01 · Publishing
Filings that post themselves
New filings appear on your IR page within a minute of EDGAR acceptance, formatted and linked, without anyone touching a CMS.
IR Widgets
Investor Relations
An IR site that updates itself.
Filings, stock data and press releases embedded on your site and fed straight from the primary record — current within a minute of acceptance, with nobody pasting links on a Friday afternoon.
- <60sfiling to live on your site
- 1embed for four widgets
- 0manual updates
- EDGARthe only source
- 73M13F holdings rows
- everyitem linked to its filing
The problem
Your IR page is only as current as the last person who remembered
Most IR sites are a folder of PDFs someone updates by hand. It goes stale, the links rot, and the one week it matters is the week nobody had time. The filings are already public and already structured.
What you get instead
- Auto-updating filingsnew filings appear in under a minute
- Compliance-safe by defaultsourced from the primary record
- Shareholder intelligenceknow who is moving in and out
- One embedfour widgets on the same pipeline
One filing, end to end
from EDGAR acceptance to your IR page, with nobody in the loop
-
01 · The filing
8-K · accepted 16:02 ET
the company files as it always did
no new process for your team
-
02 · The pipeline
accepted → parsed → published
the same pipeline that feeds the rest of the platform
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03 · The page
Live on your IR site at 16:02 ET
SEC Filings — embedded widget
Stock · Press releases · Events
one embed, four widgets
-
04 · The audience
Who moved in and out last quarter
13F holders changes alertsthe other half of the job
What's in the solution
Four jobs this covers end to end.
02 · Compliance
Sourced from the record
Everything shown comes from the primary filing, so what is on your site is what was filed — nothing rekeyed, nothing paraphrased.
Provenance
03 · Coverage
Four widgets, one embed
Filings, stock quote, press releases and events on the same pipeline and the same styling, added with one snippet.
IR Widgets
04 · Intelligence
Who is on your register
Institutional holders, position changes and the managers building or exiting — so IR knows the audience before the call.
Ownership
How it lands on your desk
Same pipeline — a different job depending on the seat.
IR teams
The scenario
You own the IR site, the shareholder relationships and the quarter — and none of those should depend on remembering to paste a link.
IR WidgetsIR MetricsOwnership
How Kaleidoscope helps
- Filings publish themselves within a minute of acceptance
- Four widgets maintained by one embed
- Holder changes ahead of an earnings call
- Targeting built on who actually owns your comps
- Nothing on the page that was not filed
Corporate communications
The scenario
Press releases, events and the filings page all need to be current and consistent, and they live in three different systems today.
IR MetricsIR WidgetsReports
How Kaleidoscope helps
- Press releases and events on the same styled pipeline
- One source of truth across the IR section
- Confirmation when an item goes live
- No dependency on a web team release cycle
- Consistent formatting without design work
Legal & compliance
The scenario
Anything on the IR site is a disclosure surface, and you need to know exactly where each item came from.
ProvenanceIR WidgetsReports
How Kaleidoscope helps
- Every item sourced from the primary filing
- As-filed content, never rekeyed or paraphrased
- Auditable trail from page back to EDGAR
- Insider activity on your own officers, as filed
- No manual step where an error can enter
The products
One product publishes your IR site; the other runs the program behind it.
IR Widgets
The publishing layerEmbeddable SEC filings, stock, press release, calculator and events widgets fed by the same pipeline that powers the platform. One snippet, styled to match your site.
- New filings live within a minute of acceptance
- Filter by year and form group; HTML, PDF and Word on every filing
- Stock, press releases, dividends, events and an investment calculator
- No CMS work and no manual updates
Explore IR Widgets →
1994–filing history on the page
The SEC filings widget, running live — NVIDIA shown
IR Metrics
The IR management platformWrite, distribute and measure from one dashboard: press releases, email distribution with engagement tracking, and the earnings-call calendar.
- Create and publish press releases straight to your IR site
- Email distribution with customizable templates
- Open and click tracking — engagement analytics per release
- Calendar for earnings calls and investor events
Explore IR Metrics →
Livenow released
IR Metrics — releases, filings, campaigns and the stock, on one dashboard
Every product in this solution
The widgets are the whole install; IR Metrics runs the program behind them.
See every IR widget →Core platform
- IR Widgets Filings, stock, releases and events Embed
- IR Metrics Releases, email distribution and engagement Released
- Ownership Holders and how positions moved Shareholders
- SEC Pro+ The filings behind everything shown Research UI
Data layers that feed it
- SEC · Filings Everything the company files Live
- Ownership Institutional holdings, quarterly Live
- Insider Insider activity on your officers Live
- Market Data Quote and historical price Live
- News Coverage, materiality-scored Live
- Catalyst Earnings and scheduled events Live
Workflow & delivery
- Press Distribution Releases into the same pipeline Publishing
- Reports Shareholder analysis for the board HTML · MD · JSON
- APIs The same data behind your own front end REST · Bulk
- Watchlists Peers and holders that re-screen themselves Workflow
| How it compares | Kaleidoscope | IR site vendors | Doing it by hand |
|---|---|---|---|
| Update latency | Under a minute from acceptance | Same day to next day | Whenever someone remembers |
| Source | EDGAR directly, nothing rekeyed | Vendor's own copy | Copy and paste |
| Install | One embed for four widgets | Full site engagement | Ongoing CMS work |
| Shareholder data | Holders, changes and overlap included | Usually a separate product | Bought separately |
| Styling | Inherits your site | Templated to theirs | Yours |
| Ongoing cost | No manual step | Retainer | Someone's Friday |
Why teams switch
The filings page has not been touched by a human in a year, and it has never once been out of date.
under a minute from acceptanceone embed, four widgetssourced from the record
An IR site that runs itself
Talk to our team about how you work today, or start a trial and explore the platform yourself.