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Know who’s buying,
before the market does.

Insider buys graded by track record, ownership, financials and private funding — clean JSON, every value cited to its source.

The Kaleidoscope Financial Data API: licensed module by module, across public and private markets. Pick the topics you need. Skip the rest.

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WHAT YOU GET

13 modules, 3 industry packs, 3 bulk feeds, 75 endpoints

Each card is its own licence: pick the topics you need. Click one to see what’s in it, where it comes from, how far back it goes and every endpoint.

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Ownership

Who owns the stock and how that is changing: every 13F institution, 5% holders and insiders in one register; quarter-over-quarter buyers and sellers; short interest; when insiders can sell; and whether an insider's past buys beat the market.

Sources
Form 13F, Schedules 13D / 13G, Forms 3 / 4 / 5, Form 144, 10-Q / 10-K Item 408, FINRA short interest
History
13F full panel from 2019 (filings back to 1999); insider trades since 2003; Form 144 since December 2021; 10b5-1 plans since March 2023; short interest since June 2021
Updates
13F about every 4 hours; Form 4 minutes after it is filed; Form 144 every 5 minutes; short interest twice a month

What you get

Holder, type and % of sharesNew / added / trimmed / exitedActive vs passiveInsider trades by typeForm 144 planned sales10b5-1 plans and vestingShort interest and days to coverInsider buy track record vs the S&P 500

Endpoints

  • ownership_summaryInstitutional, insider and float ownership for one quarter, with holder count, concentration and investor-type mix.
  • holders_combinedOne holder register: 13F institutions, 5% holders and insiders, largest first.
  • ownership_activityThis quarter's 13F buyers, sellers, new positions and exits.
  • short_interestLatest short interest with days to cover, squeeze flags and the history.
  • insider_liquidityWhen insiders can sell: Form 144 notices, vesting dates and 10b5-1 plans.
  • insider_track_recordHow an insider's open-market buys did afterwards against the S&P 500.
  • insider_proven_buysRecent buys, market-wide, by insiders whose past buys beat the market.

Good to know: 13F covers long US-listed positions and is filed up to 45 days after quarter end. The 10b5-1 plan flag is most reliable from April 2023, when the SEC checkbox became mandatory.

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Fundamentals

What sits behind the numbers: where revenue comes from by country, named customers and suppliers, every filed contract, the debt schedule, peer comparisons, and each share sale, convertible and reverse split.

Sources
XBRL financials, 10-K / 10-Q text and footnotes, exhibits 10.x and 2.1, S-1 / S-3 / 424B, 8-K, DEF 14A, Form D
History
Contracts, supply chain and dilution since 2016; geographic revenue from 2020
Updates
As filed; geographic revenue hourly

What you get

Revenue by country and regionCustomer and supplier concentrationContracts with counterparties and clausesDebt schedule and leveragePeer valuation multiplesOfferings, ATMs and convertsReverse splits and lock-ups

Endpoints

  • geographic_revenueRevenue by country and region exactly as the company reports it.
  • supply_chainNamed customers and suppliers, and the companies that name this one.
  • material_contractsEvery filed agreement with counterparties, amounts, terms and clause types.
  • capital_structureDebt, cash, leverage and coverage, with the company's own debt schedule.
  • compsValuation and operating multiples against industry peers, or peers you choose.
  • company_dilutionOfferings, ATMs, convertibles, reverse splits and lock-ups over 5 years.
  • ecm_monitorMarket-wide equity raises, reverse splits, share authorizations and lock-ups ahead.

Good to know: Supply chain covers companies that disclose concentration; dilution coverage leans to small caps.

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Sector Intelligence

All eleven sectors and their industries side by side: returns, breadth, fund and insider buying, short interest, activism, valuation and private fundraising, with the movers and constituents behind each figure.

Sources
Daily prices, Form 13F, Form 4, FINRA short interest, Schedule 13D, Form D, XBRL financials
Coverage
Listed companies with 10 or more 13F holders, funds excluded, grouped by SIC code

What you get

Market cap and returnsBreadth13F net flowInsider net buyingShort interestMedian valuation multiplesForm D raisesMovers and constituents

Endpoints

  • sector_monitorAll eleven sectors side by side: returns, flows, valuation and fundraising.
  • sector_detailOne sector: its industries, movers, fund and insider buying, and constituents.
  • industry_detailOne industry with the same figures, its peers in the sector, and its companies.
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Overviews & Filings

Everything you need to describe a listed company in one place: its price and valuation, what is coming up on its calendar, and every filing it has made, each opened by its accession number down to a single section. Plus a market-wide calendar of the dated events that move stocks.

Sources
Forms 10-K, 10-Q, 8-K, DEF 14A, Schedules 13D / 13G, daily exchange prices, FDA and CMS calendars
History
Filings back to 1994; any filing by accession
Updates
As filings land; prices daily

What you get

Price, returns and valuationMarket cap and shares outstandingInstitutional ownership %Trailing revenue, earnings and free cash flowNext earnings dateDividends, splits and filing deadlinesFDA decisions and lock-upsForm, date and accession numberExhibits and agreements in each filingFull text of a filing or one of its items

Endpoints

  • company_snapshotPrice, returns, valuation, institutional ownership, next earnings date and trailing financials for one company, in one call.
  • company_event_calendarWhat is coming up and what just happened: earnings, filing deadlines, dividends, splits and catalysts.
  • get_filingOpen any filing by its accession number and read the main document, an exhibit or one section.
  • catalyst_calendarMarket-wide calendar of dated events that move stocks: FDA decisions, trial readouts, lock-ups, compliance deadlines and earnings.
  • company_filingsEvery filing the company made, newest first, with its exhibits and the agreements among them.
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Research & Provenance

What the filings say, with proof: more than 500 named classifiers score every filing sentence and each hit comes with the sentence and its accession number. Search filings by meaning, screen the market on filing signals and new risk factors, read warning signs company by company, and study new listings from their prospectus.

Sources
Forms 10-K, 10-Q, 8-K, 20-F, DEF 14A, S-1 and 424B prospectuses, exchange notices
History
Classifier hits across the filing archive; IPOs since 2020; restatements and related-party transactions for 3 years
Updates
As filed

What you get

Classifier hits with the evidence sentenceFiling signal scores per companySemantic search over filing sectionsNew risk factors by materialityGoing concern, material weakness, restatementsExchange listing deficienciesIPO deal terms and lock-upsProspectus risk factors

Endpoints

  • company_red_flagsGoing concern, material weakness, restatements, impairments, listing problems and related-party deals for one company.
  • search_classifiersThe catalog of filing classifiers: what each one detects, searchable by keyword.
  • get_sentencesThe filing sentences a classifier flagged, for a company or one filing, with their scores.
  • filing_signalsA company’s filings tagged by what they say, with the evidence sentence and theme totals.
  • screen_companiesScreen every filer on its filing signals: distress, catalysts, 8-K items, insider buying.
  • semantic_searchSearch filing sections by meaning, for one company or the whole market.
  • sections_filing_change_screenCompanies ranked by how many new risk factors they added this year.
  • sections_ipo_screenRecent IPOs with price, proceeds, implied market cap, underwriters and sector.
  • sections_ipo_offeringOne IPO’s deal terms: price, size, underwriters and lock-up schedule.
  • sections_ipo_risk_factorsThe risk factors in a company’s IPO prospectus.

Good to know: No flag means nothing was found in the filings, not a clean bill of health.

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Activism

Activist campaigns event by event, every 5%+ holder with its stated intent, and how shareholders voted on each proposal at each meeting, including say-on-pay and director support.

Sources
Schedules 13D / 13G and amendments, DEFC14A, DFAN14A, PREC14A, SC 14D9, 8-K Item 5.07, DEF 14A
History
Campaigns and vote results since 2016; structured 13D / 13G from December 2024 (filing headers back to 1996)
Updates
13D / 13G the same day; campaigns daily; votes as filed

What you get

Holder, % of class and intentCampaign events and outcomesProposals and resultsSupport %Say-on-payLowest director supportNext ballot

Endpoints

  • activism_campaigns5%+ holders with their intent, the full 13D / 13G trail and campaign events.
  • company_proxy_votesTen years of shareholder-meeting results and what is on the next ballot.

Good to know: No vote rows means the result was not extracted, not that no meeting was held.

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Credit & Debt

A company's bonds as mutual funds and ETFs hold them: each bond's coupon and maturity, how many funds hold it, the consensus price across their month-end marks, its yield and recent moves.

Sources
Form N-PORT-P (registered funds' monthly holdings)
History
Since September 2019
Updates
Monthly

What you get

CUSIP, coupon and maturityFund-held par and number of fundsConsensus priceDispersion of marksYield to maturity1- and 3-month changeDistressed flag

Endpoints

  • bond_yieldsEach fund-held bond with its consensus price, yield to maturity and recent moves.

Good to know: Fund-held bonds only, priced from funds' marks rather than trades or dealer quotes.

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Private Capital

A private company's fundraising: Form D offerings dated to the day they were filed, funding rounds de-duplicated across news outlets with their investors, Reg CF raises, valuations and placement agents.

Sources
Form D, Form D/A, Form C, funding news
History
Form D since 2006; Form C since May 2016
Updates
Every 5 minutes

What you get

Offered vs soldInvestors and exemptionsFunding rounds and lead investorsValuationsOfficers and placement agentsFiling date and accession

Endpoints

Good to know: The amount offered on a Form D is a ceiling, not money raised.

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Advisers (ADV)

Every SEC-registered investment adviser's private funds: type, size, minimum investment, investors, and the auditors, prime brokers, custodians and administrators each fund uses.

Sources
Form ADV Part 1, Schedule D
History
Since October 2017
Updates
Daily

What you get

Fund type and gross asset valueMinimum investmentBeneficial owners and % non-USMaster / feeder structureAuditor, prime broker, custodian, administratorService-provider league table

Endpoints

  • adv_private_fundsAn adviser's private funds with their size, investors and service providers.
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Capital Graph

A company, a fund manager or a person as one network: who owns it, who runs it, what it bought and sold, who invested in it and who it signed contracts with. Every link comes from a filing, and every item has an id you can follow to the next hop.

Sources
13F, 13D / 13G, N-PORT, Forms 3 / 4 / 5, DEF 14A, Form D, Exhibit 21, merger and material agreements
Updates
Rebuilt daily
Depth
Up to 25 links per kind of link, largest first, with the total

What you get

Holders and stakesBoard, officers and insidersAcquisitions and subsidiariesPrivate-round investorsContract counterpartiesFunds managedNext-hop id

Endpoints

  • company_graphA company’s network: holders, board and insiders, deals, subsidiaries, investors and contract counterparties.
  • holder_graphA fund manager’s network: positions, stakes, private investments and the funds it runs.
  • graph_nodeAny person, fund, investor or company in the graph by id: the next hop from a graph answer.

Good to know: Some counterparties are not yet matched to a company record, so they do not appear.

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Charts

Daily price history with the events that moved it marked on the timeline, each tied to the filing it came from: earnings, dividends and splits, insider trades, 13D / 13G stakes and activism.

Sources
Daily exchange prices, 10-Q / 10-K, 8-K, Form 4, Schedules 13D / 13G
Updates
Daily

What you get

Open, high, low, close and volumeSplit-adjusted and total-return pricesWeekly bars for long rangesEarnings beats and missesDividends and splitsInsider buys and sellsActivist filings

Endpoints

  • price_historyDaily price bars, split-adjusted and total return, going back years.
  • chart_eventsThe filings that move a stock, as markers for a price chart.
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People

A company's officers and board, and any one executive or director: current roles, public and nonprofit boards, career and education, pay, holdings and trading record.

Sources
Forms 3 / 4 / 5, DEF 14A, 8-K Item 5.02, IRS Form 990
History
Forms 3 / 4 / 5 since 2003; appointments since 1990
Updates
As filed

What you get

A company's executives and directorsAppointments and departuresRoles and titlesBoard seatsCareer and educationCompensationHoldings at marketBuy track record

Endpoints

  • company_peopleCurrent executives and directors with title, age, pay, holdings and other board seats.
  • person_profileOne person's roles, boards, career, pay, holdings and trading record.

Good to know: Location is city and state only, never an address. Personal records are a separate add-on.

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M&A

Every deal a company was in, as buyer, target or seller, followed from the merger agreement to closing, with terms and advisers. Each deal is one row however many times it was reported.

Sources
Exhibit 2.1, DEFM14A / S-4, SC TO, Rule 425, 8-K, deal news
History
Filed agreements since 2016
Updates
As filed

What you get

Acquirer, target and sellerDates and statusDeal value and per-share termsFees, HSR and voteAdvisers

Endpoints

  • company_dealsEvery acquisition, sale and merger the company was in, with terms and status.

Good to know: Values come from filings where extracted and from news otherwise; news-only deals are marked unconfirmed.

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Biotech pack

Biotech from the record: each company’s pipeline by drug, target and phase, trial readouts, FDA approvals and complete response letters with their reasons, warning letters and inspections, patent expiries, cash runway, and how often a target or a rejection reason has led to approval.

Sources
FDA approvals, complete response letters, warning letters and inspections; clinical trial registries; patent records; Forms 10-K, 10-Q and 8-K
Updates
As the FDA and companies publish

What you get

Pipeline by drug, target and phaseTrial readouts and outcomesFDA approvalsComplete response letters and reasonsWarning letters and inspectionsPatent cliffsCash runwayTarget and CRL base ratesManagement track records

Endpoints

Good to know: Sold on its own: holding Sector Intelligence does not include it.

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Power pack

The power sector from utilities’ own filings: plants added and retired, contracted demand such as data-center load, outages, rate-case outcomes and allowed returns, gas-market views, and a supply curve by region and fuel.

Sources
Utility and generator Forms 10-K, 10-Q and 8-K, rate-case filings
Updates
As filed

What you get

Utilities and their subsidiariesCapacity additions and retirementsForward demandOutagesRate cases, ROE and outcomesGas market viewsSupply curve by ISO and fuel

Endpoints

Good to know: Sold on its own: holding Sector Intelligence does not include it.

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Mining pack

Mining companies’ reserves and resources as they filed them, by category and deposit: gold, silver, copper and uranium.

Sources
Mining companies’ filings
Updates
As filed

What you get

Proven and probable reservesMeasured, indicated and inferred resourcesGrade and contained metalBy deposit

Endpoints

Good to know: Sold on its own: holding Sector Intelligence does not include it.

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Insider trades feed

Every insider trade in bulk, for loading into your own database: each Form 4 / 5 transaction line, classified by type, with corrections kept and marked instead of silently replaced. Load it once, then pull only the rows that changed.

Sources
Forms 4 and 5, including amendments
Size
About 11.8 million transaction lines
History
Since 2003
Delivery
Cursor-paged JSON, up to 5,000 rows per call

What you get

Stable row idIssuer CIK, ticker and company idInsider name, title and role flagsTransaction type (buy, sell, 10b5-1, exercise, ...)Shares, price and cleaned valueShares owned afterFootnotesSuperseded / amended links

Endpoints

  • insider_trades_feed feedAll insider transaction lines in bulk, then only what changed since your last pull.

Good to know: The 10b5-1 plan flag is most reliable from April 2023, when the SEC checkbox became mandatory.

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BDC loan book feed

Every loan in business development companies' schedules of investments, quarter by quarter, in bulk: the same borrower's marks and non-accruals across every BDC that lends to it.

Sources
BDC 10-Q and 10-K schedules of investments
Size
About 104,000 loan lines across 21 BDCs
History
Since December 2021
Updates
Quarterly
Delivery
Cursor-paged JSON, up to 5,000 rows per call

What you get

Facility id stable across quartersBDC and borrowerSeniorityPrincipal, cost and fair valueMark (fair value / cost)Non-accrualCash and PIK couponMaturity

Endpoints

  • bdc_loan_book_feed feedAll BDC loan lines in bulk, then only what changed since your last pull.

Good to know: Reload the full book after each quarter's filings: a line removed upstream drops out of the feed.

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Filing signals feed

Sentences in SEC filings flagged by our licensed classifiers (auditor changes, dividend cuts, demand softening and more), each with the sentence, the filing and a score, delivered as a feed you can pull incrementally.

Sources
SEC filings: 10-K, 10-Q, 8-K and others
Classifiers
69 licensed classifiers, each documented
Updates
As new filings are scored, through the day
Delivery
Cursor-paged JSON, up to 5,000 rows per call

What you get

Stable hit idClassifier and model versionScoreSentence textFiling accession, form and dateFiler CIK and company id

Endpoints

Good to know: Hits are only ever added: a hit is never changed or withdrawn.

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Your first call in 60 seconds

One key, one request, JSON back.

  1. Get a key

    Start a free trial and we’ll set up a key with the modules you want to test.

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  2. Run one command

    cURL
    curl -G "https://api.kscope.io/console/v1/overview/company_snapshot" \
  -d ticker=NVDA \
  -d key=$KSCOPE_KEY

    Your key goes in the key parameter. 3,600 requests per key per hour.

  3. Read the docs

    Every endpoint, its parameters and a live example. /console/v1/tools lists what your key can call.

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Ownership

Who owns the stock — and are the people inside buying?

See the big funds, the activists and the company’s own executives in one list. When an insider buys, we tell you whether their past buys have paid off.

  • Every major shareholder in one place
  • Insider buys, ranked by the buyer’s track record
  • When insiders can sell, and when they’ve said they will
  • How much of the stock is sold short
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Fundamentals

How does the company make money — and is it diluting shareholders?

Where revenue comes from, who its customers and suppliers are, how much debt it carries, and every time it raises money by selling new shares.

  • Revenue by country and region
  • Customers, suppliers and major contracts
  • Debt, cash and how it compares to peers
  • New share sales across the whole market
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Sector Intelligence

Where is the money moving?

All eleven sectors side by side — how they’re performing, what the big funds and insiders are doing, and where private companies are raising money.

  • Performance from one day to one year
  • Fund and insider buying by sector
  • Drill into any industry and its companies
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Overviews & Filings

Everything about a company at a glance — and what’s coming up.

Price and performance, valuation, who owns it and its next earnings date — plus a calendar of the events that move stocks across the market.

  • A one-page company snapshot
  • Upcoming earnings, dividends and deadlines
  • Every filing, opened by its accession number
  • Market-wide calendar: earnings, FDA decisions, lock-ups
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Also available

Research & Provenance

What the filings say, with the sentence that proves it: classifier hits, search by meaning, screens, red flags and IPO prospectuses.

Activism

Activist campaigns and how shareholders voted at each annual meeting.

Credit & Debt

A company’s bonds, what funds are paying for them, and their yields.

Private Capital

Private companies’ fundraising — Form D raises, funding rounds, investors and valuations.

Advisers (ADV)

The private funds an investment firm manages, and their size.

Capital Graph

How companies, funds and people connect.

Charts

Daily prices going back years, with earnings, dividends and insider trades marked on the chart.

People

A company’s officers and board, and any executive’s roles, boards, pay, holdings and trading record.

M&A

Every deal a company has done, as buyer or target.

Biotech pack

Drug pipelines, trial readouts, the FDA record, rejection letters and patent cliffs.

Power pack

Utilities’ capacity, demand, outages, rate cases and the supply curve, from their filings.

Mining pack

Miners’ reserves and resources as filed, by deposit.

Insider trades feed

Every insider trade in bulk, with corrections kept — load it once, then pull only what changed.

BDC loan book feed

Every loan business development companies hold, with cost, fair value and coupon, quarter by quarter.

Filing signals feed

Sentences in SEC filings flagged by our classifiers, such as auditor changes and dividend cuts, delivered as a feed.

Build your plan

Every plan starts with one module. Add the ones you need — or take everything.

Start with one

Most teams start with overviews & filings: snapshots, upcoming events and every filing.

Pick your modules

Overviews & Filings, Research & Provenance, Ownership, Activism, Credit & Debt, Private Capital, Advisers (ADV), Capital Graph, Fundamentals, Sector Intelligence, Charts, People, M&A. Also sold on their own: Biotech pack, Power pack, Mining pack, Insider trades feed, BDC loan book feed, Filing signals feed.

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Everything

Every topic, plus add-ons like people — personal records.

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Questions

How do I get an API key?

Start a free trial and we’ll set up a key for you. Tell us what you want to test and we’ll turn on the modules you need.

How do I authenticate?

Pass your key as the key parameter, in the query string or the POST body. One key works for every module and feed on your plan. /console/v1/tools lists what your key can call; it and /console/v1/resolve are free.

What are the rate limits?

3,600 requests per key per hour. Every response carries X-RateLimit headers. Your plan sets the monthly allowance.

Where does the data come from?

Company filings and market data. Every value is cited to its source — filings by their accession number — and every response says how fresh it is (as_of).

How far back does the data go?

It depends on the module: prices and filings go back years. See each endpoint in the docs.

How often is it updated?

Filings and insider trades are added as they’re published; prices daily; fund holdings each quarter. Every response carries an as_of date.

Can I use the data in my own product?

Licensing depends on how you use the data — talk to us.

I already use the Kaleidoscope API. Does anything change?

No. Your current APIs keep working with the same keys; they’re now our Legacy APIs.

Already a customer?

Your current APIs keep working, with the same keys. They’re now our Legacy APIs — new data and features go into the plans above.

Legacy API documentation →

Tell us what you need to know. We’ll set you up to try it.

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