Kaleidoscope API Documentation

5-Minute Quickstart

Get up and running with the Kaleidoscope API in under 5 minutes. We'll take you from signup to your first successful API call.

1 Get Your API Key

Sign up at api.kscope.io/signup
Log in to your dashboard
Find your API key in the dashboard

API Access Tiers:

• Free: 300 calls/month
• Starter: 100,000 calls/month
• Business: 300,000 calls/month
• Custom: Unlimited calls + enterprise features

Keep your API key secure: Never commit it to GitHub, use environment variables in production

2 Test Your Authentication

cURL

# Replace YOUR_API_KEY with your actual key
curl 'https://api.kscope.io/auth-test?key=YOUR_API_KEY'

✅ Success Response:

{"status": "success", "message": "Authenticated"}

3 Your First Real API Call - Search SEC Filings

Search for Apple's SEC filings

curl 'https://api.kscope.io/v3/sec/search/AAPL?key=YOUR_API_KEY&content=sec&limit=3'

View example response

{
  "data": [
    {
      "cik": 320193,
      "company_name": "Apple Inc.",
      "date": 1730419200,
      "filer": "Apple Inc.",
      "form": "10-Q",
      "form_desc": "Quarterly report [Sections 13 or 15(d)]",
      "form_group": "Quarterly Reports",
      "acc": "0000320193-24-000123",
      "html": "https://cdn.kscope.io/abc123def456.html",
      "pdf": "https://cdn.kscope.io/abc123def456.pdf",
      "ticker": "AAPL"
    }
  ],
  "total": 2004,
  "status": "success"
}

4 Understanding the Response

Key Fields

ticker - Stock symbol
form - Filing type (10-K, 10-Q, 8-K)
date - Unix timestamp
pdf - Direct link to PDF
html - Direct link to HTML

Response Structure

data - Array of filings
total - Total results available
status - Request status

5 Try Different Searches

Search only 10-K annual reports

curl 'https://api.kscope.io/v3/sec/search/AAPL?key=YOUR_API_KEY&content=sec&form=10-K&limit=5'

Search with keyword

curl 'https://api.kscope.io/v3/sec/search/AAPL?key=YOUR_API_KEY&content=sec&exp=revenue&limit=5'

Search exhibits instead of main filings

curl 'https://api.kscope.io/v3/sec/search/AAPL?key=YOUR_API_KEY&content=exhibits&limit=5'

Quick Reference

Rate Limit: 3,600 requests/hour

Base URL: https://api.kscope.io

Support: support@kscope.io

Dashboard: api.kscope.io/dashboard

🎉 Congratulations! What's Next?

Explore SEC Endpoints Authentication Details Error Handling

Authentication

Use your key for all requests. Get your key now.

Authentication

All requests require an API key. API keys never expire automatically - they remain valid until manually deleted in your dashboard.

Rate Limit

Limit: 3,600 requests/hour

Reset: Rolling hourly window

Returns 429 status when limit exceeded

Inputs

Parameter	Type	Description
key	String	Your API key (Required)

                                    curl --request GET \
--url 'https://api.kscope.io/v4/sec/search/AAPL?key=YOUR_API_KEY' \
--header 'Content-Type: application/json'
                                

SEC Filings

Access a comprehensive dataset of SEC filings from the 1990s to present. Filings are processed within seconds of publication by the SEC.

SEC Filing Search

Search over 18M SEC filings with keywords, Boolean expressions, and 20+ filters. All filing types supported. Data available from the 1990s to present. Enhanced v4 with standardized envelope pattern and improved pagination.

Rate Limit

Limit: 3,600 requests/hour

Reset: Rolling hourly window

Inputs

Parameter	Type	Description
identifier	String	Restrict results to ticker, CIK (Required)
content	String	Content to search against. Available values: sec, exhibits, agreements
limit	Int	Maximum number of results to return (default: 20, max: 100)
offset	Int	Used as a way to page through data
start_date	Int	Start from a date with a timestamp (Unix Timestamp)
end_date	Int	End at a date with a timestamp (Unix Timestamp)
exp	String	Boolean expression
form_group	String	Filter by form group (e.g., 'annual_reports', 'quarterly_reports')
form	String	Restrict results to passed form(s). Use ; between forms to pass more than one form

                                    curl --request GET \
--url 'https://api.kscope.io/v4/sec/search/AAPL?key=API-KEY&form_group=annual_reports&limit=5' \
--header 'Content-Type: application/json'
                                

                                    import requests

url = "https://api.kscope.io/v4/sec/search/AAPL?key=API-KEY&form_group=annual_reports&limit=5"

response = requests.get(url)
print(response.json())

                                    fetch("https://api.kscope.io/v4/sec/search/AAPL?key=API-KEY&form_group=annual_reports&limit=5")
  .then(response => response.json())
  .then(data => console.log(data));
                                

                                    {
  "status": "success",
  "data": [
    {
      "acc": "0000320193-24-000123",
      "cik": "0000320193",
      "company_name": "Apple Inc.",
      "date": 1704067200,
      "filer": "Apple Inc.",
      "form": "10-K",
      "form_desc": "Annual report",
      "form_group": "Annual",
      "html": "https://cdn.kscope.io/abc123.html",
      "pdf": "https://cdn.kscope.io/abc123.pdf",
      "ticker": "AAPL"
    }
  ],
  "meta": {
    "pagination": {
      "total": 34,
      "limit": 5,
      "offset": 0,
      "has_more": true
    }
  }
}
                                

SEC Filing Search

Search over 18M SEC filings with keywords and 20+ filters. All filing types supported. Data available from the 1990s to present. Uses snake_case response format. For standardized envelope pattern, use v4.

Rate Limit

Limit: 3,600 requests/hour

Reset: Rolling hourly window

Returns 429 status with reset_in field showing seconds until limit resets

Inputs

Parameter	Type	Description
identifier	String	Ticker, CIK, or semicolon-separated CIK list (Required)
content	String	Content to search against. Available values: sec, exhibits, agreements
limit	Int	Maximum number of results to return (default: 20, max: 100)
offset	Int	Pagination offset
start_date	Int	Start date (Unix Timestamp)
end_date	Int	End date (Unix Timestamp)
form-group	String	Filter by form group (e.g., 'annual-reports', 'quarterly-reports')
form	String	Restrict results to passed form(s). Use ; between forms
exp	String	Boolean expression

                                    curl --request GET \
--url 'https://api.kscope.io/v3/sec/search/AAPL?key=API-KEY&form-group=annual-reports&limit=5' \
--header 'Content-Type: application/json'
                                

                                    import requests

url = "https://api.kscope.io/v3/sec/search/AAPL"
params = {
    "key": "API-KEY",
    "form-group": "annual-reports",
    "limit": 5
}

response = requests.get(url, params=params)
print(response.json())
                                

                                    const params = new URLSearchParams({
  key: "API-KEY",
  "form-group": "annual-reports",
  limit: 5
});

fetch(`https://api.kscope.io/v3/sec/search/AAPL?${params}`)
  .then(response => response.json())
  .then(data => console.log(data));
                                

                                    {
  "data": [
    {
      "acc": "0000320193-24-000123",
      "cik": "0000320193",
      "company_name": "Apple Inc.",
      "date": 1704067200,
      "filer": "Apple Inc.",
      "form": "10-K",
      "form_desc": "Annual report",
      "form_group": "Annual",
      "html": "https://cdn.kscope.io/abc123.html",
      "pdf": "https://cdn.kscope.io/abc123.pdf",
      "ticker": "AAPL"
    }
  ],
  "total": 34
}
                                

SEC Filing Search

Search over 18M SEC filings with keywords, Boolean expressions, and 20+ filters. All filing types supported. Data available from the 1990s to present. Legacy v2 endpoint - consider using v4 for standardized envelope format.

Rate Limit

Limit: 3,600 requests/hour

Reset: Rolling hourly window

Returns 429 status with reset_in field showing seconds until limit resets

Inputs

Parameter	Type	Description
identifier	String	Ticker, CIK, or semicolon-separated CIK list (Required)
content	String	Content to search against. Available values: sec, exhibits, agreements
limit	Int	Maximum number of results to return (default: 20)
start	Int	Pagination offset
sd	Int	Start date (Unix Timestamp)
ed	Int	End date (Unix Timestamp)
form-group	String	Filter by form group (e.g., 'annual-reports', 'quarterly-reports')
form	String	Restrict results to passed form(s). Use ; between forms
exp	String	Boolean expression

                                    curl --request GET \
--url 'https://api.kscope.io/v2/sec/search/AAPL?key=API-KEY&form-group=annual-reports&limit=5' \
--header 'Content-Type: application/json'
                                

                                    import requests

url = "https://api.kscope.io/v2/sec/search/AAPL"
params = {
    "key": "API-KEY",
    "form-group": "annual-reports",
    "limit": 5
}

response = requests.get(url, params=params)
print(response.json())
                                

                                    const params = new URLSearchParams({
  key: "API-KEY",
  "form-group": "annual-reports",
  limit: 5
});

fetch(`https://api.kscope.io/v2/sec/search/AAPL?${params}`)
  .then(response => response.json())
  .then(data => console.log(data));
                                

                                    {
  "data": [
    {
      "acc": "0000320193-24-000123",
      "cik": "0000320193",
      "companyName": "Apple Inc.",
      "date": 1704067200,
      "filer": "Apple Inc.",
      "form": "10-K",
      "formDesc": "Annual report",
      "formGroup": "Annual",
      "html": "https://cdn.kscope.io/abc123.html",
      "pdf": "https://cdn.kscope.io/abc123.pdf",
      "ticker": "AAPL"
    }
  ],
  "total": 34
}
                                

SEC Filing Search Boolean Expression

Advanced SEC filing search with boolean expressions. Supports complex queries with AND, OR, NOT operators and field-specific searches. Search timeframe limited to 5 years. Returns standardized envelope with pagination metadata.

Rate Limit

Limit: 3,600 requests/hour

Reset: Rolling hourly window

Returns 429 status with reset_in field showing seconds until limit resets

Inputs

Parameter	Type	Description
exp	String	Boolean expression (Required). Example: 'ticker:AAPL AND form:10-K'
content	String	Content to search against. Available values: sec, exhibits, agreements (default: sec)
limit	Int	Maximum number of results to return (default: 20, max: 100)
offset	Int	Used as a way to page through data
start_date	Int	Start from a date with a timestamp (Unix Timestamp). Default: 5 years ago
end_date	Int	End at a date with a timestamp (Unix Timestamp). Default: today

                                    curl --request GET \
--url 'https://api.kscope.io/v3/sec/search/boolean-expression?key=API-KEY&exp=ticker:AAPL%20AND%20form:10-K&limit=5' \
--header 'Content-Type: application/json'
                                

                                    import requests

url = "https://api.kscope.io/v3/sec/search/boolean-expression"
params = {
    "key": "API-KEY",
    "exp": "ticker:AAPL AND form:10-K",
    "limit": 5
}

response = requests.get(url, params=params)
print(response.json())
                                

                                    const params = new URLSearchParams({
  key: "API-KEY",
  exp: "ticker:AAPL AND form:10-K",
  limit: 5
});

fetch(`https://api.kscope.io/v3/sec/search/boolean-expression?${params}`)
  .then(response => response.json())
  .then(data => console.log(data));
                                

                                    {
  "status": "success",
  "data": [
    {
      "acc": "0000320193-24-000123",
      "cik": "0000320193",
      "company_name": "Apple Inc.",
      "date": 1704067200,
      "filer": "Apple Inc.",
      "form": "10-K",
      "form_desc": "Annual report",
      "form_group": "Annual",
      "html": "https://cdn.kscope.io/abc123.html",
      "pdf": "https://cdn.kscope.io/abc123.pdf",
      "ticker": "AAPL"
    }
  ],
  "meta": {
    "pagination": {
      "total": 34,
      "limit": 5,
      "offset": 0,
      "has_more": true
    }
  }
}
                                

SEC Filing Search Boolean Expression

Advanced SEC filing search with boolean expressions. Supports complex queries with AND, OR, NOT operators and field-specific searches. Search timeframe limited to 5 years. Legacy v2 endpoint with camelCase response format.

Rate Limit

Limit: 3,600 requests/hour

Reset: Rolling hourly window

Returns 429 status with reset_in field showing seconds until limit resets

Inputs

Parameter	Type	Description
exp	String	Boolean expression (Required). Example: 'ticker:AAPL AND form:10-K'
content	String	Content to search against. Available values: sec, exhibits, agreements (default: sec)
limit	Int	Maximum number of results to return (default: 20)
start	Int	Pagination offset
sd	Int	Start date (Unix Timestamp). Default: 5 years ago
ed	Int	End date (Unix Timestamp). Default: today

                                    curl --request GET \
--url 'https://api.kscope.io/v2/sec/search/boolean-expression?key=API-KEY&exp=ticker:AAPL%20AND%20form:10-K&limit=5' \
--header 'Content-Type: application/json'
                                

                                    import requests

url = "https://api.kscope.io/v2/sec/search/boolean-expression"
params = {
    "key": "API-KEY",
    "exp": "ticker:AAPL AND form:10-K",
    "limit": 5
}

response = requests.get(url, params=params)
print(response.json())
                                

                                    const params = new URLSearchParams({
  key: "API-KEY",
  exp: "ticker:AAPL AND form:10-K",
  limit: 5
});

fetch(`https://api.kscope.io/v2/sec/search/boolean-expression?${params}`)
  .then(response => response.json())
  .then(data => console.log(data));
                                

                                    {
  "data": [
    {
      "acc": "0000320193-24-000123",
      "cik": "0000320193",
      "companyName": "Apple Inc.",
      "date": 1704067200,
      "filer": "Apple Inc.",
      "form": "10-K",
      "formDesc": "Annual report",
      "formGroup": "Annual",
      "html": "https://cdn.kscope.io/abc123.html",
      "pdf": "https://cdn.kscope.io/abc123.pdf",
      "ticker": "AAPL"
    }
  ],
  "total": 34
}
                                

SEC Filing Search Realtime

Get all SEC filings for the current UTC day. Auto-calculates start and end dates for today (UTC). Returns standardized envelope with pagination metadata.

Rate Limit

Limit: 3,600 requests/hour

Reset: Rolling hourly window

Returns 429 status with reset_in field showing seconds until limit resets

Inputs

Parameter	Type	Description
content	String	Content to search against. Available values: sec, exhibits, agreements
limit	Int	Maximum number of results to return (default: 20, max: 100)
offset	Int	Used as a way to page through data

                                    curl --request GET \
--url 'https://api.kscope.io/v3/sec/search/realtime?key=API-KEY&limit=10' \
--header 'Content-Type: application/json'
                                

                                    import requests

url = "https://api.kscope.io/v3/sec/search/realtime?key=API-KEY&limit=10"

response = requests.get(url)
print(response.json())

                                    fetch("https://api.kscope.io/v3/sec/search/realtime?key=API-KEY&limit=10")
  .then(response => response.json())
  .then(data => console.log(data));
                                

                                    {
  "status": "success",
  "data": [
    {
      "acc": "0000320193-24-000123",
      "cik": "0000320193",
      "company_name": "Apple Inc.",
      "date": 1704067200,
      "filer": "Apple Inc.",
      "form": "8-K",
      "form_desc": "Current report",
      "form_group": "Current",
      "html": "https://cdn.kscope.io/abc123.html",
      "pdf": "https://cdn.kscope.io/abc123.pdf",
      "ticker": "AAPL"
    }
  ],
  "meta": {
    "pagination": {
      "total": 125,
      "limit": 10,
      "offset": 0,
      "has_more": true
    }
  }
}
                                

SEC Filing Search Realtime

Get all SEC filings for the current UTC day. Auto-calculates start and end dates for today (UTC). Legacy v2 endpoint with camelCase response format.

Rate Limit

Limit: 3,600 requests/hour

Reset: Rolling hourly window

Returns 429 status with reset_in field showing seconds until limit resets

Inputs

Parameter	Type	Description
content	String	Content to search against. Available values: sec, exhibits, agreements
limit	Int	Maximum number of results to return (default: 20)
start	Int	Pagination offset

                                    curl --request GET \
--url 'https://api.kscope.io/v2/sec/search/realtime?key=API-KEY&limit=10' \
--header 'Content-Type: application/json'
                                

                                    import requests

url = "https://api.kscope.io/v2/sec/search/realtime?key=API-KEY&limit=10"

response = requests.get(url)
print(response.json())

                                    fetch("https://api.kscope.io/v2/sec/search/realtime?key=API-KEY&limit=10")
  .then(response => response.json())
  .then(data => console.log(data));
                                

                                    {
  "data": [
    {
      "acc": "0000320193-24-000123",
      "cik": "0000320193",
      "companyName": "Apple Inc.",
      "date": 1704067200,
      "filer": "Apple Inc.",
      "form": "8-K",
      "formDesc": "Current report",
      "formGroup": "Current",
      "html": "https://cdn.kscope.io/abc123.html",
      "pdf": "https://cdn.kscope.io/abc123.pdf",
      "ticker": "AAPL"
    }
  ],
  "total": 125
}
                                

13F Institutional Holdings

Get 13F institutional holdings data for a given ticker, CIK, CUSIP, accession number, or holder CIK. Returns detailed holdings information including position values, share counts, and institutional holder details. Returns standardized envelope.

Rate Limit

Limit: 3,600 requests/hour

Reset: Rolling hourly window

Returns 429 status with reset_in field showing seconds until limit resets

Inputs

Parameter	Type	Description
identifier	String	Ticker symbol, CIK, CUSIP, accession number, or holder CIK (Required)
limit	Int	Maximum number of results to return (default: 100, max: 100)
type	String	Return format: json or xml (default: json)

                                    curl --request GET \
--url 'https://api.kscope.io/v3/sec/holdings/AAPL?key=API-KEY&limit=50' \
--header 'Content-Type: application/json'
                                

                                    import requests

url = "https://api.kscope.io/v3/sec/holdings/AAPL?key=API-KEY&limit=50"

response = requests.get(url)
print(response.json())

                                    fetch("https://api.kscope.io/v3/sec/holdings/AAPL?key=API-KEY&limit=50")
  .then(response => response.json())
  .then(data => console.log(data));
                                

                                    {
  "status": "success",
  "data": [
    {
      "holder": "Vanguard Group Inc",
      "holder_cik": "0000102909",
      "shares": 1234567890,
      "value": 210000000000,
      "filing_date": 1704067200,
      "form": "13F-HR",
      "acc": "0000102909-24-000001"
    }
  ],
  "meta": {
    "count": 50
  }
}
                                

13F Institutional Holdings

Rate Limit

Limit: 3,600 requests/hour

Reset: Rolling hourly window

Returns 429 status with reset_in field showing seconds until limit resets

Inputs

Parameter	Type	Description
identifier	String	Ticker symbol, CIK, CUSIP, accession number, or holder CIK (Required)
limit	Int	Maximum number of results to return (default: 100, max: 100)
type	String	Return format: json or xml (default: json)

                                    curl --request GET \
--url 'https://api.kscope.io/v2/sec/holdings/AAPL?key=API-KEY&limit=50' \
--header 'Content-Type: application/json'
                                

                                    import requests

url = "https://api.kscope.io/v2/sec/holdings/AAPL?key=API-KEY&limit=50"

response = requests.get(url)
print(response.json())

                                    fetch("https://api.kscope.io/v2/sec/holdings/AAPL?key=API-KEY&limit=50")
  .then(response => response.json())
  .then(data => console.log(data));
                                

                                    {
  "data": [
    {
      "holder": "Vanguard Group Inc",
      "holderCik": "0000102909",
      "shares": 1234567890,
      "value": 210000000000,
      "filingDate": 1704067200,
      "form": "13F-HR",
      "acc": "0000102909-24-000001"
    }
  ]
}
                                

Form D - Private Securities Offerings

Get Form D filings for private securities offerings under Regulation D. Form D is filed by companies to report offerings of securities without SEC registration. Returns standardized envelope with filing details.

Rate Limit

Limit: 3,600 requests/hour

Reset: Rolling hourly window

Returns 429 status with reset_in field showing seconds until limit resets

Inputs

Parameter	Type	Description
identifier	String	CIK number or SEC accession number (Required)
limit	Int	Maximum number of results to return

                                    curl --request GET \
--url 'https://api.kscope.io/v3/sec/form-d/0001234567?key=API-KEY&limit=10' \
--header 'Content-Type: application/json'
                                

                                    import requests

url = "https://api.kscope.io/v3/sec/form-d/0001234567?key=API-KEY&limit=10"

response = requests.get(url)
print(response.json())

                                    fetch("https://api.kscope.io/v3/sec/form-d/0001234567?key=API-KEY&limit=10")
  .then(response => response.json())
  .then(data => console.log(data));
                                

                                    {
  "status": "success",
  "data": [
    {
      "acc": "0001234567-24-000001",
      "cik": "0001234567",
      "company_name": "Example Corp",
      "filing_date": 1704067200,
      "form": "D",
      "offering_amount": 5000000,
      "revenue_range": "No Revenues",
      "industry_group": "Technology"
    }
  ]
}
                                

Form D - Private Securities Offerings

Get Form D filings for private securities offerings under Regulation D. Form D is filed by companies to report offerings of securities without SEC registration. Legacy v2 endpoint with camelCase response format.

Rate Limit

Limit: 3,600 requests/hour

Reset: Rolling hourly window

Returns 429 status with reset_in field showing seconds until limit resets

Inputs

Parameter	Type	Description
identifier	String	CIK number or SEC accession number (Required)
limit	Int	Maximum number of results to return

                                    curl --request GET \
--url 'https://api.kscope.io/v2/sec/form-d/0001234567?key=API-KEY&limit=10' \
--header 'Content-Type: application/json'
                                

                                    import requests

url = "https://api.kscope.io/v2/sec/form-d/0001234567?key=API-KEY&limit=10"

response = requests.get(url)
print(response.json())

                                    fetch("https://api.kscope.io/v2/sec/form-d/0001234567?key=API-KEY&limit=10")
  .then(response => response.json())
  .then(data => console.log(data));
                                

                                    {
  "data": [
    {
      "acc": "0001234567-24-000001",
      "cik": "0001234567",
      "companyName": "Example Corp",
      "filingDate": 1704067200,
      "form": "D",
      "offeringAmount": 5000000,
      "revenueRange": "No Revenues",
      "industryGroup": "Technology"
    }
  ]
}
                                

Form C - Crowdfunding

Get Form C filings for crowdfunding offerings under Regulation Crowdfunding. Form C is filed by companies to report securities offerings through crowdfunding platforms. Returns standardized envelope with filing details.

Rate Limit

Limit: 3,600 requests/hour

Reset: Rolling hourly window

Returns 429 status with reset_in field showing seconds until limit resets

Inputs

Parameter	Type	Description
identifier	String	CIK number or SEC accession number (Required)
limit	Int	Maximum number of results to return

                                    curl --request GET \
--url 'https://api.kscope.io/v3/sec/form-c/0001234567?key=API-KEY&limit=10' \
--header 'Content-Type: application/json'
                                

                                    import requests

url = "https://api.kscope.io/v3/sec/form-c/0001234567?key=API-KEY&limit=10"

response = requests.get(url)
print(response.json())

                                    fetch("https://api.kscope.io/v3/sec/form-c/0001234567?key=API-KEY&limit=10")
  .then(response => response.json())
  .then(data => console.log(data));
                                

                                    {
  "status": "success",
  "data": [
    {
      "acc": "0001234567-24-000001",
      "cik": "0001234567",
      "company_name": "Crowdfund Startup Inc",
      "filing_date": 1704067200,
      "form": "C",
      "offering_amount": 1000000,
      "intermediary": "Crowdfunding Platform LLC"
    }
  ]
}
                                

Form C - Crowdfunding

Get Form C filings for crowdfunding offerings under Regulation Crowdfunding. Form C is filed by companies to report securities offerings through crowdfunding platforms. Legacy v2 endpoint with camelCase response format.

Rate Limit

Limit: 3,600 requests/hour

Reset: Rolling hourly window

Returns 429 status with reset_in field showing seconds until limit resets

Inputs

Parameter	Type	Description
identifier	String	CIK number or SEC accession number (Required)
limit	Int	Maximum number of results to return

                                    curl --request GET \
--url 'https://api.kscope.io/v2/sec/form-c/0001234567?key=API-KEY&limit=10' \
--header 'Content-Type: application/json'
                                

                                    import requests

url = "https://api.kscope.io/v2/sec/form-c/0001234567?key=API-KEY&limit=10"

response = requests.get(url)
print(response.json())

                                    fetch("https://api.kscope.io/v2/sec/form-c/0001234567?key=API-KEY&limit=10")
  .then(response => response.json())
  .then(data => console.log(data));
                                

                                    {
  "data": [
    {
      "acc": "0001234567-24-000001",
      "cik": "0001234567",
      "companyName": "Crowdfund Startup Inc",
      "filingDate": 1704067200,
      "form": "C",
      "offeringAmount": 1000000,
      "intermediary": "Crowdfunding Platform LLC"
    }
  ]
}
                                

Insider Transactions

Get insider trading transactions for a company. Returns detailed Form 4 transaction data including purchases, sales, and other transaction types by company insiders (officers, directors, 10% owners). Supports pagination and date filtering.

Rate Limit

Limit: 3,600 requests/hour

Reset: Rolling hourly window

Returns 429 status with reset_in field showing seconds until limit resets

Inputs

Parameter	Type	Description
identifier	String	Ticker symbol or CIK (Required)
limit	Int	Maximum number of results to return (max: 100, default: 100)
start	Int	Pagination offset
sd	Int	Start date (Unix Timestamp)
ed	Int	End date (Unix Timestamp)

                                    curl --request GET \
--url 'https://api.kscope.io/v2/insider-v2/AAPL?key=API-KEY&limit=50' \
--header 'Content-Type: application/json'
                                

                                    import requests

url = "https://api.kscope.io/v2/insider-v2/AAPL"
params = {
    "key": "API-KEY",
    "limit": 50,
    "start": 0
}

response = requests.get(url, params=params)
print(response.json())
                                

                                    const params = new URLSearchParams({
  key: "API-KEY",
  limit: 50,
  start: 0
});

fetch(`https://api.kscope.io/v2/insider-v2/AAPL?${params}`)
  .then(response => response.json())
  .then(data => console.log(data));
                                

                                    {
  "txns": [
    {
      "name": "Tim Cook",
      "title": "CEO",
      "transaction_date": "2023-10-03",
      "transaction_code": "S",
      "shares": 511000,
      "price_per_share": 171.21,
      "value": 87488310,
      "shares_owned": 3279726,
      "filing_date": "2023-10-05",
      "accession_number": "0001214156-23-000024"
    },
    {
      "name": "Luca Maestri",
      "title": "CFO",
      "transaction_date": "2023-10-02",
      "transaction_code": "S",
      "shares": 96735,
      "price_per_share": 171.53,
      "value": 16592441,
      "shares_owned": 110673,
      "filing_date": "2023-10-04",
      "accession_number": "0001214156-23-000025"
    }
  ],
  "total": 2
}
                                

Executive Compensation

Get executive compensation data for a company. Supports two search types: 'summary' for summary compensation tables (highest-paid executives) and 'director' for director compensation. Returns detailed compensation information including salary, bonus, stock awards, options, and total compensation.

Rate Limit

Limit: 3,600 requests/hour

Reset: Rolling hourly window

Returns 429 status with reset_in field showing seconds until limit resets

Inputs

Parameter	Type	Description
search_type	String	Type of compensation search: 'summary' or 'director' (Required)
identifier	String	Ticker symbol, CIK, or accession number (Required)
year	String	Filter by year (4-digit format, e.g., '2023')
sort	String	Sort order: 'ASC' or 'DESC'

                                    curl --request GET \
--url 'https://api.kscope.io/v2/compensation/summary/AAPL?key=API-KEY&year=2023' \
--header 'Content-Type: application/json'
                                

                                    import requests

url = "https://api.kscope.io/v2/compensation/summary/AAPL"
params = {
    "key": "API-KEY",
    "year": "2023",
    "sort": "DESC"
}

response = requests.get(url, params=params)
print(response.json())
                                

                                    const params = new URLSearchParams({
  key: "API-KEY",
  year: "2023",
  sort: "DESC"
});

fetch(`https://api.kscope.io/v2/compensation/summary/AAPL?${params}`)
  .then(response => response.json())
  .then(data => console.log(data));
                                

                                    {
  "company": "Apple Inc.",
  "ticker": "AAPL",
  "year": "2023",
  "compensation": [
    {
      "name": "Tim Cook",
      "title": "CEO",
      "salary": 3000000,
      "bonus": 12000000,
      "stock_awards": 75000000,
      "option_awards": 0,
      "total_compensation": 99000000
    },
    {
      "name": "Luca Maestri",
      "title": "CFO",
      "salary": 1000000,
      "bonus": 5000000,
      "stock_awards": 20000000,
      "option_awards": 0,
      "total_compensation": 27000000
    }
  ],
  "total_executives": 2
}
                                

Compensation Fees

Search and retrieve professional fees and compensation-related fees from SEC filings. Development endpoint - available in dev environment only.

Rate Limit

Limit: 3,600 requests/hour

Reset: Rolling hourly window

Returns 429 status with reset_in field showing seconds until limit resets

Inputs

Parameter	Type	Description
key	String	API key (Required)

                                    curl --request GET \
--url 'https://api.kscope.io/v2/compensation/fees?key=API-KEY' \
--header 'Content-Type: application/json'
                                

                                    import requests

url = "https://api.kscope.io/v2/compensation/fees"
params = {"key": "API-KEY"}

response = requests.get(url, params=params)
print(response.json())
                                

                                    const params = new URLSearchParams({key: "API-KEY"});

fetch(`https://api.kscope.io/v2/compensation/fees?${params}`)
  .then(response => response.json())
  .then(data => console.log(data));
                                

                                    {
  "data": [
    {
      "company": "Apple Inc.",
      "cik": "0000320193",
      "fee_type": "Legal Fees",
      "amount": 1500000,
      "year": "2023"
    }
  ],
  "total": 1
}
                                

Corporate Actions

Get corporate actions for a company including mergers, acquisitions, spin-offs, stock splits, dividend declarations, and other significant corporate events. Returns comprehensive action details and filing information.

Rate Limit

Limit: 3,600 requests/hour

Reset: Rolling hourly window

Returns 429 status with reset_in field showing seconds until limit resets

Inputs

Parameter	Type	Description
identifier	String	Ticker symbol or CIK (Required)
limit	Int	Maximum number of results to return

                                    curl --request GET \
--url 'https://api.kscope.io/v2/corporate-actions/AAPL?key=API-KEY&limit=20' \
--header 'Content-Type: application/json'
                                

                                    import requests

url = "https://api.kscope.io/v2/corporate-actions/AAPL"
params = {
    "key": "API-KEY",
    "limit": 20
}

response = requests.get(url, params=params)
print(response.json())
                                

                                    const params = new URLSearchParams({
  key: "API-KEY",
  limit: 20
});

fetch(`https://api.kscope.io/v2/corporate-actions/AAPL?${params}`)
  .then(response => response.json())
  .then(data => console.log(data));
                                

                                    {
  "data": [
    {
      "action_type": "Stock Split",
      "date": "2020-08-31",
      "description": "4-for-1 stock split",
      "ratio": "4:1",
      "filing_url": "https://...",
      "accession_number": "0000320193-20-000096"
    },
    {
      "action_type": "Dividend",
      "date": "2023-11-15",
      "description": "Quarterly cash dividend",
      "amount": 0.24,
      "filing_url": "https://...",
      "accession_number": "0000320193-23-000123"
    }
  ],
  "total": 2
}
                                

Corporate Audit Fees

Get audit and accounting fees paid by a company to their auditors. Returns detailed breakdown of audit fees, audit-related fees, tax fees, and other professional fees from DEF 14A proxy statements.

Rate Limit

Limit: 3,600 requests/hour

Reset: Rolling hourly window

Returns 429 status with reset_in field showing seconds until limit resets

Inputs

Parameter	Type	Description
identifier	String	Ticker symbol or CIK (Required)

                                    curl --request GET \
--url 'https://api.kscope.io/v2/corporate-audit-fees/AAPL?key=API-KEY' \
--header 'Content-Type: application/json'
                                

                                    import requests

url = "https://api.kscope.io/v2/corporate-audit-fees/AAPL"
params = {"key": "API-KEY"}

response = requests.get(url, params=params)
print(response.json())
                                

                                    const params = new URLSearchParams({key: "API-KEY"});

fetch(`https://api.kscope.io/v2/corporate-audit-fees/AAPL?${params}`)
  .then(response => response.json())
  .then(data => console.log(data));
                                

                                    {
  "data": [
    {
      "year": "2023",
      "audit_firm": "Ernst & Young LLP",
      "audit_fees": 1500000,
      "audit_related_fees": 200000,
      "tax_fees": 150000,
      "other_fees": 50000,
      "total_fees": 1900000,
      "filing_date": "2024-01-15",
      "accession_number": "0000320193-24-000001"
    },
    {
      "year": "2022",
      "audit_firm": "Ernst & Young LLP",
      "audit_fees": 1400000,
      "audit_related_fees": 180000,
      "tax_fees": 140000,
      "other_fees": 45000,
      "total_fees": 1765000,
      "filing_date": "2023-01-12",
      "accession_number": "0000320193-23-000001"
    }
  ],
  "meta": {
    "company": "Apple Inc.",
    "ticker": "AAPL",
    "cik": "0000320193"
  }
}
                                

Stock Data

Real-time and historical stock price data for US-listed equities.

Stock Real-Time

Get real-time stock price data for US-listed equities. Returns current price, change, volume, and market data. The ticker symbol is determined by the API key configuration.

Rate Limit

Limit: 3,600 requests/hour

Reset: Rolling hourly window

Returns 429 status with reset_in field showing seconds until limit resets

                                    curl --request GET \
--url 'https://api.kscope.io/v2/stock/real-time?key=API-KEY' \
--header 'Content-Type: application/json'
                                

                                    import requests

url = "https://api.kscope.io/v2/stock/real-time"
params = {"key": "API-KEY"}

response = requests.get(url, params=params)
print(response.json())
                                

                                    const params = new URLSearchParams({key: "API-KEY"});

fetch(`https://api.kscope.io/v2/stock/real-time?${params}`)
  .then(response => response.json())
  .then(data => console.log(data));
                                

                                    {
  "ticker": "AAPL",
  "price": 175.43,
  "change": 2.15,
  "changePercent": 1.24,
  "volume": 52431678,
  "marketCap": 2750000000000,
  "high": 176.12,
  "low": 173.89,
  "open": 174.50,
  "previousClose": 173.28,
  "timestamp": 1704124800
}
                                

Stock Historical

Get historical OHLC (Open, High, Low, Close) stock price data for US-listed equities. Supports date range filtering and returns daily trading data including volume and adjusted close prices.

Rate Limit

Limit: 3,600 requests/hour

Reset: Rolling hourly window

Returns 429 status with reset_in field showing seconds until limit resets

Inputs

Parameter	Type	Description
ticker	String	Stock ticker symbol (Required)
start_date	String	Start date in YYYY-MM-DD format
end_date	String	End date in YYYY-MM-DD format
limit	Int	Maximum number of results to return

                                    curl --request GET \
--url 'https://api.kscope.io/v2/stock/stock-historical?key=API-KEY&ticker=AAPL&start_date=2024-01-01&end_date=2024-01-31' \
--header 'Content-Type: application/json'
                                

                                    import requests

url = "https://api.kscope.io/v2/stock/stock-historical"
params = {
    "key": "API-KEY",
    "ticker": "AAPL",
    "start_date": "2024-01-01",
    "end_date": "2024-01-31"
}

response = requests.get(url, params=params)
print(response.json())
                                

                                    const params = new URLSearchParams({
  key: "API-KEY",
  ticker: "AAPL",
  start_date: "2024-01-01",
  end_date: "2024-01-31"
});

fetch(`https://api.kscope.io/v2/stock/stock-historical?${params}`)
  .then(response => response.json())
  .then(data => console.log(data));
                                

                                    {
  "ticker": "AAPL",
  "data": [
    {
      "date": "2024-01-31",
      "open": 174.50,
      "high": 176.12,
      "low": 173.89,
      "close": 175.43,
      "volume": 52431678,
      "adjustedClose": 175.43
    },
    {
      "date": "2024-01-30",
      "open": 172.80,
      "high": 174.65,
      "low": 172.30,
      "close": 173.28,
      "volume": 48523412,
      "adjustedClose": 173.28
    }
  ],
  "total": 21
}
                                

Stock Delayed

Get delayed stock price data (15-minute delay) for US-listed equities. Returns current delayed price, change, volume, and market data for any ticker symbol.

Rate Limit

Limit: 3,600 requests/hour

Reset: Rolling hourly window

Returns 429 status with reset_in field showing seconds until limit resets

Inputs

Parameter	Type	Description
ticker	String	Stock ticker symbol (Required)

                                    curl --request GET \
--url 'https://api.kscope.io/v2/stock/stock-delayed?key=API-KEY&ticker=AAPL' \
--header 'Content-Type: application/json'
                                

                                    import requests

url = "https://api.kscope.io/v2/stock/stock-delayed"
params = {"key": "API-KEY", "ticker": "AAPL"}

response = requests.get(url, params=params)
print(response.json())
                                

                                    const params = new URLSearchParams({key: "API-KEY", ticker: "AAPL"});

fetch(`https://api.kscope.io/v2/stock/stock-delayed?${params}`)
  .then(response => response.json())
  .then(data => console.log(data));
                                

                                    {
  "ticker": "AAPL",
  "price": 175.43,
  "change": 2.15,
  "changePercent": 1.24,
  "volume": 52431678,
  "high": 176.12,
  "low": 173.89,
  "open": 174.50,
  "previousClose": 173.28,
  "timestamp": 1704124800,
  "delay": "15min"
}
                                

Stock Dividends

Get dividend payment history for US-listed equities. Returns ex-dividend dates, payment dates, dividend amounts, and frequency information.

Rate Limit

Limit: 3,600 requests/hour

Reset: Rolling hourly window

Returns 429 status with reset_in field showing seconds until limit resets

Inputs

Parameter	Type	Description
ticker	String	Stock ticker symbol (Required)
limit	Int	Maximum number of results to return
start_date	String	Start date in YYYY-MM-DD format
end_date	String	End date in YYYY-MM-DD format

                                    curl --request GET \
--url 'https://api.kscope.io/v2/stock/dividends?key=API-KEY&ticker=AAPL&limit=10' \
--header 'Content-Type: application/json'
                                

                                    import requests

url = "https://api.kscope.io/v2/stock/dividends"
params = {"key": "API-KEY", "ticker": "AAPL", "limit": 10}

response = requests.get(url, params=params)
print(response.json())
                                

                                    const params = new URLSearchParams({key: "API-KEY", ticker: "AAPL", limit: 10});

fetch(`https://api.kscope.io/v2/stock/dividends?${params}`)
  .then(response => response.json())
  .then(data => console.log(data));
                                

                                    {
  "ticker": "AAPL",
  "data": [
    {
      "exDate": "2024-02-09",
      "paymentDate": "2024-02-15",
      "recordDate": "2024-02-12",
      "amount": 0.24,
      "frequency": "Quarterly"
    },
    {
      "exDate": "2023-11-10",
      "paymentDate": "2023-11-16",
      "recordDate": "2023-11-13",
      "amount": 0.24,
      "frequency": "Quarterly"
    }
  ],
  "total": 50
}
                                

Wealth & Insider Focus

Executive wealth tracking, insider gifts, biographical data, and comprehensive analysis of corporate insider activities.

Insider Focus Search

Comprehensive search for insider transactions with advanced filtering. Main search endpoint supporting all Insider Focus filters for finding potential donors based on insider trading activity, gifts, and relationships. Supports filtering by company, person, location, transaction type, value ranges, and more. Development endpoint - available in dev environment only.

Rate Limit

Limit: 3,600 requests/hour

Reset: Rolling hourly window

Returns 429 status with reset_in field showing seconds until limit resets

Inputs

Parameter	Type	Description
company	String	Company name or CIK
name	String	Insider name
university	String	University affiliation
city	String	City
state	String	State (2-letter code)
transactionCode	String	Transaction code: P=Purchase, S=Sale, G=Gift, A=Award, D=Disposition, O=Other
from_date	String	Start date (YYYY-MM-DD format)
to_date	String	End date (YYYY-MM-DD format)
min_value	Float	Minimum transaction value
max_value	Float	Maximum transaction value
min_shares	Int	Minimum shares
max_shares	Int	Maximum shares
min_pps	Float	Minimum price per share
max_pps	Float	Maximum price per share
formtype	String	Form type: 3, 4, or 5
relationship	String	Insider relationship type
limit	Int	Results per page (default: 100, max: 1000)
offset	Int	Pagination offset (default: 0)
sort	String	Sort field (default: transactionDate)
order	String	Sort order: asc or desc (default: desc)
group	String	Group by field (e.g., rptOwnerCik)

                                    curl --request GET \
--url 'https://api.kscope.io/v3/insider-focus/search?key=API-KEY&transactionCode=G&min_value=100000&limit=50' \
--header 'Content-Type: application/json'
                                

                                    import requests

url = "https://api.kscope.io/v3/insider-focus/search"
params = {
    "key": "API-KEY",
    "transactionCode": "G",
    "min_value": 100000,
    "from_date": "2023-01-01",
    "limit": 50
}

response = requests.get(url, params=params)
print(response.json())
                                

                                    const params = new URLSearchParams({
  key: "API-KEY",
  transactionCode: "G",
  min_value: 100000,
  from_date: "2023-01-01",
  limit: 50
});

fetch(`https://api.kscope.io/v3/insider-focus/search?${params}`)
  .then(response => response.json())
  .then(data => console.log(data));
                                

                                    {
  "results": [
    {
      "name": "Tim Cook",
      "cik": "0001214156",
      "company": "Apple Inc.",
      "company_cik": "0000320193",
      "ticker": "AAPL",
      "transaction_date": "2023-06-15",
      "transaction_code": "G",
      "shares": 5000,
      "value": 900000,
      "price_per_share": 180.00,
      "relationship": "CEO",
      "city": "Cupertino",
      "state": "CA",
      "university": "Auburn University"
    }
  ],
  "total": 150,
  "limit": 50,
  "offset": 0,
  "has_more": true,
  "filters_applied": {
    "wtc_IF": "1",
    "transactionCode": "G",
    "min_txnValue": 100000,
    "from_date": "2023-01-01"
  }
}
                                

Insider Biographical Data

Get biographical information and corporate relationships for an insider by CIK or name. Returns detailed profile data including positions, relationships, and optionally recent transactions. Development endpoint - available in dev environment only.

Rate Limit

Limit: 3,600 requests/hour

Reset: Rolling hourly window

Returns 429 status with reset_in field showing seconds until limit resets

Inputs

Parameter	Type	Description
identifier	String	CIK number or person name (Required)
include_transactions	Boolean	Include recent transactions (default: false)
limit	Int	Number of transactions to include if include_transactions=true (default: 10)

                                    curl --request GET \
--url 'https://api.kscope.io/v3/insider-focus/bios/0001214156?key=API-KEY' \
--header 'Content-Type: application/json'
                                

                                    import requests

url = "https://api.kscope.io/v3/insider-focus/bios/0001214156"
params = {
    "key": "API-KEY",
    "include_transactions": "true",
    "limit": 10
}

response = requests.get(url, params=params)
print(response.json())
                                

                                    const params = new URLSearchParams({
  key: "API-KEY",
  include_transactions: "true",
  limit: 10
});

fetch(`https://api.kscope.io/v3/insider-focus/bios/0001214156?${params}`)
  .then(response => response.json())
  .then(data => console.log(data));
                                

                                    {
  "person": {
    "name": "Tim Cook",
    "cik": "0001214156",
    "relationships": [
      {
        "company": "Apple Inc.",
        "company_cik": "0000320193",
        "ticker": "AAPL",
        "sic": "3571"
      }
    ],
    "recent_transactions": []
  }
}
                                

Insider Gift Transactions

Find people who made charitable gift transactions to a specific company. Company-centric search that identifies insiders who gifted shares, useful for nonprofits and fundraising organizations to identify potential donors. Development endpoint - available in dev environment only.

Rate Limit

Limit: 3,600 requests/hour

Reset: Rolling hourly window

Returns 429 status with reset_in field showing seconds until limit resets

Inputs

Parameter	Type	Description
identifier	String	Company name or company CIK (Required)
from_date	String	Start date for gift search (YYYY-MM-DD format)
to_date	String	End date for gift search (YYYY-MM-DD format)
limit	Int	Maximum number of people/gifts to return (default: 100)

                                    curl --request GET \
--url 'https://api.kscope.io/v3/insider-focus/gifts/0000320193?key=API-KEY&from_date=2023-01-01' \
--header 'Content-Type: application/json'
                                

                                    import requests

url = "https://api.kscope.io/v3/insider-focus/gifts/0000320193"
params = {
    "key": "API-KEY",
    "from_date": "2023-01-01",
    "limit": 50
}

response = requests.get(url, params=params)
print(response.json())
                                

                                    const params = new URLSearchParams({
  key: "API-KEY",
  from_date: "2023-01-01",
  limit: 50
});

fetch(`https://api.kscope.io/v3/insider-focus/gifts/0000320193?${params}`)
  .then(response => response.json())
  .then(data => console.log(data));
                                

                                    {
  "company": "Apple Inc.",
  "company_cik": "0000320193",
  "has_gifts": true,
  "total_people": 5,
  "people": [
    {
      "name": "Tim Cook",
      "cik": "0001214156",
      "total_gifts": 3,
      "total_value": 2500000,
      "total_shares": 10000,
      "latest_gift": {
        "transaction_date": "2023-06-15",
        "shares": 5000,
        "value": 900000,
        "price_per_share": 180.00
      }
    }
  ],
  "summary": {
    "total_value": 5000000,
    "total_shares": 25000,
    "total_transactions": 15,
    "date_range": {
      "earliest": "2023-01-15",
      "latest": "2023-12-20"
    }
  }
}
                                

Gift Transactions by Year

Get gift transaction counts grouped by year for an insider. Provides year-by-year breakdown of charitable gift transactions, useful for analyzing giving patterns over time. Development endpoint - available in dev environment only.

Rate Limit

Limit: 3,600 requests/hour

Reset: Rolling hourly window

Returns 429 status with reset_in field showing seconds until limit resets

Inputs

Parameter	Type	Description
identifier	String	CIK number or person name (Required)
from_year	String	Start year (YYYY format)
to_year	String	End year (YYYY format)

                                    curl --request GET \
--url 'https://api.kscope.io/v3/insider-focus/gifts-year/0001214156?key=API-KEY&from_year=2020' \
--header 'Content-Type: application/json'
                                

                                    import requests

url = "https://api.kscope.io/v3/insider-focus/gifts-year/0001214156"
params = {
    "key": "API-KEY",
    "from_year": "2020",
    "to_year": "2023"
}

response = requests.get(url, params=params)
print(response.json())
                                

                                    const params = new URLSearchParams({
  key: "API-KEY",
  from_year: "2020",
  to_year: "2023"
});

fetch(`https://api.kscope.io/v3/insider-focus/gifts-year/0001214156?${params}`)
  .then(response => response.json())
  .then(data => console.log(data));
                                

                                    {
  "identifier": "0001214156",
  "identifier_type": "cik",
  "years": [
    {
      "year": "2023",
      "gift_count": 5,
      "total_value": 1500000,
      "total_shares": 8000,
      "companies": ["Apple Inc.", "Stanford University"]
    },
    {
      "year": "2022",
      "gift_count": 3,
      "total_value": 900000,
      "total_shares": 5000,
      "companies": ["Apple Inc."]
    }
  ],
  "summary": {
    "total_years": 2,
    "total_gifts": 8,
    "total_value": 2400000
  }
}
                                

Transaction Code Analysis

Get transaction code counts over time ranges for an insider. Analyzes the distribution of different transaction types (purchases, sales, gifts, awards, etc.) across multiple time periods to identify patterns. Development endpoint - available in dev environment only.

Rate Limit

Limit: 3,600 requests/hour

Reset: Rolling hourly window

Returns 429 status with reset_in field showing seconds until limit resets

Inputs

Parameter	Type	Description
identifier	String	CIK number or person name (Required)
codes	String	Comma-separated transaction codes to analyze (default: P,S,G,A,D,O). Valid codes: P=Purchase, S=Sale, G=Gift, A=Award, D=Disposition, O=Other
time_ranges	String	Comma-separated list of year ranges (default: 2,4,5). Example: '1,3,5' for 1yr, 3yrs, 5yrs

                                    curl --request GET \
--url 'https://api.kscope.io/v3/insider-focus/code-count/0001214156?key=API-KEY&codes=P,S,G&time_ranges=2,4,5' \
--header 'Content-Type: application/json'
                                

                                    import requests

url = "https://api.kscope.io/v3/insider-focus/code-count/0001214156"
params = {
    "key": "API-KEY",
    "codes": "P,S,G",
    "time_ranges": "2,4,5"
}

response = requests.get(url, params=params)
print(response.json())
                                

                                    const params = new URLSearchParams({
  key: "API-KEY",
  codes: "P,S,G",
  time_ranges: "2,4,5"
});

fetch(`https://api.kscope.io/v3/insider-focus/code-count/0001214156?${params}`)
  .then(response => response.json())
  .then(data => console.log(data));
                                

                                    {
  "identifier": "0001214156",
  "identifier_type": "cik",
  "time_ranges": [
    {
      "range_years": 5,
      "from_date": "2019-01-15",
      "to_date": "2024-01-15",
      "codes": {
        "P": 2,
        "S": 15,
        "G": 8,
        "A": 5,
        "D": 0,
        "O": 1
      },
      "total_transactions": 31
    },
    {
      "range_years": 2,
      "from_date": "2022-01-15",
      "to_date": "2024-01-15",
      "codes": {
        "P": 1,
        "S": 8,
        "G": 3,
        "A": 2,
        "D": 0,
        "O": 0
      },
      "total_transactions": 14
    }
  ],
  "summary": {
    "all_time_codes": {"P": 5, "S": 25, "G": 12, "A": 8, "D": 0, "O": 2},
    "most_common_code": "S",
    "total_all_time": 52
  }
}
                                

Insider Focus OpenAI Integration

Retrieve AI-enhanced insider trading insights and analysis powered by OpenAI. This development endpoint provides AI-generated insights and analysis of insider trading patterns using OpenAI's language models. It combines insider transaction data with natural language processing to generate summaries, identify trends, and provide contextual analysis. **Data source:** Kscope insider trading database + OpenAI API **Update frequency:** Real-time **Coverage:** SEC Form 4 insider transactions **Environment:** Development only **Use Cases:** - Generate natural language summaries of insider trading activity - Identify unusual trading patterns with AI analysis - Get contextual explanations of complex transactions - Automated insider trading research and reporting **Note:** This is a development endpoint available only in dev environment. Requires OpenAI API integration. See also: GET /v3/insider-focus/search for raw insider transaction data, GET /v3/insider-focus/gifts for gift transaction analysis

Rate Limit

Limit: 3,600 requests/hour

Reset: Rolling hourly window

Returns 429 status when limit exceeded

                                    curl --request GET \
--url 'https://api-dev.kscope.io/v3/insider-focus/openai?key=API-KEY' \
--header 'Content-Type: application/json'
                                

                                    import requests

url = "https://api-dev.kscope.io/v3/insider-focus/openai"
params = {"key": "API-KEY"}

response = requests.get(url, params=params)
data = response.json()

print("AI Insights:")
print(data)
                                

                                    const response = await fetch('https://api-dev.kscope.io/v3/insider-focus/openai?key=API-KEY');
const data = await response.json();

console.log('AI Insights:', data);
                                

                                    {
  "insights": {
    "summary": "Analysis of recent insider trading activity...",
    "trends": [
      {
        "pattern": "Increased selling by executives",
        "companies": ["AAPL", "MSFT"],
        "confidence": 0.85
      }
    ],
    "recommendations": [
      "Monitor insider selling at tech companies",
      "Watch for cluster selling patterns"
    ]
  },
  "generated_at": "2024-01-20T15:30:00Z",
  "model": "gpt-4"
}
                                

SEDAR

Canadian securities filings from the System for Electronic Document Analysis and Retrieval (SEDAR).

SEDAR Filings

Search Canadian securities filings from the System for Electronic Document Analysis and Retrieval (SEDAR). Returns filings for TSX-listed companies including annual reports, quarterly financials, press releases, and other regulatory documents.

Rate Limit

Limit: 3,600 requests/hour

Reset: Rolling hourly window

Returns 429 status with reset_in field showing seconds until limit resets

Inputs

Parameter	Type	Description
identifier	String	TSX ticker symbol or issuer number (Required)
limit	Int	Maximum number of results to return (default: 20)
page	Int	Page number for pagination

                                    curl --request GET \
--url 'https://api.kscope.io/v2/sedar/SHOP?key=API-KEY&limit=30' \
--header 'Content-Type: application/json'
                                

                                    import requests

url = "https://api.kscope.io/v2/sedar/SHOP"
params = {
    "key": "API-KEY",
    "limit": 30,
    "page": 0
}

response = requests.get(url, params=params)
print(response.json())
                                

                                    const params = new URLSearchParams({
  key: "API-KEY",
  limit: 30,
  page: 0
});

fetch(`https://api.kscope.io/v2/sedar/SHOP?${params}`)
  .then(response => response.json())
  .then(data => console.log(data));
                                

                                    {
  "filings": [
    {
      "document_type": "Annual financial statements",
      "filing_date": "2023-03-15",
      "company_name": "Shopify Inc.",
      "ticker": "SHOP",
      "document_url": "https://www.sedarplus.ca/...",
      "issuer_number": "00038687"
    },
    {
      "document_type": "Quarterly financial statements",
      "filing_date": "2023-08-03",
      "company_name": "Shopify Inc.",
      "ticker": "SHOP",
      "document_url": "https://www.sedarplus.ca/...",
      "issuer_number": "00038687"
    }
  ],
  "total": 2,
  "limit": 20,
  "page": 0
}
                                

News & Transcripts

Press releases, earnings call transcripts, and analyst coverage data for public companies.

Press Releases

Get press releases for a given company. Returns press release metadata, content summaries, and links to full HTML content. Supports date filtering, pagination, and sorting.

Rate Limit

Limit: 3,600 requests/hour

Reset: Rolling hourly window

Returns 429 status with reset_in field showing seconds until limit resets

Inputs

Parameter	Type	Description
identifier	String	Company ticker or CIK (Required)
limit	Int	Maximum number of results to return
start	Int	Pagination offset
sd	Int	Start date (Unix Timestamp)
ed	Int	End date (Unix Timestamp)
year	String	Filter by year (4-digit) or JSON array of years (e.g., '[2022, 2023]')
sort	String	Sort order: 'ASC' or 'DESC'

                                    curl --request GET \
--url 'https://api.kscope.io/v2/news/press-releases/AAPL?key=API-KEY&limit=10' \
--header 'Content-Type: application/json'
                                

                                    import requests

url = "https://api.kscope.io/v2/news/press-releases/AAPL"
params = {
    "key": "API-KEY",
    "limit": 10
}

response = requests.get(url, params=params)
print(response.json())
                                

                                    const params = new URLSearchParams({
  key: "API-KEY",
  limit: 10
});

fetch(`https://api.kscope.io/v2/news/press-releases/AAPL?${params}`)
  .then(response => response.json())
  .then(data => console.log(data));
                                

                                    {
  "data": [
    {
      "title": "Apple Reports Fourth Quarter Results",
      "date": 1704067200,
      "html": "https://api.kscope.io/v2/documents/viewer?id=abc123",
      "meta": {
        "ticker": "AAPL",
        "cik": "0000320193"
      }
    }
  ],
  "total": 150
}
                                

Realtime Transcripts

Get earnings call transcripts from the current day (EST timezone). Returns the latest transcripts published today with full content and metadata.

Rate Limit

Limit: 3,600 requests/hour

Reset: Rolling hourly window

Returns 429 status with reset_in field showing seconds until limit resets

                                    curl --request GET \
--url 'https://api.kscope.io/v2/transcripts/realtime?key=API-KEY' \
--header 'Content-Type: application/json'
                                

                                    import requests

url = "https://api.kscope.io/v2/transcripts/realtime?key=API-KEY"

response = requests.get(url)
print(response.json())

                                    fetch("https://api.kscope.io/v2/transcripts/realtime?key=API-KEY")
  .then(response => response.json())
  .then(data => console.log(data));
                                

                                    {
  "data": [
    {
      "id": "transcript123",
      "ticker": "AAPL",
      "title": "Q4 2024 Apple Inc Earnings Call",
      "publishedDate": "2024-01-15T16:30:00Z",
      "content": "..."  
    }
  ],
  "total": 15
}
                                

Historical Transcripts

Get historical earnings call transcripts with date filtering, pagination, and ticker filtering. Returns full transcript content and metadata.

Rate Limit

Limit: 3,600 requests/hour

Reset: Rolling hourly window

Returns 429 status with reset_in field showing seconds until limit resets

Inputs

Parameter	Type	Description
ticker	String	Filter by ticker symbol
limit	Int	Maximum number of results (default: 20)
offset	Int	Pagination offset
start_date	String	Start date (ISO 8601 format: YYYY-MM-DD)
end_date	String	End date (ISO 8601 format: YYYY-MM-DD)

                                    curl --request GET \
--url 'https://api.kscope.io/v2/transcripts/historical?key=API-KEY&ticker=AAPL&limit=10' \
--header 'Content-Type: application/json'
                                

                                    import requests

url = "https://api.kscope.io/v2/transcripts/historical"
params = {"key": "API-KEY", "ticker": "AAPL", "limit": 10}

response = requests.get(url, params=params)
print(response.json())
                                

                                    fetch("https://api.kscope.io/v2/transcripts/historical?key=API-KEY&ticker=AAPL&limit=10")
  .then(response => response.json())
  .then(data => console.log(data));
                                

                                    {
  "data": [...],
  "total": 50
}
                                

Transcripts

Get earnings call transcripts for a specific company by ticker or CIK. Returns full transcript content with speaker segments and metadata.

Rate Limit

Limit: 3,600 requests/hour

Reset: Rolling hourly window

Returns 429 status with reset_in field showing seconds until limit resets

Inputs

Parameter	Type	Description
identifier	String	Ticker symbol or CIK (Required)
limit	Int	Maximum number of results
segment	String	Filter by segment type (e.g., 'executive', 'analyst')

                                    curl --request GET \
--url 'https://api.kscope.io/v2/transcripts/AAPL?key=API-KEY&limit=5' \
--header 'Content-Type: application/json'
                                

                                    import requests

url = "https://api.kscope.io/v2/transcripts/AAPL"
params = {"key": "API-KEY", "limit": 5}

response = requests.get(url, params=params)
print(response.json())
                                

                                    fetch("https://api.kscope.io/v2/transcripts/AAPL?key=API-KEY&limit=5")
  .then(response => response.json())
  .then(data => console.log(data));
                                

                                    {
  "data": [...],
  "total": 25
}
                                

Transcript Analysts

Get analyst information and questions from earnings call transcripts for a specific company. Returns analyst names, firms, and their questions from Q&A sessions.

Rate Limit

Limit: 3,600 requests/hour

Reset: Rolling hourly window

Returns 429 status with reset_in field showing seconds until limit resets

Inputs

Parameter	Type	Description
identifier	String	Ticker symbol or CIK (Required)
limit	Int	Maximum number of results

                                    curl --request GET \
--url 'https://api.kscope.io/v2/transcripts/analysts/AAPL?key=API-KEY' \
--header 'Content-Type: application/json'
                                

                                    import requests

url = "https://api.kscope.io/v2/transcripts/analysts/AAPL?key=API-KEY"

response = requests.get(url)
print(response.json())

                                    fetch("https://api.kscope.io/v2/transcripts/analysts/AAPL?key=API-KEY")
  .then(response => response.json())
  .then(data => console.log(data));
                                

                                    {
  "data": [...],
  "total": 15
}
                                

Company Fundamentals

Company profiles, executive information, capitalization data, and leadership changes.

Company Profile (Planned)

⚠️ **Planned endpoint - not yet fully implemented** This endpoint is under development and currently returns a placeholder response. When completed, it will provide comprehensive company profile information including business description, sector, industry, contact information, and key corporate details. **Planned Features:** - Company name, ticker, and CIK - Sector and industry classification - Business description - Headquarters location and contact information - Website and employee count - Founded date Available in development environment only. Contact support for implementation timeline.

Rate Limit

Limit: 3,600 requests/hour

Reset: Rolling hourly window

Returns 429 status with reset_in field showing seconds until limit resets

Inputs

Parameter	Type	Description
identifier	String	Company ticker symbol or CIK (Required)

                                    curl --request GET \
--url 'https://api.kscope.io/v2/companies/profile/AAPL?key=API-KEY' \
--header 'Content-Type: application/json'
                                

                                    import requests

url = "https://api.kscope.io/v2/companies/profile/AAPL"
params = {"key": "API-KEY"}

response = requests.get(url, params=params)
print(response.json())
                                

                                    const params = new URLSearchParams({key: "API-KEY"});

fetch(`https://api.kscope.io/v2/companies/profile/AAPL?${params}`)
  .then(response => response.json())
  .then(data => console.log(data));
                                

                                    {
  "TEST": "test"
}
                                

                                    {
  "company_name": "Apple Inc.",
  "ticker": "AAPL",
  "cik": "0000320193",
  "sector": "Technology",
  "industry": "Consumer Electronics",
  "description": "Apple Inc. designs, manufactures, and markets smartphones...",
  "headquarters": "Cupertino, CA",
  "website": "https://www.apple.com",
  "employees": 164000,
  "founded": "1976"
}
                                

Company Executives (Planned)

⚠️ **Planned endpoint - not yet fully implemented** This endpoint is under development and currently returns a placeholder response. When completed, it will provide executive team information for a company including C-suite executives, their titles, and biographical information. **Planned Features:** - C-suite executive names and titles - Executive age and tenure - Biographical information - Board membership details - Compensation data (where available) Available in development environment only. Contact support for implementation timeline.

Rate Limit

Limit: 3,600 requests/hour

Reset: Rolling hourly window

Returns 429 status with reset_in field showing seconds until limit resets

Inputs

Parameter	Type	Description
identifier	String	Company ticker symbol or CIK (Required)

                                    curl --request GET \
--url 'https://api.kscope.io/v2/companies/executives/AAPL?key=API-KEY' \
--header 'Content-Type: application/json'
                                

                                    import requests

url = "https://api.kscope.io/v2/companies/executives/AAPL"
params = {"key": "API-KEY"}

response = requests.get(url, params=params)
print(response.json())
                                

                                    const params = new URLSearchParams({key: "API-KEY"});

fetch(`https://api.kscope.io/v2/companies/executives/AAPL?${params}`)
  .then(response => response.json())
  .then(data => console.log(data));
                                

                                    {
  "TEST": "test"
}
                                

                                    {
  "company": "Apple Inc.",
  "ticker": "AAPL",
  "executives": [
    {
      "name": "Tim Cook",
      "title": "Chief Executive Officer",
      "age": 63,
      "since": "2011"
    },
    {
      "name": "Luca Maestri",
      "title": "Chief Financial Officer",
      "age": 60,
      "since": "2014"
    }
  ],
  "total": 2
}
                                

Company Capitalization (Planned)

⚠️ **Planned endpoint - not yet fully implemented** This endpoint is under development and currently returns a placeholder response. When completed, it will provide company market capitalization and capital structure information including market cap, shares outstanding, and equity details. **Planned Features:** - Real-time market capitalization - Shares outstanding (basic and diluted) - Current stock price - 52-week high and low prices - Capital structure details - Historical market cap trends Available in development environment only. Contact support for implementation timeline.

Rate Limit

Limit: 3,600 requests/hour

Reset: Rolling hourly window

Returns 429 status with reset_in field showing seconds until limit resets

Inputs

Parameter	Type	Description
identifier	String	Company ticker symbol or CIK (Required)

                                    curl --request GET \
--url 'https://api.kscope.io/v2/companies/capitalization/AAPL?key=API-KEY' \
--header 'Content-Type: application/json'
                                

                                    import requests

url = "https://api.kscope.io/v2/companies/capitalization/AAPL"
params = {"key": "API-KEY"}

response = requests.get(url, params=params)
print(response.json())
                                

                                    const params = new URLSearchParams({key: "API-KEY"});

fetch(`https://api.kscope.io/v2/companies/capitalization/AAPL?${params}`)
  .then(response => response.json())
  .then(data => console.log(data));
                                

                                    {
  "TEST": "test"
}
                                

                                    {
  "company": "Apple Inc.",
  "ticker": "AAPL",
  "market_cap": 2800000000000,
  "shares_outstanding": 15550000000,
  "price_per_share": 180.00,
  "52_week_high": 198.23,
  "52_week_low": 164.08
}
                                

Leadership Changes (Planned)

⚠️ **Planned endpoint - not yet fully implemented** This endpoint is under development and currently returns a placeholder response. When completed, it will provide historical leadership changes and executive transitions for a company, tracking CEO changes, C-suite appointments, departures, and promotions. **Planned Features:** - CEO transitions and succession events - C-suite appointments and departures - Executive promotions and role changes - Board of directors changes - Historical timeline of leadership events - Predecessor and successor tracking Available in development environment only. Contact support for implementation timeline.

Rate Limit

Limit: 3,600 requests/hour

Reset: Rolling hourly window

Returns 429 status with reset_in field showing seconds until limit resets

Inputs

Parameter	Type	Description
identifier	String	Company ticker symbol or CIK (Required)

                                    curl --request GET \
--url 'https://api.kscope.io/v2/companies/leadership-changeAAPL?key=API-KEY' \
--header 'Content-Type: application/json'
                                

                                    import requests

url = "https://api.kscope.io/v2/companies/leadership-changeAAPL"
params = {"key": "API-KEY"}

response = requests.get(url, params=params)
print(response.json())
                                

                                    const params = new URLSearchParams({key: "API-KEY"});

fetch(`https://api.kscope.io/v2/companies/leadership-changeAAPL?${params}`)
  .then(response => response.json())
  .then(data => console.log(data));
                                

                                    {
  "TEST": "test"
}
                                

                                    {
  "company": "Apple Inc.",
  "ticker": "AAPL",
  "leadership_changes": [
    {
      "date": "2011-08-24",
      "type": "CEO Transition",
      "name": "Tim Cook",
      "previous_title": "COO",
      "new_title": "CEO",
      "predecessor": "Steve Jobs"
    },
    {
      "date": "2014-05-28",
      "type": "CFO Appointment",
      "name": "Luca Maestri",
      "new_title": "CFO",
      "predecessor": "Peter Oppenheimer"
    }
  ],
  "total": 2
}
                                

Topics

Search and discover topics and themes across financial documents and filings.

Topics Search

Search and discover topics and themes across financial documents and SEC filings. Analyzes company filings to identify key business topics, trends, and thematic content using natural language processing.

Rate Limit

Limit: 3,600 requests/hour

Reset: Rolling hourly window

Returns 429 status with reset_in field showing seconds until limit resets

Inputs

Parameter	Type	Description
key	String	API key (Required)
company	String	Company name or ticker (Required)

                                    curl --request GET \
--url 'https://api.kscope.io/v2/topics/search?key=API-KEY&company=AAPL' \
--header 'Content-Type: application/json'
                                

                                    import requests

url = "https://api.kscope.io/v2/topics/search"
params = {
    "key": "API-KEY",
    "company": "AAPL"
}

response = requests.get(url, params=params)
print(response.json())
                                

                                    const params = new URLSearchParams({
  key: "API-KEY",
  company: "AAPL"
});

fetch(`https://api.kscope.io/v2/topics/search?${params}`)
  .then(response => response.json())
  .then(data => console.log(data));
                                

                                    {
  "company": "Apple Inc.",
  "ticker": "AAPL",
  "topics": [
    {
      "topic": "Product Innovation",
      "relevance": 0.89,
      "mentions": 45,
      "keywords": ["iPhone", "innovation", "technology", "design"]
    },
    {
      "topic": "Supply Chain",
      "relevance": 0.76,
      "mentions": 32,
      "keywords": ["suppliers", "manufacturing", "logistics"]
    },
    {
      "topic": "Services Growth",
      "relevance": 0.71,
      "mentions": 28,
      "keywords": ["App Store", "subscriptions", "services"]
    }
  ],
  "total_topics": 3
}
                                

Investor Relations Widgets

Embeddable widgets and tools for investor relations websites.

IR Company Filings

Get SEC filings for investor relations purposes. Embeddable widget endpoint for displaying company filings on IR websites. Supports searching SEC documents, exhibits, and agreements. Development endpoint - available in dev environment only.

Rate Limit

Limit: 3,600 requests/hour

Reset: Rolling hourly window

Returns 429 status with reset_in field showing seconds until limit resets

Inputs

Parameter	Type	Description
key	String	API key (Required)
content	String	Content to search against (Required). Available values: 'sec', 'exhibits', 'agreements'

                                    curl --request GET \
--url 'https://api.kscope.io/v2/ir/sec/company-filings?key=API-KEY&content=sec' \
--header 'Content-Type: application/json'
                                

                                    import requests

url = "https://api.kscope.io/v2/ir/sec/company-filings"
params = {
    "key": "API-KEY",
    "content": "sec"
}

response = requests.get(url, params=params)
print(response.json())
                                

                                    const params = new URLSearchParams({
  key: "API-KEY",
  content: "sec"
});

fetch(`https://api.kscope.io/v2/ir/sec/company-filings?${params}`)
  .then(response => response.json())
  .then(data => console.log(data));
                                

                                    {
  "filings": [
    {
      "form_type": "10-K",
      "filing_date": "2023-11-03",
      "description": "Annual Report",
      "accession_number": "0000320193-23-000106",
      "filing_url": "https://..."
    }
  ],
  "total": 1
}
                                

IR Alerts Management

Manage email alerts for SEC filings. Add, delete, or list email alert subscriptions for specific content types. Allows investor relations teams to configure automated email notifications for new filings.

Rate Limit

Limit: 3,600 requests/hour

Reset: Rolling hourly window

Returns 429 status with reset_in field showing seconds until limit resets

Inputs

Parameter	Type	Description
key	String	API key (Required)
action	String	Action to perform (Required). Available values: 'add', 'delete', 'list'
email_addr	String	Email address (Required for add/delete actions)
content	String	Content type to alert on (Required for add/delete actions)

                                    curl --request GET \
--url 'https://api.kscope.io/v2/ir/sec/alerts?key=API-KEY&action=add&email_addr=ir@company.com&content=sec' \
--header 'Content-Type: application/json'
                                

                                    import requests

url = "https://api.kscope.io/v2/ir/sec/alerts"
params = {
    "key": "API-KEY",
    "action": "list"
}

response = requests.get(url, params=params)
print(response.json())
                                

                                    const params = new URLSearchParams({
  key: "API-KEY",
  action: "delete",
  email_addr: "ir@company.com",
  content: "sec"
});

fetch(`https://api.kscope.io/v2/ir/sec/alerts?${params}`)
  .then(response => response.json())
  .then(data => console.log(data));
                                

                                    {
  "ret": [
    {
      "email": "ir@company.com",
      "content": "sec",
      "created": "2023-01-15"
    },
    {
      "email": "alerts@company.com",
      "content": "exhibits",
      "created": "2023-02-20"
    }
  ],
  "action": "list"
}
                                

                                    {
  "ret": "success",
  "action": "add"
}
                                

IR Stock Calculator

Calculate stock investment returns over time accounting for stock splits. Embeddable widget for IR websites that shows how an investment at a specific date would have grown. Ticker is determined by API key configuration.

Rate Limit

Limit: 3,600 requests/hour

Reset: Rolling hourly window

Returns 429 status with reset_in field showing seconds until limit resets

Inputs

Parameter	Type	Description
key	String	API key (Required). The ticker symbol is automatically determined from your key configuration
amount	Float	Investment amount (Required)
units	String	Unit type (Required). Available values: 'shares' or 'usd'
timestamp	Int	Investment date as Unix timestamp (Required)

                                    curl --request GET \
--url 'https://api.kscope.io/v2/ir/stocks/calculator?key=API-KEY&amount=1000&units=usd&timestamp=1609459200' \
--header 'Content-Type: application/json'
                                

                                    import requests
import time

# Calculate returns from Jan 1, 2021
invest_date = int(time.mktime(time.strptime("2021-01-01", "%Y-%m-%d")))

url = "https://api.kscope.io/v2/ir/stocks/calculator"
params = {
    "key": "API-KEY",
    "amount": 1000,
    "units": "usd",
    "timestamp": invest_date
}

response = requests.get(url, params=params)
print(response.json())
                                

                                    const investDate = Math.floor(new Date("2021-01-01").getTime() / 1000);

const params = new URLSearchParams({
  key: "API-KEY",
  amount: 1000,
  units: "usd",
  timestamp: investDate
});

fetch(`https://api.kscope.io/v2/ir/stocks/calculator?${params}`)
  .then(response => response.json())
  .then(data => console.log(data));
                                

                                    {
  "data": {
    "original_shares": 5.434782608695652,
    "original_value": 1000,
    "current_shares": 5.434782608695652,
    "current_value": 980.43,
    "split": 1,
    "current_price": 180.45,
    "percentage_return": -1.96
  }
}
                                

Rate Limits

Understand API rate limits and best practices for managing your request volume.

Error Codes

Comprehensive reference for API error responses and troubleshooting guidance.