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Introduction to Captide

Captide enables organisations to deploy multi-agent architectures, embed AI across their financial workflows, and distil insights from millions of corporate filings—all without the complexity of designing or maintaining RAG infrastructure. It streamlines data extraction, investment research, and document review—accessible through a user-friendly interface at app.captide.co or directly via API.

This documentation is your guide to integrating the Captide API and leveraging our specialized AI agent, built to deliver accurate, document-grounded financial insights in response to natural language queries. The AI scans millions of filings to surface the most relevant answers, currently supporting SEC-related content and international companies listed with the SEC. Our coverage is rapidly expanding to new regions and document types.

Core Functionalities​

  • Extract structured or unstructured insights from disclosures of publicly listed companies.
  • Seamlessly compare and consolidate information across multiple sources and entities.
  • Audit any metric or insight with traceable source links for full transparency and context.
  • Build custom datasets, peer benchmarks, insight trackers, and more.

Core Components​

  • REST API:

    • Document Snippets Endpoint: Retrieve relevant document excerpts and metadata tailored to user queries.
    • Streaming Endpoint: Receive real-time, AI-generated answers via Server-Sent Events (SSE).

  • Source Linking: Automatically generate citations that link directly to original document passages.

  • JavaScript/TypeScript SDK: Quickly integrate Captide components—like document viewers—into your frontend application.

Getting Started​

To begin using Captide:

  1. Get your API key
  2. Follow our Quickstart Guide
  3. For production deployment, contact our sales team to obtain a license

Contact Us​

Looking to enhance your application with cutting-edge financial document intelligence?

Book a demo to explore how Captide can support your unique workflows and goals.

Coming Soon​

  • Self-Hosting: Deploy Captide’s agentic backend in your own infrastructure (currently in private beta)
  • International Expansion: Extended support beyond SEC filings (currently in private beta)
  • MCP Integration: Connect via the Model Context Protocol
  • A2A Protocol: Inter-agent communication support through Agent-to-Agent Protocol

Want early access to upcoming features? Get in touch with our team.