Free valuation models for S&P 500 and Nasdaq-100 stocks, Treasury yields and market sentiment.
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Across the investment managers SweetValueLab tracks, from their latest quarter of Form 13F filings: the 10 stocks the most managers hold, the 10 the most managers bought or added to on balance, and the 10 the most reduced or sold on balance, each with the count of managers and the dollars moved. From public SEC filings, updated as managers file. Not investment advice.
This tool takes no arguments.
Across the investment managers SweetValueLab tracks, from their latest quarter of Form 13F filings: the 10 stocks the most managers hold, the 10 the most managers bought or added to on balance, and the 10 the most reduced or sold on balance, each with the count of managers and the dollars moved. From public SEC filings, updated as managers file. Not investment advice.
No arguments.
{
"type": "object",
"properties": {},
"additionalProperties": false
}One investment manager SweetValueLab tracks (Berkshire Hathaway, Pershing Square, Bridgewater and about 80 more) from its latest Form 13F filing on SEC EDGAR: the quarter and filing date, the portfolio's size, its 10 largest positions, and its 10 largest moves that quarter in past tense — bought, added, reduced or sold — with the shares before and after. Also when the next 13F is due. A 13F is filed up to 45 days after the quarter ends, so it shows what the manager held then. From public SEC filings, updated as managers file. Not investment advice.
| Argument | Type | Description |
|---|---|---|
| manager* | string | The manager, firm or person: "Berkshire Hathaway", "Warren Buffett", "buffett", "Pershing Square". When several match, the answer lists them; ask again with one's `manager` value. |
{
"type": "object",
"required": [
"manager"
],
"properties": {
"manager": {
"type": "string",
"maxLength": 64,
"minLength": 2,
"description": "The manager, firm or person: \"Berkshire Hathaway\", \"Warren Buffett\", \"buffett\", \"Pershing Square\". When several match, the answer lists them; ask again with one's `manager` value."
}
},
"additionalProperties": false
}The US Treasury yield curve (yields by tenor, curve shape, spreads, the 10-year real yield and breakeven, the last month's move), the risk-free rate and equity risk premium the valuation models discount with, and SweetValueLab's seven-factor market sentiment gauge. SweetValueLab model output, recomputed nightly from public filings and end-of-day prices. Not real-time quotes, not investment advice.
No arguments.
{
"type": "object",
"properties": {},
"additionalProperties": false
}One covered stock's valuation: the current price, the headline model value and how far the price is from it ("overvalued by 5% vs model"), every other model's value with its range, the valuation profile that chose the headline model, and the discount rate inputs. SweetValueLab model output, recomputed nightly from public filings and end-of-day prices. Not real-time quotes, not investment advice.
| Argument | Type | Description |
|---|---|---|
| ticker* | string | The stock's ticker, e.g. "NVDA". Use search_stocks first when unsure. |
{
"type": "object",
"required": [
"ticker"
],
"properties": {
"ticker": {
"type": "string",
"maxLength": 12,
"minLength": 1,
"description": "The stock's ticker, e.g. \"NVDA\". Use search_stocks first when unsure."
}
},
"additionalProperties": false
}Find a US stock SweetValueLab covers (the S&P 500 and Nasdaq-100 constituents) by ticker or company name. Returns up to 10 matches with the ticker to pass to get_stock_valuation and the stock's page. SweetValueLab model output, recomputed nightly from public filings and end-of-day prices. Not real-time quotes, not investment advice.
| Argument | Type | Description |
|---|---|---|
| query* | string | A ticker ("NVDA", "BRK.B") or part of a company name ("nvidia"). |
{
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"required": [
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"properties": {
"query": {
"type": "string",
"maxLength": 64,
"minLength": 1,
"description": "A ticker (\"NVDA\", \"BRK.B\") or part of a company name (\"nvidia\")."
}
},
"additionalProperties": false
}