What you can do
Investment research
Earnings, fundamentals, valuation comps, and guidance analysis.
Market monitoring
Real-time movers, prices, crypto/forex, and insider activity.
Filings and ownership
10-K/10-Q/8-K, 13F holdings, 13D/13G ownership, insider transactions.
Macro and compliance
FRED, IMF, World Bank, BLS macro via Search; sanctions screening via DeepResearch.
Sources
Markets and fundamentals (subscription)
Filings, macro, and signals (subscription)
DeepResearch only
These high-signal sources are not searchable datasets - reach them by running a DeepResearch task (POST /v1/deepresearch/tasks) with the topic in your query. Calling search() with them will fail.
Web search and open academic sources are on every plan. Subscription datasets are searchable via the Search and Answer API; a subscription also lowers your cost per credit. See pricing and the data catalog.
Quick start
Let Valyu route to the right datasets automatically:SEC filings, holdings and ownership
Search 3M+ filings in natural language - no accession numbers, CIK codes, or tickers required.- 10-K / 10-Q / 8-K - financials, MD&A, risk factors, material events
- 13F-HR - institutional holdings from funds with $100M+ AUM
- SC 13D / 13G - activist (13D) and passive (13G) 5%+ ownership stakes
- Ask for a specific section (“risk factors”, “MD&A”), a time period (“FY2024”, “Q3 2023”), or set
response_length="max"for an entire filing (up to ~400k characters)
valyu/valyu-statistics-US. For qualitative context (strategy, risk factors, MD&A) use valyu/valyu-sec-filings, or let Valyu route across both.
DeepResearch-only signals
Sanctions screening, short-seller reports, buyside letters, FDIC BankFind, and semiconductor news are not searchable datasets - run a DeepResearch task with the topic in your query and the agent pulls the relevant source.Build a finance research agent
Wire Valyu into an AI agent for finance - filings, fundamentals, macro, and diligence.
Repeatable analyses with Workflows
Recurring work maps onto DeepResearch Workflows - templated research you re-run with new inputs, like an earnings-preview pack by ticker and quarter, a company diligence deep-dive, or a TAM/SAM/SOM market sizing by sector.Limitations
- Market data may carry a 1-5 minute delay.
- Some structured datasets currently cover US markets.
- Sanctions, short-seller reports, buyside letters, FDIC BankFind, and semiconductor news are DeepResearch-only, not direct Search.

