Captide - Turn raw financial data into custom insights

Captide Turn raw financial data into custom insights

Freemium

From 149$

Home: https://captide.co

#financial analysis
#investment research
#Data Extraction
#earnings analysis
#regulatory filings
#Workflow Automation

Visit Captide

What is Captide?

Captide is a sophisticated financial analysis platform that leverages artificial intelligence to transform how investment research teams process and analyze financial data. The platform specializes in automating the extraction of insights from various financial documents, including regulatory filings, press releases, earnings slides, and transcripts.

The platform enables users to build custom datasets, automate workflows, and integrate results seamlessly into existing systems through API endpoints or Excel functionalities. With its ability to process real-time updates and generate custom insights, Captide significantly reduces manual data processing while expanding research capabilities and accelerating decision-making processes in financial analysis.

Features

Automated Insight Extraction: Process regulatory filings, press releases, and earnings documents automatically
Custom Dataset Creation: Build and maintain real-time updating financial datasets
Workflow Automation: Create templates for analyzing new earnings documents with full traceability
System Integration: Access custom API endpoints and Excel functionality
Real-time Updates: Automatic processing of new financial documents as they become available
Auditable Results: Full traceability back to original documents

Use Cases

Consolidating income statements from company press releases
Comparing historical guidance with actual performance
Creating valuation comparison tables
Analyzing revenue breakdowns by product line
Extracting sentiment scores from MD&A sections
Tracking competitor mentions in earnings calls
Categorizing revenue growth and risk drivers
Building custom financial datasets

FAQs

What types of financial documents can Captide process?

Captide can process regulatory filings, press releases, earnings slides, transcripts, and various IR documents.
How does the data integration work?

Users can access custom API endpoints or use Excel functionalities to integrate generated data directly into their spreadsheet models and systems.
What are the deployment options available?

Captide offers both cloud-based deployment for Professional plans and on-premises or hybrid deployment options for Enterprise customers.