Captide
Captide automates financial data scraping and analysis for equity analysts.
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- Captide automates financial data scraping and analysis for equity analysts
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- Captide automates financial data scraping and analysis for equity analysts
Overview
Captide is a platform designed for equity analysts to automate the scraping of filings, transcripts, and hard-to-find data for fundamental research. It enables analysts to automate financial models that capture all company-specific metrics, query SEC filings and earnings calls with precision, streamline financial analysis, data extraction, and investment research. Captide offers solutions for structuring financial information, providing APIs, and delivering insights from financial disclosures.
Access & connections
Where you can use Captide.
Capabilities
What this tool accepts, produces, and is strongest at.
Highlights
- Automated scraping of financial filings and transcripts
- Natural language query processing for financial data
- AI-powered data extraction and summarization
- API access for integration with existing models and tools
- Tools for building custom datasets and peer comparison tables
FAQ 6
What is Captide?
Captide is a platform designed for equity analysts to automate the scraping of filings, transcripts, and hard-to-find data for fundamental research. It enables analysts to automate financial models that capture all company-specific metrics, query SEC filings and earnings calls with precision, streamline financial analysis, data extraction, and investment research. Captide offers solutions for structuring financial information, providing APIs, and delivering insights from financial disclosures.
How to use Captide?
Users can query SEC filings and earnings calls, extract insights from disclosures in tabular or text format, consolidate information from multiple sources, and trace metrics back to their source. The Captide API allows users to submit natural language prompts and receive markdown responses derived from financial disclosures.
What types of documents does Captide cover?
Captide covers key documents of US-listed companies, including financial reports (10-K, 10-Q, 20-F, 40-F), current reports (8-K, 6-K), proxy statements (DEF 14A, DEFM14A), and earnings call transcripts.
How many companies and documents are included in Captide's coverage?
Captide features over 7,500 companies that have reported to the SEC after 2020, including delisted companies and international filers. It includes over 750,000 documents from 2020 to today for each company.
What kind of security measures does Captide have?
Captide offers enterprise-grade security, including no training on user data, dedicated environments, and self-hosted deployment options.
What can I do with Captide's API?
Captide's API allows you to integrate financial disclosure intelligence into your equity models and GenAI tools. You can access raw documents, clean documents, chunk retrieval, and agent responses.
Captide