Before / after
How the work changes
The same jobs, without the exports, the tabs, or the unverifiable answer.
Point-in-time reconstruction meant building your own filing-date joins and hoping nothing leaked.
Every tool accepts an as-of date and returns what was knowable then — leak-safe by construction, not by discipline.
Base rates computed on surviving tickers — inflated by everything that quietly disappeared.
Survivorship-complete populations, with delistings, failures, and discontinued programs in the denominator.
Testing a feature idea took a week of scraping and parsing before the first read.
Probe 529 event classifiers and 152M classified filing sentences in plain English, in an afternoon.
The prompt pack
Ask in plain English
Run these today in Claude, ChatGPT, or any MCP client — each returns a cited answer.
Reconstruct BridgeBio's pipeline as it was knowable at the end of 2020.
Which companies filed Item 4.02 non-reliance 8-Ks last quarter?
What fraction of programs targeting TTR have historically succeeded?
Rank my watchlist by consecutive quarters of net institutional inflow.
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.
Fundamentals
XBRL quarters with de-cumulated TTM, executive pay — comps, dilution and capital structure landing.
News, Research & Filings
Filings tagged by 529 classifiers, extracted news events, filing search by meaning, IPO prospectuses.
Sector Intelligence
Sector monitors and drill-downs, plus three deep industry packs licensed separately.
Research vs production
MCP for research, API for production
Explore hypotheses in Claude against the same point-in-time corpora your production code would use — then ship on the Kaleidoscope API platform. Same data, same provenance contract, production delivery.
Straight answers
The questions this desk asks first
Is chat the only interface?
No — MCP is the research channel: the fastest way to explore the data and pressure-test ideas. For production pipelines, the same corpora are available through the Kaleidoscope API platform. Ask about delivery options during your demo.
What history depth do I get?
Quarterly XBRL fundamentals back to ~2009 for ~4,400 companies; 13F position history 26+ quarters; classified filing sentences 2022–2026; news 2020–2026. Each tool states its own coverage window — no silent extrapolation.
How is point-in-time enforced?
Answers are reconstructed from what was filed and public on the as-of date. If a fact was not knowable then, it is not in the answer — the same contract that makes backtests honest.
How fresh is the data?
13F refreshes every ~4 hours from EDGAR, news daily, and filings flow through as the SEC publishes them.