overview Overviews · 10 tools live · 8 landing

What do I need to know about this company — right now?

Identity and the one-call company read — the signal snapshot, reference data, the event calendar, people and board, and the filing itself, fetched by accession.

  • One call: signals, events, people, price and the latest quarter
  • The calendar ahead — earnings, deadlines, catalysts, with confidence
  • Any name resolved: tickers, former names, delistings, aliases

Why it holds up

The hard part, done

The data engineering behind the answers — the same rules the Kaleidoscope Console runs on, so both products give one answer per question.

Guarded market cap

Cap figures are cross-checked against 13F-implied value, with ADR ratios applied only when they pass plausibility checks — so the MCP and the Console never disagree on TSM or BABA.

Filings by accession

Every fact carries its accession number, and filings open from our own store — never a brittle SEC.gov link.

Estimates say so

Projected earnings dates and estimated ex-dividend dates are labelled as estimates in the result fields, never passed off as confirmed.

The tools

What the overview licence unlocks

10 tools live · 8 landing. Tools marked “landing” are specified against a live Console report and arriving next.

resolve any company, person, investor or fund name → canonical ids Live
get_company_profile one-call signal snapshot: classifiers, 8-Ks, insiders, price Live
catalyst_calendar what's coming, with confidence scores Live
upcoming_earnings confirmed vs projected report dates Live
earnings_surprise_history surprise history with the day-1 move Live
compare_companies signal profiles of 2–5 companies side by side Live
company_snapshot the Console snapshot in one call — cap, ownership mix, short interest Landing
get_filing open any filing or exhibit by accession, as text Landing
company_people the current officer and director roster Landing

Try these first

Three questions to ask tomorrow

You ask

Brief me on NVDA — signals, events, and insiders, each cited.

You ask

What's on AMD's event calendar this quarter?

You ask

Compare MSFT and GOOGL's latest filing signals.

Cited — every figure carries its source Point-in-time — ask “as of” any date Read-only — safe to auto-approve Browse the full prompt library →

Who runs on it

Desks that lead with overview

/for/hedge-funds

Hedge funds

Idea generation, 13F flow, activist campaigns, and company deep-dives — answered inside your AI client with every...

The hedge funds workflow →

/for/accounting

Accounting

Non-reliance 8-Ks, auditor changes, impairments, and XBRL fundamentals — screened in plain English and cited to the...

The accounting workflow →

The other families

Mix the families your desk needs