AI Chat

Ask questions in plain English, get answers cited from SEC filings and news.

Conversational Research Over Every Filing

AI Chat is our in-house conversational research product built on the same vector database we've spent years indexing — 50M+ SEC filings, news articles, and 13F positions. Instead of searching for the right keyword or knowing which filing to open, you just ask.

Every answer is grounded in real documents with cited sources, so you can trace every claim back to the original filing or news article. Follow-up questions carry full context across multi-turn conversations.

Natural-Language Questions – Ask anything from "What did management say about margin pressure in Q3?" to "Which S&P 500 companies disclosed cybersecurity incidents in the last 90 days?"
Cited Sources – Every answer links back to the exact filing, exhibit, or article it drew from — no hallucinated facts.
Filings, News & 13F Coverage – Powered by our full index of SEC filings, market news, and institutional position data.
Multi-Turn Conversations – Drill down with follow-ups; the model retains context across your entire session.

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AI Chat interface showing conversational research over SEC filings

MCP Server Integration

Connect any MCP-compatible client to our research stack — drop Kaleidoscope into Claude, Cursor, or any MCP-aware agent.

17 Research Tools, One Connection

Our MCP (Model Context Protocol) Server exposes 17 read-only SEC research tools that any MCP-compatible AI client can call natively. Connect your existing Claude Desktop, Cursor, or custom agent to Kaleidoscope's full data stack — filings, news, 13F institutional flow, activist 13D/13G data, and company fundamentals — without writing a single line of integration code.

All 17 tools are side-effect-free and designed to be auto-approvable in any MCP client. Authentication uses a bearer-token JWT (30-day expiry) so your credentials stay out of your workflow configuration.

17 Read-Only Tools – Covering company screening, 8-K event detection, semantic search, news, fundamentals, 13F institutional flow, and activist 13D/13G campaigns.
Auto-Approvable – Every tool is read-only and side-effect-free, so you can approve the full server without reviewing each call individually.
Works Wherever MCP Is Supported – Claude Desktop, Cursor, Claude Code, and any HTTP-transport MCP client.
Contact Us for Access – Bearer-token credentials are provisioned on request; reach out to get your endpoint and token.

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Intelligent Extraction

AI-powered extraction of critical data from complex financial documents, transforming unstructured information into structured, actionable insights.

Extract What Matters Most

Financial documents contain vast amounts of unstructured data buried within thousands of pages. Our intelligent extraction technology uses advanced natural language processing and machine learning to automatically identify, extract, and structure the most critical information from SEC filings, contracts, and regulatory documents.

Traditional manual extraction is time-consuming, error-prone, and doesn't scale. Our AI-powered approach processes documents in seconds, maintaining accuracy while dramatically reducing research time.

Filing Sections & Exhibits – Automatically identify and extract specific sections like Risk Factors, MD&A, Financial Statements, and all material exhibits from 10-K, 10-Q, 8-K, and proxy filings.
Agreement Clauses – Parse complex legal agreements to extract key terms, conditions, payment structures, termination clauses, and material obligations from merger agreements, credit facilities, and commercial contracts.
Wealth & Compensation Data – Extract executive compensation details, stock ownership, insider holdings, beneficial ownership tables, and wealth concentration metrics from proxy statements and Form 4 filings.
Financial Metrics – Pull revenue segments, geographic breakdowns, subsidiary information, debt covenants, and KPIs directly from financial statements and footnotes.
Risk Disclosures – Identify and categorize risk factors, legal proceedings, regulatory investigations, and material uncertainties across all filings.

99.2%

Extraction Accuracy

50x

Faster Than Manual

100+

Data Points Extracted

Smart Summarization

Transform lengthy documents into concise, actionable summaries that capture the essential insights without missing critical details.

From Pages to Paragraphs

The average 10-K filing exceeds 200 pages of dense legal and financial text. Reading every filing for every company you track is simply not feasible. Our smart summarization engine uses large language models trained specifically on financial documents to generate concise, accurate summaries that preserve the meaning and context of the original text.

Unlike generic summarization tools, our AI understands financial terminology, regulatory requirements, and the structure of SEC filings, ensuring that summaries maintain accuracy while reducing reading time by up to 90%.

SEC Filing Summaries – Generate executive summaries of 10-K and 10-Q filings that highlight business changes, financial performance, key risks, and material events in a fraction of the time.
Contract Highlights – Distill merger agreements, credit agreements, and material contracts into bullet-point summaries covering parties involved, transaction value, key terms, conditions precedent, and material obligations.
ADV Form Insights – Summarize Form ADV filings from investment advisers, extracting AUM, fee structures, disciplinary history, conflicts of interest, and investment strategies.
Earnings Call Summaries – Condense hour-long earnings calls into digestible summaries highlighting management commentary, guidance updates, and analyst concerns.
Comparative Analysis – Generate side-by-side summaries comparing multiple filings, contracts, or companies to identify differences and trends.
Custom Depth Control – Adjust summary length and detail level based on your needs, from tweet-length overviews to detailed section-by-section summaries.

90%

Reading Time Reduction

10M+

Documents Summarized

15 sec

Average Summary Time

How It Works

The technology powering our AI-driven research platform

Large Language Models

We leverage state-of-the-art transformer-based language models fine-tuned specifically on financial and regulatory documents. Our models understand the nuanced language of SEC filings, contracts, and financial disclosures.

Custom-trained on 20+ years of SEC filings
Financial domain-specific vocabulary and context
Continuous learning from new filings
Multi-task architecture for extraction and summarization

Named Entity Recognition

Our NER models identify and classify key entities within documents including companies, people, locations, dates, financial figures, and legal terms with industry-leading accuracy.

Recognition of 50+ entity types
Relationship extraction between entities
Co-reference resolution across documents
Temporal reasoning for event sequencing

Vector Embeddings

Documents and queries are transformed into dense vector representations in high-dimensional space, where semantic similarity is measured by mathematical distance between vectors.

1024-dimensional embedding space
Cosine similarity for relevance ranking
Approximate nearest neighbor search (ANN)
Real-time index updates for new documents

High-Performance Infrastructure

Our platform is built on distributed computing infrastructure designed for speed and scale, processing millions of documents while maintaining sub-second response times.

GPU-accelerated inference for LLM tasks
Vector database optimized for similarity search
Horizontal scaling for concurrent requests
99.9% uptime SLA with global CDN

Real-World Applications

How AI-powered research transforms workflows across industries

Investment Research

Analysts use AI Chat and semantic search to identify comparable companies, extract financial metrics at scale, and monitor portfolio companies for material changes flagged by smart summarization.

Legal Due Diligence

Law firms leverage intelligent extraction to pull key contract terms from merger agreements, identify litigation risks across filings, and compare disclosure language.

M&A Advisory

Advisors track deal activity, extract valuation multiples from precedent transactions, and generate summaries of comparable acquisitions for client presentations.

Credit Analysis

Credit analysts extract debt covenants, financial ratios, and risk factors to assess creditworthiness and monitor compliance across borrower portfolios.

Financial Journalism

Reporters use smart summarization to quickly understand breaking filings, identify newsworthy disclosures, and find similar stories across company histories.

Academic Research

Researchers query millions of filings to test hypotheses, extract large-scale datasets for empirical studies, and identify disclosure patterns over time.

Download Our MCP Integration Guide

Learn how to connect Kaleidoscope's MCP Server to Claude, Cursor, and other AI tools. Our integration guide covers authentication, tool reference, and example research workflows.

Topics covered: Bearer token auth • 17 research tools reference • Claude Desktop & Cursor setup • Example screening workflows • 13F institutional flow queries

Download Whitepaper Request Demo

Ask Anything. Get Cited Answers.