AI-Powered Financial Intelligence for Portfolios
Turn SEC EDGAR filings into real-time, explainable insights — Rule of 40, EBITDA, growth, margins, and risk factors — all in one elegant workspace.
What you can do with CapitalRAG
EDGAR Parsing
Automated extraction from 10-K, 10-Q, 8-K, DEF 14A, Form 4 and more with clean, structured outputs.
Financial Ratios
Rule of 40, EBITDA/EBIT, gross margin, operating income, EPS, and custom KPI rollups.
Risk & Alerts
Track changes in risk factors, governance, and guidance; receive timely portfolio alerts.
Multi-Portfolio
Segment by strategy or sector; benchmark holdings and compare trendlines across portfolios.
Beautiful Dashboards
Clean cards and charts designed for decision speed and readability on any device.
Easy Integration
API + webhook hooks; embed analytics in your apps and workflows.
Ask natural-language questions (e.g., “Show me Apple’s 10-K risk changes vs last year”). Get cited answers with charts and links back to source filings.
- Understands financial context (GAAP, KPIs, ratios)
- Summarizes MD&A, Risk Factors, and Guidance
- Exports to CSV/PDF for teams
Financial Analytics Dashboard
Comprehensive financial ratios and metrics for your portfolio companies
Rule of 40 Score
156.4
12.5% from last quarter
Avg. Revenue Growth
35.3%
4.2% from last quarter
Avg. EBITDA Margin
32.7%
1.8% from last quarter
Risk Score
Low
5% from last quarter
Income Statement Metrics
Key performance indicators from income statements
| Ticker | Revenue Growth (%) | EPS Growth (%) | Net Income Growth (%) | EBITDA Margin | Rule of 40 | Net Margin | EBITDA Growth (%) | Gross Margin |
|---|---|---|---|---|---|---|---|---|
| AAPL | 2.02 | -0.82 | -3.36 | 0.34 | 9.05 | 0.24 | 7.03 | 0.46 |
| AMZN | 10.99 | 90.69 | 94.73 | 0.19 | 49.48 | 0.09 | 38.49 | 0.49 |
| META | 21.94 | 60.46 | 59.50 | 0.53 | 69.06 | 0.38 | 47.12 | 0.82 |
| MSFT | 15.67 | 21.90 | 21.80 | 0.54 | 42.18 | 0.36 | 26.51 | 0.70 |
| NVDA | 125.85 | 600.00 | 581.32 | 0.58 | 620.19 | 0.49 | 494.34 | 0.73 |
Ready to transform your financial analysis?
CapitalRAG turns SEC EDGAR filings into real-time portfolio insights: dashboards, Rule of 40, revenue growth, risk factors, and alerts.