Kaleidoscope

Kaleidoscope is an evolving family of securities research solutions from Memterra LLC, founded in 2017.  Its origins began in 2001, when this team disrupted the research market by launching 10-K Wizard, the first online, full text searchable and alerting product for SEC filings; it quickly became the “gold standard” for easy and affordable SEC research. Today, Kaleidoscope continues to evolve and innovate real-time securities research delivering an array of powerful, yet easy-to-use, sector specific solutions.

Kaleidoscope’s online subscription solutions now include 7 offerings: SECPro+, Insider Focus, 990iQ, Provenance, SEDAR+, M&A Intelligence; Funding Intelligence and ADViQ, each enriched with complementary market data, earnings call transcript and news, are completed with colorful interactive infographics for easy filtering and fast comprehension. The company serves a variety of sectors requiring securities data in multiple formats, such as raw filings, enhanced APIs for B2B, B2C, as well as customizable “plug n play” widgets for corporate SEC website compliance solutions. In 2026, Kaleidoscope introduced its latest innovation for investment research, Provenance; delivering unique traceability and verification of alpha signals and scores.

Fast, Easy & Authenticated

Kaleidoscope’s APIs enable B2B and B2C clients to effortlessly search, aggregate, and retrieve data from over 18 million filings across 17 comprehensive datasets, spanning more than 30 years of history — all backed by a reliable 99.9% uptime.

Delivered through a powerful yet intuitive RESTful interface, the APIs return clean JSON responses, giving developers the flexibility to seamlessly integrate exactly the data they need into their own applications and workflows.

Company Information

Available data sets
SEC Filings API

For the most comprehensive collection of all electronic SEC filing types for all public companies, funds and investment management companies. from 1994 to present, even those no longer listed or dissolved.

Looking for more obscure filings for utilities, municipal advisors, transfer agents, or broker-dealers?  Also included in the complete raw filings data set are obsolete filing types from 1994 to present. Kaleidoscope has them all.

Exhibits APIs

Exhibits contain bylaws, articles of incorporation, consents by accounting firms, legal opinions, agreements, contracts and even press releases, investor presentations and more for corporations, funds, investment companies and foreign entities. The exhibits API contains all the details for every exhibit filed electronically with the SEC. The API is full text searchable using keywords or Boolean expressions and filters include 57+ exhibit types, plus company identifiers such as name/ticker/CIK, filer status, financial criteria, exchange, indices, industry and location.

Agreements API

The devil is in the details of any agreement. Kaleidoscope created a subset of the exhibits focusing on just agreements and contracts from: Exhibit 1-Underwriting Agreements; Exhibit 2 – Plans of Acquisition, reorganization, liquidation or succession; Exhibit 4 – Securities Rights & Indentures; Exhibit 10 – Material Contracts which contain the agreements that are “material” to an issuer’s bottom line. Kaleidoscope’s API categorizes every agreement from A-Z. The API also offers the ability to further filter by 17 distinct criteria, including full text searching using keywords, phrases, and more complex Boolean expressions.

SEC Filings Sections API

Rather than a scatter gun approach, this API provides the ability to pinpoint specific sections of major filings and disclosures within just those sections. For any section of a 10-K, 10-Q, 8-K or 20-F, Kaleidoscope’s API offers the flexibility use specific keywords, phrases, or more complex Boolean expressions to pinpoint disclosures, download, and extract specific sections of the filing into your applications. For instance, 10-Ks are comprised of 4 major parts containing items 1-16; 10-Qs comprise two parts and 11 different sections/items; 20-Fs comprise 3parts and 27 sections/items; 8-Ks sections 1-9 contain 32+ instances for current disclosure outside the normal reporting cycle.

Risk Factors API

Due to the increasing emphasis on risk, Kaleidoscope created a database of risk factors extracted from the annual and quarterly reports of domestic issuers and annual reports of non-Canadian foreign private issuers. (Forms 10-K, 10-Q and 20-F). The API allows for several filters that enable accuracy and high-quality results. The API delivers extracted risk factor section providing the heading and the accompanying descriptive details.

Compensation APIs

Kaleidoscope offers two Compensation APIs, each delivering standardized compensation data for all key executives or directors as reported in SEC filing DEF 14A. The API covers compensation data reported since 2008 and is updated in real-time.

SEDAR+ API (Canada)

SEDAR+ is an acronym for the System for Electronic Document Analysis and Retrieval (SEDAR+), Canada’s electronic filing system that allows Canadian listed companies to report their securities-related information with the authorities concerned with securities regulation in Canada’s jurisdictions. SEDAR was established as mandatory by the Canadian Securities Administrators (CSA) in 1997. The latest update, SEDAR+, is the Canadian equivalent of the SEC’s EDGAR, the U.S. electronic system for filing securities information.

Kaleidoscope’s SEDAR+ API provides access to content from 1997 to present for companies and funds. The API enables filtering on 9 criteria including disclosure language via keywords, phrases, or Boolean expressions, Company or Fund identifiers, Auditor, 9 major filing types, 100+ document types, industry, jurisdiction, English or French, and date range.

Provenance – Traceable Alpha Signals

Provenance is a financial intelligence platform built on one conviction: every signal is only as trustworthy as the sentence behind it.

Provenance Core applies trained NLP classifiers to every SEC filing at the sentence level, tracks how each signal evolves across a company’s entire filing history, and links every output directly back to the exact regulatory language that generated it — with a live URL to the original document.

Provenance Stream extends that foundation across six independent data channels — SEC classifiers, 8-K item codes, insider transactions, credit spreads, category composites, and XBRL financials — all cooked through the same temporal framework. The intelligence comes from convergence: when multiple independent channels point at the same company simultaneously.

Rounding out the platform: Provenance Reports delivers source-linked signal reports formatted for analyst review and LLM training pipelines, and Provenance Connect provides a native MCP server for teams building AI-powered workflows.

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