Three things nobody else gives you at this price
1. AI equity research, structured as JSON
One endpoint. Full briefing. Bull case, bear case, valuation snapshot, investment plan, fair-value range. The same multi-analyst pipeline that powers our consumer product, exposed as a single JSON call.
GET /v1/research/AAPL
{
"ticker": "AAPL",
"company_name": "Apple Inc.",
"stance": "watch",
"as_of": "2026-05-17T14:23:00Z",
"briefing": "Services growth accelerating to 16% YoY; iPhone units flat...",
"bull_summary": "Services moat widening, $200B buyback runway, India ramp...",
"bear_summary": "Hardware refresh cycle lengthening, China exposure 19%...",
"fundamentals_report": "Revenue $391B (+2.0% YoY)...",
"valuation": {
"intrinsic_value_per_share": 218.4,
"method": "dcf_owner_earnings_blend",
"confidence_p10": 178.2,
"confidence_p90": 261.7,
"current_price": 184.92,
"implied_upside_pct": 18.1
},
"investment_plan": "Conservative entry below $175; full position $158-165...",
"key_risks": ["China revenue concentration", "Hardware ASP normalization", "..."]
}
Sentieo and AlphaSense cost $30,000/year. We're $99/month for the same output shape on US equities. Yes really.
2. The Smart Money API
50+ legendary investors. Real 13F filings. Auto-classified position deltas. Materiality-filtered notifications. The data nobody else packages this way at any price.
GET /v1/smart-money/holdings?ticker=BRK.B
GET /v1/smart-money/changes?since=2026-Q1&min_position_usd=100000000
GET /v1/gurus/warren-buffett/portfolio
POST /v1/webhooks/guru-moves (subscribe to threshold breaches)
{
"ticker": "AAPL",
"quarter_end": "2026-03-31",
"holders": [
{
"guru": { "slug": "warren-buffett", "fund": "Berkshire Hathaway" },
"shares": 905560000,
"position_usd": 167400000000,
"pct_portfolio": 31.4,
"delta": { "status": "trimmed", "delta_shares": -10000000, "delta_pct": -1.1 }
},
{
"guru": { "slug": "duan-yongping", "fund": "H&H International Investment" },
"shares": 17500000,
"position_usd": 3236000000,
"pct_portfolio": 18.5,
"delta": { "status": "added", "delta_shares": 500000, "delta_pct": 2.9 }
}
],
"summary": {
"guru_count": 12,
"total_value_usd": 184000000000,
"qoq_delta_pct": -0.8
}
}
What's curated. Not raw 13F dumps — a hand-picked 50+ roster: Buffett, Munger, Burry, Ackman, Druckenmiller, Klarman, Marks, Li Lu, Duan Yongping, Pabrai, Einhorn, Mandel, Loeb, Tepper, Coleman, Soros, Cohen (Point72), Peltz, Greenblatt, Hawkins (Longleaf), Yacktman, Tweedy Browne, Wedgewood, Sequoia Fund, and 25+ more — every name a serious value investor would recognize.
What's auto-computed. Each holding row carries the delta vs prior quarter (new / added / trimmed / unchanged / exited) plus position size and % of portfolio. No client-side joining.
What's filtered. Material moves only — new positions, full exits, ≥25% share-count shifts, or ≥$100M position size. No noise from $200K fractional trims.
Webhooks fire within 30 minutes of each new 13F-HR landing on SEC EDGAR — usually a 45-day lag from quarter end, occasionally the day after quarter close.
3. Drop-in AI context for your own chatbot
Building a stock-aware GPT? An investing copilot? A research assistant inside your app? Skip the months of plumbing.
GET /v1/ai-context/AAPL
Returns a ready-to-use system prompt + structured data block, scoped to one ticker. Includes the company overview, latest fundamentals, recent 13F moves, current sentiment, latest SEC filings, and our AI-generated valuation snapshot — all formatted so you can drop it straight into your LLM's context window.
{
"system_prompt": "You are a research assistant grounded in current Apple Inc. data...",
"context_block": "...structured ~6000-token data dump optimized for grounding...",
"context_tokens_estimated": 5847,
"as_of": "2026-05-17T14:23:00Z",
"tools_available": ["fetch_filing_section", "fetch_quarterly_history", "fetch_smart_money"]
}
Drop it into OpenAI / Anthropic / any LLM SDK. We do the grounding; you build the product.
The full menu
| Endpoint | What you get |
|---|---|
| GET /v1/research/{ticker} | Full multi-analyst AI report (chargeable) |
| GET /v1/research/{ticker}/audio | MP3 narration |
| GET /v1/research/{ticker}/pdf | PDF briefing |
| GET /v1/smart-money/holdings?ticker=X | Who from our roster holds X, deltas, % |
| GET /v1/smart-money/changes?since=... | All material moves in window |
| GET /v1/gurus | The curated 50+ roster + each guru's top holdings |
| GET /v1/gurus/{slug} | One guru's full portfolio + history + bio |
| GET /v1/theses?ticker=X&min_conviction=4 | Structured human investment views |
| GET /v1/intrinsic-value/{ticker} | DCF + Owner Earnings + Damodaran scenarios |
| GET /v1/indicators/buffett | Buffett Indicator + zone (over/fair/under) |
| GET /v1/indicators/shiller-pe | Shiller PE + percentile vs history |
| GET /v1/fundamentals/{ticker} | Income + balance + cashflow, annual + quarterly |
| GET /v1/filings/{ticker} | 10-K, 10-Q, 8-K, DEF 14A with parsed sections |
| GET /v1/news/{ticker} | Sentiment-scored news, latest first |
| GET /v1/sentiment/{ticker}?source=... | Value-investor sentiment (NOT WSB noise) |
| GET /v1/ai-context/{ticker} | Drop-in grounding for chatbot builders |
| POST /v1/webhooks | Subscribe to events (guru moves, new filings, sentiment shifts) |
Full OpenAPI spec at api.deepvalues.ai/openapi.json.
Pricing
$99 / month — or $999/year (save ~17%).
Includes:
- 10,000 metadata calls per day (everything except
/research) - 50 AI research calls per day (the multi-analyst pipeline)
- 1,000 webhook events per day
- All 50+ gurus, full quarterly history back 4+ years
- Commercial license — redistribute derived outputs in your own product
- 99.5% uptime SLA
- Email support, business-day response
Overage: $0.10 per extra AI research call, $0.001 per extra metadata call, $0.001 per extra webhook event. We don't kneecap you mid-month — you keep working, we bill the overage at month-end.
Custom tier for higher volume, white-label, or private guru universes (track your own watchlist of 13F filers): hello@deepvalues.ai.
Who this is for
Newsletter writers + Substack stock-pickers. Pull live 13F deltas into your Monday morning post. "Berkshire trimmed AAPL by 1.1% last quarter — here's the data." One API call, no scraping.
Robo-advisors + portfolio products. Show your users "what the smart money is doing" without licensing WhaleWisdom at $1k+/mo. Add AI-generated stock briefings as a premium feature with zero in-house AI infra.
AI app builders. Drop our ai-context endpoint into your GPT / Claude / Llama wrapper and your chatbot is suddenly grounded in real fundamentals, 13F data, and sentiment. No prompt-engineering required.
Small funds + family offices. Use our 50+ guru tracking as your own competitor monitoring. Get webhook-notified the day a competitor exits a position you also hold.
Quants + researchers. Backtest against curated guru moves over 4+ years of history. Build sentiment-weighted strategies from the value-investing-focused subreddit feed (not the meme-stock noise).
Quick start
# 1. Sign up at deepvalues.ai/api and grab your key
export DV_API_KEY=dv_sk_live_...
# 2. Smart Money in one call
curl -H "Authorization: Bearer $DV_API_KEY" \
"https://api.deepvalues.ai/v1/smart-money/holdings?ticker=AAPL"
# 3. Full AI research briefing
curl -H "Authorization: Bearer $DV_API_KEY" \
"https://api.deepvalues.ai/v1/research/AAPL"
# 4. Subscribe to webhook
curl -X POST -H "Authorization: Bearer $DV_API_KEY" \
-H "Content-Type: application/json" \
-d '{ "url": "https://yourapp.com/dv-hook", "events": ["guru.move.material"] }' \
"https://api.deepvalues.ai/v1/webhooks"
FAQ
Is the AI research deterministic?
Same ticker returns the same cached briefing for 14 days. Pass ?fresh=true to force a re-run (counts as one of your AI research calls). Past briefings stay accessible forever via /v1/research/{ticker}/history.
How fast is the data?
13F deltas: real-time vs SEC EDGAR (we re-poll every 30 minutes after the 4pm-ET filing window). Fundamentals: end-of-day. News + sentiment: hourly. Indicators: daily. AI research: synthesized on first call, cached 14 days.
Can I redistribute the data?
Yes — your $99/mo includes a commercial license to redistribute derived outputs in your own product. You can't resell the raw API itself; everything else (charts, summaries, briefings you generate for your users) is yours.
What about real-time prices, options, insider trades?
We don't do those. Polygon ($99–2000/mo) is the best of breed for real-time tape. Quiver Quantitative covers gov + insider data. We focus on the value-investing slice nobody else serves at this price.
Will my AI research counts roll over?
No, daily limits reset at 00:00 UTC. Need higher headroom or rollover? Custom tier.
SLAs and incidents?
99.5% uptime over rolling 30 days. Status page at status.deepvalues.ai. Active incident notifications via your webhook URL or email.
Can I see a real response before signing up?
Yes — every endpoint has a sandbox response at deepvalues.ai/api/sandbox. No signup required.
Last updated May 17, 2026. Built by Deep Values in San Francisco. Contact · Status · Changelog