CALIO
ACTIVEInstantly extract key information from insurance SEC filings
Launched July 22, 2026
About CALIO
CALIO is a Chrome extension for reading and extracting public SEC EDGAR filings. It lets users open a company desk, pull structured fields from 10‑K, 10‑Q, 8‑K, Form 3/4/5, 13D/G, Form 144 and more, compare periods, and export multi‑sheet Excel or print‑ready PDF, all with processing on the user’s device and no account required for core features.
Pricing
Pricing information isn't available yet.
Capabilities
Ticker and company search
Search by ticker or company name to open an SEC‑style company desk and access recent filings.
Filings browsing
Browse recent 10‑K, 10‑Q, 8‑K, ownership (13D/G), insider forms (3/4/5), proxies and Form 144.
Open & extract
Open filings in the browser or run ‘Open & extract’ to retrieve structured fields.
Form‑aware extracts
Extract specific data such as financials, events, ownership, insider trades and Rule 144 information.
Extract quality badge
Provides a badge indicating when an extraction pack may be incomplete.
Period comparison
Compare two filing periods and view differences side‑by‑side.
Excel export
Export results to multi‑sheet Excel workbooks.
PDF export
Generate print‑ready PDF reports from extracted data.
Watchlist & alerts
Maintain a local company watchlist with new‑filing alerts and extraction history.
On‑device processing
All filing text is processed locally; no filing contents are stored on CALIO servers.
Use Cases
Equity research analysis
Quickly obtain clean, structured data from SEC filings for investment research and valuation models.
For: Equity researchers and value investors
Academic and analyst work
Students and analysts can extract needed fields without setting up a heavy desktop stack.
For: Analysts and students
Insider trading monitoring
Track Form 4, 8‑K and other ownership filings without manual re‑typing, supporting compliance and monitoring tasks.
For: Compliance analysts and investors monitoring insider activity
Period‑to‑period reporting
Compare filing periods and export the differences to Excel or PDF for reporting or presentation purposes.
For: Financial analysts and consultants
Personal finance tracking
Maintain a watchlist of companies and receive alerts on new SEC filings, helping individual investors stay informed.
For: Individual investors interested in personal finance