Pricing

SEC-source research outputs, not another filing terminal

Use ValuSift to turn public filings into review-ready workbooks and redlines, with the source documents available beside the work. A successful securities analysis workbook or filing redline counts as one generated output. SEC filing browsing and dataset downloads do not consume output usage.

20% annual discount1 year retained historyFree filing browser

Free

Free

Browse SEC source documents and test the generated research workflow.

  • 3 generated outputs total
  • 1 seat
  • SEC filing browser
  • Limited securities workbooks and filing redlines
  • US Public Company Dataset downloads
Create free account

Individual

$39/mo

with annual subscription

$49/mo otherwise

SEC-source research for fundamental investors.

  • 40 generated outputs/mo
  • 1 seat
  • SEC filing browser
  • Securities analysis workbooks
  • Company and fund filing redlines
  • Retained output history and re-downloads
  • US Public Company Dataset downloads

Team

$199/mo

with annual subscription

$249/mo otherwise

A shared workspace for small investment teams working from the same research record.

  • 500 generated outputs/mo
  • 3 seats
  • SEC filing, workbook, redline, and dataset access
  • Shared workspace and retained history
  • Team billing and usage visibility
  • Built for repeated team review workflows

Fund

Custom

For funds and investment teams whose research workflow does not fit a preset package. Talk with us about how your team works and we will scope an arrangement around your needs.
Contact us

Overages and annual billing

Annual subscriptions are priced at a 20% discount and billed upfront. Overage blocks are $25 per 50 outputs for Individual and Analyst Pro, and $75 per 250 outputs for Team. Fund plans are custom and negotiated directly.

Start with three free generated outputs.

Browse SEC filings, download the public company dataset, and try generated workbooks or redlines before choosing the plan that matches your research volume.

Create free account