Simple, transparent pricing
Priced on dataset scope — history depth and universe breadth.
MCP Server, REST API, Python SDK, and Excel included on all tiers. No per-seat fees.
S&P500
S&P500 · 500+ tickers · 1994–present
Full S&P500 history. Free after registration.
- S&P500 universe (500+ tickers)
- Full history: 1994 to present
- Income, balance sheet, cash flow, key ratios
- 10-K and 10-Q standardized filings
- MCP Server access (S&P500 scope)
- REST API + Python SDK
- Parquet bulk download (quarterly snapshots)
- 10,000 API calls / day
- Email support (48h SLA)
- No full universe (12,000+ tickers)
- No real-time 8-K alerts
- No priority support
Institutional
Full universe · 12,000+ tickers incl. delisted · 1994–present
Complete US universe, full history, institutional delivery.
- Full universe: 12,000+ tickers (active + delisted)
- Full history: 1994 to present
- Zero survivorship bias — all delisted companies included
- 10-K, 10-Q, 20-F, 8-K, amendments
- MCP Server access (full universe scope)
- REST API + Python SDK + Excel Power Query
- Unlimited Parquet bulk download
- Unlimited API calls
- Priority email support (4h SLA)
- Data freshness: 24h after SEC filing
Custom
Custom · Negotiated universe · redistribution license
Real-time 8-K alerts, custom delivery, white-label licensing, and dataset add-ons.
- Everything in Institutional
- Real-time 8-K filing alerts (webhook push)
- Sub-hour data freshness
- Custom data delivery (S3, SFTP, direct R2)
- White-label data redistribution license
- Dataset add-ons (valuations, ratings, alternative data)
- Dedicated data engineer support
- Custom SLA and uptime guarantees
- Multi-seat team access
All plans include MCP Server + REST API + Python SDK. No setup fees. Cancel anytime. Learn about the MCP Server →
Filing Coverage
Every major SEC filing type, standardized across all paid tiers.
10-KAnnual Report
Comprehensive overview of a company's business and financial condition. Includes audited financial statements, risk factors, and management discussion.
10-K/AAnnual Report Amendment
Amendment to a previously filed 10-K. Valuein tracks amendment history so you always see the most accurate version at any point in time.
10-QQuarterly Report
Unaudited financial statements for the first three quarters of the fiscal year. Key source for quarterly earnings analysis and trend detection.
10-Q/AQuarterly Report Amendment
Amendment to a previously filed 10-Q. Essential for point-in-time accuracy in backtesting — knowing when data was restated is critical.
20-FAnnual Report (Foreign Private Issuer)
Equivalent of the 10-K for foreign companies listed on US exchanges. Covers major international companies (Alibaba, Samsung, SAP, etc.).
8-KCurrent Report (Material Events)
Filed within 4 business days of material corporate events: earnings announcements, M&A, CEO changes, dividend declarations, guidance updates.
Frequently Asked Questions
Questions about the right plan?
Book a 20-minute call. We'll walk through your data requirements and recommend the right tier.