# DeepValues.AI

> AI-native financial assistant for individual investors — institutional-grade stock research that aligns only with your interest. Built by LuLu Ventures LLC.

DeepValues.AI brings the kind of deep, multi-analyst stock research traditionally locked behind expensive Wall Street terminals to individual retail investors. The product runs an AI research pipeline that reads every SEC filing, earnings transcript, and 13F holding for a company, then produces a structured briefing covering business moat, intrinsic value, financials, smart-money positioning, and recent filings.

The brand premise: Wall Street works for Wall Street, not for you. DeepValues.AI is explicitly aligned with the individual investor — no advertiser kickbacks, no promoted stocks, no affiliate links inside research, no conflicts of interest. The credits you spend are the actual cost of running the multi-analyst AI pipeline on your behalf, because that's the only way the product makes money.

## Core Features

- **AI Research Briefings**: On-demand multi-analyst reports for any US-listed stock. The pipeline reads filings, transcripts, and market data, then writes a fully-sourced briefing.
- **Buffett Lens**: Voice and text chat with an AI grounded in a company's public disclosures. Every answer cites its sources.
- **Smart Money tracking**: 93 tracked investors — 80 funds' 13F filings (Warren Buffett, Bill Ackman, Joel Greenblatt, Duan Yongping, Ken Griffin, Ray Dalio and more), plus 12 members of Congress (STOCK Act disclosures) and one official (OGE disclosures). Their holdings, quarter-over-quarter changes, and where the money moved each quarter.
- **Values Watchlist**: Personal watchlist with color-coded value metrics (P/E, ROE, ROIC, intrinsic value) judged against the thresholds Buffett, Munger, Greenblatt, and other legends actually used.
- **Filings & Earnings**: A company's 10-K, 10-Q, 8-K and proxy filings, each with a plain-English AI summary, plus a recap of the latest earnings call.
- **Financials Deep Dive**: Full company financial history sourced directly from SEC filings — every income line, cash-flow line, balance-sheet line, with cross-period comparison.
- **How It Makes Money**: AI-generated Sankey-diagram revenue breakdown — segment revenue, cost of revenue, operating expenses, taxes, all the way to net income, in one view.
- **Intrinsic Value Calculator**: Three independent valuation models — free cash flow (DCF), Buffett's owner earnings, and Damodaran's two-stage model — with every input shown.
- **Macro gauges**: The Buffett Indicator and Shiller PE on every plan; Plus adds VIX, AAII sentiment, the 10-year Treasury and the Fed balance sheet, with full history.

## Pricing

The source of truth is the pricing page: https://app.deepvalues.ai/en/pricing

- **Free** — 9 credits at signup, enough for 3 fresh briefings, then 0.75 credits a week (about one fresh briefing a month). Unlimited watchlist, every guru with a weekly email digest, the Buffett Indicator and Shiller PE, Buffett Lens, filings and AI filing summaries.
- **Plus — $9.99/month or $99.99/year** — 7-day free trial for first-time subscribers. About 6 fresh briefings a month (4 credits every week), a realtime email alert when a guru you follow moves, and every macro indicator with full history.
- **Credits** — a fresh briefing costs 3 credits; opening one someone already ran costs 0.25. Credit packs top up either plan.
- **API and MCP server** — live, paid per call from the same credits, no subscription. Docs, per-call prices and keys: https://app.deepvalues.ai/developers. MCP server: https://app.deepvalues.ai/api/mcp

## Languages

The app (iPhone and web) is available in 20 languages. The marketing site is available in 12: English, Simplified Chinese, French, German, Hindi, Indonesian, Italian, Japanese, Korean, Brazilian Portuguese, Latin American Spanish, European Spanish. Language auto-detected from the browser; users can switch manually.

## Pages

- [Home](https://deepvalues.ai/) — Product overview and features
- [Privacy Policy](https://deepvalues.ai/privacy.html) — Data handling, sub-processors (AWS, OpenAI, Anthropic, Microsoft Azure Speech, Cloudflare, Google Workspace), AI/automated-processing disclosures
- [Pricing](https://app.deepvalues.ai/en/pricing) — Free, Plus and credit packs
- [Sample briefing](https://app.deepvalues.ai/en/company/KO/briefing) — A public Deep Value briefing (Coca-Cola)
- [API and MCP server](https://app.deepvalues.ai/developers) — Docs, per-call prices, keys
- [Web app](https://app.deepvalues.ai/login) — The product on the web
- [iPhone app](https://apps.apple.com/app/id6775568608) — DeepValues on the App Store
- [Terms of Use](https://app.deepvalues.ai/terms) — Terms of service

## Social and Media

- YouTube channel: https://www.youtube.com/@TheDeepValues
- Apple Podcasts: https://podcasts.apple.com/us/podcast/deep-values/id1811057697
- Spotify: https://open.spotify.com/show/2XDn2NMbbfvrJiqk9xAqR9
- X (Twitter): https://x.com/thedeepvalue

## Company

- Legal entity: LuLu Ventures LLC
- Contact: team@deepvalues.ai
- Headquartered in the United States

## Important disclaimers

DeepValues.AI is an AI research and education product, not a registered investment adviser. AI briefings are factual research, not personalized investment advice. Users are responsible for their own investment decisions. AI can be wrong or out of date — every output cites its source so users can verify.

The product does not store Buffett Lens voice audio on its servers; audio is streamed to Microsoft Azure Speech Services for real-time transcription only, and neither party retains it after transcription completes. Users' inputs and outputs are never used to train any foundation model (OpenAI and Anthropic are used under their API/enterprise no-training terms).