Captide
Tool Overview
Captide is a generative AI platform designed to automate investment research. It streamlines the extraction, integration, and analysis of financial data from SEC filings, earnings calls, and other IR documents.
Key features include automated insight generation, custom dataset building, and enterprise-grade security to ensure data privacy. Captide helps asset managers, equity researchers, and developers scale their research efforts, generate more relevant insights, and respond to market changes faster. By leveraging AI, Captide enables users to unlock the full potential of financial data, accelerate investment research workflows, and gain a competitive edge in the financial markets. It offers solutions for consolidating financial statements, comparing historical data, extracting sentiment scores, and categorizing revenue drivers, making it easier to discover untapped investment opportunities.
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