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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

GeminIQ operates as a primary research tool that extracts financial information straight from unprocessed SEC EDGAR filings, eliminating the need for any intermediary aggregators. This ensures that each figure can be traced back to its original XBRL tag, providing users with the exact data as reported by the company instead of a simplified summary. Key functionalities include access to Financial Statements with a history of over 17 years of quarterly and annual filings; more than 50 Calculated Metrics such as ROIC, Free Cash Flow Per Share, and Altman Z-Score derived from the tagged filing data; the ability to create Custom Tables for developing reusable templates using specific line items; Interactive Visualizations for tracking any metric over time; an Advanced Screener featuring over 100 filterable metrics along with built-in presets like Buffett-Style and Magic Formula; Custom Watchlists; tracking of Insider Transactions via Form 4; data on Institutional Ownership from 13F filings; and Price Variance/Earnings Reaction Heatmaps that illustrate historical stock performance following filings. Furthermore, new filings are analyzed and made available within one business day after they are submitted to EDGAR, ensuring users have access to the most current information.

Description

Make SEC Insider Research efficient, straightforward, timely, and precise. Explore how KALEIDOSCOPE's INSIDER FOCUS, a versatile AI-powered research platform, enhances fundraising campaigns by rapidly identifying corporate insiders, including executives and directors, with accuracy and ease. Tailored specifically for Prospect Research and Management, this cloud-based SaaS solution offers the adaptability to quickly create custom lists of pertinent individuals and access detailed Insider Profiles that feature active charts and all relevant data sourced from US SEC filings, supplemented with historical stock information. The platform's AI capabilities enable the extraction of data, summarization of employment contracts, identification of upcoming stock vesting timelines, and calculation of the "Net" value of stock transactions and historical stock donations. Additionally, it effectively maps connections with 990 Non-Profit entities and Investment Advisors that extend beyond public company links. Users have the option to upload personalized Watchlists and receive immediate or batch notifications regarding significant events. Experience the platform firsthand by requesting a demo or taking advantage of the free trial offer.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

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Screenshots View All

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Integrations

No details available.

Integrations

No details available.

Pricing Details

$29/month billed annually
Free Trial Yes 
Free Version Yes 

Pricing Details

$120/user/month
$120 per month/user billed yearly
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

GeminIQ

Founded

2025

Country

United States

Website

www.geminiq.com

Vendor Details

Company Name

KALEIDOSCOPE

Founded

2017

Country

United States

Website

kscope.io/insider-focus/

Product Features

Product Features

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