Valuein — SEC EDGAR Fundamentals & Smart-Money Data

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      "name": "search_companies",
      "title": "Search Companies",
      "readOnly": true,
      "destructive": false,
      "openWorld": false,
      "description": "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…"
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      "name": "get_company_fundamentals",
      "title": "Company Fundamentals",
      "readOnly": true,
      "destructive": false,
      "openWorld": false,
      "description": "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, sto…"
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      "name": "get_valuation_metrics",
      "title": "Valuation Metrics",
      "readOnly": true,
      "destructive": false,
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      "description": "Get the profitability, cash-flow and leverage metrics of a US public company, plus two parameter-free reference points. No price-based multiple is published, so none is returned and you must never co…"
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      "name": "get_financial_ratios",
      "title": "Financial Ratios",
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      "description": "Financial ratios Valuein precomputes from each company's SEC filings. A bare call returns the 2 most recent periods and every category except growth and rank (both large); pass `categories` (e.g. [\"g…"
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      "name": "get_sec_filing_links",
      "title": "SEC Filing Links",
      "readOnly": true,
      "destructive": false,
      "openWorld": false,
      "description": "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…"
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      "name": "list_filing_forms",
      "title": "Filed Form Types",
      "readOnly": true,
      "destructive": false,
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      "description": "Which SEC form types each of up to 200 companies filed in the last N months (default 24), as a count per form, in ONE call. Use it to offer only forms a company set actually files (10-K, 10-Q, 20-F,…"
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      "name": "latest_filings",
      "title": "Latest Filings",
      "readOnly": true,
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      "description": "The newest SEC filing per company per form, for up to 50 companies in ONE call: ticker, cik, form (as filed, `10-Q/A` when an amendment is the newest), accession and SEC `accepted_at`. Pass base form…"
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      "description": "Table of contents of a 10-K / 10-Q / 8-K (or 10-K/A, 10-Q/A, 8-K/A) so an agent can read the filing's WORDS: returns the form, filing/period/acceptance dates, the primary-document URL, and every sect…"
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      "name": "read_filing_section",
      "title": "Read Filing Section",
      "readOnly": true,
      "destructive": false,
      "openWorld": true,
      "description": "Read one section of a 10-K / 10-Q / 8-K (or amendment) as plain text: MD&A (10-K `7`, 10-Q `I-2`), Risk Factors (`1A`, `II-1A`), Legal Proceedings, Controls, a financial-statement note (`note-3`), an…"
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      "name": "find_in_filing",
      "title": "Find in Filing",
      "readOnly": true,
      "destructive": false,
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      "description": "Find a statement, note, heading or phrase inside a 10-K / 10-Q / 8-K (or amendment; an 8-K's EX-99 exhibits included) and get where to read it, like grep over the filing: 'Consolidated Balance Sheets…"
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      "title": "Capital Allocation Profile",
      "readOnly": true,
      "destructive": false,
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      "description": "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…"
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      "name": "get_peer_comparables",
      "title": "Peer Comparables",
      "readOnly": true,
      "destructive": false,
      "openWorld": false,
      "description": "Get ratio-based peer comparison for a company and its closest competitors by SIC industry code. Returns pipeline-computed ratios from up to 10 peers alongside the subject company for direct benchmark…"
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      "name": "get_pit_universe",
      "title": "Point-in-Time Universe",
      "readOnly": true,
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      "openWorld": false,
      "description": "Historical index membership, survivorship-free: who was in an index on `as_of_date` (companies that existed and belonged on that exact date, including ones delisted since; no hindsight). Use it INSTE…"
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      "title": "Describe Data Schema",
      "readOnly": true,
      "destructive": false,
      "openWorld": false,
      "description": "Describes the Valuein SEC data warehouse. With no arguments it lists every table with a one-line description and its column count; pass `table` (e.g. 'fact') for that table's columns, types, primary…"
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      "name": "list_sops",
      "title": "List Research Playbooks (SOPs)",
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      "description": "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 tas…"
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      "name": "get_sop",
      "title": "Get Research Playbook (SOP)",
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      "description": "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 citati…"
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      "title": "Verify Fact Lineage",
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      "name": "compare_periods",
      "title": "Compare Financial Periods",
      "readOnly": true,
      "destructive": false,
      "openWorld": false,
      "description": "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%…"
    },
    {
      "name": "screen_universe",
      "title": "Screen Universe by Factor Scores",
      "readOnly": true,
      "destructive": false,
      "openWorld": false,
      "description": "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,…"
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    {
      "name": "get_earnings_signals",
      "title": "Earnings Signals",
      "readOnly": true,
      "destructive": false,
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      "description": "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 t…"
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    {
      "name": "list_restatements",
      "title": "Restatement Radar Feed",
      "readOnly": true,
      "destructive": false,
      "openWorld": false,
      "description": "List financial-statement restatements — facts a later SEC filing materially changed from what was originally reported. Each event carries the as-reported value, the restated value, the signed delta,…"
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    {
      "name": "explain_restatement",
      "title": "Explain a Restatement",
      "readOnly": true,
      "destructive": false,
      "openWorld": true,
      "description": "Why did a restating filing change a number? Reads the RESTATING filing itself (the `current_accession` of a `list_restatements` event) and returns the sentence in which the company states the cause,…"
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    {
      "name": "submit_feedback",
      "title": "Submit Feedback",
      "readOnly": false,
      "destructive": false,
      "openWorld": false,
      "description": "File product feedback to the Valuein team — a bug, feature request, experience note, or data-quality issue — directly from the agent surface. Plan: every plan, including no sign-in (no token required…"
    },
    {
      "name": "submit_artifact_feedback",
      "title": "Submit Artifact Feedback",
      "readOnly": false,
      "destructive": false,
      "openWorld": false,
      "description": "File EXPLICIT, structured feedback about a specific artifact you (or the model) produced — a chat message, a report, a tool call, or the schema. Never quote or paste the person's research (report tex…"
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      "name": "get_insider_transactions",
      "title": "Insider Transactions",
      "readOnly": true,
      "destructive": false,
      "openWorld": false,
      "description": "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 notiona…"
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    {
      "name": "get_institutional_holdings",
      "title": "Institutional Holdings (by issuer)",
      "readOnly": true,
      "destructive": false,
      "openWorld": false,
      "description": "Returns top-N institutional holders of a US public company at a specific period_end (by default the latest period whose 45-day 13F filing window has closed), with aggregate institutional shares, tota…"
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    {
      "name": "get_manager_portfolio",
      "title": "Manager Portfolio (13F by filer)",
      "readOnly": true,
      "destructive": false,
      "openWorld": false,
      "description": "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 b…"
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    {
      "name": "get_blockholders",
      "title": "Blockholders (SC 13D / 13G)",
      "readOnly": true,
      "destructive": false,
      "openWorld": false,
      "description": "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 ``goin…"
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    {
      "name": "get_insider_sentiment",
      "title": "Insider Sentiment (composite)",
      "readOnly": true,
      "destructive": false,
      "openWorld": false,
      "description": "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%-…"
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    {
      "name": "get_top_holders",
      "title": "Top Holders (composite, classified)",
      "readOnly": true,
      "destructive": false,
      "openWorld": false,
      "description": "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…"
    },
    {
      "name": "get_smart_money_flow",
      "title": "Smart Money Flow (composite)",
      "readOnly": true,
      "destructive": false,
      "openWorld": false,
      "description": "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 norma…"
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      "name": "get_report",
      "title": "Get Research Report",
      "readOnly": true,
      "destructive": false,
      "openWorld": false,
      "description": "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=pr…"
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      "name": "search_reports",
      "title": "Search Published Reports",
      "readOnly": true,
      "destructive": false,
      "openWorld": true,
      "description": "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:…"
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    {
      "name": "compute_dcf",
      "title": "Compute Forward DCF",
      "readOnly": true,
      "destructive": false,
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      "description": "Forward discounted-cash-flow valuation (two-stage Gordon-growth model) under YOUR assumptions: you give stage-1 growth, WACC, terminal growth and horizon; it returns the per-share intrinsic value (`v…"
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      "name": "forensic_audit",
      "title": "Forensic Audit (Beneish + Sloan + Solvency)",
      "readOnly": true,
      "destructive": false,
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      "description": "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 sour…"
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      "name": "get_pit_valuation_ratios",
      "title": "Point-in-Time TTM Financials",
      "readOnly": true,
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      "openWorld": false,
      "description": "Point-in-time trailing-twelve-month (TTM) financials for a company on a historical date, safe for backtesting: every figure comes from SEC filings accepted on or before `as_of_date`, so no later info…"
    },
    {
      "name": "run_backtest",
      "title": "Run Bounded Factor Backtest",
      "readOnly": true,
      "destructive": false,
      "openWorld": false,
      "description": "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,…"
    },
    {
      "name": "project_three_statement",
      "title": "Project Linked Three-Statement Model",
      "readOnly": true,
      "destructive": false,
      "openWorld": false,
      "description": "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 pr…"
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    {
      "name": "compute_lbo",
      "title": "Compute LBO Returns (IRR + MOIC)",
      "readOnly": true,
      "destructive": false,
      "openWorld": false,
      "description": "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-…"
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      "name": "compute_accretion_dilution",
      "title": "Compute M&A Accretion/Dilution",
      "readOnly": true,
      "destructive": false,
      "openWorld": false,
      "description": "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.…"
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      "name": "compute_price_multiples",
      "title": "Compute Multiples on Your Price",
      "readOnly": true,
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      "description": "Market cap, P/E, P/B, P/S, EV/EBITDA, EV/revenue and dividend yield on a share price YOU supply (1 to 25 per call), joined to point-in-time SEC EDGAR filings. A share price is never a Valuein figure:…"
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      "name": "list_report_versions",
      "title": "List Report Versions",
      "readOnly": true,
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      "description": "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…"
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      "name": "get_report_version",
      "title": "Get Report Version",
      "readOnly": true,
      "destructive": false,
      "openWorld": false,
      "description": "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 ren…"
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      "name": "render_report",
      "title": "Render Report Download URL",
      "readOnly": false,
      "destructive": false,
      "openWorld": false,
      "description": "Return a 15-minute presigned download URL for a report in the requested binary format.\n\n`format=md` presigns the cached markdown — instant, no compute. `format=docx` and `format=pdf` return the SAME…"
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      "name": "generate_dcf_xlsx",
      "title": "Generate DCF Workbook (xlsx)",
      "readOnly": false,
      "destructive": false,
      "openWorld": false,
      "description": "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 presigne…"
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      "name": "generate_research_brief_docx",
      "title": "Generate Research Brief (docx)",
      "readOnly": false,
      "destructive": false,
      "openWorld": false,
      "description": "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 tick…"
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      "name": "generate_comps_xlsx",
      "title": "Generate Peer Comparables Workbook (xlsx)",
      "readOnly": false,
      "destructive": false,
      "openWorld": false,
      "description": "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 w…"
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      "name": "generate_lbo_xlsx",
      "title": "Generate LBO Workbook (xlsx)",
      "readOnly": false,
      "destructive": false,
      "openWorld": false,
      "description": "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.\n\nSERVER-TRUST: the deal is re-derived…"
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