Captide Howto
WebsiteAI Documents Assistant
Captide is an AI-powered workspace for automated financial modeling and fundamental analysis that extracts key metrics from unstructured data sources.
View MoreHow to Use Captide
Sign up for Captide: Create an account on the Captide platform to access its automated financial modeling capabilities.
Set up a company workspace: Create a new workspace for the company you want to analyze, such as 'Apple Inc.'
Select data sources: Choose the relevant data sources for Captide to extract information from, including regulatory filings, earnings call transcripts, and press releases.
Initiate automated data extraction: Let Captide's AI automatically extract key metrics and insights from the selected data sources.
Review extracted data: Go through the extracted metrics and insights to ensure accuracy and relevance.
Customize financial model: Adjust the automatically generated financial model as needed, adding your own assumptions or refinements.
Run scenario analyses: Use Captide's what-if scenario tools to analyze how changes in different metrics could impact financial forecasts.
Collaborate with team: Share your workspace with team members to collaborate on model development and analysis in real-time.
Generate reports: Use Captide's reporting features to create professional reports based on your analysis and models.
Monitor for updates: Allow Captide to continuously monitor for new information and automatically update your models while preserving your customizations.
Captide FAQs
Captide is an AI-powered platform that automates data extraction and financial modeling for equity research and fundamental analysis. It extracts key metrics and insights from regulatory filings, transcripts, and press releases to build and maintain dynamic financial models.
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