Basic Searching
Dashboards – 2:52
Learn how the Dashboards surface actionable information, what the icons do, how to navigate them and how to use the Dashboards to quickly find information.
Company Search – 10:54
Discover comprehensive insights and delve into the layers of in-depth information extracted from all types of filings for a company with a single search.
Expression search – 6:26
Learn how to pinpoint language within a filing using keywords, phrases, and simple and advanced Boolean language.
Director/Officer Search – 3:35
Discover 6 layers of vital information on a director or officer of a public company with a single name search, including insider transactions and compensation.
Exhibits Incorporated by Reference Search – 3:24
Discover how easy it is to find and download specific exhibits or mass download all exhibits that are incorporated by reference.
Databases
Exhibit Database – 5:00
Learn to quickly find an Exhibit with specific clauses using Kaleidoscope’s Exhibit database.
Agreements Database – 3:17
Learn to quickly find agreements by title, category, industry or use keywords, phrases, or Boolean operators for pinpointing disclosure language.
SEC Litigation Database – 3:57
Stay current on 27 topics ranging from SEC news and rule changes, as well as administrative proceedings and enforcement actions by saving searches and creating alerts for real-time updates.
Features
Creating Email Alerts – 2:06
Learn how easy it is to create email alerts from your searches, and manage alert delivery for real-time, daily, or weekly batches.
Saving a Search –
Learn how to save a search to a personal library of saved searches.
Sharing Searches –
Collaborate with other team members by Sharing your search and its results with others. There’s no faster way to work together and communicate your findings.
My Projects –
Learn to save filings, exhibits, and agreements to a folder within a personal workspace so you can easily find that document again or download/print at a later time.
My History –
Learn how Kaleidoscope saves a backup of your last 100 searches, even if you haven’t saved them. Why is it useful? How to retrieve a previous search.
All in Excel Download –
How to download your list of results to a spreadsheet with links to the source filing.
Mass Download –
Learn how to download multiple documents at a time.