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What is Insider Focus?

Enhancing the efficiency, clarity, and promptness of SEC Insider Research is made possible through KALEIDOSCOPE's INSIDER FOCUS, an adaptable AI-driven research platform that significantly bolsters fundraising initiatives by swiftly pinpointing corporate insiders such as executives and directors with impressive accuracy. Specifically designed for Prospect Research and Management, this cloud-based SaaS solution provides the flexibility to easily generate customized lists of relevant individuals and access comprehensive Insider Profiles enriched with dynamic charts and all pertinent information drawn from US SEC filings, along with historical stock data. Its AI functionalities facilitate data extraction, summarize employment contracts, identify forthcoming stock vesting schedules, and compute the "Net" value of stock transactions as well as historical stock donations. Additionally, it adeptly maps relationships with 990 Non-Profit entities and Investment Advisors, extending beyond just public company affiliations. Users can personalize their experience by uploading custom Watchlists and receive real-time or batch alerts about major developments. For those interested in exploring its capabilities further, a demo can be requested or a free trial can be utilized, allowing potential users to see the advantages of the platform firsthand while making informed decisions. This innovative approach not only streamlines the research process but also empowers organizations to leverage critical insights effectively.

What is Equibles?

Equibles is a cutting-edge platform that leverages artificial intelligence to deliver extensive data on the US stock market, catering to the needs of both investors and developers alike. This platform features an impressive range of resources, such as a full-text search for SEC filings, earnings call transcripts, insights into 13F institutional holdings, insider trading updates, congressional trade data, short interest figures, squeeze scores, and comprehensive macroeconomic information sourced from FRED, CFTC, and CBOE, as well as valuation multiples and a highly effective stock screener. All of this information is made readily available through ALVIS, an AI research assistant, alongside a hosted Model Context Protocol (MCP) server and a publicly accessible REST API that is thoroughly documented using OpenAPI standards. Users are offered a free tier that allows for up to 100 API calls daily without the need for a credit card, providing an appealing option for those interested in exploring stock data. Furthermore, the platform's intuitive interface and robust tools enable users to make well-informed investment choices, enhancing their trading experience significantly. As such, Equibles positions itself as a valuable resource in the realm of financial data and analytics.

Media

No images available

Media

No images available

Integrations Supported

Model Context Protocol (MCP)

Integrations Supported

Model Context Protocol (MCP)

API Availability

Has API

API Availability

Has API

Pricing Information

$120/user/month
$120 per month/user billed yearly
Free Version
Free Trial Offered?

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

KALEIDOSCOPE

Date Founded

2017

Company Location

United States

Company Website

kscope.io/insider-focus/

Company Facts

Organization Name

Equibles

Company Website

www.equibles.com

Categories and Features

Categories and Features

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