SEC Filing Integration and Compliance for IR Websites

Welcome to Kaleidoscope. Stream vital content to IR web pages and applications using cutting-edge web widgets. As a trusted leader in the industry, Kaleidoscope specializes in providing SaaS solutions that empower companies to navigate the intricate landscape of SEC filings and compliance regulations with confidence.

Getting Started

  1. Request a Widget key: To access our Widgets, you'll need to request a Widget Key. To do this, please contact our team through our website or by reaching out to our support. Once your request is approved, we will provide you with a unique Widget Key.
  2. Explore the Widget Documentation: After receiving your Widget Key, it's essential to familiarize yourself with our Widget documentation. This documentation offers comprehensive information about how to use our widgets, including details about available widgets, customization options, and integration instructions. You can access the documentation below.
  3. Test Your Widgets: Now that you have access to the Widget Key and have reviewed the documentation, you can start testing the widgets. We recommend using an Iframe testing tool or embedding the Iframe code snippet into a test webpage on your site to see how it works. Our documentation will provide guidance on how to configure and customize the widgets to suit your needs.
  4. Integrate Widgets into Your Website: Once you are comfortable with the widgets and have tested them successfully, you can proceed to integrate them into your website. Our widgets are designed to seamlessly fit into various web applications, providing functionality such as data display, visualization, or interaction. If you encounter any questions or issues during integration, our dedicated support team is available to assist you.

SEC Filings

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Kaleidoscope supplies both SEC filings and Stock Data solutions as widget plug-ins. Using your Figma file or corporate stylesheet norms, widgets deliver an easy way to embed SEC filings in an industry standard format with enhanced download and viewing formats on your webpage template without hassle. Simply insert the URL within an I-frame call <iframe>…<I-frame> as shown below and all historical filings will display in addition to real-time updates for new filings. Never worry about compliance for timing on posting or ADA Compliance. Kaleidoscope has you covered.

SEC Filings Widget

More specific info on the SEC Filings Widget

Widget Endpoint: GET https://api.kscope.io/ks-ir?key=WIDGET-KEY

Parameters:
  • WIDGET-KEY: String: {Required} A string value representing the Widget key.
  • group: String: Restricts the table to a specific group. Available values: sec, insider
  • exclude_form: Array: Excludes specific forms from the table.
  • font: String: A string value that allows you to set the font of the widget by passing in a Google Font.
  • font_type: String: A string value that allows you to set the font type. Acceptable values include: cursive, sans-serif
  • h_f: Array: A array value that filters for the table header. To only show rows 0, 1, and 2, for example, use 0,1,2
  • h_fs: Int: An integer value that sets the font size of the body.
  • h_fc: Hex: A hexadecimal value that sets the font color of the header.
  • h_c: Hex: A hexadecimal value that sets the color of the header.
  • b_fs: Int: An integer value that sets the font size of the body.
  • b_fc: Hex: Parameter: Sets the table body font color.
  • b_s: Bool: A boolean value that enables or disables row stripes in the table body. (True by default)
Embed Example:

Insider Widget

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Since 2004, the SEC regulations throughout the Sarbanes-Oxley Act Section 16 requires Issuers to provide investors with ability to view insider transactions separately from other filings. The Insider Widget automatically filters only insider transactions displaying forms 3,4, and 5 in real-time avoiding compliance deadlines for posting insider transactions. Embed the unique URL into an iframe call as shown below in black frame.

Insider Widget

More specific info on the Insider Widget

Widget Endpoint: GET https://api.kscope.io/ks-ir?key=WIDGET-KEY&content=insider

Parameters:
  • WIDGET-KEY: String: {Required} A string value representing the API key.
  • font: String: A string value that allows you to set the font of the widget by passing in a Google Font.
  • font_type: String: A string value that allows you to set the font type. Acceptable values include: cursive, sans-serif
  • h_f: Array: A array value that filters for the table header. To only show rows 0, 1, and 2, for example, use 0,1,2
  • h_fs: Int: An integer value that sets the font size of the body.
  • h_fc: Hex: A hexadecimal value that sets the font color of the header.
  • h_c: Hex: A hexadecimal value that sets the color of the header.
  • b_fs: Int: An integer value that sets the font size of the body.
  • b_fc: Hex: A hexadecimal value that sets the font color of the body.
  • b_s: Bool: A boolean value that enables or disables row stripes in the table body. (True by default)
Embed Example:

Stock Widget

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Kaleidoscope is the only IR Solutions provider that supplies both SEC filings and Stock Data solutions as widget plug-ins. Using your FIGMA file or stylesheet norms, Stock Chart widget delivers a simple URL to embed sophisticated, intraday stock information investors expect to see on your webpage template without the hassle of dealing with exchanges or the expense. Interactive elements of the chart and intraday updates provide potential investors with current information about the company’s stock’s performance.

Stock Widget

More specific info on the Insider Widget

Widget Endpoint: GET https://api.kscope.io/ks-ir?key=WIDGET-KEY&content=stock

Parameters:
  • key: String: {Required} A string value representing the API key.
  • render: String: A string value that allows you to render different parts of the widget separately. Example: "top", "bottom".
  • font: String: A string value that allows you to set the font of the widget by passing in a Google Font. Example: "Roboto"
  • font_type: String: A string value that allows you to set the font type. Acceptable values include: cursive, sans-serif
  • h_tfc: Hex: A hexadecimal value that sets the font color of the header title.
  • h_tfs: Hex: An integer value that sets the font size of the header title.
  • h_fs: Int: An integer value that sets the font size of the header.
  • h_fc: Hex: A hexadecimal value that sets the font color of the header.
  • h_c: Hex: A hexadecimal value that sets the color of the header.
  • h_vc: Hex: A hexadecimal value that sets the background color of the header value box.
  • h_vfc: Hex: A hexadecimal value that sets the font color of the header value box.
  • b_fs: Int: An integer value that sets the font size of the body.
  • b_fc: Hex: A hexadecimal value that sets the font color of the body.
  • c_cs: Hex: A hexadecimal value that sets the start color of the charts. (Note: Both start/end colors are required)
  • c_ce: Hex: A hexadecimal value that sets the end color of the charts. (Note: Both start/end colors are required)
Embed Example:

Ticker:Price Widget

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The Ticker:Price widget versatility enables it to be utilized on any page giving investors an immediate view of the current stock price. The samples below show some of the variations on the theme. Modifications to match corporate branding and style are part of the widget creation. Unique keys are created for each company which is coupled with the widget URL. Widgets embed directly into the webpage code as an iframe insertion as seen below. The data points include:

Small Stock Widget

More specific info on the Insider Widget

Widget Endpoint: GET https://api.kscope.io/ks-ir?key=WIDGET-KEY&content=stock

Parameters:
  • key: String: {Required} API key
  • selection: Int: Changes which small stock widget to render
Embed Example:

Advanced Stock Widget

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Advanced Stock Widget

Widget Endpoint: GET https://api.kscope.io/ks-ir?key=WIDGET-KEY&content=stock_chart_ta

Parameters:
  • key: String: {Required} API key
  • selection: Int: Changes which small stock widget to render
Embed Example:

Historical Price Lookup Widget

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This widget provides end users to search for the stock price on a specific day or date range, with options for end users to view the data by daily, weekly or monthly summary. Export to Excel (.xlsx supported). Unique keys are created for each company which is coupled with the widget URL. Widgets embed directly into the webpage code as an iframe insertion as seen below. Data points include:

Historical Price Lookup Widget

More specific info on the Historical Price Lookup Widget

Widget Endpoint: GET https://api.kscope.io/ks-ir?key=WIDGET-KEY&content=hist_price

Parameters:
  • key: String: {Required} API key
Embed Example:

Investment Calculator Widget

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Investors are eager to track the growth and current value of their investments. Our investment calculator offers a user-friendly solution for swiftly accessing this vital information. It's not only simple to use but also incredibly easy to integrate into your website. Plus, the calculator provides real-time updates with a 15-minute delay, ensuring you always have the most up-to-date data at your fingertips.

Investment Calculator Widget

More specific info on the Historical Price Lookup Widget

Widget Endpoint: GET https://api.kscope.io/ks-ir?key=WIDGET-KEY&content=invest_calc

Parameters:
  • key: String: {Required} API key
Embed Example:

Press Releases Widget

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Kaleidoscope’s news and press release widget includes eleven sources, including PR Newswire, BusinessWire, GlobeNewsWire, Newsfile, PR Web, PR.com, AB Digital, ACCESSWIRE, COMSERVE, Webwire. It is the perfect solution for dual or triple listed companies to ensure investors see all the news your company publishes in every corner of the world. In addition to global news, the news solution is fully searchable and alertable, and includes SEO tagging and enablement for Widget as well as API implementation. The feed also includes the thumbnail images or logos where present in the press release as well as the tickers, teaser title, and date. Compatible with WordPress, Wix and all other popular publishing platforms. Contact us for more information or a demo.

Press Releases Widget

More specific info on the Historical Price Lookup Widget

Widget Endpoint: GET https://api.kscope.io/ks-ir?key=WIDGET-KEY&content=pr_news

Parameters:
  • key: String: {Required} API key
Embed Example: