Idea generation, 13F flow, activist campaigns, and company deep-dives — answered inside your AI client with every fact traced to a filing, not recalled from a model's memory.
One protocol — bring it to the assistant you already use
The same jobs, without the exports, the tabs, or the unverifiable answer.
Before
Screening for setups meant exports and spreadsheet joins across three platforms.
With MCP
Ask for cluster entries, quiet accumulation, or non-reliance 8-Ks — one question, ranked results, each cited.
Before
Tracking a manager meant quarterly 13F PDFs and hand-built position trails.
With MCP
Pull a manager's portfolio, quarter-over-quarter moves, and multi-year position trail in one call.
Before
Briefing a name meant an afternoon of tabs — filings, news, insiders, fundamentals.
With MCP
One brief: signals, 8-Ks, insider activity, and fundamentals, synthesized with citations you can check.
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.
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.
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.
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.
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.
Read-only tools over public-filing corpora. No documents ingested, no training on your queries. How we handle data
Request a demo and we'll walk through the workflow above with your names, your dates, and your questions.
Request a Demo