Captide

Captide streamlines financial data extraction and analysis for equity analysts, enhancing research efficiency.

AI For Finance AI Investing AI API AI Research Tool AI Document Extraction Large Language Models (LLMs)AI For Data Analytics AI Agent

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

Investment BankersEquity AnalystsAsset ManagersFinancial ResearchersData Platforms

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

Frequently Asked Questions

Find answers to common questions about Captide

What types of financial documents does Captide analyze?

Captide covers US-listed companies' key documents, including 10-K, 10-Q, 20-F, 40-F reports, 8-K and 6-K filings, proxy statements, and earnings call transcripts.

How extensive is Captide’s coverage of companies and documents?

It includes over 7,500 SEC-reporting companies since 2020, with more than 750,000 documents available per company from that period onward.

What security features does Captide provide?

Captide ensures enterprise-grade security with no training on user data, dedicated environments, and options for self-hosted deployment.

How can I utilize Captide’s API in my workflow?

The API enables integration of financial disclosures into your models and AI tools, allowing access to raw, cleaned, and chunked documents, as well as agent responses.

Is Captide suitable for international companies?

Currently, Captide primarily covers US-listed companies, but international filings may be included depending on updates and features.