SEC EDGAR fundamentals, ratios, valuation, and filings for AI agents. Point-in-time safe.
Config is the same across clients — only the file and path differ.
{
"mcpServers": {
"io-github-valuein-mcp-sec-edgar": {
"command": "<see-readme>",
"args": []
}
}
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SEC EDGAR fundamentals, ratios, valuation, and filings for AI agents. Point-in-time safe.
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This repository is the public home for Valuein's SEC EDGAR fundamentals data product. It is the place to:
The source code for the SDK, MCP server, and data pipeline lives in dedicated repositories. This repo is the front door.
Survivorship-bias-free, point-in-time US fundamentals sourced from SEC EDGAR:
standard_concept values| Feature | Why it matters |
|---|---|
| 🕒 Point-in-Time (PIT) | Every fact carries filing_date and knowledge_at — no look-ahead bias in backtests |
| ⚖️ Survivorship-bias free | Delisted, bankrupt, acquired companies included |
| 📊 Standardized concepts | 11,966 raw XBRL tags mapped to canonical names (both are on the fact table) |
| 🚀 DuckDB native | Millisecond analytics via httpfs against remote Parquet |
| ☁️ Zero-setup | pip install and query — no database provisioning, no large downloads |
We deliver the same underlying data through five interfaces so it lands wherever you already work.
| Channel | For | How to get it |
|---|---|---|
| Python SDK | Quants, engineers, data scientists | pip install valuein-sdk · PyPI |
| MCP Server | AI agents (Claude, Cursor, Codex, etc.) | https://mcp.valuein.biz/mcp · see MCP Discovery |
| Excel / Power Query | Financial analysts, CPAs, researchers | Excel setup guide |
| Web Dashboard | Non-technical users, retail, executives | valuein.biz |
| REST API | B2B partners, third-party integrations | https://data.valuein.biz — contact us for the integration guide |
All channels authenticate with the same Stripe-issued API token and share the same tier model.
| Plan | Coverage | Data | Price | Get Access |
|---|---|---|---|---|
| Sample | S&P 500 · last 5 years · active + inactive | Public, read-only | Free | No registration — works out of the box |
| S&P 500 | S&P 500 · full history · active + inactive | Full Parquet access | Free | Register |
| Pro | Full US universe · all core fundamentals | Full Parquet access | $200 / month | Subscribe |
| Pro (Annual) | Same as Pro · 20% discount | Full Parquet access | $1,920 / year | Subscribe |
One token unlocks the SDK, MCP, Excel, and REST API — no per-channel billing.
1. Install
pip install valuein-sdk
2. Query real data without a token (Sample tier, no registration):
from valuein_sdk impor
... [View full README on GitHub](https://github.com/valuein/valuein#readme)