GuruFocus is the closest drop-in replacement with overlapping coverage in Screeners, Stock Comparison, and Data Visualizations while adding Stock Ideas and Portfolio coverage and Global value-investing research platform covering ~100,000 stocks in ~100 markets plus 8,000+ institutional investors and 15,000+ mutual funds holdings, designed to provide historical financial and valuation data for long-term investors. and All-in-One Screener offers 500+ fundamental, valuation, profitability, growth, dividend, guru and insider filters, supports custom filters/formulas and screening by regions, countries, exchanges and user portfolios. features (category overlap ~77%).
VOL. XCIV, NO. 247
★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★
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Sunday, January 4, 2026
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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 GuruFocus, Fiscal.ai, MarketWatch, TIKR, Financial Modeling Prep (FMP), Seeking Alpha, TipRanks, Koyfin, Trendlyne, Stock Rover, Fintel, Nasdaq.com, BamSEC, Monexa, Stocknear, Stock Analysis, Quiver Quantitative, FINVIZ, and Investing.com for side-by-side testing.
Round out your stack with new coverage areas like Stock Ideas, Portfolio, US Government Trades, and Backtesting.
CapEdge still leads on Filing Sentiment and Secondary Offerings, so keep it handy for those workflows.
Similarity score 2803Category overlap: 77%
Shared coverage
ScreenersStock ComparisonData VisualizationsFinancialsTranscriptsInvestor Holdings
Assets: Stocks, ETFs, and Funds
Experience: Intermediate and Advanced
Platforms: Web and Mobile
Pricing: Free
Why investors switch
- Expands into Stock Ideas, Portfolio, and US Government Trades coverage beyond what CapEdge offers.
- Standout features include Global value-investing research platform covering ~100,000 stocks in ~100 markets plus 8,000+ institutional investors and 15,000+ mutual funds holdings, designed to provide historical financial and valuation data for long-term investors., All-in-One Screener offers 500+ fundamental, valuation, profitability, growth, dividend, guru and insider filters, supports custom filters/formulas and screening by regions, countries, exchanges and user portfolios., and Stock pages combine up to 30-year financial statements, valuation ratios, proprietary GF Score (quality, value, growth, momentum and GF value), dividend data, ownership, operating/segment metrics, filings, transcripts, PDF reports and downloadable charts/tables..
- Pair it with CapEdge if you still need Improved Filings, Diff View, and Filing Sentiment.
Adds coverage: Stock Ideas, Portfolio, US Government Trades, and Backtesting
Standout features: Global value-investing research platform covering ~100,000 stocks in ~100 markets plus 8,000+ institutional investors and 15,000+ mutual funds holdings, designed to provide historical financial and valuation data for long-term investors., All-in-One Screener offers 500+ fundamental, valuation, profitability, growth, dividend, guru and insider filters, supports custom filters/formulas and screening by regions, countries, exchanges and user portfolios., Stock pages combine up to 30-year financial statements, valuation ratios, proprietary GF Score (quality, value, growth, momentum and GF value), dividend data, ownership, operating/segment metrics, filings, transcripts, PDF reports and downloadable charts/tables., and Guru and institutional tools track portfolios and trades of thousands of investors, including real-time guru picks, 13F and 13D/13G data for all institutional investors (PremiumPlus+), mutual fund holdings, sector/geographic trends, ETF and options holdings.
Similarity score 2485Category overlap: 68%
Shared coverage
ScreenersStock ComparisonData VisualizationsFinancialsImproved FilingsTranscripts
Assets: Stocks, ETFs, and Funds
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Portfolio, Watchlist, and ETF Performance coverage beyond what CapEdge offers.
- Standout features include Modern web-based research terminal with dashboards, customizable watchlists, portfolio stats, and fundamental charting for 100,000+ global stocks, ETFs, and funds., Deep fundamental coverage: 10–20+ years of annual and 6–40+ quarters of quarterly financials by plan, with ratios, common-size statements, and adjusted metrics., and Rich segment & KPI database across ~2,300 large-cap names, including company-specific business KPIs that are hard to aggregate manually..
- Pair it with CapEdge if you still need Diff View, Filing Sentiment, and Short Interest.
Adds coverage: Portfolio, Watchlist, ETF Performance, and ETF Fundamentals
Standout features: Modern web-based research terminal with dashboards, customizable watchlists, portfolio stats, and fundamental charting for 100,000+ global stocks, ETFs, and funds., Deep fundamental coverage: 10–20+ years of annual and 6–40+ quarters of quarterly financials by plan, with ratios, common-size statements, and adjusted metrics., Rich segment & KPI database across ~2,300 large-cap names, including company-specific business KPIs that are hard to aggregate manually., and AI Copilot for conversational research, capable of summarizing earnings, screening for ideas, comparing peers, and explaining drivers with citations back to sources.
Similarity score 1942Category overlap: 61%
Shared coverage
ScreenersData VisualizationsFinancialsInsider DataShort InterestETF Overview
Assets: Stocks, ETFs, and Bonds
Experience: Intermediate and Advanced
Platforms: Web and Mobile
Pricing: Free
Why investors switch
- Expands into Watchlist, Paper Trading, and Options 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 Stock Comparison, Improved Filings, and Diff View.
Adds coverage: Watchlist, Paper Trading, Options, and Analyst Price Targets
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 1940Category overlap: 55%
Shared coverage
ScreenersStock ComparisonData VisualizationsFinancialsTranscriptsInvestor Holdings
Assets: Stocks
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Stock Ideas, Portfolio, and Watchlist coverage beyond what CapEdge offers.
- Standout features include Institutional‑quality fundamental database with S&P Global CapitalIQ–powered financials and Morningstar data on 100,000+ stocks across 92 countries and 136 exchanges, including full statements and ratios for most listed equities., Detailed Financials tab exposing Income Statement, Balance Sheet, Cash Flow and Ratio views with configurable units/decimals and interactive tables, plus the ability to chart rows and compare multiple tickers over up to 20 years of history on Pro., and Global equity screener covering 100,000+ stocks across 92 countries and 136 exchanges, allowing filters by region, industry, financials, ratios, valuation multiples, Wall Street forecasts, growth rates, margins and more, with “Browse All Data” to explore all available criteria..
- Pair it with CapEdge if you still need Improved Filings, Diff View, and Filing Sentiment.
Adds coverage: Stock Ideas, Portfolio, Watchlist, and Valuation Models
Standout features: Institutional‑quality fundamental database with S&P Global CapitalIQ–powered financials and Morningstar data on 100,000+ stocks across 92 countries and 136 exchanges, including full statements and ratios for most listed equities., Detailed Financials tab exposing Income Statement, Balance Sheet, Cash Flow and Ratio views with configurable units/decimals and interactive tables, plus the ability to chart rows and compare multiple tickers over up to 20 years of history on Pro., Global equity screener covering 100,000+ stocks across 92 countries and 136 exchanges, allowing filters by region, industry, financials, ratios, valuation multiples, Wall Street forecasts, growth rates, margins and more, with “Browse All Data” to explore all available criteria., and Valuation tooling with extensive forward and trailing multiples (e.g., EV/Sales, EV/EBITDA, P/FCF, P/E, REIT metrics like P/FFO and P/AFFO), historical multiple charts, peer comparisons via a Competitors tab and a Valuation Model Builder (Guided and Advanced) with plan‑based limits on saved models.
Similarity score 1904Category overlap: 50%
Shared coverage
ScreenersFinancialsTranscriptsInstitutional DataInsider Data13F
Assets: Stocks, ETFs, and Funds
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Data APIs, Dividends, and Splits coverage beyond what CapEdge offers.
- Standout features include Multi‑asset data coverage via a single API: equities, ETFs, mutual funds, indexes, forex, crypto, commodities, macroeconomic indicators, ESG and ownership datasets, organized into Market Data, Fundamental & Company Data, News & Calendar Data, Advanced Data, Ownership and Other Markets., Real‑time quotes plus intraday (1‑minute, 5‑minute, 30‑minute, 1‑hour) and end‑of‑day historical bars for stocks and other assets; Premium and Ultimate tiers add intraday chart endpoints, technical indicators and up to 30+ years of history, with Ultimate including 1‑minute intraday charting and full historical access., and Fundamental statement APIs with audited, standardized and as‑reported income statements, balance sheets and cash‑flow statements (annual, quarterly and TTM), plus key metrics, ratios, financial scores, enterprise values and product/geographic segment revenue breakdowns..
- Pair it with CapEdge if you still need Stock Comparison, Data Visualizations, and Improved Filings.
Adds coverage: Data APIs, Dividends, Splits, and Inflation Rates
Standout features: Multi‑asset data coverage via a single API: equities, ETFs, mutual funds, indexes, forex, crypto, commodities, macroeconomic indicators, ESG and ownership datasets, organized into Market Data, Fundamental & Company Data, News & Calendar Data, Advanced Data, Ownership and Other Markets., Real‑time quotes plus intraday (1‑minute, 5‑minute, 30‑minute, 1‑hour) and end‑of‑day historical bars for stocks and other assets; Premium and Ultimate tiers add intraday chart endpoints, technical indicators and up to 30+ years of history, with Ultimate including 1‑minute intraday charting and full historical access., Fundamental statement APIs with audited, standardized and as‑reported income statements, balance sheets and cash‑flow statements (annual, quarterly and TTM), plus key metrics, ratios, financial scores, enterprise values and product/geographic segment revenue breakdowns., and Built‑in valuation and advanced metrics including DCF models, owner earnings and other formula‑based indicators documented in the Financial Formulas section, with a Custom DCF Calculator and Advanced Market Metrics (e.g., sector performance, technical indicators) available on higher‑tier plans.
Similarity score 1892Category overlap: 50%
Shared coverage
ScreenersStock ComparisonData VisualizationsFinancialsTranscriptsWhich ETF includes this Stock?
Assets: Stocks and ETFs
Experience: Intermediate and Advanced
Platforms: Web and Mobile
Pricing: Free
Why investors switch
- Expands into ETF Screeners, Portfolio, and Watchlist 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: ETF Screeners, Portfolio, Watchlist, and Dividends
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 1892Category overlap: 50%
Shared coverage
ScreenersStock ComparisonFinancialsInstitutional DataInsider DataWhich ETF includes this Stock?
Assets: Stocks and ETFs
Experience: Intermediate and Advanced
Platforms: Web and Mobile
Pricing: Free
Why investors switch
- Expands into Top Analysts, ETF Screeners, and Stock Ideas 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 Data Visualizations, Improved Filings, and Diff View.
Adds coverage: Top Analysts, ETF Screeners, Stock Ideas, and Analyst Forecasts
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.
Similarity score 1870Category overlap: 45%
Shared coverage
ScreenersStock ComparisonData VisualizationsFinancialsTranscriptsETF Overview
Assets: Stocks, ETFs, and Bonds
Experience: Intermediate and Advanced
Platforms: Web and Mobile
Pricing: Free
Why investors switch
- Expands into ETF Screeners, Money Flow, and Portfolio coverage beyond what CapEdge offers.
- Standout features include Global multi‑asset data terminal covering equities, ETFs, mutual funds, indices, government bond yields, FX, commodities, cryptocurrencies, news, transcripts and global economics in one interface, with financials, margins, consensus estimates and valuation ratios for all global stocks., Combination of live, 15‑minute delayed and end‑of‑day pricing: live/15‑minute delayed US equities & ETFs, 15‑minute delayed Canadian equities, end‑of‑day prices for other equity markets, live FX for ~60 pairs and bitcoin, plus live bond yields for 45 countries and yield curves for 20 countries., and Customizable watchlists, dashboards and macro dashboards with table views, historical graphs and scatter charts so you can monitor price, valuation, technicals, news and macro series in a single workspace..
- Pair it with CapEdge if you still need Improved Filings, Diff View, and Filing Sentiment.
Adds coverage: ETF Screeners, Money Flow, Portfolio, and Watchlist
Standout features: Global multi‑asset data terminal covering equities, ETFs, mutual funds, indices, government bond yields, FX, commodities, cryptocurrencies, news, transcripts and global economics in one interface, with financials, margins, consensus estimates and valuation ratios for all global stocks., Combination of live, 15‑minute delayed and end‑of‑day pricing: live/15‑minute delayed US equities & ETFs, 15‑minute delayed Canadian equities, end‑of‑day prices for other equity markets, live FX for ~60 pairs and bitcoin, plus live bond yields for 45 countries and yield curves for 20 countries., Customizable watchlists, dashboards and macro dashboards with table views, historical graphs and scatter charts so you can monitor price, valuation, technicals, news and macro series in a single workspace., and Equity, ETF and mutual fund screeners with thousands of filter criteria, percentile ranks, description search operators and saved “My Screens” views for repeatable idea generation.
Similarity score 1818Category overlap: 50%
Shared coverage
ScreenersData VisualizationsFinancialsTranscriptsInvestor HoldingsInstitutional Data
Assets: Stocks
Experience: Intermediate and Advanced
Platforms: Web and Mobile
Pricing: Free
Why investors switch
- Expands into Analyst Forecasts, Analyst Price Targets, and Analyst Recommendations 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 Stock Comparison, Improved Filings, and Diff View.
Adds coverage: Analyst Forecasts, Analyst Price Targets, Analyst Recommendations, and Options & Derivatives
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 1810Category overlap: 45%
Shared coverage
ScreenersStock ComparisonData VisualizationsFinancialsTranscriptsETF Overview
Assets: Stocks, ETFs, and Funds
Experience: Intermediate and Advanced
Platforms: Web and Mobile
Pricing: Free
Why investors switch
- Expands into ETF Screeners, ETF Comparison, and Portfolio coverage beyond what CapEdge offers.
- Standout features include Spreadsheet‑style Table lets you compare stocks, ETFs and mutual funds side‑by‑side with customizable views and an Insight Panel showing detailed fundamentals, analyst ratings, news and earnings transcripts., Powerful stock and ETF screener supports hundreds of metrics, ranked screening and equation‑based filters, with more metrics and history unlocked at higher tiers (up to 700+ metrics in Premium Plus)., and Portfolio Management covers brokerage integration, portfolio analytics, automatic performance emails, dividend income projections, Monte Carlo simulations, correlation analysis, trade planning and rebalancing tools..
- Pair it with CapEdge if you still need Improved Filings, Diff View, and Filing Sentiment.
Adds coverage: ETF Screeners, ETF Comparison, Portfolio, and Watchlist
Standout features: Spreadsheet‑style Table lets you compare stocks, ETFs and mutual funds side‑by‑side with customizable views and an Insight Panel showing detailed fundamentals, analyst ratings, news and earnings transcripts., Powerful stock and ETF screener supports hundreds of metrics, ranked screening and equation‑based filters, with more metrics and history unlocked at higher tiers (up to 700+ metrics in Premium Plus)., Portfolio Management covers brokerage integration, portfolio analytics, automatic performance emails, dividend income projections, Monte Carlo simulations, correlation analysis, trade planning and rebalancing tools., and Future Simulations tool uses Monte Carlo methods to model long‑term portfolio outcomes under different market regimes, inflation assumptions and contribution/withdrawal patterns.
Similarity score 1761Category overlap: 63%
Shared coverage
ScreenersImproved FilingsInsider DataShort Interest13F13D/13G
Assets: Stocks, ETFs, and Bonds
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Options, Portfolio, and Watchlist 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 Stock Comparison, Data Visualizations, and Financials.
Adds coverage: Options, Portfolio, Watchlist, and Data APIs
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 1740Category overlap: 56%
Shared coverage
ScreenersFinancialsInsider DataShort Interest13FETF Overview
Assets: Stocks and ETFs
Experience: Intermediate and Advanced
Platforms: Web and Mobile
Pricing: Free
Why investors switch
- Expands into Portfolio, Watchlist, and Dividends 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 Stock Comparison, Data Visualizations, and Improved Filings.
Adds coverage: Portfolio, Watchlist, Dividends, and Splits
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 1723Category overlap: 63%
Shared coverage
ScreenersFinancialsImproved FilingsDiff ViewTranscriptsInstitutional Data
Assets: Stocks and Funds
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Stock Ideas, Special Situations, and Spin-offs coverage beyond what CapEdge offers.
- Standout features include Specialized web platform for working with SEC filings and earnings transcripts, marketed as making “financial research easier” for thousands of subscribers including major investment banks and buy-side firms., Covers all SEC filings submitted electronically via EDGAR from 1994 onward in their original, unmodified form, with new filings typically processed within a minute or two of being filed (and by end of day for confidential filings that later become public). Browsing filings does not require a subscription, but premium features are limited to active subscribers., and All-company screening tools let you instantly search across millions of documents for any term, using filters like industry, market cap, document type and Watch List, plus advanced operators (exact phrases, boolean logic, proximity / distance between words) and email alerts for new matches..
- Pair it with CapEdge if you still need Stock Comparison, Data Visualizations, and Filing Sentiment.
Adds coverage: Stock Ideas, Special Situations, Spin-offs, and Delisted
Standout features: Specialized web platform for working with SEC filings and earnings transcripts, marketed as making “financial research easier” for thousands of subscribers including major investment banks and buy-side firms., Covers all SEC filings submitted electronically via EDGAR from 1994 onward in their original, unmodified form, with new filings typically processed within a minute or two of being filed (and by end of day for confidential filings that later become public). Browsing filings does not require a subscription, but premium features are limited to active subscribers., All-company screening tools let you instantly search across millions of documents for any term, using filters like industry, market cap, document type and Watch List, plus advanced operators (exact phrases, boolean logic, proximity / distance between words) and email alerts for new matches., and Company-level Document Search shows every mention of a term across a single issuer’s filings and transcripts, with result categorization and an “intuitive workflow” for jumping straight from search hits to the underlying documents without manual Ctrl+F scans.
Similarity score 1698Category overlap: 56%
Shared coverage
ScreenersFinancialsTranscriptsInvestor HoldingsInstitutional DataInsider Data
Assets: Stocks and ETFs
Experience: 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 Stock Comparison, Data Visualizations, and Improved Filings.
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 1695Category overlap: 48%
Shared coverage
ScreenersData VisualizationsFinancialsInsider Data13FETF Overview
Assets: Stocks and ETFs
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Options & Derivatives, Watchlist, and Dark Pool & Off-Exchange 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 Stock Comparison, Improved Filings, and Diff View.
Adds coverage: Options & Derivatives, Watchlist, Dark Pool & Off-Exchange, and ETF Performance
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 1672Category overlap: 45%
Shared coverage
ScreenersStock ComparisonData VisualizationsFinancialsInsider DataShort Interest
Assets: Stocks and ETFs
Experience: Intermediate and Advanced
Platforms: Web
Why investors switch
- Expands into ETF Comparison, Portfolio, and Watchlist coverage beyond what CapEdge offers.
- Standout features include Research workspace with Fundamental Charts, robust screeners, comp tables, scatter plots, scenario tools, and Quickflows to speed common tasks., Portfolio analytics for model and client accounts: optimizer and rebalancing (daily through annual), correlation matrices, attribution and transition analysis, drift/overlap checks, and exposure breakdowns., and Broad data coverage: U.S. and Canadian equities, ETFs and CEFs, plus mutual funds and SMAs as add-ons; 4,000+ fundamental metrics, S&P Global analyst estimates, MSCI ESG datasets, and a large set of macro indicators..
- Pair it with CapEdge if you still need Improved Filings, Diff View, and Filing Sentiment.
Adds coverage: ETF Comparison, Portfolio, Watchlist, and Correlation
Standout features: Research workspace with Fundamental Charts, robust screeners, comp tables, scatter plots, scenario tools, and Quickflows to speed common tasks., Portfolio analytics for model and client accounts: optimizer and rebalancing (daily through annual), correlation matrices, attribution and transition analysis, drift/overlap checks, and exposure breakdowns., Broad data coverage: U.S. and Canadian equities, ETFs and CEFs, plus mutual funds and SMAs as add-ons; 4,000+ fundamental metrics, S&P Global analyst estimates, MSCI ESG datasets, and a large set of macro indicators., and Monitoring built in: dashboards, watchlists, alerts, and a live news feed (MT Newswires). Intraday quotes update on a short delay (~90–120 seconds).
Similarity score 1668Category overlap: 41%
Shared coverage
ScreenersStock ComparisonData VisualizationsFinancialsETF OverviewETF Holdings
Assets: Stocks, ETFs, and Funds
Experience: Intermediate and Advanced
Platforms: Web and Mobile
Pricing: Free
Why investors switch
- Expands into Stock Ideas, ETF Screeners, and Top Analysts coverage beyond what CapEdge offers.
- Standout features include Covers 120,000+ global stocks and funds with quotes, news, financials, forecasts, charts, and statistics, aiming to be “the internet’s best source of free stock data and information for regular investors.”, Global coverage for stocks and ETFs, with 100,000+ tradable symbols across major U.S. exchanges (NASDAQ, NYSE, CBOE, OTC Markets) and many international markets; goal is to list every tradable stock in the world., and Individual stock pages combine real-time or delayed prices, key stats, full financial statements (income, balance sheet, cash flow), ratios, KPIs, dividend history, long price history, interactive technical charts, and company profiles..
- Pair it with CapEdge if you still need Improved Filings, Diff View, and Filing Sentiment.
Adds coverage: Stock Ideas, ETF Screeners, Top Analysts, and ETF Comparison
Standout features: Covers 120,000+ global stocks and funds with quotes, news, financials, forecasts, charts, and statistics, aiming to be “the internet’s best source of free stock data and information for regular investors.”, Global coverage for stocks and ETFs, with 100,000+ tradable symbols across major U.S. exchanges (NASDAQ, NYSE, CBOE, OTC Markets) and many international markets; goal is to list every tradable stock in the world., Individual stock pages combine real-time or delayed prices, key stats, full financial statements (income, balance sheet, cash flow), ratios, KPIs, dividend history, long price history, interactive technical charts, and company profiles., and Three real-time screeners (stocks, ETFs, IPOs) with 200+ indicators and filters, including country, exchange, sector, industry, index membership, dates (e.g., IPO date, ex‑dividend), and performance/valuation metrics; results update live as filters change.
Similarity score 1599Category overlap: 53%
Shared coverage
ScreenersInvestor HoldingsInstitutional DataInsider Data13FWhich ETF includes this Stock?
Assets: Stocks and ETFs
Experience: Intermediate and Advanced
Platforms: Web and Mobile
Pricing: Free
Why investors switch
- Expands into Watchlist, Backtesting, and US Government Trades 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 Stock Comparison, Data Visualizations, and Financials.
Adds coverage: Watchlist, Backtesting, US Government Trades, and Reddit
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 1582Category overlap: 60%
Shared coverage
ScreenersData VisualizationsFinancialsInstitutional DataInsider DataETF Holdings
Assets: Stocks and ETFs
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Backtesting, Correlation, and Portfolio coverage beyond what CapEdge offers.
- Standout features include Stock screener with extensive fundamental/technical/news/ETF filters; Elite unlocks additional customizable filters and views., Elite: real-time stock quotes & charts (free is delayed); includes premarket (4:00–9:30 AM) and after-hours (4:00–8:00 PM)., and Multi-layout charting with drawing tools, indicators, and automatic pattern recognition; technical studies are saved automatically..
- Pair it with CapEdge if you still need Stock Comparison, Improved Filings, and Diff View.
Adds coverage: Backtesting, Correlation, Portfolio, and Watchlist
Standout features: Stock screener with extensive fundamental/technical/news/ETF filters; Elite unlocks additional customizable filters and views., Elite: real-time stock quotes & charts (free is delayed); includes premarket (4:00–9:30 AM) and after-hours (4:00–8:00 PM)., Multi-layout charting with drawing tools, indicators, and automatic pattern recognition; technical studies are saved automatically., and ETF analytics with full holdings breakdown (beyond top-10) plus performance & structural metrics, including a treemap composition view.
Similarity score 1576Category overlap: 44%
Shared coverage
ScreenersFinancialsETF OverviewETF HoldingsNewsAlerts
Assets: Stocks, ETFs, and Bonds
Experience: Intermediate and Advanced
Platforms: Web and Mobile
Pricing: Free
Why investors switch
- Expands into ETF Screeners, Portfolio, and Watchlist coverage beyond what CapEdge offers.
- Standout features include Global multi‑asset coverage with quotes and interactive charts for stocks, ETFs, mutual funds, bonds, commodities, FX, crypto, futures and options across hundreds of exchanges., Extensive calendars for economic data, central‑bank decisions, earnings, dividends, splits, IPOs and options expirations, all with configurable email / push alerts and timezone filters., and Portfolio and watchlist tools with P&L, performance charts, CSV import/export and sync between web and mobile apps..
- Pair it with CapEdge if you still need Stock Comparison, Data Visualizations, and Improved Filings.
Adds coverage: ETF Screeners, Portfolio, Watchlist, and Dividends
Standout features: Global multi‑asset coverage with quotes and interactive charts for stocks, ETFs, mutual funds, bonds, commodities, FX, crypto, futures and options across hundreds of exchanges., Extensive calendars for economic data, central‑bank decisions, earnings, dividends, splits, IPOs and options expirations, all with configurable email / push alerts and timezone filters., Portfolio and watchlist tools with P&L, performance charts, CSV import/export and sync between web and mobile apps., and Free stock screener plus InvestingPro+ ‘professional’ screener with 1,200+ metrics, AI‑powered filters, saved screens and data export.
Coverage Snapshot
Where alternatives already align
Most shared categories across the top matches.
Screeners×20News×19Financials×18Alerts×16Calendar×16ETF Holdings×16Insider Data×14ETF Overview×13
New angles introduced
Categories the alternatives add beyond CapEdge.
Watchlist+18Analyst Price Targets+15Analyst Forecasts+14Portfolio+14Analyst Recommendations+13Dividends+12ETF Performance+8Splits+8
Access & Pricing
Free options
19/20
19 of 20 alternatives keep a free tier for trials.
Mobile ready
11/20
11 matches support mobile alongside CapEdge.
API availability
7/20
7 of the shortlisted tools expose API endpoints for automation-heavy workflows.
Quality checks
10 starred / 17 tested
10 tools are flagged as analyst picks; 17 have been hands-on tested.
Avg. coverage overlap
54%
Average percentage of categories shared with the base tool.
Frequently Asked Questions
What are the best alternatives to CapEdge?
CapEdge users most often consider GuruFocus, Fiscal.ai, and MarketWatch as their go-to alternatives.
Which alternatives keep a free tier?
GuruFocus, Fiscal.ai, MarketWatch, TIKR, Financial Modeling Prep (FMP), Seeking Alpha, TipRanks, Koyfin, Trendlyne, Stock Rover, Fintel, Nasdaq.com, BamSEC, Monexa, Stocknear, Stock Analysis, Quiver Quantitative, FINVIZ, and Investing.com 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, Data Visualizations, Diff View, ETF Holdings, ETF Overview, Financials, Improved Filings, Insider Data, Institutional Data, Investor Holdings, IPO, News, Screeners, Short Interest, Stock Comparison, 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 and Secondary Offerings, 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!
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Suggest on XStarred 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.