canonical: https://jentic.com/apis/deepvalues.ai/deepvalues

# Deep Values API

The Deep Values API delivers investment research on public equities: it tracks the 13F holdings and material moves of a curated roster of 60 gurus, generates AI multi-analyst research briefings, and calculates intrinsic value with DCF, Owner Earnings, and Damodaran methods. It also serves company overviews, fundamentals, SEC filings, value-investor sentiment, and market indicators such as the Buffett Indicator and Shiller PE. A drop-in AI-grounding context endpoint packages a ticker's data for chatbot builders, and webhooks push material guru moves as they file.

## For AI agents

Track 13F guru holdings and moves, pull AI equity research and intrinsic-value calculations, and read company fundamentals, filings, and sentiment by ticker. Includes a drop-in AI grounding context endpoint across 30 endpoints.

## Scope

Does not execute trades, hold funds, or provide personalised financial advice. Use for researching public companies and tracking investor activity only.

## Capabilities

- Track which curated 13F gurus hold a ticker and surface material guru moves each with a verdict
- Pull AI multi-analyst research briefings and drop-in AI grounding context for a ticker
- Calculate intrinsic value with DCF, Owner Earnings, and Damodaran methods
- Read company overviews, fundamentals, and SEC filings by ticker
- Read market indicators including the Buffett Indicator and Shiller PE with historical percentile
- Get value-investor sentiment rollups and sentiment-scored news for a ticker
- Subscribe to webhooks that deliver material guru moves as they file

## Use cases

### Grounding an AI Investing Assistant

An AI agent connected to Deep Values through Jentic can call the drop-in AI grounding context endpoint for a ticker and get a packaged view of research, fundamentals, and smart-money activity to reason over, instead of stitching together raw data itself. Paired with the AI multi-analyst research briefing, this lets a chatbot answer equity questions grounded in current filings and valuations rather than stale recall.

Example prompt: Fetch the AI grounding context and the multi-analyst research briefing for a ticker, then answer a question about the company's valuation

### Smart-Money and 13F Tracking

Deep Values tracks a curated roster of 60 gurus and reports which of them hold a given ticker, the material moves they make newest-filing-first, and a verdict line for each filed move. An agent or analyst can watch where respected value investors are adding or trimming positions and read an impersonal mirror brief built for acting on a move.

Example prompt: List material guru moves in the last quarter and read the verdict line and mirror brief for the top ticker

### Intrinsic-Value Screening

The intrinsic-value endpoint returns DCF, Owner Earnings, and Damodaran valuations for a ticker, and market indicators like the Buffett Indicator and Shiller PE place the overall market in a zone or historical percentile. Together these let a value-focused screen compare a company's intrinsic value against price while accounting for the broader market regime.

Example prompt: Calculate the DCF and Owner Earnings intrinsic value for a ticker and compare it against the current Buffett Indicator zone

### Company Fundamentals and Filings

Beyond analysis, Deep Values serves the underlying company data: search for a company, read its overview, pull income, balance, and cash-flow fundamentals, and list its SEC filings such as 10-K, 10-Q, and 8-K. Sentiment-scored news and a value-investor sentiment rollup add context without the retail-forum noise.

Example prompt: Read the fundamentals and most recent SEC filings for a ticker and summarise the latest 10-Q highlights

## Key endpoints

| Method | Path | Description |
| --- | --- | --- |
| GET | `/research/{ticker}` | AI multi-analyst research briefing for a ticker |
| GET | `/ai-context/{ticker}` | Drop-in AI grounding context for a ticker |
| GET | `/smart-money/holdings` | Which curated gurus hold a ticker |
| GET | `/intrinsic-value/{ticker}` | DCF, Owner Earnings, and Damodaran intrinsic value |
| GET | `/fundamentals/{ticker}` | Income, balance, and cash-flow statements |
| GET | `/filings/{ticker}` | SEC filings including 10-K, 10-Q, and 8-K |
| GET | `/indicators/buffett` | Buffett Indicator with zone classification |
| POST | `/webhooks` | Create a webhook subscription for guru moves |

## Key resources

- **Smart Money** — Guru holdings, material moves, verdicts, and mirror briefs for a ticker
- **Gurus** — The curated guru roster, bios, top holdings, and full portfolios by quarter
- **Research** — AI multi-analyst research briefings, drop-in AI grounding context, and human theses
- **Valuation** — DCF, Owner Earnings, and Damodaran intrinsic value plus Buffett and Shiller indicators
- **Company Data** — Company search, overview, fundamentals, SEC filings, news, and sentiment
- **Webhooks** — Subscriptions that deliver material guru moves, with test delivery

## AI readiness

This API is usable in Jentic One now. Its AI-readiness score against Jentic's framework shows where it stands today and where improvements would make it even easier for agents to use.

- **Score:** 50 / 100
- **Maturity:** Foundational
- **Dimensions:**
  - Foundational Compliance: 74 / 100
  - Developer Experience & Jentic Compatibility: 62 / 100
  - AI-Readiness & Agent Experience: 25 / 100
  - Agent Usability: 94 / 100
  - Security: 60 / 100
  - AI Discoverability: 72 / 100
- **View full report:** https://jentic.com/apis/deepvalues.ai/deepvalues/scorecard
- **How the score is calculated:** https://docs.jentic.com/reference/api-readiness-framework/overview/
- **More about the dimensions:** https://docs.jentic.com/reference/api-readiness-framework/specification/#dimensional-model-overview

### Score it yourself

Every API in the directory is allowlisted, so you can re-score it with no key required.

- **Score your own API:** https://jentic.com/scorecard.md
- **Scoring CLI agent skill:** https://github.com/jentic/jentic-api-scorecard/blob/main/skills/jentic-api-scorecard/SKILL.md

```sh
npx @jentic/api-scorecard-cli score <openapi-url>
```

## Why Jentic

- **Setup:** Wiring Deep Values by hand means minting a dv_sk_ bearer key, tracking its prepaid credit balance and daily quota, and handling per-call billing. Through Jentic you install once, import Deep Values from the API Directory, store the key once, and your agent calls it.
- **Permission scoping:** Deep Values is almost entirely read operations keyed to a ticker, with a few account operations (revoking the key, buying credit packs, managing webhooks) alongside. A rule can let your agent read research, fundamentals, and smart-money data while those account operations stay out of its reach. You choose the operations it may call, so nothing that changes your key or balance runs unless you add it.
- **Credential handling:** Your Deep Values API key is stored once, encrypted, by your own Jentic One instance and injected at execution time. It never enters the agent's prompt, logs, or context.
- **Discovery method:** Agents search Jentic by intent such as 'get equity research for a ticker' or 'find which gurus hold a stock', and Jentic returns the matching Deep Values operation with its input schema so the agent calls the right endpoint without browsing the reference docs.

## Related APIs

- **Finnhub API** — Broad stock fundamentals, filings, news, and sentiment, versus Deep Values's curated guru tracking and intrinsic-value focus.
- **Polygon.io API** — Real-time and historical market and reference data, versus Deep Values's research and valuation layer.
- **SEC API** — Raw SEC filing access including 13F forms, complementing Deep Values's curated guru interpretations.
- **Alpha Vantage API** — Fundamentals, technicals, and economic indicators, complementing Deep Values's valuation and guru data.

## FAQ

### Is there a Deep Values MCP server?

You don't need an MCP server to give your agent Deep Values. Jentic connects it directly from the API Directory: import it, store your API key once, and your agent calls the research, fundamentals, smart-money, and valuation operations. Operations are discovered on demand, so no extra server's tool definitions sit in the agent's context.

### Can I limit what my agent is allowed to do with Deep Values?

Yes. Write a rule that allows the research, fundamentals, and smart-money read operations but not key revocation, credit checkout, or webhook changes, so the agent can gather investment data while your key and balance stay under your control, and every call it makes is logged.

### What authentication does the Deep Values API use?

Per its OpenAPI spec, the Deep Values API uses a bearer key in the dv_sk_ format sent in the Authorization header; you can mint one with the key-creation operation without an account. Live keys debit a prepaid credit balance per call and count against a daily quota, while test keys in the dv_sk_test_ format are never billed. Through Jentic the key is stored encrypted by your own Jentic One instance and injected only at call time.

### Can I get intrinsic value calculations with the Deep Values API?

Yes. The intrinsic-value operation returns a DCF valuation, an Owner Earnings figure, and a Damodaran-style intrinsic value for a ticker. You can pair it with the Buffett Indicator and Shiller PE indicator operations to judge the result against the broader market regime.

### What are the rate limits for the Deep Values API?

The OpenAPI spec notes that live keys debit a prepaid credit balance per call and count against a daily quota, while test keys are never billed; the key-status operation returns the exact remaining balance and quota. Check deepvalues.ai for current credit-pack pricing and quota sizes.

### How do I ground an investing assistant with the Deep Values API through Jentic?

Call the AI grounding context operation for the ticker in question and feed the packaged research, fundamentals, and smart-money data to the agent before it answers. In Jentic, search for 'get AI equity research for a ticker', store your API key once, and the agent runs the read. To run it on your own infrastructure, install Jentic One from its GitHub repo.