Capnote – Financial Analysis (Professional)

Automated Financial Analysis

Access fully automated analysis of new financial statements at your fingertips.

Companies release new financial statements every year on a quarterly, semi-annual or annual basis. The best financial professionals and investors analyze the financial statements as quickly as possible.

It is important to know the financial condition and outlook for a company and take action in a timely manner to avoid losses or consolidate on gains. However, it is not always possible to do this quickly.

Professionals or Investors may have as many as 20-30 large companies in their portfolios. In addition, not everyone has the financial expertise and experience to analyze a financial statement easily.

Capnote helps by aggregating new financial statements and then using machine learning algorithms to perform calculations, compare numbers to prior periods, peers or industry averages to give you quick notes about the financial statements. Capnote’s quick notes have been designed to help speed up financial statement analysis or provide guides that can be compared against to ensure quality. Note that Capnote only informs you about the data, it will not give any recommendation about buying or selling a stock or security. Over time, the Capnote operating system will continue to learn and enhance its algorithms to provide more detailed support.

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Here is what our users are saying...

Capnote makes a large variety of information easily accessible.
I particularly like the value chains and ability to see the interaction between two or more companies.
I love Capnote’s one-click memos and would pay for it even if that was the only feature the platform had. It really helps me save time and do my job better.
Financial Risk Manager
My favorite piece of functionality is the drill down under the value chain for a company. Capnote has also been helpful as far as monitoring key risk factors for my portfolio.
Capital Markets Banker

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