Monexa is the closest drop-in replacement with overlapping coverage in Transcripts, Insider Data, and Institutional Data while adding News Sentiment and Valuation Models coverage and Company dashboards with tabs for Financials, Estimates, Insider Transactions, Dividends, SEC Filings, Ownership, and Transcripts. and AI Financial Analysis: executive overview, bull/base/bear scenario modeling, and financial‑health (cash, leverage, DuPont) refreshed each earnings cycle (Pro). features (category overlap ~53%).
VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Tuesday, November 18, 2025
Programmatic picks
Alternatives to CapEdge
Curated replacements ranked by category overlap, pricing, and platform access. Use this list to stress-test CapEdge against peers before committing to a long-term plan.
View free alternativesQuick takeaways
Free tiers remain available through Monexa, Trendlyne, BamSEC, Fiscal.ai, GuruFocus, TipRanks, SEC EDGAR — Company Filings (Full‑Text Search & Search Filings), Financial Modeling Prep (FMP), Fintel, InsideArbitrage, Seeking Alpha, MarketWatch, Nasdaq.com, Quiver Quantitative, Strike.Market, Stocknear, Gainify, Koyfin, and Stock Rover for side-by-side testing.
Need mobile access? Trendlyne, Fiscal.ai, and GuruFocus bring phone-ready workflows that CapEdge lacks.
Round out your stack with new coverage areas like News Sentiment, Valuation Models, Analyst Forecasts, and Analyst Price Targets.
CapEdge still leads on Filing Sentiment, so keep it handy for those workflows.
Similarity score 1463Category overlap: 53%
Shared coverage
TranscriptsInsider DataInstitutional Data13D/13G13FNews
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into News Sentiment, Valuation Models, and Analyst Forecasts coverage beyond what CapEdge offers.
- Standout features include Company dashboards with tabs for Financials, Estimates, Insider Transactions, Dividends, SEC Filings, Ownership, and Transcripts., AI Financial Analysis: executive overview, bull/base/bear scenario modeling, and financial‑health (cash, leverage, DuPont) refreshed each earnings cycle (Pro)., and AI Peer Analysis: benchmark valuation, growth, profitability, and capital returns vs. peers in one AI report (Pro)..
- Pair it with CapEdge if you still need Improved Filings, Diff View, and Filing Sentiment.
Adds coverage: News Sentiment, Valuation Models, Analyst Forecasts, and Analyst Price Targets
Standout features: Company dashboards with tabs for Financials, Estimates, Insider Transactions, Dividends, SEC Filings, Ownership, and Transcripts., AI Financial Analysis: executive overview, bull/base/bear scenario modeling, and financial‑health (cash, leverage, DuPont) refreshed each earnings cycle (Pro)., AI Peer Analysis: benchmark valuation, growth, profitability, and capital returns vs. peers in one AI report (Pro)., and AI SWOT Analysis previews and full SWOT in Pro.
Similarity score 1423Category overlap: 53%
Shared coverage
TranscriptsInsider DataInstitutional DataNewsAlertsCalendar
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Trendlyne adds mobile access for on-the-go monitoring.
- Expands into Screeners, Analyst Forecasts, and Analyst Price Targets coverage beyond what CapEdge offers.
- Standout features include Stock screener with over 1,000 parameters, plus prebuilt strategies and optional screener alerts (up to every 15 minutes on premium tiers)., Backtesting at both strategy and stock level, with plan-based limits (from a few hundred to over a thousand annual backtests)., and Consensus estimates platform (“Forecaster”) with historical and real-time views on revenue, EPS, profit, dividends, cash flow, capex, and more..
- Pair it with CapEdge if you still need Improved Filings, Diff View, and Filing Sentiment.
Adds coverage: Screeners, Analyst Forecasts, Analyst Price Targets, and Analyst Recommendations
Standout features: Stock screener with over 1,000 parameters, plus prebuilt strategies and optional screener alerts (up to every 15 minutes on premium tiers)., Backtesting at both strategy and stock level, with plan-based limits (from a few hundred to over a thousand annual backtests)., Consensus estimates platform (“Forecaster”) with historical and real-time views on revenue, EPS, profit, dividends, cash flow, capex, and more., and DVM score (Durability-Valuation-Momentum) available with historical charts and exportable to CSV/XLS.
Similarity score 1422Category overlap: 89%
Shared coverage
Improved FilingsDiff ViewTranscriptsInsider DataInstitutional Data13F
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Screeners coverage beyond what CapEdge offers.
- Standout features include Advanced document search across filings and transcripts, with boolean and proximity operators for precision., Table tools include one-click Excel downloads, 'Similar Tables' to pull prior versions, and 'Merge Tables' to combine data across periods., and Redline comparison view highlights added or removed text and tables between filing versions directly in the browser..
- Pair it with CapEdge if you still need Filing Sentiment, 13D/13G, and Which ETF includes this Stock?.
Adds coverage: Screeners
Standout features: Advanced document search across filings and transcripts, with boolean and proximity operators for precision., Table tools include one-click Excel downloads, 'Similar Tables' to pull prior versions, and 'Merge Tables' to combine data across periods., Redline comparison view highlights added or removed text and tables between filing versions directly in the browser., and All-company screening with filters for industry, market cap, and document type, plus email alerts tied to searches.
Similarity score 1355Category overlap: 47%
Shared coverage
TranscriptsInsider DataInstitutional Data13FAlertsCalendar
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Fiscal.ai adds mobile access for on-the-go monitoring.
- Expands into Screeners, Data Visualizations, and Stock Comparison coverage beyond what CapEdge offers.
- Standout features include Global market coverage for more than 100,000 stocks, ETFs, and funds., Detailed company fundamentals including segments and KPIs for over 2,000 firms, with historical depth expanding by plan tier., and AI Copilot and automated summaries to speed up research; monthly prompt allowances scale with subscription level, with custom summaries on higher tiers..
- Pair it with CapEdge if you still need Improved Filings, Diff View, and Filing Sentiment.
Adds coverage: Screeners, Data Visualizations, Stock Comparison, and Portfolio
Standout features: Global market coverage for more than 100,000 stocks, ETFs, and funds., Detailed company fundamentals including segments and KPIs for over 2,000 firms, with historical depth expanding by plan tier., AI Copilot and automated summaries to speed up research; monthly prompt allowances scale with subscription level, with custom summaries on higher tiers., and Analyst data including forward estimates, revisions, price targets, and ratings.
Similarity score 1355Category overlap: 47%
Shared coverage
TranscriptsInsider Data13FNewsAlertsCalendar
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- GuruFocus adds mobile access for on-the-go monitoring.
- Expands into Screeners, Stock Ideas, and Stock Comparison coverage beyond what CapEdge offers.
- Standout features include All-in-One Screener with hundreds of filters, historical screening, and custom filter creation., Backtesting with survivorship-bias-free data. Windows vary by plan: up to 3 years for Premium and up to 10 years for Premium Plus. Global coverage spans 80+ countries., and Guru portfolios tracking 13F and mutual fund holdings, real-time picks, and portfolio downloads to Excel..
- Pair it with CapEdge if you still need Improved Filings, Diff View, and Filing Sentiment.
Adds coverage: Screeners, Stock Ideas, Stock Comparison, and Portfolio
Standout features: All-in-One Screener with hundreds of filters, historical screening, and custom filter creation., Backtesting with survivorship-bias-free data. Windows vary by plan: up to 3 years for Premium and up to 10 years for Premium Plus. Global coverage spans 80+ countries., Guru portfolios tracking 13F and mutual fund holdings, real-time picks, and portfolio downloads to Excel., and Specialty trackers for insider trading and U.S. politician trades.
Similarity score 1355Category overlap: 47%
Shared coverage
Insider DataInstitutional DataWhich ETF includes this Stock?NewsAlertsCalendar
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- TipRanks adds mobile access for on-the-go monitoring.
- Expands into Top Analysts, Screeners, and ETF Screeners coverage beyond what CapEdge offers.
- Standout features include Analyst coverage includes forecasts, price targets, recommendations, and Top Analysts leaderboards., Smart Score: a proprietary 1–10 multi-factor equity rating system., and Tracks insider transactions and hedge fund activity, with manager rankings based on filings..
- Pair it with CapEdge if you still need Improved Filings, Diff View, and Filing Sentiment.
Adds coverage: Top Analysts, Screeners, ETF Screeners, and Stock Ideas
Standout features: Analyst coverage includes forecasts, price targets, recommendations, and Top Analysts leaderboards., Smart Score: a proprietary 1–10 multi-factor equity rating system., Tracks insider transactions and hedge fund activity, with manager rankings based on filings., and Stock and ETF screeners, technical analysis filters, and stock/ETF comparison tools.
#7 Alternative
Analyst PickHands-on TestedFree Tier
Similarity score 1349Category overlap: 64%
Shared coverage
Insider Data13D/13G13FNewsAlertsIPO
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Regulatory Filings Monitoring, Data APIs, and APIs & SDKs coverage beyond what CapEdge offers.
- Standout features include Full‑Text Search (since 2001) with fielded filters: word/phrase, company/ticker/CIK/person, filing category/types, filed date ranges, ‘principal executive offices in’ and ‘incorporated in’., ‘Latest Filings’ list shows filings as they are submitted (with RSS for any filter; ownership Forms 3/4/5 can be included/excluded/only)., and Company Search with ‘more search options’, plus dedicated searches for Mutual Funds (prospectuses/proxy voting) and Variable Insurance Products..
- Pair it with CapEdge if you still need Improved Filings, Diff View, and Filing Sentiment.
Adds coverage: Regulatory Filings Monitoring, Data APIs, APIs & SDKs, and Education
Standout features: Full‑Text Search (since 2001) with fielded filters: word/phrase, company/ticker/CIK/person, filing category/types, filed date ranges, ‘principal executive offices in’ and ‘incorporated in’., ‘Latest Filings’ list shows filings as they are submitted (with RSS for any filter; ownership Forms 3/4/5 can be included/excluded/only)., Company Search with ‘more search options’, plus dedicated searches for Mutual Funds (prospectuses/proxy voting) and Variable Insurance Products., and CIK Lookup & helper datasets (company_tickers*.json) to map tickers↔CIK (company/fund/series/class).
Similarity score 1343Category overlap: 47%
Shared coverage
TranscriptsInsider Data13FWhich ETF includes this Stock?NewsCalendar
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Data APIs, ETF Holdings, and Analyst Forecasts coverage beyond what CapEdge offers.
- Standout features include Tiered access: Starter (U.S.), Premium (adds UK/Canada and up to 30 years of history), Ultimate (global markets, transcripts, ETFs, mutual funds, 13F data, one-minute intraday, bulk/batch delivery)., REST APIs secured with API keys; calls made by appending the key to endpoints., and WebSocket streaming for real-time equities, forex, and crypto feeds..
- Pair it with CapEdge if you still need Improved Filings, Diff View, and Filing Sentiment.
Adds coverage: Data APIs, ETF Holdings, Analyst Forecasts, and Analyst Price Targets
Standout features: Tiered access: Starter (U.S.), Premium (adds UK/Canada and up to 30 years of history), Ultimate (global markets, transcripts, ETFs, mutual funds, 13F data, one-minute intraday, bulk/batch delivery)., REST APIs secured with API keys; calls made by appending the key to endpoints., WebSocket streaming for real-time equities, forex, and crypto feeds., and Historical and intraday chart data with resolutions from one minute to four hours, including dividend-adjusted series.
Similarity score 1321Category overlap: 47%
Shared coverage
Improved FilingsInsider Data13D/13G13FWhich ETF includes this Stock?News
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Short Interest, ETF Holdings, and Screeners coverage beyond what CapEdge offers.
- Standout features include Official short-interest data sourced from NASDAQ and NYSE on individual ticker pages., Off-exchange and dark pool short volume reported from FINRA feeds., and Comprehensive ownership tracking including 13F, 13D/G, NPORT filings, ETF and mutual fund holders, plus UK disclosure data..
- Pair it with CapEdge if you still need Diff View, Filing Sentiment, and Transcripts.
Adds coverage: Short Interest, ETF Holdings, Screeners, and Options
Standout features: Official short-interest data sourced from NASDAQ and NYSE on individual ticker pages., Off-exchange and dark pool short volume reported from FINRA feeds., Comprehensive ownership tracking including 13F, 13D/G, NPORT filings, ETF and mutual fund holders, plus UK disclosure data., and Dedicated “Which ETF holds this stock?” pages showing ETF-level exposure by ticker.
Similarity score 1321Category overlap: 47%
Shared coverage
Insider DataInstitutional Data13D/13G13FNewsAlerts
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Acquisitions, Spin-offs, and Buybacks & Authorizations coverage beyond what CapEdge offers.
- Standout features include Merger Arbitrage Tool with announced‑deal lists, spread tracking, calendars and deal updates; ‘Deals in the Works’ and deal post‑mortems., Insider data hub with ‘Insider Weekends’, cluster buys, buys near highs, flip‑floppers, top‑performing insiders and sector heat‑map., and Buyback suite: daily buyback announcements, searchable buyback history, ‘Buyback Wednesdays’, and ‘Double Dipper’ (insiders + buybacks)..
- Pair it with CapEdge if you still need Improved Filings, Diff View, and Filing Sentiment.
Adds coverage: Acquisitions, Spin-offs, Buybacks & Authorizations, and Dividends
Standout features: Merger Arbitrage Tool with announced‑deal lists, spread tracking, calendars and deal updates; ‘Deals in the Works’ and deal post‑mortems., Insider data hub with ‘Insider Weekends’, cluster buys, buys near highs, flip‑floppers, top‑performing insiders and sector heat‑map., Buyback suite: daily buyback announcements, searchable buyback history, ‘Buyback Wednesdays’, and ‘Double Dipper’ (insiders + buybacks)., and Spinoff suite: upcoming/completed spinoffs and ‘Spinsider’ screen; CVR deals database with outcomes.
Similarity score 1212Category overlap: 40%
Shared coverage
TranscriptsWhich ETF includes this Stock?NewsAlertsCalendarFinancials
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Seeking Alpha adds mobile access for on-the-go monitoring.
- Expands into Screeners, ETF Screeners, and Stock Comparison coverage beyond what CapEdge offers.
- Standout features include Quant Ratings for stocks with five Factor Grades (Value, Growth, Profitability, Momentum, EPS Revisions), plus ETF Factor Grades (Momentum, Expenses, Dividends, Risk, Liquidity)., Stock and ETF screeners with ratings, grades, and advanced filters. Premium members can save screens for reuse., and Side-by-side comparison of up to 20 stocks, with export to Excel or PDF..
- Pair it with CapEdge if you still need Improved Filings, Diff View, and Filing Sentiment.
Adds coverage: Screeners, ETF Screeners, Stock Comparison, and Data Visualizations
Standout features: Quant Ratings for stocks with five Factor Grades (Value, Growth, Profitability, Momentum, EPS Revisions), plus ETF Factor Grades (Momentum, Expenses, Dividends, Risk, Liquidity)., Stock and ETF screeners with ratings, grades, and advanced filters. Premium members can save screens for reuse., Side-by-side comparison of up to 20 stocks, with export to Excel or PDF., and Portfolio tools with custom views, health scores, and Excel export. Premium users can link brokers for daily auto-sync through Plaid or SnapTrade.
Similarity score 1198Category overlap: 40%
Shared coverage
Insider DataNewsAlertsCalendarIPOFinancials
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- MarketWatch adds mobile access for on-the-go monitoring.
- Expands into Screeners, Data Visualizations, and Watchlist coverage beyond what CapEdge offers.
- Standout features include Market data hub with stock and market screeners, mutual fund research, fund comparison, and multi-quote lookup tools., Personal watchlists available free with an account; syncs across web and mobile apps with customizable price and news alerts., and Comprehensive event calendars, including U.S. economic releases, corporate earnings, IPO schedules, and options-expiration dates..
- Pair it with CapEdge if you still need Improved Filings, Diff View, and Filing Sentiment.
Adds coverage: Screeners, Data Visualizations, Watchlist, and Paper Trading
Standout features: Market data hub with stock and market screeners, mutual fund research, fund comparison, and multi-quote lookup tools., Personal watchlists available free with an account; syncs across web and mobile apps with customizable price and news alerts., Comprehensive event calendars, including U.S. economic releases, corporate earnings, IPO schedules, and options-expiration dates., and BigCharts advanced charting platform with multiple timeframes (intraday to monthly) and technical overlays; intraday data typically delayed 15 minutes.
Similarity score 1198Category overlap: 40%
Shared coverage
Insider Data13FNewsCalendarIPOFinancials
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Nasdaq.com adds mobile access for on-the-go monitoring.
- Expands into Screeners, Portfolio, and Watchlist coverage beyond what CapEdge offers.
- Standout features include Real-time U.S. quotes with continuously updating bid/ask via Nasdaq Basic, with data credited to Nasdaq Data Link., Built-in screeners for stocks, ETFs, and mutual funds with filterable metrics., and Options chains enhanced with Greeks such as Delta, Gamma, and Vega..
- Pair it with CapEdge if you still need Improved Filings, Diff View, and Filing Sentiment.
Adds coverage: Screeners, Portfolio, Watchlist, and Dividends
Standout features: Real-time U.S. quotes with continuously updating bid/ask via Nasdaq Basic, with data credited to Nasdaq Data Link., Built-in screeners for stocks, ETFs, and mutual funds with filterable metrics., Options chains enhanced with Greeks such as Delta, Gamma, and Vega., and Dedicated pages for short interest, insider transactions, and institutional holdings (13F).
Similarity score 1198Category overlap: 40%
Shared coverage
Insider DataInstitutional Data13FWhich ETF includes this Stock?NewsAlerts
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Quiver Quantitative adds mobile access for on-the-go monitoring.
- Expands into Screeners, Watchlist, and Backtesting coverage beyond what CapEdge offers.
- Standout features include Alternative data dashboards spanning Congress trading, insider activity, government contracts, lobbying, app ratings, Google Trends, U.S. patents, ETF and institutional holdings, and more., Congress Trading dashboard parses public disclosures, tracks post-trade performance, and shows cumulative returns by individual politicians., and Institutional Holdings (13F) dashboard, with a backtesting tool for premium users to evaluate fund-level positioning over time..
- Pair it with CapEdge if you still need Improved Filings, Diff View, and Filing Sentiment.
Adds coverage: Screeners, Watchlist, Backtesting, and US Government Trades
Standout features: Alternative data dashboards spanning Congress trading, insider activity, government contracts, lobbying, app ratings, Google Trends, U.S. patents, ETF and institutional holdings, and more., Congress Trading dashboard parses public disclosures, tracks post-trade performance, and shows cumulative returns by individual politicians., Institutional Holdings (13F) dashboard, with a backtesting tool for premium users to evaluate fund-level positioning over time., and Premium adds advanced tools like stock screeners, alerts, institutional and congressional backtesters, Smart Score/Bull–Bear metrics, watchlists, exportable data samples, and early access to curated content. Pricing is $25/month or $300/year, with free trials (7 or 30 days).
Similarity score 1180Category overlap: 46%
Shared coverage
TranscriptsInsider DataInstitutional Data13FNewsCalendar
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Screeners, Watchlist, and App & Website Traffic coverage beyond what CapEdge offers.
- Standout features include Free equity screener with both fundamental and alternative-data filters, including app rankings, social followers, job openings, and founder-led company flags., Alternative-data dashboards track website traffic, app store ranks, share of search, social activity, Google Trends, and patents., and Earnings calendars available in weekly or index views, with embeddable widgets via iframe for external sites..
- Pair it with CapEdge if you still need Improved Filings, Diff View, and Filing Sentiment.
Adds coverage: Screeners, Watchlist, App & Website Traffic, and Job Postings
Standout features: Free equity screener with both fundamental and alternative-data filters, including app rankings, social followers, job openings, and founder-led company flags., Alternative-data dashboards track website traffic, app store ranks, share of search, social activity, Google Trends, and patents., Earnings calendars available in weekly or index views, with embeddable widgets via iframe for external sites., and Tracks Wall Street analyst price targets and ranks analysts by their historical win rates.
Similarity score 1178Category overlap: 40%
Shared coverage
Insider Data13FNewsAlertsCalendarFinancials
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Screeners, Options & Derivatives, and Data Visualizations coverage beyond what CapEdge offers.
- Standout features include Ticker pages with tabs for Financials, Statistics, Business Metrics, Forecasts, Dark Pool, Options, Insider, Dividends, and History., Real-time options flow feed and unusual activity; options chains available (OPRA-sourced)., and Dark pool & off-exchange trade tape (15‑minute delay)..
- Pair it with CapEdge if you still need Improved Filings, Diff View, and Filing Sentiment.
Adds coverage: Screeners, Options & Derivatives, Data Visualizations, and Watchlist
Standout features: Ticker pages with tabs for Financials, Statistics, Business Metrics, Forecasts, Dark Pool, Options, Insider, Dividends, and History., Real-time options flow feed and unusual activity; options chains available (OPRA-sourced)., Dark pool & off-exchange trade tape (15‑minute delay)., and Hedge Fund tracker (13F) with institution list (downloadable) and holdings analytics.
Similarity score 1118Category overlap: 40%
Shared coverage
TranscriptsInsider DataInstitutional Data13FCalendarFinancials
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Screeners, Stock Ideas, and Valuation Models coverage beyond what CapEdge offers.
- Standout features include Supercharged screener with 500+ filters across fundamentals, forward estimates, and valuation multiples., Conversational AI for valuation, key financials, and earnings‑call insights (real‑time aware)., and Earnings Calendar with dates, estimates and quick drilldowns..
- Pair it with CapEdge if you still need Improved Filings, Diff View, and Filing Sentiment.
Adds coverage: Screeners, Stock Ideas, Valuation Models, and Analyst Recommendations
Standout features: Supercharged screener with 500+ filters across fundamentals, forward estimates, and valuation multiples., Conversational AI for valuation, key financials, and earnings‑call insights (real‑time aware)., Earnings Calendar with dates, estimates and quick drilldowns., and Top Investors tracker: real‑time 13F filings, rankings, and email alerts; Congress & insider trading views.
#18 Alternative
Similarity score 1116Category overlap: 60%
Shared coverage
Insider DataInstitutional Data13D/13G13FAlertsSecondary Offerings
Assets: Stocks and ETFs
Experience: Intermediate and Advanced
Platforms: Web
Why investors switch
- Expands into Buybacks & Authorizations, Data APIs, and Watchlist coverage beyond what CapEdge offers.
- Standout features include Cleaned & context‑rich Form 4 dataset (history back to 2003/2004) with analyst review, 10b5‑1 plan tagging, and noise reduction (e.g., RSU/tax‑related sales)., Comprehensive buyback database (plans & quarterly repurchases) since 2004, including ASRs, tender offers, Dutch auctions, and NCIBs; PIT feeds provided., and Institutional holdings feeds covering 13F, 13D, and 13G (PIT and historical), with instrument typing (e.g., common, ETFs, calls/puts, debt) and event flags..
- Pair it with CapEdge if you still need Improved Filings, Diff View, and Filing Sentiment.
Adds coverage: Buybacks & Authorizations, Data APIs, Watchlist, and Flags
Standout features: Cleaned & context‑rich Form 4 dataset (history back to 2003/2004) with analyst review, 10b5‑1 plan tagging, and noise reduction (e.g., RSU/tax‑related sales)., Comprehensive buyback database (plans & quarterly repurchases) since 2004, including ASRs, tender offers, Dutch auctions, and NCIBs; PIT feeds provided., Institutional holdings feeds covering 13F, 13D, and 13G (PIT and historical), with instrument typing (e.g., common, ETFs, calls/puts, debt) and event flags., and Management Changes database (CEO/CFO/Board and key officers) with ~40 fields per event and PDF report generation.
Similarity score 1069Category overlap: 33%
Shared coverage
TranscriptsNewsAlertsCalendarFinancials
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Koyfin adds mobile access for on-the-go monitoring.
- Expands into Screeners, ETF Screeners, and Data Visualizations coverage beyond what CapEdge offers.
- Standout features include Plan tiers: Free, Plus ($39/mo), Premium ($79/mo), Advisor Core ($209/mo), and Advisor Pro ($299/mo), with a published plan comparison., Global equities coverage with prices, financial statements, valuation, analyst estimates, filings, news, and transcripts. US quotes are live or 15-minute delayed, Canadian quotes are 15-minute delayed, and most international markets are end-of-day., and Stock Screener covering ~100,000 global equities with nearly 6,000 filter criteria. Results can be saved to watchlists or exported to CSV, though some data exports are restricted..
- Pair it with CapEdge if you still need Improved Filings, Diff View, and Filing Sentiment.
Adds coverage: Screeners, ETF Screeners, Data Visualizations, and ETF Overview
Standout features: Plan tiers: Free, Plus ($39/mo), Premium ($79/mo), Advisor Core ($209/mo), and Advisor Pro ($299/mo), with a published plan comparison., Global equities coverage with prices, financial statements, valuation, analyst estimates, filings, news, and transcripts. US quotes are live or 15-minute delayed, Canadian quotes are 15-minute delayed, and most international markets are end-of-day., Stock Screener covering ~100,000 global equities with nearly 6,000 filter criteria. Results can be saved to watchlists or exported to CSV, though some data exports are restricted., and Custom Formulas & Calculations for table columns. Limits vary by plan: Free (1), Plus (up to 10), Premium (unlimited).
Similarity score 1069Category overlap: 33%
Shared coverage
TranscriptsNewsAlertsCalendarFinancials
Assets: Stocks and ETFs
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Stock Rover adds mobile access for on-the-go monitoring.
- Expands into Screeners, ETF Screeners, and Stock Comparison coverage beyond what CapEdge offers.
- Standout features include Metrics-rich tables with up to 700+ data points in the Premium Plus plan (275+ / 375+ / 700+ by tier)., Flexible screening: ranked screening, historical screening, and custom equation builders., and Portfolio analytics include correlation matrices, Monte Carlo “future simulations,” rebalancing tools, and trade planning support..
- Pair it with CapEdge if you still need Improved Filings, Diff View, and Filing Sentiment.
Adds coverage: Screeners, ETF Screeners, Stock Comparison, and ETF Comparison
Standout features: Metrics-rich tables with up to 700+ data points in the Premium Plus plan (275+ / 375+ / 700+ by tier)., Flexible screening: ranked screening, historical screening, and custom equation builders., Portfolio analytics include correlation matrices, Monte Carlo “future simulations,” rebalancing tools, and trade planning support., and Insight Panel combines fundamentals, analyst recommendations, news, and full earnings transcripts in one view.
Coverage Snapshot
Where alternatives already align
Most shared categories across the top matches.
Insider Data×17News×16Alerts×15Calendar×1513F×14Financials×14Transcripts×11Institutional Data×10
New angles introduced
Categories the alternatives add beyond CapEdge.
Screeners+17Watchlist+16Analyst Price Targets+12ETF Holdings+12Portfolio+10Analyst Forecasts+9Analyst Recommendations+9Dividends+9
Access & Pricing
Free options
19/20
19 of 20 alternatives keep a free tier for trials.
Mobile ready
10/20
10 alternatives bring native mobile access.
API availability
7/20
7 of the shortlisted tools expose API endpoints for automation-heavy workflows.
Quality checks
9 starred / 13 tested
9 tools are flagged as analyst picks; 13 have been hands-on tested.
Avg. coverage overlap
48%
Average percentage of categories shared with the base tool.
Frequently Asked Questions
What are the best alternatives to CapEdge?
CapEdge users most often consider Monexa, Trendlyne, and BamSEC as their go-to alternatives.
Which alternatives keep a free tier?
Monexa, Trendlyne, BamSEC, Fiscal.ai, GuruFocus, TipRanks, SEC EDGAR — Company Filings (Full‑Text Search & Search Filings), Financial Modeling Prep (FMP), Fintel, InsideArbitrage, Seeking Alpha, MarketWatch, Nasdaq.com, Quiver Quantitative, Strike.Market, Stocknear, Gainify, Koyfin, and Stock Rover offer a free plan or trial option, making them easy to test before committing to a paid subscription.
Which workflows do the top CapEdge alternatives cover?
Expect deep coverage across 13D/13G, 13F, Alerts, Calendar, Diff View, Financials, Improved Filings, Insider Data, Institutional Data, IPO, News, Secondary Offerings, Transcripts, and Which ETF includes this Stock?, so you can port most CapEdge workflows without much friction.
Where does CapEdge still stand out?
CapEdge remains the go-to for Filing Sentiment, which the current alternatives do not fully replicate.
Information
About Me
Hey! Thanks for stopping by. I'm an independent investor with a soft spot for coding and the stock market - especially value investing (as you can probably tell from the tools I've collected here, haha). Hopefully you'll find something useful or interesting along the way.
Find me here:
- Twitter / X: @Jera_Value
- Substack: Jera Value
Got questions or suggestions? I'm all ears!
Missing a Tool?
Discovered a gem I don't have here yet? Drop the link below and I'll check it out ASAP. Tagging me on X works too! Can't wait to see what you've found!
OR
Starred Tools
These are my top picks. Tools I've tested thoroughly and found to be excellent. They do their job really well, and I use them a lot. If you're not already familiar with them, I highly recommend checking them out.
Tested Tools
These are tools I've tried and found to be solid, but not standout. Think of them as passing an initial quality screen: worth exploring, though not all will be exceptional.
Curation & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.