Captide

The agent endpoint takes a natural language prompt and returns an answer built only from documents inside Captide's corpus, with the source passages attached. You can narrow the search by ticker, by document type such as 10-K filings or earnings calls, and by a start and end date. For a research desk, that citation trail is the feature that makes the output usable, since an uncited number can't go into a memo.

The API exposes raw documents exactly as filed, semantically segmented clean documents, a chunk retrieval call for relevant excerpts, and the agent response call. Teams that already run their own retrieval stack can take the clean text and ignore the answer layer. Teams without one can start at the top and work down. Both paths share the same authentication header and the same coverage.

Coverage is not limited to United States SEC filings. Captide says it indexes companies in 75 countries and handles annual reports, interim reports, current reports, press releases, investor slides, corporate notices, proxy statements, merger notices, and transcripts. For a fund that holds European or Asian listings alongside American ones, one document model across markets saves a second vendor and a second parsing schema.

Transcripts sit in the same index as the filings, so a question about guidance can cite a prepared remark or a Q and A exchange. That matters because the useful detail in a call often lands in an analyst's follow up rather than the scripted opening. You can also restrict a query to transcripts alone when you want the spoken record kept apart from the written one.

Captide sells two workflows on top of the document layer. Change detection compares disclosures over time and reports what was added or removed, including shifts in risk factor language. Signal screening turns that into a filter, so you can ask for companies that recently issued convertible bonds or that show a particular pattern in their filings. Both are screening aids. A human still decides what the change means.

The documentation frames the API as infrastructure for agentic RAG. You pass a prompt, the service handles retrieval and grounding, and your application receives structured output it can hand to another agent or render in a dashboard. Because the response is grounded in primary sources, downstream steps inherit the citation instead of a paraphrase of a paraphrase.