Captide | Generative AI for Investment Research

Consolidate income statements from $AAPL press releases

Compare $MSFT historical guidance statements with actual performance results

Create a valuation comparison table for $NVDA and its peers

Consolidate the revenue breakdown of $NKE by product line over the last 12 quarters

Consolidate income statements from $AAPL press releases

Compare $MSFT historical guidance statements with actual performance results

Create a valuation comparison table for $NVDA and its peers

Consolidate the revenue breakdown of $NKE by product line over the last 12 quarters

Extract sentiment scores from MD&A and Q&A sections of $META and its peers

Log mentions of competitors in $TMUS earnings calls

Categorize revenue growth and risk drivers of $TSLA over time

Create a table of $AMAT future realizations of deferred revenue

Extract sentiment scores from MD&A and Q&A sections of $META and its peers

Log mentions of competitors in $TMUS earnings calls

Categorize revenue growth and risk drivers of $TSLA over time

Create a table of $AMAT future realizations of deferred revenue

Why Captide?

Manual data processing limits your alpha potential

Captide empowers your team to unlock the full potential of financial data, accelerate investment research, and respond to emerging information faster than ever.

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Consolidate Apple's FCFF starting from its EBIT

Consolidate Apple's FCFF from EBIT

News

13F

Report

8-K

Transcript

10-Q

10-K

Apple FCFF Consolidation

EBIT

Tax Rate

CapEx

D&A

Δ NWC

FCFF

Q2 2023

121,159

0.158

(11,140)

11,200

2,200

104,276

Q3 2023

128,428

0.162

(11,320)

11,380

(4,600)

103,083

Q4 2023

134,850

0.161

(11,500)

11,560

3,400

116,599

Q1 2024

141,592

0.163

(11,680)

11,740

(4,000)

114,572

Q2 2024

147,256

0.162

(11,860)

11,920

4,600

128,060

Q3 2024

153,146

0.165

(12,040)

12,100

(3,400)

131,337

Generate holistic insights

Generate untapped insights from regulatory filings, IR documents, and earnings calls in a systematic way.

Scale investment research

Empower your research workforce with enterprise-grade AI to generate 24x more investment opportunities.

Respond to earnings faster

Integrate your Captide workflows into your systems to take decisions as soon as new information is reported.

Features

Unleash the Full Potential of GenAI Engineered for Finance

Automate insight generation

Create prompt templates to analyze information from earnings documents with ease.

Outputs remain fully traceable to their source, and templates automatically update as new data becomes available.

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Build custom datasets

Transform qualitative and quantitative data from earnings documents into customized datasets.

Define the metrics or insights for each row and column, and let Captide handle the data extraction and processing to build your dynamic table.

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Integrate results into your systems

Access custom API endpoints for any workflow or dataset to seamlessly integrate results into your data pipelines.

Alternatively, leverage Captide's Excel functionalities to link your generated data directly to your spreadsheet models.

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[
  {
    "date": "2024-09-28",
    "symbol": "AAPL",
    "period": "Q4 2024",
    "totalRevenue": 391035000000,
    "iphoneRevenue": 201183000000,
    "macRevenue": 29984000000,
    "ipadRevenue": 26694000000,
    "wearablesHomeAccessoriesRevenue": 37005000000,
    "servicesRevenue": 96169000000
  }
]