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Description
GeminIQ operates as a primary research tool that extracts financial information straight from unprocessed SEC EDGAR filings, eliminating the need for any intermediary aggregators. This ensures that each figure can be traced back to its original XBRL tag, providing users with the exact data as reported by the company instead of a simplified summary.
Key functionalities include access to Financial Statements with a history of over 17 years of quarterly and annual filings; more than 50 Calculated Metrics such as ROIC, Free Cash Flow Per Share, and Altman Z-Score derived from the tagged filing data; the ability to create Custom Tables for developing reusable templates using specific line items; Interactive Visualizations for tracking any metric over time; an Advanced Screener featuring over 100 filterable metrics along with built-in presets like Buffett-Style and Magic Formula; Custom Watchlists; tracking of Insider Transactions via Form 4; data on Institutional Ownership from 13F filings; and Price Variance/Earnings Reaction Heatmaps that illustrate historical stock performance following filings. Furthermore, new filings are analyzed and made available within one business day after they are submitted to EDGAR, ensuring users have access to the most current information.
Description
PortfolioIQ extracts data from documents (Board decks, Financial statements), data requests (Forms and Emails) as well as models (Forecasts and Valuations), with 100% accuracy.
The result: Teams can spend more time analyzing data than organizing it.
Effective collection, no overhead
PortCos offers automated data requests.
No duplication of work when you use Docs and Forms to get metrics
Dashboard to track requests status and data gaps
Zero manual work
No more copying and pasting from Docs into spreadsheets
100% accurate data extraction, no checks required
Alerts sent automatically when key metrics change
Track everything that Matters
PortCo metrics can be captured.
Track actuals and estimates
Audit trails for tracking metric history and re-statements
Create insights, not spreadsheets
Standardization across metric names, time periods etc.
Create Derived Metrics across your Portfolio
Benchmarking effectively with time-shifts
API Access
Has API
API Access
Has API
Screenshots View All
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Screenshots View All
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Integrations
No details available.
Integrations
No details available.
Pricing Details
$29/month billed annually
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
GeminIQ
Founded
2025
Country
United States
Website
www.geminiq.com
Vendor Details
Company Name
Synaptic
Founded
2006
Country
India
Website
portfolioiq.ai/
Product Features
Product Features
Financial Reporting
"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement