search_companiesSearch for US public companies by name, ticker symbol, CIK (SEC identifier), or SIC industry code. Returns ticker, company name, sector, industry, exc
get_company_fundamentalsRetrieve standardized SEC EDGAR fundamental financial metrics for a US public company. Returns revenue, gross profit, operating income, net income, EP
get_valuation_metricsGet comprehensive valuation and profitability metrics for a US public company. Returns per-period data combining computed ratios (gross_margin, operat
get_financial_ratiosGet pipeline-computed financial ratios from ratio.parquet. Covers 7 categories: profitability (margins, ROE, ROA, ROIC), liquidity (current ratio, qui
get_sec_filing_linksGet direct links to original SEC EDGAR filings for any US public company. Returns two per-filing deep links: `sec_url` (the EDGAR filing-index page li
get_capital_allocation_profileGet 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,
get_peer_comparablesGet ratio-based peer comparison for a company and its closest competitors. Peers are selected by matching 2-digit SIC industry code. Returns pipeline-
get_pit_universeUse 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 R
get_compute_ready_streamSTATUS: pending — direct R2 Parquet access is in private beta (ETA 2026-Q3). Calls return 501 FEATURE_NOT_AVAILABLE today. When live: returns a pre-si
describe_schemaReturns the Parquet schema for all tables in the Valuein SEC data warehouse. Includes table descriptions, column names, types, primary keys, and forei
verify_fact_lineageUse this tool when the user asks BOTH what a financial figure is AND which filing reported it — for example "What was Apple's most recently reported r
compare_periodsCompare a company's core financial metrics across two fiscal periods side-by-side. Shows absolute and percentage changes with significance classificat
screen_universeRank companies by cross-sectional factor scores from factor_scores.parquet. Returns the underlying factors (roe, gross_margin, operating_margin, net_p
get_earnings_signalsReported earnings results and earnings-surprise metrics for a company, by fiscal period: actual EPS, the expected EPS, the surprise versus expected (a
search_filing_textSemantic search over SEC 10-K / 10-Q narrative sections — Risk Factors, MD&A, Business, Legal Proceedings, Controls & Procedures, Footnotes. Phrase th
get_insider_transactionsForm 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,
get_institutional_holdingsReturns top-N institutional holders of a US public company at a specific period_end (latest by default), with aggregate institutional shares, total ma
get_manager_portfolioReturns a 13F filer's full portfolio at a specific period_end (latest by default), with QoQ deltas vs the prior quarter (new / increased / decreased /
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