Captide | Turn raw financial data into custom datasets

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?

Unique insights require
proprietary datasets

With real-time custom datasets, you can eliminate manual data extraction, expand investment research to new opportunities, 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

Cut out manual data processing

Automate metric extraction from regulatory filings, press releases, earnings slides, and transcripts.

Scale investment research

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

Respond to earnings faster

Integrate your Captide datasets into your systems to take decisions as soon as new documents emerge.

Features

Harness the power of GenAI in financial research

Extract any metric or insight from earnings documents, consolidate information into auditable datasets, and seamlessly integrate outputs into your systems using custom endpoints or Excel formulas.

Automate workflows

Workflows

Build custom datasets

Datasets

Integrate with your systems

Integrations

Automate insight generation

Build templates for analyzing new earnings documents, consolidating insights from different sources and/or plotting results. Each result is fully traceable back to the original document.

Schedule workflows to run automatically when new data becomes available, with reports delivered directly to your email.

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Build your own real-time datasets

Describe the table you need or specify the metrics you'd like included, and Captide will handle the scraping and consolidation of data to build your dataset.

Datasets automatically update with new metric results and can easily scale to accommodate unlimited companies or use cases.

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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
  }
]

Solutions

A purpose-built platform for finance experts

For asset managers

Scale investment research, generate more relevant insights, and maximize alpha generation with Captide.

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For equity researchers

Digest earnings reports faster, automate your models, and expand your coverage universe.

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For financial platforms

Deliver more relevant data to clients, accelerate genAI feature deployment, and provide source auditing.

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Turn raw financial data into custom datasets