and renders the full per-share value + 5×5 sensit…
Creator build-in-public workflow: turn finished analysis on a ticker into a public track record. Chains create_report → publish_report (free) → search_reports (catalog verify) → save_thesis/publish_th…
Operational monitoring setup for a PM/analyst: create a watchlist, attach signal rules, dry-run them, and confirm the inbox is wired. Chains save_watchlist → create_signal → test_signal → list_signals…
Walks an evidence-backed claim through its full lifecycle: record → link to a thesis → grade (single + batch) → read the thesis's claim set → publish → confirm on the public profile. Chains save_claim…
Walks a saved thesis through its full lifecycle: create → batch-grade due theses → score one outcome → re-read state → list the ledger. Chains save_thesis → score_due_theses → score_thesis_outcome → g…
Figure-level review coverage loop for one report. Chains get_report (read citations) → list_figure_reviews (see what's already reviewed) → verify_fact_lineage (check each unreviewed figure against its…
Builds a point-in-time-disciplined composite signal across the cross-section. Chains get_pit_universe → get_compute_ready_stream → screen_universe → get_financial_ratios for per-name verification → ru…
The annual-report deep-read ritual as one run: a 10-year financial spread (revenue, margins, FCF, ROIC, share count, leverage) with every figure filing-cited, a quality-of-earnings read (OCF vs net in…
Dividend safety from cash-flow articulation, not yield-chasing: 10 years of payout history, FCF coverage trajectory, deployment flags (debt-funded distributions), leverage headroom, and the revision r…
The full idea → IC-ready initiation pipeline: 10-year history, moat evidence, peer positioning, valuation with labelled assumptions (DCF + reverse-DCF expectations read), ranked risks with pre-committ…
Assemble the 9-section investment-committee memo from PERSISTED research state — the saved thesis and its linked claim ledger — refreshed with current figures, a variant-view section, a dated catalyst…
Argue the other side of a saved thesis before it costs money: independently re-verify the supporting claims' cited facts, sweep for disconfirming evidence (earnings-quality flags, restatements, deteri…
The quarterly per-thesis maintenance review that catches thesis creep: re-score each fact-pinned claim (the thesis's KPIs) against fresh filed actuals, check whether any cited fact was quietly revised…
The closed-position decision review, run honestly: reconstruct the ENTRY-DATE information set with as_of_date (what was actually knowable, not today's restated view), compare it against the outcome se…
The value investor's screen-to-thesis pipeline: survivorship-free universe → cash-flow-yield screen → quality + earnings-quality gates → owner-earnings read (maintenance-capex honesty) → margin-of-saf…
Stand up the whole monitoring desk in one run: watchlist → filing/restatement signal tripwires (dry-run-verified) → a filing-event rule posting to the inbox → a scheduled standing agent for the daily …
Similar MCP servers embedding-nearest
How to use
Add to your Claude Desktop / Cursor / Cline MCP config:
{
"mcpServers": {
"valuein_—_sec_edgar_fundamentals": {
"url": "https://mcp.valuein.biz/mcp",
"transport": "streamable-http"
}
}
}