Kaleidoscope Desktop

Flexible, comprehensive source for public company research.

360º View of Securities Research


Robust Searching

  • Search with pinpoint accuracy – keyword, phrases and advanced boolean operators.
  • Section search on 10-K’s, 10-Q’s, 8-K’s and 20-F’s.
  • Company Search – (1994 to present) displays 12 layers of related information from SEC filings, stock data, earnings call transcripts, extracted insider information, extracted Institutional holdings, fundamental financial data, BOD Affiliations, executive & director compensation, news and key events.
  • Director/Officer Search – delivers up to 6 layers of related information on any executive officers or directors.
  • Compare – automatically displays added/deleted language between filings, exhibits or agreements.
  • Drill Down – search within a search.


Surfaced Data

Faster and easier. Extracted, organized and integrated data saves time.

  • Agreements – categorized and alphabetized; clause searching made easy.
  • Exhibits – Bylaws, articles of incorporation, subsidiaries, accounting firm reports, etc.
  • Executives and Directors – Bios, agreements, compensation, affiliations, and stock holdings.
  • Insider Transactions – snapshots of shareholdings, current value, past transactions, and buying or selling trends.
  • Institutional Holders (13F data) – trend-charts calculate the % of change QoQ, who’s buying, who’s selling.
  • Key Events – trends, hits in context, filings and volume filterable by month, industry, company and SEC filing type.


Data Visualization Tools

Immediate comprehension 60,000 x faster than reading text.

  • Data-driven charts and graphs convey meaningful statistics and quantitative metrics about all search results.
  • Dynamic metrics calculated in real-time based on new criteria or filter.
  • Interactive charts filter results for a quick drill down with pinpoint accuracy. 
  • Color-coding delineates sections for easier identification and enables faster recognition of different types of filings throughout the system. 

Get in touch with us

For questions and pricing