Before / after
How the work changes
The same jobs, without the exports, the tabs, or the unverifiable answer.
Screening for setups meant exports and spreadsheet joins across three platforms.
Ask for cluster entries, quiet accumulation, or non-reliance 8-Ks — one question, ranked results, each cited.
Tracking a manager meant quarterly 13F PDFs and hand-built position trails.
Pull a manager's portfolio, quarter-over-quarter moves, and multi-year position trail in one call.
Briefing a name meant an afternoon of tabs — filings, news, insiders, fundamentals.
One brief: signals, 8-Ks, insider activity, and fundamentals, synthesized with citations you can check.
The prompt pack
Ask in plain English
Run these today in Claude, ChatGPT, or any MCP client — each returns a cited answer.
Which stocks saw three or more notable funds enter last quarter?
Brief me on NVDA — signal profile, recent 8-Ks, insider activity, and fundamentals, each cited.
Show active hostile activist campaigns demanding board seats.
Find M&A headlines that moved a stock 5%+ within three trading days.
Your families
What this desk licenses
Ownership
Who holds the stock and how that's changing: 13F, 13D/G, Form 4 insiders, N-PORT funds, short interest.
Activism
Campaigns and >5% stakes with stated intent, accumulation trails, and proxy votes.
Credit & Debt
Bonds and loans: cards, holders, refi screens, BDC books, price dispersion.
M&A
Deal history, comparable transactions, trending acquirers, and the trail behind each deal.
Straight answers
The questions this desk asks first
How deep is the 13F history?
Position-level history runs 26+ quarters — roughly six and a half years — refreshed every ~4 hours from EDGAR. That is deep for flow and positioning work; if you need longer history for backtesting, ask us about the underlying Kaleidoscope datasets during your demo.
Can I trust it for "as of" questions?
Yes — point-in-time is the design contract, not a feature flag. Tools return what was knowable on the date you name, so event studies and reviews use the record as it stood, without hindsight.
Can the whole desk use it?
Access is allowlisted per email, per server. We enable the servers your engagement covers for each analyst's email — no shared keys, nothing to rotate.
What do you see of our work?
Tools are read-only over our own filing-derived corpora. Your questions and results are not used to train models, and no documents of yours are ever ingested.