Institutional SEC EDGAR Research.
Built for Speed. 100% Private.
Turn complex 10-K, 10-Q, 8-K, and Form 4 filings into live interactive DCF valuations, 25-sector peer benchmark matrices, and audit-ready multi-sheet Excel models — directly inside your browser with zero cloud storage.
Institutional Financial Workflows
Dedicated full-featured research desks engineered for buy-side and sell-side rigor.
Industry Peer Benchmark
25 institutional sector classifications. Live ranking across operating margins, FCF conversion, Beneish M-Score, and Altman Z-Score.
Open Peer Benchmark DeskFinancial Extraction & Valuation
Multi-statement 10-K and 10-Q extraction linked to an interactive 5-year DCF engine. Adjust WACC, growth, and margins in real-time.
Open Valuation DeskSegment & Geographic Revenue
ASC 280 disaggregated disclosures. Deconstruct revenue by internal operating business units and regional sovereign jurisdictions.
Open Segment DeskExecutive Compensation & Governance
DEF 14A proxy extraction. Named Executive Officer (NEO) pay tables, stock awards, CEO pay ratios, and say-on-pay approval percentages.
Explore Proxy DeskPeriod Comparison & Variance
Side-by-side statement reconciliation. Calculate exact dollar and percentage variances across Income Statements, Balance Sheets, and Cash Flows.
Open Comparison DeskFiling Text Disclosure Changes
Word and sentence-level NLP redline diffs for Item 1A Risk Factors, MD&A, and footnote changes across consecutive filings.
Open Redline DeskMulti-Sheet Excel Modeler
Export 10-K and 10-Q statements to clean .xlsx workbooks with working mathematical formulas (=SUM, =GROWTH), ready for presentation.
Review Excel WorkflowForm 4 Insider Transactions
C-suite open-market stock purchases, option exercises, sales, and Rule 10b5-1 executive trading plans tracked in real time.
Track Insider MovesExperience the Platform Live
Test CALIO's live modeling engine right in your browser before adding the Chrome extension.
Institutional Financial Models & SEC 10-K Workbooks
Download pre-formatted valuation models with dynamic formulas, WACC sensitivity matrices, and audited multi-period SEC EDGAR filings.
Discounted Cash Flow (DCF) Model
Unlevered free cash flow bridge, dynamic terminal value (perpetuity & exit multiple), and two-dimensional WACC sensitivity matrix.
Open Template & ExportThree-Statement Operating Model
Dynamically linked Income Statement, Balance Sheet, and Cash Flow Statement with working capital schedules and debt amortization.
Open Template & ExportTrading Comps Analysis Model
Enterprise Value reconciliation, peer multiple normalization (EV/Rev, EV/EBITDA, P/E), and automated benchmark summary metrics.
Open Template & ExportEBITDA Reconciliation Bridge
Audited walk from GAAP Operating Income to Adjusted EBITDA with stock-based compensation dilution and non-recurring charge adjustments.
Open Template & ExportCALIO vs. Legacy Platforms
Why institutional analysts, bankers, and investors choose CALIO over legacy scraped tools.
| Capability / Feature | CALIO Terminal | BamSEC | Koyfin | Bloomberg Terminal |
|---|---|---|---|---|
| In-Line SEC EDGAR Document Overlay | Native In-Browser Overlay | None (Separate Portal) | None | None |
| Interactive 5-Year DCF on 10-K Filings | Built-in Reactive Sliders | No | No | Complex Excel API |
| Forensic Quality of Earnings (M-Score & Z-Score) | Instant Automated Badges | No | No | Add-on Module ($) |
| DEF 14A Executive Compensation Extraction | Instant NEO Pay Tables | Manual Search | Limited | Included |
| Data Privacy & Zero Cloud Query Storage | 100% On-Device Local Sandbox | Cloud Logged | Cloud Logged | Monitored |
| Dynamic Multi-Sheet Excel (.xlsx) Export | Real Live Formulas (=SUM, =GROWTH) | Static Raw Values | Add-in Required | Add-in Required |
| Pricing | Free ($0) · Pro ($35/mo) · Inst ($55/mo) (Annual discount: $28 & $44/mo) |
$50 - $100 / mo ($600–$1,200/yr) | $39 - $79 / mo | $2,500+ / mo ($30,000/yr) |
Your Research Queries Never Leave Your Device
When buy-side analysts research acquisition targets or evaluate unreleased positions, legacy cloud platforms log every search query, ticker lookup, and document open on remote servers. CALIO is built on a 100% on-device architecture: XBRL tables, DCF valuations, and peer matrices compute directly inside your browser engine. Zero server logs. Zero data leakage.