Coming Soon · In Development

Deep Values API

Drop-in equity research that thinks like a Berkshire analyst, not a data dashboard. Build value-investing products in days, not quarters.

The endpoints below preview what's coming. We're still building — join the waiting list and we'll email you the moment your key is ready.

Join the waiting list → See all endpoints

What you get

Contents

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}/audioMP3 narration
GET /v1/research/{ticker}/pdfPDF briefing
GET /v1/smart-money/holdings?ticker=XWho from our roster holds X, deltas, %
GET /v1/smart-money/changes?since=...All material moves in window
GET /v1/gurusThe 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=4Structured human investment views
GET /v1/intrinsic-value/{ticker}DCF + Owner Earnings + Damodaran scenarios
GET /v1/indicators/buffettBuffett Indicator + zone (over/fair/under)
GET /v1/indicators/shiller-peShiller 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/webhooksSubscribe 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:

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