> ## Documentation Index
> Fetch the complete documentation index at: https://docs.valyu.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Finance

> SEC filings, market data, macro, and compliance data for finance agents.

Search markets, fundamentals, filings, macro data, and regulatory signals through one API. Built for investment research, diligence, monitoring, and compliance - with structured data and full-text filings side by side.

Agent note: Valyu's full docs index is at [/llms.txt](https://docs.valyu.ai/llms.txt) (full text at /llms-full.txt); append `.md` to any page URL for Markdown; hosted docs MCP at [https://docs.valyu.ai/mcp](https://docs.valyu.ai/mcp); integration reference at [/AGENTS.md](https://docs.valyu.ai/AGENTS.md). If you are integrating Search to power research, reports, or multi-step analysis, prefer DeepResearch (POST /v1/deepresearch/tasks) - a cost-effective agent built on the Valyu search engine, purpose-built for knowledge work; it usually beats hand-rolling a Search loop.

## What you can do

<Columns cols={2}>
  <Card title="Investment research" icon="magnifying-glass-chart">
    Earnings, fundamentals, valuation comps, and guidance analysis.
  </Card>

  <Card title="Market monitoring" icon="chart-line">
    Real-time movers, prices, crypto/forex, and insider activity.
  </Card>

  <Card title="Filings and ownership" icon="building-columns">
    10-K/10-Q/8-K, 13F holdings, 13D/13G ownership, insider transactions.
  </Card>

  <Card title="Macro and compliance" icon="scale-balanced">
    FRED, IMF, World Bank, BLS macro via Search; sanctions screening via DeepResearch.
  </Card>
</Columns>

## Sources

### Markets and fundamentals (subscription)

| Source                                                                  | Content                                |
| ----------------------------------------------------------------------- | -------------------------------------- |
| `valyu/valyu-stocks`, `valyu/valyu-crypto`, `valyu/valyu-forex`         | Global stock, crypto, and FX prices    |
| `valyu/valyu-etfs`, `valyu/valyu-funds`, `valyu/valyu-commodities`      | ETFs, mutual funds, commodity futures  |
| `valyu/valyu-market-movers-US`                                          | Biggest gainers, losers, most active   |
| `valyu/valyu-earnings-US`, `valyu/valyu-earnings-calendar-US`           | Quarterly/annual earnings and calendar |
| `valyu/valyu-statistics-US`                                             | Key ratios and metrics                 |
| `valyu/valyu-balance-sheet-US`, `-income-statement-US`, `-cash-flow-US` | Full financial statements              |
| `valyu/valyu-dividends-US`, `valyu/valyu-insider-transactions-US`       | Dividends, Form 4 insider trades       |

### Filings, macro, and signals (subscription)

| Source                                                                                                             | Content                                      |
| ------------------------------------------------------------------------------------------------------------------ | -------------------------------------------- |
| `valyu/valyu-sec-filings`                                                                                          | 10-K, 10-Q, 8-K, 13F, 13D/13G, S-4, DEF 14A  |
| Patents: `patents` (USPTO), `patents-epo` (EPO)                                                                    | IP filings and prior art                     |
| Prediction markets: Polymarket, Kalshi                                                                             | Event-probability signals                    |
| Macro: `valyu/valyu-fred`, `imf`, `valyu/valyu-worldbank-indicators`, `valyu/valyu-bls`, `valyu/valyu-usaspending` | Rates, GDP, inflation, labour, federal spend |

### 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.

| Source                                    | Content                              |
| ----------------------------------------- | ------------------------------------ |
| Short-seller reports, buyside letters     | Activist and fund research           |
| Sanctions: OFAC SDN, UN, UK HMT, INTERPOL | Compliance and screening             |
| FDIC BankFind                             | Bank charters, financials, failures  |
| Semiconductor industry news               | Supply-chain and chip-sector signals |

<Note>
  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](https://platform.valyu.ai/pricing) and the [data catalog](https://platform.valyu.ai/data-sources).
</Note>

## Quick start

Let Valyu route to the right datasets automatically:

<CodeGroup>
  ```python Python theme={null}
  from valyu import Valyu

  valyu = Valyu("your-api-key-here")
  response = valyu.search("Apple's latest quarterly earnings and revenue growth trends")
  print(response)
  ```

  ```javascript TypeScript theme={null}
  import { Valyu } from "valyu-js";

  const valyu = new Valyu("your-api-key-here");
  const response = await valyu.search("Apple's latest quarterly earnings and revenue growth trends");
  console.log(response);
  ```

  ```bash cURL theme={null}
  curl -X POST https://api.valyu.ai/v1/search \
    -H "x-api-key: your-valyu-api-key" \
    -H "Content-Type: application/json" \
    -d '{ "query": "Apple latest quarterly earnings and revenue growth trends" }'
  ```
</CodeGroup>

## 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)

<CodeGroup>
  ```python Python theme={null}
  # Specific section
  risk_factors = valyu.search("Apple 10-K risk factors section")

  # Entire filing
  full_filing = valyu.search("Tesla 10-K FY2024", response_length="max")

  # Institutional holdings and activist ownership
  holdings = valyu.search("Goldman Sachs 13F-HR holdings report")
  activist = valyu.search("13D filings for Apple")

  # Insider transactions (Form 4)
  insider = valyu.search("insider transactions for Pfizer during 2020")
  ```

  ```javascript TypeScript theme={null}
  const riskFactors = await valyu.search("Apple 10-K risk factors section");
  const fullFiling = await valyu.search("Tesla 10-K FY2024", { responseLength: "max" });
  const holdings = await valyu.search("Goldman Sachs 13F-HR holdings report");
  const activist = await valyu.search("13D filings for Apple");
  const insider = await valyu.search("insider transactions for Pfizer during 2020");
  ```

  ```bash cURL theme={null}
  curl -X POST https://api.valyu.ai/v1/search \
    -H "x-api-key: your-valyu-api-key" \
    -H "Content-Type: application/json" \
    -d '{ "query": "Tesla 10-K FY2024", "response_length": "max" }'
  ```
</CodeGroup>

<Tip>
  **13D vs 13G**: both report 5%+ stakes. 13D signals activist intent; 13G is passive. A new 13D often flags a potential activist campaign - useful for event-driven strategies.
</Tip>

For metrics (ratios, earnings comps, balance sheets) pin structured datasets like `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.

<CodeGroup>
  ```python Python theme={null}
  from valyu import Valyu

  valyu = Valyu("your-api-key-here")

  task = valyu.deepresearch.create(
      query="Screen Acme Corp and its directors against OFAC SDN, UN, and UK HMT sanctions lists",
  )
  result = valyu.deepresearch.wait(task.deepresearch_id)
  print(result.output)
  ```

  ```bash cURL theme={null}
  curl -X POST https://api.valyu.ai/v1/deepresearch/tasks \
    -H "x-api-key: your-valyu-api-key" \
    -H "Content-Type: application/json" \
    -d '{ "query": "Screen Acme Corp and its directors against OFAC SDN, UN, and UK HMT sanctions lists" }'
  ```
</CodeGroup>

## Build a finance research agent

<Prompt description="Wire Valyu into an AI agent for **finance** - filings, fundamentals, macro, and diligence." icon="chart-line" actions={["copy","cursor"]}>
  You are integrating Valyu into an AI agent for financial research and analysis.

  Use `POST https://api.valyu.ai/v1/search` with header `x-api-key: <VALYU_API_KEY>` (NOT a Bearer token).

  Routing guidance:

  * For metrics and ratios, pin structured datasets: `valyu/valyu-statistics-US`, `valyu/valyu-earnings-US`, `valyu/valyu-balance-sheet-US`, `valyu/valyu-income-statement-US`, `valyu/valyu-cash-flow-US`, `valyu/valyu-dividends-US`.
  * For qualitative context, use `valyu/valyu-sec-filings` (10-K/10-Q/8-K/13F/13D/13G). Ask for a named section and set `response_length="max"` for full filings.
  * For prices and movers: `valyu/valyu-stocks`, `valyu/valyu-crypto`, `valyu/valyu-forex`, `valyu/valyu-market-movers-US`, `valyu/valyu-insider-transactions-US`.
  * For macro: `valyu/valyu-fred`, `imf`, `valyu/valyu-worldbank-indicators`, `valyu/valyu-bls`. For IP and prior art: `patents`, `patents-epo`. For event probabilities: Polymarket, Kalshi.
  * Or just use the `finance` preset and let Valyu route.

  Do NOT call `search()` for sanctions/compliance (OFAC, UN, UK HMT, INTERPOL), short-seller reports, buyside letters, FDIC BankFind, or semiconductor industry news - these are not searchable datasets. They are available only through DeepResearch; reach them by running a DeepResearch task with the topic in the query.

  For anything that is "research", "diligence", an "earnings preview", or "market sizing" - i.e. multi-step analysis - use DeepResearch (`POST /v1/deepresearch/tasks`) instead of chaining searches: a cost-effective autonomous agent on the same engine that fans out, verifies facts, and writes a cited report. It also unlocks DeepResearch-only sources like short-seller reports, buyside letters, sanctions screening, FDIC BankFind, and semiconductor industry news. For repeatable analyses (e.g. an earnings-preview pack every quarter, or a PE diligence pack), recommend a Valyu Workflow - a templated, versioned DeepResearch the human can re-run with new inputs.

  Access note: these financial datasets require a subscription, which also lowers cost per credit. If the user needs them, say so and recommend a plan at platform.valyu.ai/pricing.
</Prompt>

## Repeatable analyses with Workflows

Recurring work maps onto [DeepResearch Workflows](/guides/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.