Every filing. Every change. Instantly.
SEC filings shouldn't require this much suffering.
You open EDGAR. The page loads like it was built in 2003 — because it was. You squint at a 200-page 10-K, hunting for the one table that matters. You copy numbers into a spreadsheet and pray you didn't transpose a digit.
Then you need last quarter's version. So you open another tab, scroll to roughly the same spot, and try to spot what changed. Your eyes glaze over. You miss the one line item that moved 40%.
There has to be a better way. There is — and it doesn't require a $25k terminal or a Bloomberg login.
Everything you need to analyze filings
From reading to diffing to charting — all in one place, all from verified data.
Filing Viewer with Interactive Tables
Read any SEC filing in a clean, fast interface. Tables are extracted automatically with XBRL overlays — click any number to see the underlying data tag, unit, and period.
- Table of contents with one-click section navigation
- Adjustable font size and dark mode for marathon reading sessions
- Deep-link to any section or table — share the exact context
Filing Viewer with Interactive Tables screenshot
Word-Level Filing Diffs
Compare any two filings side by side with word-level precision. Instantly see what changed between this quarter and last — no more squinting at two browser tabs.
- Section-level, paragraph-level, and table-level diff modes
- Color-coded additions and deletions with context
- Jump between changes with keyboard shortcuts
Word-Level Filing Diffs screenshot
Financial Charts from XBRL Data
Visualize revenue, margins, EPS, and more across quarters and years. Charts are built from verified XBRL facts — not scraped text — so the numbers are always right.
- Multi-period trend lines with automatic period alignment
- Overlay multiple metrics on one chart for ratio analysis
- Export chart data to CSV for your own models
Financial Charts from XBRL Data screenshot
Cross-Company Keyword Search
Search a keyword across 8,000+ companies at once. Find every mention of "supply chain disruption" or "goodwill impairment" in recent filings — in seconds.
- Full-text search across 10-K, 10-Q, and 8-K filings
- Results ranked by relevance with highlighted context
- Filter by form type, date range, and industry
Cross-Company Keyword Search screenshot
Filing Alerts & AI Summaries
Get notified the moment a company files. AI-generated summaries give you the key takeaways in 30 seconds so you know whether to dig deeper or move on.
- Email alerts for new filings, insider trades, and ownership changes
- Keyword alerts: get pinged when specific terms appear in filings
- AI summaries with source citations you can verify
Filing Alerts & AI Summaries screenshot
Insider Transaction Tracking
Follow Form 4 insider trades with clear buy/sell signals. See who's buying, how much, and at what price — all on a timeline that shows the pattern.
- Automatic categorization of transaction types
- Officer and director trade history with position context
- Aggregate insider sentiment signals per company
Insider Transaction Tracking screenshot
Filing data in your model.
Custom Excel functions that resolve directly against Kestrali's XBRL fact database. Your model stays current without manual data entry.
- Update your model with the latest filings in seconds. No manual data entry required.
- Accept all, review individually, or dismiss.
- Canonical chart of accounts across S&P 500 — same metric name works for every issuer
Filing data in your model. screenshot
Ask questions. Get answers with citations.
Ask a question about any filing or set of filings and get an answer grounded in the source data.
- Every number XBRL-sourced, Every passage linked to filing section, Every claim verifiable in one click
- Context assembly engine: retrieves from semantic index + fact database + diff manifests
- 200 questions/month on Pro · 2,000/seat/month on Enterprise
Ask questions. Get answers with citations. screenshot
Advanced screening and analysis.
Define financial criteria and screen across the S&P 500 or the full EDGAR universe. Results ranked and sortable, with each metric traced to the filing it came from and the period it covers.
- 150+ canonical metrics across income statement, balance sheet, cash flow, and computed ratios
- S&P 500 screen: < 2s, Full universe (8,000+ filers): < 5s
- Save up to 10 screens on Pro; Unlimited + scheduled daily runs on Enterprise
Advanced screening and analysis. screenshot
Connect your agents, internal tools, and custom workflows to Kestrali's verified data.
Full REST API access to every layer of the platform — fact retrieval, semantic search across the filing corpus, filing diffs, screening, and structured table data — through documented endpoints with function-calling schemas designed for LLM agent integration.
- REST API: fact retrieval · semantic search · filing diffs · screening · table data · insider transactions
- MCP tools: ks_verify_claim · ks_chart · ks_build_table · ks_search · ks_screen
- 10,000 API calls/seat/month included · $0.01/call overage · 100 req/s rate limit per team
Connect your agents, internal tools, and custom workflows to Kestrali's verified data. screenshot
Agentic workflows and deep research.
Build multi-step analysis pipelines that chain Kestrali's tools together — screening, retrieval, fact comparison, diff analysis, chart generation — into repeatable workflows that run against the full filing corpus.
- Pre-built templates: thesis validation · peer comp assembly · earnings preview · covenant monitoring
- Human-in-the-loop: approve, refine, or reject at every step — nothing runs unreviewed
- Full audit trail: every data retrieval, every agent decision, every source citation logged and exportable
Agentic workflows and deep research. screenshot
Enable collaborative research and analysis.
Shared workspaces where your team's annotations, watchlists, keyword alerts, and saved screens live together.
- Shared annotations: highlights and comments visible to all team members, with author attribution
- Real-time presence: see who's reviewing which filing — avoid duplicate coverage work
- Team activity feed: highlights · comments · searches · screens · alerts — filterable by member, issuer, or action
Enable collaborative research and analysis. screenshot
How Kestrali compares
More features, lower price, no contracts.
| Feature | EDGAR | BamSEC | Last10K | AlphaSense | Calcbench | Kestrali Free | Kestrali Analyst | Kestrali Pro | Kestrali Enterprise |
|---|---|---|---|---|---|---|---|---|---|
| Filing Access & Viewing | |||||||||
| Filing viewer (10-K, 10-Q, 8-K) | Raw HTML | As-filed | |||||||
| Section navigation / TOC | |||||||||
| Progressive / fast loading | |||||||||
| Proxy statements (DEF 14A) | Raw | ||||||||
| Earnings press releases (8-K) | Raw | ||||||||
| Search | |||||||||
| Within-document search | |||||||||
| Cross-filing search (1 company) | |||||||||
| Cross-company keyword search | 10/day | ||||||||
| Keyword trending over time | |||||||||
| Semantic / NLP search | |||||||||
| Boolean & phrase search | |||||||||
| Structured Data & XBRL | |||||||||
| XBRL fact extraction | |||||||||
| Inline fact overlays | |||||||||
| Normalized fact database | |||||||||
| Footnote / disclosure search | |||||||||
| Standardized chart of accounts | |||||||||
| Comparison & Diff | |||||||||
| Filing diff / redline | |||||||||
| Table-level cell diff | |||||||||
| Material change auto-flagging | |||||||||
| Cross-company comparison | |||||||||
| Charting & Visualization | |||||||||
| Financial charts from filings | |||||||||
| Interactive time-series charts | |||||||||
| Segment breakdowns | |||||||||
| Chart export (PNG/SVG) | |||||||||
| Table Tools & Data Export | |||||||||
| Table download to Excel | |||||||||
| Historical table versioning | |||||||||
| Table merge across filings | |||||||||
| Excel plugin / add-in | |||||||||
| Custom Excel functions (=KEST()) | |||||||||
| API access | |||||||||
| Alerts & Monitoring | |||||||||
| New filing alerts | RSS | 3 cos | |||||||
| Keyword alerts (cross-company) | 10 | 50 | |||||||
| Insider transaction tracking | Raw | ||||||||
| Ownership / activist alerts | |||||||||
| Model update signals | |||||||||
| AI & Intelligence | |||||||||
| AI-generated summaries | |||||||||
| AI chat / Q&A over filings | 200/mo | 2K/seat | |||||||
| AI with source citations | |||||||||
| Company screening | 10 saved | ||||||||
| Agentic AI workflows (MCP) | |||||||||
| Collaboration | |||||||||
| Highlights / annotations | 5/filing | Unlimited | Unlimited | Unlimited | |||||
| Shareable deep links | |||||||||
| Comments / notes | |||||||||
| Team workspaces | |||||||||
| Pricing | |||||||||
| Price | Free | ~$69/mo | Free | $10K+/yr | $6K+/yr | Free | $49/mo | $149/mo | Custom |
| Free trial of paid features | 14 days | 14 days | |||||||
| No annual contract required | |||||||||
Data as of March 2026. Competitor features based on publicly available information.
Simple, transparent pricing
Start with a 14-day free trial. No credit card required.
Free
Core filing viewer with basic features.
- Filing viewer with ToC & tables
- 5 highlights per filing
- 3 company watchlist
- Filing alerts (in-app)
- Within-document search
- Shareable deep links
Analyst
Billed $588/year
Full access to all analysis tools.
Everything in Free, plus:
- Unlimited highlights & watchlist
- Filing diff comparison (word-level)
- AI filing summaries
- XBRL fact overlays
- Financial charts from XBRL data
- Table download (CSV/JSON)
- Cross-company search (10/day)
- 10 keyword alerts
- Insider transaction tracking
- Comments on highlights
Pro
billed annually
Everything you need to build and maintain models directly from filing data.
Everything in Analyst, unlimited, plus:
- Excel plugin — =KEST() functions, catalog browsing, full statement pulls
- Model update signals for companies in your workbook
- Personalized AI filing summaries
- AI chat — cited answers (200 questions/month)
- Unlimited cross-company keyword search
- 50 keyword alerts
- Table merge and download (CSV, JSON, XLSX)
- Screening — save up to 10 financial screens
- Threaded comment replies
- Priority data processing for followed issuers
Enterprise
Starting at $499/seat/month · 5-seat minimum
For institutional teams building filing analysis into their workflow.
Everything in Pro, per seat, plus:
- Team workspaces — shared watchlists, alerts, annotations
- Real-time multiplayer — presence indicators, live sync
- REST API access — full data layer (10K calls/seat/mo)
- MCP server — Claude, ChatGPT, Gemini integration
- Agentic workflow builder with human-in-the-loop
- Unlimited saved screens with scheduled daily runs
- Unlimited AI chat (2,000 questions/seat/month)
- Bulk data export
- SSO / SAML
- Custom canonical mappings
- Dedicated support + onboarding
- 99.9% uptime SLA
Frequently Asked Questions
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