SEC Filings Widget

Kaleidoscope is the only IR Solutions provider that supplies both SEC filings and Stock Data solutions as widget plug-ins. Using your FIGMA file or corporate stylesheet norms, widgets deliver an easy way to embed SEC filings in an industry standard format with enhanced download and viewing formats on your webpage template without hassle. Simply insert the URL within an I-frame call <iframe>…<I-frame> as shown below and all historical filings will display in addition to real-time updates for new filings. Never worry about compliance for timing on posting or ADA Compliance. Kaleidoscope has you covered.

  • Filings are displayed in reverse chronological order, placing the most recent at the top of the list.
  • Sorting on the Date, Form and Form Group columns is standard.
  • Icons for viewing the filings in HTML, XBRL and iXBRL (where applicable) with conversions to PDF, Word are included. The Excel icon enables investors to extract tagged tables in the filing to an Excel Workbook.
URL Parameters:
Parameter Type Description
key             String    {Required} API key
group           String    Restrict table to group. Available values : sec, insider
exclude_form    Array     Exclude specific forms from table
Embed Example:
                            
    <iframe id="ks-frame" title="ks-frame" width="1200" height="600" zoom="-30" src="https://api.kscope.io/ks-ir?key=API-KEY"><iframe>
                        
                    

Insider Widget

Since 2004, the SEC regulations throughout the Sarbanes-Oxley Act Section 16 requires Issuers to provide investors with ability to view insider transactions separately from other filings. The Insider Widget automatically filters only insider transactions displaying forms 3,4, and 5 in real-time avoiding compliance deadlines for posting insider transactions. Embed the unique URL into an iframe call as shown below in black frame.

  • Columns display the transaction date, the name of the person who filed, the type of stock (Derivative or non-Derivative), form number (3,4,5), security title (class of stock), direct or indirect holding, number of shares in the transaction, price per share, value of the transaction, and number of remaining shares.
  • Filter by year or the number of filings to view per page.
  • Sort on the first 5 columns from left to right.(Date, name, stock type, form number and security title)
URL Parameters:
Parameter Type Description
key             String    {Required} API key
Embed Example:
                            
    <iframe id="ks-frame" width="1200" height="600" zoom="-30" src="https://api.kscope.io/ks-ir?key=API-KEY&content=insider"><iframe>
                        
                    

Stock Widget

Kaleidoscope is the only IR Solutions provider that supplies both SEC filings and Stock Data solutions as widget plug-ins. Using your FIGMA file or stylesheet norms, Stock Chart widget delivers a simple URL to embed sophisticated, intraday stock information investors expect to see on your webpage template without the hassle of dealing with exchanges or the expense. Interactive elements of the chart and intraday updates provide potential investors with current information about the company’s stock’s performance.

  • Key Performance Indicators: Daily Open/Close Price, 52-wk Hi-Low, Daily and average volume, last update time and date and last price.
  • Prominently displaying Stock Ticker: Exchange and last updated Price.
  • Stock Chart contains interactive functions for identifying the daily price on any given date and a custom date range slider for viewing the stock price activity during a specific period.
URL Parameters:
Parameter Type Description
key             String    {Required} API key
render          String    Render different parts of the widget separately. Available values : top, bottom
Embed Example:
                            
    <iframe id="ks-frame" width="1200" height="600" zoom="-30" src="https://api.kscope.io/ks-ir?key=API-KEY&content=stock"><iframe>
                        
                    

Ticker:Price Widget

The Ticker:Price widget versatility enables it to be utilized on any page giving investors an immediate view of the current stock price. The samples below show some of the variations on the theme. Modifications to match corporate branding and style are part of the widget creation. Unique keys are created for each company which is coupled with the widget URL. Widgets embed directly into the webpage code as an iframe insertion as seen below. The data points include:

  • Listed exchange
  • Company ticker symbol
  • Current intraday stock price with a minimum 15 minute delay
  • Time of the last update and time zone
  • Current Date
URL Parameters:
Parameter Type Description
key             String    {Required} API key
selection       Int       Changes which small stock widget to render
Embed Example:
                            
    <iframe id="ks-frame" width="1200" height="600" zoom="-30" src="https://api.kscope.io/ks-ir?key=API-KEY&content=stocksm"><iframe>
                        
                    
                        
<iframe id="ks-frame" width="1200" height="600" zoom="-30" src="https://api.kscope.io/ks-ir?key=API-KEY&content=stocksm&selection=1"><iframe>
                    
                

Historical Price Lookup Widget

This widget provides end users to search for the stock price on a specific day or date range, with options for end users to view the data by daily, weekly or monthly summary. Export to Excel (.xlsx supported). Unique keys are created for each company which is coupled with the widget URL. Widgets embed directly into the webpage code as an iframe insertion as seen below. Data points include:

  • Date
  • Open price
  • High
  • Low
  • Closing price
  • Volume of shares traded
URL Parameters:
Parameter Type Description
key             String    {Required} API key
Embed Example:
                            
    <iframe id="ks-frame" width="1200" height="600" zoom="-30" src="https://api.kscope.io/ks-ir?key=API-KEY&content=hist_price"><iframe>
                        
                    

Investment Calculator Widget

Investors want to know and analyze how their investment has grown and the current value of that investment. Our investment calculator enables the investor to quickly see those results. Simple to use and simple to implement this sophisticated widget.

For the developer, entry of the ticker symbol into the widget code creates a unique URL that is embedded into an iframe on the company webpage. The calculator updates in near time with a 15 minute delay.

  • Buy Price - based on the date entered by the investor
  • Sell Price - based on the current date and intraday price
  • Number of Shares - purchased by and entered by the investor
  • Buy Value - original investment
  • Sell Value - today’s value of the investment
  • Capital Gain - presented in a percentage, positive or negative
URL Parameters:
Parameter Type Description
key             String    {Required} API key
Embed Example:
                            
    <iframe id="ks-frame" width="1200" height="600" zoom="-30" src="https://api.kscope.io/ks-ir?key=API-KEY&content=invest_calc"><iframe>