Captide
Captide streamlines financial data extraction and analysis for equity analysts, enhancing research efficiency.
About Captide
Captide is a comprehensive platform empowering equity analysts to automate the collection and analysis of financial filings, earnings transcripts, and complex data. It enables the creation of detailed financial models, precise querying of SEC documents, and efficient extraction of company-specific metrics. Captide simplifies structuring financial disclosures, offering APIs and insights to support investment decisions and fundamental research.
How to Use
Easily query SEC filings and earnings transcripts, extract insights in text or table format, combine data from multiple sources, and trace metrics to their origins. The Captide API accepts natural language prompts and delivers markdown-formatted responses based on financial disclosures.
Features
- Natural language processing for financial data queries
- Tools to build custom datasets and peer comparison tables
- AI-driven extraction and summarization of financial documents
- Automated scraping of filings and earnings calls
- API integration for seamless workflow connection
Use Cases
- Detecting termination fees during mergers
- Identifying financial advisors in acquisitions
- Analyzing R&D expenditure by business segment
- Summarizing convertible debt levels
- Comparing revenues of major tech companies
- Providing regional revenue breakdowns
Best For
Pros
- Enables natural language queries for quick data access
- Offers API for easy integration with existing systems
- Supports creation of custom datasets and peer comparisons
- Delivers accurate, sourced financial insights
- Automates data collection tasks to save time
Cons
- Primarily focused on US-listed companies
- May require technical skills to maximize API use
- Public beta may have some limitations or bugs