How to Connect Capital Markets
Needl.ai lets you connect capital markets and regulatory sites along with your preferred apps and websites to make sure you have all your data in a single place. The data from capital markets can be sorted through multiple filters to make sure you find exactly what you need.
Capital Markets llow you to integrate and access financial data sources, including annual reports, presentations, earnings call transcripts and regulatory filings. This feature allows you to track, analyse, and derive insights from critical financial information, supporting informed decision-making.
Follow these steps to connect capital markets and regulatory sources to your account.
How to connect Capital Markets: Step-by-Step Guide
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Click on the Add icon next to Connected Sources in the left navigation panel on the homepage.
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After clicking the plus icon, you will see three tabs here. Visit the Capital Markets tab to access and find available capital markets. To connect apps, capital markets, or websites, users can go to the respective tabs and click on ‘Follow’ or ‘Connect.’
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Indian Capital Markets section offers BSE Annual Reports, BSE Filings, System Driven Disclosures(SDD)-SAST, BSE Presentations, Earnings Call Transcripts - India, SEBI, and CRISIL.
Similarly, US Capital Markets section features SEC, FASB, PCAOBUS, FRED, and Earnings Call Transcripts - US.
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Click the Follow button on either or both the options and your selected Capital Markets will be seamlessly added to your Needl.ai account.
If you wish to unfollow any Capital Market, click the Unfollow option available next to the respective Capital Markets.
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You also have the option to directly add these capital markets to any existing feeds you've created. To do so, simply click Add to Feeds and select any of the feed(s).
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Once added, you can find the information in the Capital Markets tab under Connected Sources. Choose a Capital Market for specific information, check the Today section for updates, or explore Capital Markets with filters for a tailored experience.
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You can also find the capital market information in My Data section of your Needl.ai account. Within My Data, navigate to the Capital Markets option, where you can search using various filters.
How do I connect Capital Markets to my Needl.ai account?
Click on the ‘Add’ icon near connected sources, visit the ‘Capital Markets’ tab, and select the Capital Markets you want to follow.
Where can I find the connected Capital Markets in Needl.ai?
Information can be found under the Capital Markets tab in Connected Sources.
How can I use filters to find specific Capital Markets information?
You can use filters in both the ‘Capital Markets’ tab and the ‘My Data’ section to narrow down your search and find the exact information you need. In the Capital Markets tab, filters such as Source, Indices, Portfolio/Watchlist, Categories, Companies, and Date are available. In the My Data section, you can filter by Country, Source, Indices, Portfolio/Watchlist, Categories, and Date to refine your search results even further.
