★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★
VOL. XCIV, NO. 247
GeminIQ Review, Pricing, and Features
GeminIQ is a browser-based U.S. public-company research platform built around as-filed SEC financial statements. It combines XBRL-traceable 10-K and 10-Q data with calculated metrics, interactive visualizations, reusable custom tables, stock screening, watchlists and comparable-company analysis, Form 4 insider transactions, institutional ownership monitoring, and post-earnings price-reaction views. It is strongest for filing-grounded fundamental research, but coverage is U.S.-focused and new filing data is available the next day rather than in real time.
Best for
- Independent investors and analysts researching U.S. public companies through traceable, as-filed 10-K and 10-Q financial statements.
- Fundamental investors who want calculated metrics, reusable tables, interactive charts, screens, and comparable-company views in one browser workspace.
- Users who value filing traceability and next-day availability more than real-time filings, global equity coverage, or developer access.
Watch out
- GeminIQ positions the platform for U.S. public-company research rather than global equities or broader asset classes.
- The vendor reports overnight processing and T+1 availability, so users who require filings immediately after submission need a real-time EDGAR workflow.
Community votes (overall)
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Pricing
Free • From $29/mo · 7-day trial · 3 plans
Free
Permanent free access with three years of history and limited platform functionality.
Annual Plan
$29 per month, billed annually.
Monthly Plan
$39 per month with monthly billing.
Key features
- Views for reviewing cleaned and structured balance sheet, income statement, cash flow, equity, and comprehensive income data from 10-K and 10-Q filings while retaining the company-specific reporting structure.
- Trace financial values and calculated metrics through their XBRL tags to the original SEC filing.
- Tools for building custom annual or quarterly tables from selected financial line items, then save metric sets for reuse across companies.
- Tools for creating line, bar, and area charts, compare multiple metrics or companies, and apply scale and normalization transformations.
- Screening for U.S. public companies with multiple stackable financial conditions and source-traceable results on paid plans.
- Watchlists as comparable-company workspaces with side-by-side metrics, aligned filing periods, and multi-company visualizations.
- Views for reviewing insider purchases and sales sourced from Form 4 filings, including role and transaction-price context.
- Monitoring aggregate institutional ownership percentages and quarter-over-quarter changes.
- Analysis of stock-price performance after quarterly and annual filings across vendor-defined forward windows.
- T+1 filing availability, U.S.-only public-company coverage, and substantial feature limits on the permanent Free plan.
Data partners
GeminIQ identifies SEC EDGAR 10-K, 10-Q, XBRL, and Form 4 filings as first-party sources for its financial statement and insider transaction workflows.
FAQ
Is GeminIQ free?
Not entirely. GeminIQ includes a free tier, but its paid subscription options unlock more capacity. Visit the vendor site for current limits and pricing. A 7-day free trial is available on select plans.
Who is GeminIQ best for?
GeminIQ is built for Retail Traders, Pro Retail, Analysts, Long-term Investors, Value Investors, Growth Investors + 2 more. It suits intermediate and advanced users.
What platforms and connections does GeminIQ support?
You can use GeminIQ on Web.
Which markets does GeminIQ cover?
GeminIQ covers North America. Examples include US. It tracks Stocks. Identifiers include Ticker.
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Hey! Thanks for stopping by. I'm an independent investor with a soft spot for coding and the stock market - especially value investing (as you can probably tell from the tools I've collected here, haha). Hopefully you'll find something useful or interesting along the way.
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