Zero-cost replacements grouped by fit, tradeoffs, pricing friction, and platform access. Use this list to test CapEdge before paying for another subscription.
Switching from CapEdge doesn't have to cost a thing. We've curated 20 free-tier alternatives that cover similar workflows, from Financials to Screeners and beyond. Each pick below is framed by fit, caveats, and access friction so you can trial replacements without opening your wallet.
Disclosure: outbound links may include affiliate or sponsor links
Which Alternative Should You Use?
GuruFocus
Closest replacement
Best for: Value investors who want long historical fundamentals, GF Score, GF Value, and guru/institutional holdings.
GuruFocus best matches the base workflow on fundamental research, stock screening, and charting and technical analysis.
GuruFocus keeps the replacement test in the same free-access lane. Free access caveat: signup required and Free account has limited platform access..
Watch for: Paid access is region and tier dependent: The existing profile records annual paid memberships, region add-ons, API plans, and pay-as-you-go API credits.
Best for: Serious individual investors who want deep North American stock, ETF, and fund screening.
Stock Rover best matches the base workflow on fundamental research, stock screening, and research reports.
Stock Rover keeps the replacement test in the same free-access lane. Free access caveat: signup required and New signups can test Stock Rover through a 14-day free trial with no credit card required..
Watch for: North America-focused coverage: The existing profile records U.S. and Canadian exchange support plus OTC boards.
Best for: Investors who want AI-assisted public-company research backed by fundamentals, estimates, transcripts, filings, and dashboards.
Fiscal.ai best matches the base workflow on fundamental research, earnings transcript research, and charting and technical analysis.
Fiscal.ai keeps the replacement test in the same free-access lane. Free access caveat: signup required and Free terminal access has dashboard, history, event, and AI prompt limits..
Watch for: Meaningful limits on free access: The free API trial is capped by allowed companies, burst requests, and daily request volume; deeper history, exports, and advanced datasets require paid plans.
Best for: Users who want one free global market portal for quotes, charts, calendars, news, watchlists, and portfolio tracking.
Investing.com best matches the base workflow on fundamental research, stock screening, and charting and technical analysis.
Investing.com keeps the replacement test in the same free-access lane. Free access caveat: Free access is ad-supported and does not include the full InvestingPro research layer..
Watch for: Not a broker or API product: Investing.com does not provide direct trading execution or a public API; widgets and RSS are the main integration surfaces.
Bottom line: Value investors who want long historical fundamentals, GF Score, GF Value, and guru/institutional holdings.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web and Mobile
Assets
Stocks, ETFs, and Bonds
Experience
Intermediate and Advanced
Plans
Free
Why switch
GuruFocus best matches the base workflow on fundamental research, stock screening, and charting and technical analysis.
GuruFocus matches the base audience on Retail Traders, Pro Retail, and Long-term Investors.
You gain Stock Ideas, ETF Screeners, Top Analysts, and ETF Comparison.
Watch out
Major switch gaps: missing Diff View, Filing Sentiment, and Which ETF includes this Stock? workflows, does not clearly cover earnings transcript research, insider and institutional tracking, and portfolio alerts, and less aligned with Institutional Investors and Growth Investors.
Avoid as a full replacement if you rely on earnings transcript research, insider and institutional tracking, and portfolio alerts.
Paid access is region and tier dependent: The existing profile records annual paid memberships, region add-ons, API plans, and pay-as-you-go API credits.
Free-plan limits: Signup required, Free account has limited platform access., and Free members have limited portfolio capacity..
Bottom line: Users who want one free global market portal for quotes, charts, calendars, news, watchlists, and portfolio tracking.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web and Mobile
Assets
Stocks, ETFs, and Bonds
Experience
Intermediate and Advanced
Plans
Free
Why switch
Investing.com best matches the base workflow on fundamental research, stock screening, and charting and technical analysis.
Investing.com matches the base audience on Retail Traders, Pro Retail, and Long-term Investors.
You gain Stock Ideas, Options, Correlation, and Portfolio.
Watch out
Major switch gaps: missing Diff View, Filing Sentiment, and Short Interest workflows, does not clearly cover earnings transcript research, insider and institutional tracking, and portfolio alerts, and less aligned with Institutional Investors.
Avoid as a full replacement if you rely on earnings transcript research, insider and institutional tracking, and portfolio alerts.
Not a broker or API product: Investing.com does not provide direct trading execution or a public API; widgets and RSS are the main integration surfaces.
Free-plan limits: Free access is ad-supported and does not include the full InvestingPro research layer., WarrenAI, ProPicks, premium reports, and deeper datasets are plan-gated., and Market-data latency and real-time availability vary by instrument and source..
Bottom line: Investors who want AI-assisted public-company research backed by fundamentals, estimates, transcripts, filings, and dashboards.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web
Assets
Stocks, ETFs, and Funds
Experience
Intermediate and Advanced
Plans
Free
Why switch
Fiscal.ai best matches the base workflow on fundamental research, earnings transcript research, and charting and technical analysis.
Fiscal.ai matches the base audience on Retail Traders, Pro Retail, and Institutional Investors.
You gain Stock Ideas, Portfolio, Watchlist, and Fund Analysis.
Watch out
Major switch gaps: missing Mobile access, missing Bonds coverage, and missing Diff View, Filing Sentiment, and Short Interest workflows.
Avoid as a full replacement if you rely on stock screening, insider and institutional tracking, and portfolio alerts.
Meaningful limits on free access: The free API trial is capped by allowed companies, burst requests, and daily request volume; deeper history, exports, and advanced datasets require paid plans.
Free-plan limits: Signup required, Free terminal access has dashboard, history, event, and AI prompt limits., and Free API access is capped by allowed companies, burst rate, and daily requests..
Bottom line: Mainstream investors who want free quotes, news, watchlists, portfolios, charts, and basic research in one familiar product.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web and Mobile
Assets
Stocks and ETFs
Experience
Intermediate and Advanced
Plans
Free
Why switch
Yahoo Finance best matches the base workflow on fundamental research, stock screening, and portfolio alerts.
Yahoo Finance matches the base audience on Retail Traders, Pro Retail, and Long-term Investors.
You gain Portfolio, Watchlist, Stock Ideas, and ESG Ratings.
Watch out
Major switch gaps: missing Bonds and Funds coverage, missing Diff View, Filing Sentiment, and Short Interest workflows, and does not clearly cover earnings transcript research, insider and institutional tracking, and research reports.
Avoid as a full replacement if you rely on earnings transcript research, insider and institutional tracking, and research reports.
Data is informational, not trading-grade: The existing profile notes Yahoo says all finance data is informational and not intended for trading or investing purposes.
Free-plan limits: Signup required, Free account/sign-in may be required for some portfolio and watchlist features., and Premium portfolio analytics, research, screeners, and longer downloadable history are paid..
Bottom line: Serious individual investors who want deep North American stock, ETF, and fund screening.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web and Mobile
Assets
Stocks, ETFs, and Funds
Experience
Intermediate and Advanced
Plans
Free
Why switch
Stock Rover best matches the base workflow on fundamental research, stock screening, and research reports.
Stock Rover matches the base audience on Retail Traders, Pro Retail, and Long-term Investors.
You gain Stock Ideas, ETF Screeners, ETF Comparison, and Risk Metrics.
Watch out
Major switch gaps: missing Bonds coverage, missing Improved Filings, Diff View, and Filing Sentiment workflows, and does not clearly cover earnings transcript research, insider and institutional tracking, and portfolio alerts.
Avoid as a full replacement if you rely on earnings transcript research, insider and institutional tracking, and portfolio alerts.
North America-focused coverage: The existing profile records U.S. and Canadian exchange support plus OTC boards.
Free-plan limits: Signup required, New signups can test Stock Rover through a 14-day free trial with no credit card required., and Free plan has monthly limits for Stock Scores and Research Reports..
Shared coverage
ScreenersStock ComparisonData VisualizationsFinancialsTranscriptsInsider Data
Bottom line: Retail investors who want analyst consensus, expert rankings, Smart Score, news sentiment, and stock ideas.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web and Mobile
Assets
Stocks and ETFs
Experience
Intermediate and Advanced
Plans
Free
Why switch
TipRanks best matches the base workflow on fundamental research, charting and technical analysis, and screening and idea generation.
TipRanks matches the base audience on Retail Traders, Pro Retail, and Institutional Investors.
You gain Stock Ideas, Top Analysts, ETF Screeners, and US Government Trades.
Watch out
Major switch gaps: missing Bonds and Funds coverage, missing Improved Filings, Diff View, and Filing Sentiment workflows, and does not clearly cover earnings transcript research, stock screening, and insider and institutional tracking.
Avoid as a full replacement if you rely on earnings transcript research, stock screening, and insider and institutional tracking.
Best tools are paid: Premium and Ultimate gate Smart Portfolio, Smart Score, expert/insider/hedge-fund tools, exports, and higher MCP quotas.
Free-plan limits: Signup required, Free/Basic MCP OAuth quota is 10 tool calls per month., and Free API-key tier is limited to 5 requests per minute and 50 requests per month..
Shared coverage
ScreenersStock ComparisonData VisualizationsFinancialsInstitutional OwnershipInsider Data
Bottom line: Analysts and investors who spend meaningful time in SEC filings, transcripts, tables, redlines, and ownership disclosures.
Replacement
Drop-in replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web
Assets
Stocks and Funds
Experience
Intermediate and Advanced
Plans
Free
Why switch
BamSEC best matches the base workflow on fundamental research, earnings transcript research, and insider and institutional tracking.
BamSEC matches the base audience on Pro Retail, Institutional Investors, and Analysts.
You gain Stock Ideas, Watchlist, Notes & Highlights, and 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..
Watch out
Major switch gaps: missing Mobile access, missing ETFs and Bonds coverage, and missing Stock Comparison, Data Visualizations, and Filing Sentiment workflows.
Avoid as a full replacement if you rely on stock screening, charting and technical analysis, and API and market data.
Premium workflows are paid: Document Search, table downloads, all-company screens, ownership analytics, advanced alerts, and comparison tools require Pro or Enterprise.
Free-plan limits: Free access is mainly filing browsing., Pro has a 7-day free trial and is billed annually., and Enterprise is sold through contact/demo flow after the AlphaSense acquisition..
Bottom line: Investors and traders who want a fast U.S. stock screener with heat maps and snapshot views.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web
Assets
Stocks and ETFs
Experience
Intermediate and Advanced
Plans
Free
Why switch
FINVIZ best matches the base workflow on fundamental research, stock screening, and insider and institutional tracking.
FINVIZ matches the base audience on Retail Traders, Pro Retail, and Long-term Investors.
You gain ETF Screeners, Portfolio, Correlation, and Backtesting.
Watch out
Major switch gaps: missing Mobile access, missing Bonds and Funds coverage, and missing Improved Filings, Diff View, and Filing Sentiment workflows.
Avoid as a full replacement if you rely on earnings transcript research, portfolio alerts, and research reports.
U.S. market coverage: The existing profile records U.S.-only coverage for NYSE, Nasdaq, and Amex equities.
Free-plan limits: Free data is delayed. and Elite-only features include real-time quotes, alerts, exports, APIs, advanced filters, and intraday charts..
Shared coverage
ScreenersStock ComparisonData VisualizationsFinancialsInstitutional OwnershipInsider Data
Bottom line: Regular investors who want fast stock and fund research pages, screeners, comparisons, watchlists, and market calendars.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web and Mobile
Assets
Stocks, ETFs, and Funds
Experience
Intermediate and Advanced
Plans
Free
Why switch
Stock Analysis best matches the base workflow on fundamental research, stock screening, and charting and technical analysis.
Stock Analysis matches the base audience on Retail Traders, Pro Retail, and Long-term Investors.
You gain Stock Ideas, ETF Screeners, Top Analysts, and ETF Comparison.
Watch out
Major switch gaps: missing Bonds coverage, missing Improved Filings, Diff View, and Filing Sentiment workflows, and does not clearly cover earnings transcript research, insider and institutional tracking, and portfolio alerts.
Avoid as a full replacement if you rely on earnings transcript research, insider and institutional tracking, and portfolio alerts.
No public API: The existing profile explicitly says Stock Analysis does not currently offer API access.
Free-plan limits: Free access is ad-supported., Free exports and financial history are limited compared with Pro and Unlimited., and Brokerage sync, active alerts, full ETF holdings, and advanced analyst filtering require paid plans..
Bottom line: Nordic and European investors who want a fundamentals-rich screener, reports, owner data, technical charts, and dividend research.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web
Assets
Stocks
Experience
Intermediate and Advanced
Plans
Free
Why switch
Börsdata best matches the base workflow on fundamental research, stock screening, and charting and technical analysis.
Börsdata matches the base audience on Retail Traders, Pro Retail, and Institutional Investors.
You gain Stock Ideas, Index Rebalancing, Watchlist, and Valuation Models.
Watch out
Major switch gaps: missing Mobile access, missing ETFs, Bonds, and Funds coverage, and missing Stock Comparison, Diff View, and Filing Sentiment workflows.
Avoid as a full replacement if you rely on earnings transcript research, insider and institutional tracking, and portfolio alerts.
Best value is Nordic-first: Global coverage exists on higher tiers, but Börsdata is strongest for Nordic equities and Nordic ownership/insider workflows.
Free-plan limits: Signup required, Free account has limited access., and Full data requires Premium, Pro, Pro+, or Enterprise..
Shared coverage
ScreenersData VisualizationsFinancialsImproved FilingsInstitutional OwnershipInsider Data
Bottom line: Investors who want a modern web/mobile financial terminal with dashboards, charts, screeners, portfolios, news, and alerts.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web and Mobile
Assets
Stocks, ETFs, and Bonds
Experience
Intermediate and Advanced
Plans
Free
Why switch
Koyfin best matches the base workflow on fundamental research, stock screening, and charting and technical analysis.
Koyfin matches the base audience on Retail Traders, Pro Retail, and Institutional Investors.
You gain ETF Screeners, Custom Dashboards, Correlation, and Portfolio.
Watch out
Major switch gaps: missing Funds coverage, missing Stock Comparison, Improved Filings, and Diff View workflows, and does not clearly cover earnings transcript research, insider and institutional tracking, and portfolio alerts.
Avoid as a full replacement if you rely on earnings transcript research, insider and institutional tracking, and portfolio alerts.
No public API: The existing profile explicitly says Koyfin does not provide user-facing data access through an API.
Free-plan limits: Signup required, Free plan includes limited watchlists, screens, dashboards, alerts, portfolios, financials, and estimates history., and Advisor reporting and custodian integrations require Advisor plans..
Bottom line: Retail investors who want mainstream market news, quote pages, watchlists, calendars, screeners, and BigCharts in one site.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web and Mobile
Assets
Stocks, ETFs, and Bonds
Experience
Intermediate and Advanced
Plans
Free
Why switch
MarketWatch best matches the base workflow on fundamental research, stock screening, and charting and technical analysis.
MarketWatch matches the base audience on Intermediate, Advanced, and retail investors.
You gain Watchlist, Paper Trading, Options, and Analyst Ratings & Price Targets.
Watch out
Major switch gaps: missing Funds coverage, missing Stock Comparison, Improved Filings, and Diff View workflows, and does not clearly cover earnings transcript research, insider and institutional tracking, and portfolio alerts.
Avoid as a full replacement if you rely on earnings transcript research, insider and institutional tracking, and portfolio alerts.
Subscription is mainly for journalism: The MarketWatch subscription is for news coverage; quote pages remain available without a subscription.
Free-plan limits: Premium articles and newsletters require subscription., Quote pages are still available at no additional cost., and Intro offers renew at higher standard rates..
Bottom line: Developers and analysts who need REST/WebSocket market data, fundamentals, calendars, transcripts, ownership, ESG, and macro datasets.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web
Assets
Stocks, ETFs, and Funds
Experience
Intermediate and Advanced
Plans
Free
Why switch
Financial Modeling Prep (FMP) best matches the base workflow on fundamental research, earnings transcript research, and stock screening.
Financial Modeling Prep (FMP) matches the base audience on Retail Traders, Pro Retail, and Institutional Investors.
You gain APIs & Data Feeds, Dividends, Splits, and Macro Data.
Watch out
Major switch gaps: missing Mobile access, missing Bonds coverage, and missing Stock Comparison, Data Visualizations, and Improved Filings workflows.
Avoid as a full replacement if you rely on insider and institutional tracking, portfolio alerts, and research reports.
Free sandbox is limited: The Basic plan is capped at 250 API calls per day, end-of-day timeframe, and around 5 years of history.
Free-plan limits: Signup required, Basic plan is limited to 250 API calls per day., and Free tier has end-of-day timeframe, around 5 years of history, and limited bandwidth..
Bottom line: Self-directed traders and investors who want technical and fundamental screening, watchlists, alerts, charts, and idea templates in one browser product.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web
Assets
Stocks and ETFs
Experience
Intermediate and Advanced
Plans
Free
Why switch
ChartMill best matches the base workflow on fundamental research, stock screening, and portfolio alerts.
ChartMill matches the base audience on Retail Traders, Pro Retail, and Long-term Investors.
You gain Stock Ideas, Scores, Valuation Models, and Watchlist.
Watch out
Major switch gaps: missing Mobile access, missing Bonds and Funds coverage, and missing Improved Filings, Diff View, and Filing Sentiment workflows.
Avoid as a full replacement if you rely on earnings transcript research, insider and institutional tracking, and research reports.
Delayed market data: Paid access unlocks tools, but market data remains delayed or end-of-day, so active traders needing real-time feeds need another platform.
Free-plan limits: Free access includes screener and charts with data limits. and Monthly subscription is $34.97/month after first-month promotion; annual plan is $299.97/year and includes a swing-trading course..
Shared coverage
ScreenersStock ComparisonData VisualizationsFinancialsInstitutional OwnershipInsider Data
Bottom line: Fundamental and value investors who want stock ideas, intrinsic-value tools, screeners, backtesting, charting, transcripts, smart-money tracking, and workspace dashboards in one product.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web
Assets
Stocks
Experience
Intermediate and Advanced
Plans
Free
Why switch
Value Sense best matches the base workflow on fundamental research, earnings transcript research, and stock screening.
Value Sense matches the base audience on Retail Traders, Value Investors, and Analysts.
You gain Stock Ideas, Backtesting, Watchlist, and Custom Dashboards.
Watch out
Major switch gaps: missing Mobile access, missing ETFs, Bonds, and Funds coverage, and missing Improved Filings, Diff View, and Filing Sentiment workflows.
Avoid as a full replacement if you rely on insider and institutional tracking, portfolio alerts, and research reports.
Model outputs need independent review: Intrinsic value, AI summaries, scores, and signals can accelerate research, but users still need to verify assumptions, filings, and valuation sensitivity.
Free-plan limits: Signup required, Pricing page exposes Free, Explorer, Pro, ValueQuant Strategy, and Enterprise paths, with Pro credit quotas visible., and Pro credits panel lists unlimited stock views/charts, 50 Excel downloads/month, 1,000 AI tokens/month, 20 watchlists, 50 dashboards, and 50 saved screeners..
Bottom line: Indian investors who want one product for screeners, DVM scores, analyst forecasts, alerts, portfolios, broker sync, and options tools.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web and Mobile
Assets
Stocks
Experience
Intermediate and Advanced
Plans
Free
Why switch
Trendlyne best matches the base workflow on fundamental research, stock screening, and charting and technical analysis.
Trendlyne matches the base audience on Intermediate, Advanced, and retail investors.
You gain Analyst Forecasts, Analyst Ratings & Price Targets, Options, and Portfolio.
Watch out
Major switch gaps: missing ETFs, Bonds, and Funds coverage, missing Stock Comparison, Improved Filings, and Diff View workflows, and does not clearly cover earnings transcript research, insider and institutional tracking, and portfolio alerts.
Avoid as a full replacement if you rely on earnings transcript research, insider and institutional tracking, and portfolio alerts.
Plan matrix is complex: India-only, global, SmartOptions, Excel Connect, alert frequency, backtest limits, and download limits vary materially by tier.
Free-plan limits: Signup required, Free plan exists; paid monthly plans shown include GuruQ at INR 310/month, Pro Global at INR 1500/month, and Pro Plus Global at INR 2000/month., and Annual prices shown include GuruQ INR 2190/year, StratQ INR 5900/year, Pro Global INR 8900/year, and Pro Plus Global INR 11900/year..
Shared coverage
ScreenersData VisualizationsFinancialsTranscriptsInstitutional OwnershipInsider Data
Bottom line: Retail investors who want news, contributor analysis, quant ratings, screeners, and portfolio alerts together.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web and Mobile
Assets
Stocks and ETFs
Experience
Intermediate and Advanced
Plans
Free
Why switch
Seeking Alpha best matches the base workflow on fundamental research, earnings transcript research, and stock screening.
Seeking Alpha matches the base audience on Retail Traders, Pro Retail, and Intermediate.
You gain News Sentiment, Stock Ideas, Top Analysts, and ETF Screeners.
Watch out
Major switch gaps: missing Bonds and Funds coverage, missing Improved Filings, Diff View, and Filing Sentiment workflows, and does not clearly cover insider and institutional tracking, research reports, and API and market data.
Avoid as a full replacement if you rely on insider and institutional tracking, research reports, and API and market data.
Free access is limited: The Basic plan has limited premium-article access and core portfolio/watchlist features.
Free-plan limits: Signup required, Basic has limited premium-article access., and Premium is needed for unlimited articles/transcripts, ratings, factor grades, screeners, comparisons, broker linking, and AI summaries..
Bottom line: Active investors and developers who want market data, news clustering, social sentiment, institutional flow, insider trades, and AI analysis in one beta workspace.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web
Assets
Stocks, ETFs, and Bonds
Experience
Intermediate and Advanced
Plans
Free
Why switch
SentiSense best matches the base workflow on fundamental research, insider and institutional tracking, and portfolio alerts.
SentiSense matches the base audience on Retail Traders, Pro Retail, and Analysts.
You gain Stock Ideas, Quant, Watchlist, and News Sentiment.
Watch out
Major switch gaps: missing Mobile access, missing Funds coverage, and missing Stock Comparison, Improved Filings, and Diff View workflows.
Avoid as a full replacement if you rely on earnings transcript research, stock screening, and research reports.
Beta product with plan limits: Free and PRO quotas are now published, but the product remains young and users should verify endpoint-level access before depending on it in production.
Free-plan limits: Signup required, Free plan includes 1,000 API requests/month and limited market-intelligence access., and PRO is listed at $15/month or $144/year with 100,000 API requests/month..
Bottom line: Long-term stock investors who want global fundamentals, estimates, transcripts, and valuation tools.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web
Assets
Stocks
Experience
Intermediate and Advanced
Plans
Free
Why switch
TIKR best matches the base workflow on fundamental research, earnings transcript research, and charting and technical analysis.
TIKR matches the base audience on Retail Traders, Pro Retail, and Long-term Investors.
You gain Stock Ideas, Portfolio, Watchlist, and Valuation Models.
Watch out
Major switch gaps: missing Mobile access, missing ETFs, Bonds, and Funds coverage, and missing Improved Filings, Diff View, and Filing Sentiment workflows.
Avoid as a full replacement if you rely on stock screening, insider and institutional tracking, and portfolio alerts.
Free plan is US-only: The Free tier is limited to U.S. equities with shorter history, transcript, estimate, screen, and model limits.
Free-plan limits: Signup required, Free tier is limited to U.S. equities., and Free tier has 3 years of annual history, 4 quarters of quarterly history, and limited saved screens and valuation models..
Bottom line: Retail and pro retail investors who want AI-assisted company analysis, screeners, DCF models, filings, transcripts, ownership, and news in one workspace.
Replacement
Partial replacement
Pricing fit
Free-plan match
Free tier
Yes
Platforms
Web
Assets
Stocks, ETFs, and Bonds
Experience
Intermediate and Advanced
Plans
Free
Why switch
Monexa best matches the base workflow on fundamental research, stock screening, and charting and technical analysis.
Monexa matches the base audience on Retail Traders, Pro Retail, and Long-term Investors.
You gain Stock Ideas, Valuation Models, US Government Trades, and Analyst Forecasts.
Watch out
Major switch gaps: missing Mobile access, missing Stock Comparison, Improved Filings, and Diff View workflows, and does not clearly cover earnings transcript research, insider and institutional tracking, and portfolio alerts.
Avoid as a full replacement if you rely on earnings transcript research, insider and institutional tracking, and portfolio alerts.
Market data may be delayed: The existing profile notes market data may be delayed by exchanges or third-party providers.
Free-plan limits: Signup required, Free plan is listed at $0/month., and Pro is listed at $9.90/month with 7-day Pro trial positioning..
Shared coverage
ScreenersData VisualizationsFinancialsTranscriptsInstitutional OwnershipInsider Data
GuruFocus is the closest drop-in replacement with overlapping coverage in Screeners, Stock Comparison, and Data Visualizations while adding Stock Ideas and ETF Screeners coverage and Global value-investing research platform with historical financial and valuation data, screeners, charts, comparisons, institutional-investor trading histories, executive trading histories, market valuation data, economic indicators, and industry indicators. and Large global coverage footprint: GuruFocus says it serves 1.5M+ active investors, covers 80,000+ stocks globally, tracks 8,000+ gurus and insiders, and provides 30 years of financial data; API documentation separately describes 60,000+ companies across 9 global regions. features (workflow overlap ~83%).
Every pick keeps a free tier; start with GuruFocus, Investing.com, and Fiscal.ai to road-test CapEdge workflows without paying up front.
Round out your stack with new coverage areas like Stock Ideas, ETF Screeners, Top Analysts, and ETF Comparison.
CapEdge still leads on Filing Sentiment and Which ETF includes this Stock?, so keep it handy for those workflows.
20 vetted picks keep a permanent free tier so you can validate workflows before upgrading.
Mobile ready
10/20
10 matches support mobile alongside CapEdge.
API availability
6/20
6 of the shortlisted tools expose API endpoints for automation-heavy workflows.
Quality checks
10 starred / 16 tested
10 tools are flagged as analyst picks; 16 have been hands-on tested.
Avg. coverage overlap
59%
Average percentage of categories shared with the base tool.
Free Alternatives FAQ
What are the best free alternatives to CapEdge?
Start with GuruFocus, Investing.com, and Fiscal.ai to replicate CapEdge workflows without paying for a subscription.
Do these picks stay permanently free?
Yes. Each platform listed keeps a standing free tier with no credit card required -- though export limits or seat caps may apply if you scale usage.
Which CapEdge workflows stay covered on the free plan?
Expect solid overlap across Screeners, Stock Comparison, Data Visualizations, Financials, Improved Filings, Transcripts, Institutional Ownership, Insider Data, Short Interest, ETF Analysis, News, Alerts, Calendar, IPO, Corporate Actions & Special Situations, and Diff View, so core CapEdge workflows can move over without a paid upgrade.
What extra coverage do the free alternatives add?
Stock Ideas, ETF Screeners, Top Analysts, ETF Comparison, Quant, Backtesting, Correlation, Portfolio, Watchlist, US Government Trades, APIs & Data Feeds, Dividends, Splits, Macro Data, Yield Curves, Scores, Flags, Valuation Models, Options, Fund Analysis, Analyst Forecasts, Analyst Ratings & Price Targets, AI Research, AI Chat, Sheets / Excel Add-ins, Broker Connectors, Education, Blogs, Videos, Forums, Newsletters, Custom Dashboards, Stock Handbook, Market Sentiment, CDS Spreads, News Sentiment, Webhooks, ESG Ratings, Risk Metrics, Performance Attribution, Monte Carlo, Notes & Highlights, Bulls Say Bear Say, Guidance / Pre-announcements, Options P&L, Compounding Calculator, Retirement Calculator, Index Rebalancing, Advisor Operations, Paper Trading, Position Sizing, Earnings Calls Sentiment, Reddit, and Regulatory Filings Monitoring show up most often as bonus coverage beyond the base platform, giving you room to experiment before upgrading.
Where might I still rely on CapEdge?
Diff View, Filing Sentiment, Which ETF includes this Stock?, Short Interest, Corporate Actions & Special Situations, IPO, ETF Analysis, Improved Filings, Institutional Ownership, Transcripts, Stock Comparison, Data Visualizations, News, Calendar, Insider Data, and Alerts remain strengths for CapEdge. Keep it handy for those tasks or plan for a paid upgrade if they matter.
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.
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!
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.