What’s Kaleidoscope? It’s a flexible, comprehensive research source for public company information. Its search flexibility and extensive content enables people of all skill levels in organizations to utilize the power of the AI-based technology to pinpoint those golden nuggets of information within SEC filings and connects the dots to other related content.
Whether your research revolves around a financial or legal function, companies, industry sectors, people, stock, geographical locations, trends or sample disclosure language, Kaleidoscope’s flexibility supports researchers of all experience levels. Kaleidoscope brings together seemingly disparate pieces of data coalesce to form a 360o view of your specific research.
Why Kaleidoscope? Because Visual = Faster, Easier Research
Reviewing “dense text” lists of search results is time-consuming, tiring, and tedious, even for the most experienced researcher.
“Research shows that human minds react, absorb, and retain more information through colorful visual stimulation and graphics. A relevant chart can unveil vital data trends immediately. In fact, by one estimate, visuals communicate information 60,000 times faster than text. Meanwhile, color can play a strong role in memory too. Scientists have observed a significant improvement in memory recognition when study participants are presented with color images vs. black-and-white images. But our brains are uniquely wired to take in and process a huge quantity of visual data. Human eyes can register a stunning 36,000 visual messages per hour. Think about reading 36,000 words per hour. . . . the average reader, who reads about 250 words per minute totaling 15,000 words per hour . . . consider also that one image contains so much more information than one word. Bottom line: visuals communicate much more information, much faster.” Author Erin McCoy.
At Kaleidoscope, the goal is to make SEC / securities research faster and easier by enriching the user experience with interactive charts and graphs that immediately convey meaningful statistics and quantitative metrics about the search results and dynamic filtering for quick, pinpoint accuracy. Color-coding is an important feature of Kaleidoscope’s user interface as it delineates sections for easier identification and enables faster recognition of differing types of filings throughout the system.
Searching SEC Filings and Connecting the Dots
Far more than just SEC filings, Kaleidoscope contains a comprehensive collection of relevant data to help fill in the blanks. From filings to current stock data and charts, transcripts of earnings calls, comment letters, executive compensation, corporate affiliations, insider transactions, news and events, Kaleidoscope delivers the full landscape of information. This aggregated approach enables users to view the big picture in just seconds, not hours. (360Focus Corporate Profiles, Due Diligence Reports and Leadership Profiles).
Benchmarking Disclosures
For a deep dive to explore and compare how peers and competitors are handling disclosures on new accounting standards or SEC requirements, Kaleidoscope’s powerful Expression search and custom peer group filter pinpoints clauses, phrases and keywords displaying highlighted results in context for easy recognition. Add the immediate ability to compare amended filings with the original, without losing the search string, helps you stay focused and enables an uninterrupted workflow.
- Surfacing Relevant Data
News about the world is reported 24/7 today. In Kaleidoscope, real-time news about new filings, IPOs, Bankruptcies, future Earnings Releases, and more, are surfaced in 3 ways:
- User-defined Alerts via email,
- Dashboard modules posted on the landing page surface important metrics, lists and links to industry sectors, company filings, or new agreements between companies, and
- the Events section where more sophisticated pattern matching technology creates news and metrics on 8-K subjects, such as changes in Leadership, Proxy Fights with activist investors, financial restatements and other “red flag” events. The interactive (not static) graphs and charts work as post search filters and reveal dynamic metrics underlying every change in the search results.
This example of EVENTS surfaced automatically in real-time by Kaleidoscope shows seven (7) layers of data, easily identified for Director Changes over the period of a year.
1. Volume by month
2. Activity Timeline
3. List of Disclosures
4. Link to the Filing
5. Link to Company
6. Top 10 Companies
7. Top 10 Industries
Who uses Kaleidoscope?
Professionals from all walks of life who need detailed information on public companies, executives, directors, agreements/contracts, financial data, compensation plans, and corporate history. From strategic boardroom due diligence and decisions on M&A targets, to operational external reporting, or identifying disclosures by competitors, prospective donors for fundraising, or alerting on IPOs at a local or national or international level, Kaleidoscope supports all these areas of interest and much more.
Content and Functions in Kaleidoscope Professional Version
Kaleidoscope aggregates, filters, tags, and cross-references data from around sources worldwide. The most recent addition to the content set is SEDAR, Canadian funds, and corporate filings. The list below represents the content as of January 2022.
- Corporate, Funds, Investment Management Companies, Investment Advisors
- Foreign Private Issuers and Foreign Government Filings
Periodic Reports – Annual, Quarterly, Current, Proxy, Prospectuses
IPOs, SPOs, DRS
Mergers and Acquisitions
Tender Offers
Registered Offerings
Prospectuses, Amendments and Statements of Additional Information
Offering Circulars
Exempt Offerings
Form D Exempt Offerings
Form C – Crowdfunding Offerings
Agreements and Exhibits Databases
Template Forms for Securities & Agreements Drafting
Employee Retirement, Savings & Investment Plans
Corporate Governance Filings
Insider Holdings & Transactions Data
Institutional Holdings
Beneficial Ownership
Comment Letters
No-Action Letters
SEC STAFF Letters, Guidance & Actions
XBRL & iXBRL
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Major Search Functionality:
Searchable Databases : SEC Filings, SEDAR, SEC Litigation, Transcripts
- Agreements – material contracts and forms of agreements
- Exhibits – Bylaws, Articles of Incorporation, subsidiaries, accounting firm reports, etc.
- Executives and Directors – Bios, agreements, compensation, affiliations, and stock holdings.
- Insiders – Who are insiders? How much stock so they own? Are they buying or selling?
- Institutional Holders – Which institutions own large amounts of company stock? Percentage of change from one quarter to another.
- Events – changes that make a material difference in the company lifecycle.
- Simple operators: (AND, OR, NOT)
- Advanced operators for:
- proximity, sequence, stemming, wildc?rd
- parentheses for grouping and nesting of related words, phrases and complex queries
- quotation marks for special characters and numbers
- 10-Ks, 10-Qs, 8-Ks and 20-Fs
- Interactive Charts – Results charts dynamically display the trends and metrics of the search results
- Date Range and Volume Chart – filter filings, exhibits, and agreements by month day or year.
- Companies – Features top 10 companies and a complete list of companies matching your results.
- 8-K Items Chart – Descriptions for each item and the number of filings with your language.
- Industry Sectors displayed as a Bar Chart showing the top 10 most impacted groups
- Forms and Form Groups – Pie Charts display the volume of filings matching each result.
- Dashboards – surface real-time filings on subjects such as IPOs, Bankruptcy, Leadership Changes, ESG initiatives, DEI disclosures, Latest Agreements, New Hire Executive Salary and Bonuses and Earnings Calendar.
- Events – Headlines and links to source filings on key material events displayed with interactive charts and metrics on volumes by date, by industry distribution, and company list.
- 360 Focus – comprehensive company profiles – all company related stock data, financials, news and filings aggregated into one convenient location.
- Due Diligence Report
- Leadership Profiles of Executives & Directors
- Affiliations – Executives and Directors are charted and linked to other company boards.
- Highlighted Blurbs/Keywords in Context, linked to the Outline and Page.
BlacklinedComparison of Filings – scans and displaysdeletionsand added language- Saved Searches & Alert Management
- Share Queries and Results with colleagues
- My Projects – Gather and store filings, exhibits and agreements for future print/save.
- API Option – Search, verify and export the “coded” targeted results into your proprietary platform. Like an alert, the API Option automatically updates as new documents arrive that match your criteria.
- Peer Groups/Watchlists – create custom peer groups, review relative EOD stock price, and executive compensation comparisons.
- KS Library provides search templates on hundreds of topics.
- Mass Download – filings, exhibits and agreements.
- Export Search Results to Excel with link to original filing.
- Table Export to Excel – Export all tables in the filing at once, or individual tables as needed.
- XBRL and iXBRL export data to Excel or print to file or PDF, including Notes to Financial Statements.
- Alerting on keywords, complex full text expressions, companies, filing types, location, filer size, auditor or law firm, debt, notes, offering circulars, IPOs, etc.
- End User API Option – Search, verify and export the “coded” targeted results into your proprietary platform. Like an alert, the API Option automatically updates as new documents arrive that match your criteria.
- Video Library delivers on-demand training in short 2-5 minute modules
- Online Training – individual or groups
- Research Assistance from US based SEC filings expert research staff
We invite you to give Kaleidoscope a try. Just register for a free 14-day trial at https://www.kscope.io No hassle, no credit card required. Just enter your name, business email address and a valid phone number. These are only used to provide support and training. Your information is secure, and Kaleidoscope does not sell your information to third parties.