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This documentation is your guide to integrating Captide’s APIs and leveraging our agentic AI systems for corporate disclosure analysis.
Captide aggregates and processes corporate disclosures from publicly listed companies in more than 50 countries, transforming them into formats optimized for AI applications. Built on this expansive dataset of global filings, Captide’s agentic retrieval-augmented generation (RAG) systems deliver auditable, high-accuracy outputs in response to natural language queries, unlocking reliable AI-driven insights grounded exclusively in authoritative sources. With Captide’s APIs, long/short hedge funds, investment banks, and software companies can embed AI across their financial workflows, extracting insights from millions of authoritative documents without the complexity of building or maintaining data pipelines and document intelligence infrastructure. Captide is designed to augment investment research, enable alternative data extraction, and facilitate feature discovery, while ensuring the highest levels of confidence and auditability in every output.

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Core Use Cases

  • Build multi-agent systems able to analyze and reason from authoritative company reports.
  • Power internal RAG systems with Captide’s LLM-ready library of global corporate disclosures.
  • Continuously monitor company disclosures to detect material changes and surface early signals of potential inflection points or shifts in outlook.
  • Screen companies using changing disclosure signals to spot potential outliers or themes worth deeper analysis.
  • Extract and standardize hard-to-access data to power investment models, enable faster benchmarking, and support investment thesis validation.
  • Compare metrics, forward-looking guidance, risk language, and tone sentiment to uncover divergences, outliers, or consensus shifts across custom peer sets.
  • Link key entities across disclosures to synthesize key information and uncover dependencies across companies.

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Core Components

  • REST API:
    • Company Endpoints: Find companies by ticker, name, country, CIK or PermID.
    • Document Endpoints: List corporate disclosures and download them in their original format or as LLM-ready Markdown.
    • Chunk Retrieval Endpoint: Retrieve relevant document excerpts and metadata tailored to user queries.
    • Agent Response Endpoints: Receive AI-generated answers with citations that link directly to original document passages, complete or streamed in real time via Server-Sent Events (SSE).
    • Webhooks: Have new documents sent to your application as soon as Captide adds them.
  • JavaScript/TypeScript SDK: Quickly integrate Captide components, like document viewers, into your frontend app for streamlined source auditing.

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Getting Started

1

Get in touch with sales

Contact our sales team to request a demo and gain access to a trial API key or a hands-on proof of concept (PoC). They’ll support you with any questions or requirements, and provide all necessary materials to help you begin early testing and validation.
2

Start exploring Captide

Follow our Quickstart Guide to begin exploring Captide’s solutions with step-by-step instructions for setup, integration, and initial testing.
Book a demo to explore how Captide can support your unique workflows and goals.