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Introduction to Captide

Captide enables precise querying across over 750,000 SEC filings and earnings calls, offering best-in-class accuracy for financial analysis. 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 thousands 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.