GeminIQ Platform Features: Institutional-Grade Fundamental Analysis Tools

Direct-from-Source SEC Financial Statements

Stop relying on standardized templates that obscure a company's unique reporting structure. Most financial data platforms depend on third-party aggregators that normalize every company into the same generic line items — stripping out company-specific disclosures, merging figures that were never meant to be combined, and quietly discarding the exact labels management used in the filing. GeminIQ's primary data ingestion engine pulls directly from the SEC's EDGAR database itself, providing a "Zero-Dependency" architecture with nothing standing between the filing and your screen.

Raw & Unfiltered Data: View 10-Q (quarterly) and 10-K (annual) financial data exactly as the company reported it, without the normalization filters applied by large aggregators.

No Silent Aggregation: Every income statement, balance sheet, and cash flow statement mirrors the structure the company itself chose to disclose — down to the specific line items and labels used in the original filing. Nothing is merged, renamed, or dropped along the way, so what you see on screen is what the company actually reported.

XBRL Traceability: Every data point includes its specific XBRL tag, giving you 100% auditability to verify the numbers directly in the source filing. When a figure looks off, you don't have to take our word for it — trace it back to the original 10-K or 10-Q in seconds.

Next-Day Availability (T+1): Filings are processed overnight, ensuring you have clean, structurally accurate datasets by the time the market opens.

Unrestricted Historical Data: Analyze full market cycles with 17+ years of history on paid plans — full market cycles, not the 3- to 5-year windows common on competitors' paid tiers.

See how direct sourcing prevents data discrepancies: What Third-Party Financial Data APIs Miss — And Why It Costs You (2026).

Customizable Data Tables

Dense financial reports can be overwhelming, and every investor cares about a different slice of the filing. GeminIQ's Custom Tables act as your personal investment checklist, letting you strip away everything that doesn't matter to your strategy and keep only the line items you actually track.

Bespoke Dashboards: Select specific line items from the balance sheet, income statement, or cash flow statement to build a streamlined view.

Save-able Templates: Build your ideal metric template once — like a repeatable investment health check — and instantly apply it to any new ticker you research, turning a process that used to take an hour of spreadsheet work into a single click.

Instant Toggling: Seamlessly switch between the 10-K for a broad historical view or the 10-Q to catch the latest quarterly trends, without rebuilding your table from scratch.

See the Custom Table used to audit NVIDIA's inventory efficiency: NVIDIA ($NVDA): The $120 Billion Cash Machine No One Is Auditing.

Interactive Financial Visualizations

Reading numbers in a static table is accurate, but it doesn't reveal the velocity of a trend. GeminIQ transforms complex 10-K and 10-Q data into dynamic, interactive timelines.

Trend Identification: Plot multiple metrics against each other—such as plotting assets against liabilities—to visually confirm if a company's financial safety gap is widening or shrinking.

Flexible Charting: Choose between line graphs, bar charts, or area charts for every individual metric to best suit your visual analysis.

Stock Price Overlay: Layer the actual stock price directly on top of any fundamental metric's timeline. Instead of guessing whether the market cared about a widening asset base or a shrinking liability load, you can see the price react in real time alongside the filing data — turning a data point into a full narrative connecting fundamentals to price action.

Six Statistical Transformations: Go beyond a simple linear chart. Apply Z-Score to standardize metrics of wildly different scales onto the same axis, Min-Max to normalize everything to a 0–1 range, Log to properly assess percentage growth on exponentially growing companies, Index to rebase every metric to 100 at a chosen start date for apples-to-apples relative performance, or Abs to strip out sign and compare magnitude alone — the same normalization toolkit used on professional quant terminals.

See how 13 years of Coca-Cola data becomes a clear narrative in one chart : The Coca-Cola Company ($KO): The 13-Year 'Zero Growth' Illusion.

Earnings Market Reaction Heat Map (Price Variance)

Beating an earnings estimate and getting rewarded for it are two different things. Traditional tools tell you if a company beat the number; GeminIQ tells you how the market actually behaved afterward. Our proprietary Heat Map tracks post-earnings price drift so you can time entries around real, historical market behavior instead of the headline alone.

Behavioral Pattern Recognition: Spot historical trends in how a stock digests its filings by viewing a grid of fiscal years plotted against 1-month, 2-month, and 3-month performance windows.

Identify "Sell the News" Events: Protect your capital by spotting companies that consistently sell off following an annual report, allowing you to wait out the initial 30-day window for a true Margin of Safety.

Macro-Context Correlation: Understand whether a stock's historical drawdown was caused by poor fundamental earnings or broader global macro panics and black-swan crashes, so you don't mistake a market-wide event for a company-specific red flag.

See the Heat Map used to time a NVIDIA filing entry: NVIDIA ($NVDA): The $120 Billion Cash Machine No One Is Auditing.

Comprehensive Calculated Metrics

Leave the spreadsheets behind. GeminIQ automatically calculates 90+ financial metrics and KPIs — spanning profitability, valuation, growth, liquidity, leverage, and operating efficiency — directly from the raw SEC data, recomputed every time a new filing hits EDGAR.

Capital Efficiency & Returns: Track the metrics that separate capital compounders from capital destroyers — Return on Invested Capital (ROIC), Return on Equity (ROE), and Return on Assets (ROA) show exactly how effectively management turns a dollar of investment into profit.

Margin Expansion: Monitor Gross Profit Margin and Operating Profit Margin side by side to confirm whether a company's competitive moat is intact or deteriorating due to inflation and rising input costs.

Efficiency and Turnover Ratios: Audit operational efficiency using Inventory Turnover, Days Sales Outstanding, and the Cash Conversion Cycle — crucial early warning signs when inventory starts bloating while sales growth stalls, or when collections start taking longer than they used to.

Credit, Liquidity & Solvency: Stress-test the balance sheet before the market does. GeminIQ calculates the full five-factor Altman Z-Score model alongside the Current Ratio, Debt to Equity, Net Debt to EBITDA, and Interest Coverage Ratio to flag over-leveraged companies long before it shows up in the headlines.

Valuation Ratios: Compare a stock's price to what actually matters — P/E, EV/EBITDA, Free Cash Flow Yield, and Dividend Yield give you a multi-angle view of whether a stock is cheap, expensive, or fairly priced relative to its own fundamentals.

Long-Term Growth Rates: Look beyond the noisy 1-year data and analyze 3-year and 5-year EPS Growth and Revenue Growth columns to identify sustained structural shifts rather than catching cyclical companies at the peak of a boom.

See 7 calculated metrics used to rank three retailers that look identical on the surface: The GeminIQ Intel Brief: The Retail Sector's Inventory Trap and the ROIC Mirage.

Insider Transactions Tracker: Decode C-Suite Sentiment

Corporate insiders have an unparalleled view of their company's intrinsic value. The GeminIQ Insider Transactions module transforms raw SEC Form 4 filings into a clear, visual timeline of executive behavior so you can invest alongside the people running the business.

Visual Sentiment Timeline: Our charts instantly visualize the trailing 12 months of insider activity. Red bars represent open-market sales, while green bars represent open-market purchases.

Identify High-Conviction Clusters: It is normal for executives to sell shares for personal diversification. GeminIQ's visualizer helps you filter out the noise and spot critical clusters of activity where multiple insiders are aggressively transacting.

Price-Synced Transaction View: Switch to the Price + Transactions view to see every insider buy and sell plotted directly on the stock's price chart. Instantly see whether an executive was buying near a low or selling into strength, with the full filing detail — owner, relationship, title, share count, and price per share — in the table below.

Granular Transaction Context: Below the visual timeline, our data table provides the exact context you need. See the individual's specific relationship to the company (e.g., Director, Officer, CEO) and the exact price per share they transacted at.

See how insider data reveals 5 years of conviction buying the headlines missed: GameStop Corp. ($GME): The $9 Billion SPAC, the Textile Mill, and the 'Next Warren Buffett.

Institutional Ownership Monitoring: Follow the Smart Money

Retail sentiment can drive short-term volatility, but institutional capital dictates long-term trends. GeminIQ’s Institutional Ownership tool allows you to track the aggregate footprint of Wall Street’s largest funds, ensuring you are aligning your portfolio with professional money management.

Aggregate Ownership Tracking: We map out the total percentage of outstanding shares held by major institutions and track if they are increasing their stake quarter over quarter.

Price-Synced Ownership View: Toggle to the Price + Ownership view to see exactly where institutional buying and selling clustered on the stock's price chart. Green markers flag quarters where institutional ownership increased, red markers flag quarters where it decreased — so you can see whether smart money was accumulating on weakness or distributing into strength.

Confirm Your Fundamental Thesis: Ideally, a strong fundamental investment thesis should be backed by an ownership percentage (represented by our visual trend line) that remains steady or is actively trending upward.

See how institutional positioning correctly ranked three airlines before the headlines did: The GeminIQ Intel Brief: The Airline Sector's Altman Stress Test.

Stock Screener: Find Exactly What Your Thesis Demands

Screening for stocks shouldn't mean scrolling through thousands of results hoping something looks interesting. GeminIQ's Stock Screener lets you define precisely what you're looking for — and returns only the companies that match, backed by data you can trace to the source filing.

100+ Financial Metrics: Screen across profitability, valuation, growth, leverage, efficiency, and liquidity metrics — all derived directly from XBRL-tagged SEC filings. Every result is auditable to the source.

Up to 10 Stackable Filters: Build highly targeted screens by layering multiple conditions in a single query. Find companies with ROIC above 15%, gross margins between 25–40%, and debt-to-equity below 0.5 — all at once.

18 Pre-Built Screening Strategies: Don't want to build a screen from scratch? Launch instantly from 18 ready-made presets modeled on proven investing frameworks — from Benjamin Graham's Net-Net formula to Joel Greenblatt's Magic Formula — and get a ranked list of matching tickers in one click:

• Altman Z-Score Financial Safety Screener — flags companies at elevated risk of financial distress
• Buffett-Style Stock Screener — quality businesses with durable moats and consistent returns on capital
• Cash Rich Undervalued Screener — strong cash positions trading at a discount to intrinsic value
• Contrarian Low Price-to-Sales Screener — out-of-favor names trading at depressed sales multiples
• Deep Value Screener — classic Graham-style value criteria across price and balance sheet ratios
• Dividend Growth Screener — consistent, growing dividend payers
• Efficient Asset Turnover Screener — companies generating the most revenue per dollar of assets
• GARP Screener — Growth at a Reasonable Price
• High Earnings Yield Screener — the cheapest stocks on an earnings-to-price basis
• High Free Cash Flow Yield Screener — companies generating the most free cash relative to their price
• High ROIC Low Debt Screener — efficient capital allocators with conservative balance sheets
• Low Debt High Growth Screener — growth without the leverage risk
• Low EV/EBITDA Screener — the cheapest names on an enterprise-value basis
• Magic Formula Stocks — Joel Greenblatt's ranking system combining earnings yield and ROIC
• Net-Net Stocks — Benjamin Graham's formula for stocks trading below net current asset value
• Piotroski F-Score Screener — the 9-point fundamental strength checklist popularized by Joseph Piotroski
• Quality Compounder Screener — durable, high-return businesses built to compound over time
• Shareholder Yield Screener — combines dividends, buybacks, and debt paydown into one capital-return metric

Precise Filter Logic: Each condition supports less than, less than or equal to, greater than, greater than or equal to, equal to, not equal to and between operators, giving you full control over exactly where you set your thresholds — no pre-built templates limiting your criteria.

Built on Auditable Data: Unlike screeners powered by normalized third-party data, every GeminIQ screener result traces directly to the company's SEC filing. When you find a match, you can verify the numbers in the original 10-K or 10-Q in seconds.

See the defense sector analysis that starts where a screener result ends: The GeminIQ Intel Brief: Finding the Signal in the Defense Sector.

Custom Watchlists & Comparable Company Analysis (Comps)

The GeminIQ Watchlist is not just a list of tickers; it is a full Comparable Company Analysis (Comps) engine. We bring the analytical horsepower of a quantitative terminal directly to your saved portfolios, so every ticker you track is also a ticker you're actively comparing.

Side-by-Side Data Grids: Inside every watchlist, you get a miniature version of our Custom Table. Compare critical metrics like assets, current liabilities, and Trailing Twelve Month (TTM) EPS for all of your saved companies side-by-side.

Filing Period Customization: Use the custom toggle feature to align all companies by their latest 10-Q or 10-K filings or use the custom setting to compare them across a specific historical fiscal year.

Multi-Ticker Visualizations: Move from static tables to dynamic charts. Plot fundamental data points for multiple companies on the exact same graph to instantly visualize which competitor is dominating recent earnings or leveraging the largest scale of resources.

Active Portfolio Health Checks: Watchlists aren't just for finding new ideas; they are essential for tracking stocks you already own. Build a custom dashboard with metrics like net revenue growth, operating profit margin, and retained earnings growth to continuously verify that your active investments are fundamentally improving.

See the Comps engine used to rank three defense contractors that look identical on paper: The GeminIQ Intel Brief: Finding the Signal in the Defense Sector.