Research Tool

Comprehensive securities research platform with advanced search capabilities and 360° view of market intelligence.

Start 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.
Interactive Research Interface

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 patterns.
  • Institutional Holders (13F data) – trend charts calculate the % of change, SoD, who's buying, who's selling.
  • Key Events – trends, hits in context, filings and volume filterable by month, industry, company and SEC filing type.
Surfaced Data Interface

Peer Analysis & Risk Assessment

Deep dive into SEC filings with comprehensive analysis tools for smarter decision-making.

Risk Factors Analysis
  • Section-Level Analysis - Navigate and analyze specific sections, exhibits, and agreements within SEC filings for targeted insights.
  • Risk Factor Assessment - Identify and track risk disclosures across multiple companies to understand industry trends and emerging threats.
  • Comparative Analysis - Benchmark companies against peers using key filing sections including business descriptions, MD&A, and financial statements.
  • Agreement Intelligence - Extract and analyze material agreements, contracts, and exhibits to uncover business relationships and obligations.
  • Change Detection - Track modifications in language, disclosures, and risk factors over time to identify material changes.

AI-Powered Insights

Our advanced algorithms automatically identify trends, anomalies, and key changes across SEC filings to surface the most critical information for your analysis.

Ready to Transform Your Research?

Experience the power of comprehensive SEC research with Kaleidoscope's advanced tools

Get Started Today