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- Every number traceable to its SEC source — no 3rd party APIs✓
- Historical financial data3 years
- Calculated financial metrics24
- Interactive financial statement visualizationsLimited
- Post-earnings price reaction analysisLimited
- Stock screener with 100+ stackable filtersLimited
- Insider transaction tracking from Form 4 filingsLimited
- Institutional ownership monitoringLimited
- Custom watchlists with comparable company analysis✕
- Stock price movement analysisLimited
- Next-day filing availability✓
- 7-day free full trial, no risk✕
- Discount compared to monthly-
- Every number traceable to its SEC source — no 3rd party APIs✓
- Historical financial data17+ years
- Calculated financial metrics90+
- Interactive financial statement visualizations✓
- Post-earnings price reaction analysis✓
- Stock screener with 100+ stackable filters✓
- Insider transaction tracking from Form 4 filings✓
- Institutional ownership monitoring✓
- Custom watchlists with comparable company analysis✓
- Stock price movement analysis✓
- Next-day filing availability✓
- 7-day free full trial, no risk✓
- Discount compared to monthly26% Discount
- Every number traceable to its SEC source — no 3rd party APIs✓
- Historical financial data17+ years
- Calculated financial metrics90+
- Interactive financial statement visualizations✓
- Post-earnings price reaction analysis✓
- Stock screener with 100+ stackable filters✓
- Insider transaction tracking from Form 4 filings✓
- Institutional ownership monitoring✓
- Custom watchlists with comparable company analysis✓
- Stock price movement analysis✓
- Next-day filing availability✓
- 7-day free full trial, no risk✓
- Discount compared to monthly✕
Free $0/month | Annual Plan $29/month(billed annually) | Monthly Plan $39/month | |
|---|---|---|---|
| Every number traceable to its SEC source — no 3rd party APIs | ✓ | ✓ | ✓ |
| Historical financial data | 3 years | 17+ years | 17+ years |
| Calculated financial metrics | 24 | 90+ | 90+ |
| Interactive financial statement visualizations | Limited | ✓ | ✓ |
| Post-earnings price reaction analysis | Limited | ✓ | ✓ |
| Stock screener with 100+ stackable filters | Limited | ✓ | ✓ |
| Insider transaction tracking from Form 4 filings | Limited | ✓ | ✓ |
| Institutional ownership monitoring | Limited | ✓ | ✓ |
| Custom watchlists with comparable company analysis | ✕ | ✓ | ✓ |
| Stock price movement analysis | Limited | ✓ | ✓ |
| Next-day filing availability | ✓ | ✓ | ✓ |
| 7-day free full trial, no risk | ✕ | ✓ | ✓ |
| Discount compared to monthly | - | 26% Discount | ✕ |
Everything Included in Your Subscription
Financial Statements
View cleaned and structured 10-Q (quarterly) and 10-K (annual) financial data, processed through our proprietary algorithms to ensure consistency and accuracy across time periods and companies. Our process eliminates common filing inconsistencies and preserves the as-filed reporting structure with XBRL traceability, making sure you're working with reliable, ready-to-analyze numbers.
Easily switch between Balance Sheet, Income Statement, Cash Flow, Equity, and Comprehensive Income views, or see all statements in one place.
Performance and Valuation Metrics
Make apples-to-apples comparisons with industry-standard financial metrics, calculated directly from SEC filings with full traceability to source data. We give you a complete view across profitability, efficiency, growth, liquidity, leverage, returns, and valuation, so you can analyze companies with clarity and confidence. Whether you're screening for high-margin businesses, comparing ROE across peers, or spotting companies with accelerating growth, our metrics help you uncover what really matters, without the manual cleanup.
Earnings Market Reaction
For each filing, we track the stock's price performance over 1, 2, and 3 months for 10-Q's and 1 to 12 months for 10-K's following the release date. Quickly gauge how investors historically reacted to new financial information—whether the market rewarded strong results or punished weak ones—helping you spot patterns in sentiment, surprises, and post-earnings drift over time.
Insider Transactions
See what company insiders are doing with their own money. Track purchases and sales by executives, directors, and major shareholders to gauge internal confidence or caution. Whether you're validating a thesis or spotting red flags, insider activity adds valuable context to your fundamental analysis.
Institutional Data
Measure institutional participation at a high level. Monitor aggregate ownership percentages to understand how much professional capital is invested in a company and how that exposure evolves over time.
Customizable Dashboard
Visualize your strategy. Stop sifting through clutter. Build custom watchlists that track the companies you care about using only the metrics that drive your decisions. From detailed fundamental tables to comparative line and bar charts, you get a clear, noise-free view of the market. Spot trends faster, identify outliers easier, and make investment decisions with confidence.
Stock Screener
Stock Screener empowers you to pinpoint exact investment matches using over 100 financial metrics and up to 10 stackable filters. You can apply precise logic operators to these criteria to build highly targeted searches without relying on restrictive templates. Furthermore, every result is fully auditable and traces directly back to the company's original SEC filings for immediate verification.
Interactive Financial Visualizer
Turn raw financial data into clear, customizable charts that reveal the story behind the numbers. Choose the metrics that matter (revenue, margins, debt, cash flow, etc.), and track how they evolve over time using line, bar, or area charts.
Apply filters, zoom in on specific time periods, and use transformations like log scale, z-score standardization, or min–max normalization to make meaningful comparisons across different values and scales. Save your favorite metric sets to reuse instantly across different companies, making your research faster, more consistent, and repeatable.
Whether you're looking for accelerating growth, margin compression, or signs of financial strength, visualizations help you spot key trends faster and make more informed investment decisions.
Custom Tables
Cut through the noise and focus only on the metrics that matter to you. With custom tables, you can build clean, focused views of company financials by selecting exactly which metrics to include—no clutter, no irrelevant data.
Switch between quarterly or annual filings and filter by date range to zero in on the periods that matter. Save your favorite metric sets to reuse instantly across different companies, making your research faster, more consistent, and repeatable.
Whether you're evaluating margins, cash flow, or capital structure, custom tables help you streamline your analysis and stay locked in on what matters most.
FREQUENTLY ASKED QUESTIONS
Have questions?
We have answers.
GeminIQ is an investment research platform designed to help you research faster and invest smarter. We replace the need to dig through fragmented PDF filings by organizing SEC data into a seamless, interactive timeline with built-in metrics.
All of our financial data is sourced directly from official SEC filings, including 10-Q (quarterly) and 10-K (annual) reports.
Most financial tools use third-party APIs that simplify data by grouping similar metrics into broad categories. While this makes data easier to process, it strips away the specific details found in the original reports. We don't use third-party aggregators. Instead, we parse the raw 10-Q and 10-K filings directly. This allows us to present the financial line items as they appear in the official report, preserving company-specific labels and XBRL tags that aggregated platforms typically strip out.
Unlike platforms that rely on third-party APIs to normalize metrics into generic categories, and going beyond platform's document-viewing capabilities, GeminIQ offers the best of both worlds. We parse 10-Q and 10-K filings directly to create a structured database of raw metrics. This means you get the auditability of a filing viewer with the analytical power of a terminal, without the data loss inherent in third-party aggregation.
We use a combination of advanced algorithms and human oversight to process the data. GeminIQ parses raw EDGAR XBRL and preserves the company's own reported values, labels, and XBRL tags. It does not remap line items into generic vendor buckets. We also validate figures to correct known filing errors, providing you with institutional-quality accuracy.
We offer next-day filing availability, ensuring you have timely access to the latest financial statements and market data to make informed decisions.
We provide comprehensive historical data without the arbitrary "3-year limits, 5-year limits, etc.” found on tier pricing. Our goal is to give you the complete picture of a company's cycle, not just the recent snapshot.
GeminIQ provides over 90 calculated core financial metrics. From margins and turnover ratios, to growth rates and valuation ratios. You can easily switch between balance sheet, income statement, cash flow, equity, and comprehensive income views to see the full picture of a company's health.
Yes. This is our biggest difference. "Terminal" style sites force you to read rows of static tables. GeminIQ transforms 10-K and 10-Q data into interactive timelines. You can visualize trends, spot anomalies, and see the story behind the numbers instantly, rather than digging through endless columns of text.
Yes. Our platform includes tools for insider sentiment monitoring and institutional data monitoring, allowing you to see how company insiders and major institutions are reacting to market changes.
Absolutely. You can create customizable dashboards and watchlists, build custom tables, and use our screener features to tailor the research experience to your specific strategy.
Yes, we offer a 7-day free trial with both our annual and monthly plans. This gives you full access to test our timelines, metrics, and search tools before you commit.
Both plans include all features, such as interactive timelines, price variance tools, and over 90 financial metrics, with no ads. The annual plan offers a discounted rate compared to the flexible pay-as-you-go monthly plan.
Yes. Whether you are on a monthly or annual plan, you can manage your subscription settings directly through your account.