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
Free Alternatives to CapEdge
PRICE: 0 CENTS
Free Alternatives to CapEdge
Zero-cost replacements ranked by category overlap, pricing, 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 Screeners to News and beyond. Each pick below is ranked by how closely it matches CapEdge's category footprint—so you can trial replacements without opening your wallet.
View all alternativesAlternatives20Curated picks
Free Options20With free tiers
Avg. Overlap54%Category match
Mobile Ready11Native apps
Quick takeaways
Every pick keeps a free tier; start with GuruFocus, Fiscal.ai, and FINVIZ to road-test CapEdge workflows without paying up front.
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 Stock Ideas, Portfolio, and Watchlist coverage beyond what CapEdge offers.
- Standout features include Modern web-based research terminal with dashboards, customizable watchlists, portfolio views, and visualizations across global stocks, ETFs, mutual funds, and funds., Deep fundamentals and segment/KPI coverage, including proprietary KPI feeds for ~2,250+ companies and history depth that scales with plan tier., and AI Copilot for conversational research plus AI summaries and AI-generated reports, designed to speed up earnings, filings, and peer comparisons..
- Pair it with CapEdge if you still need Diff View, Filing Sentiment, and Short Interest.
Adds coverage: Stock Ideas, Portfolio, Watchlist, and ETF Performance
Standout features: Modern web-based research terminal with dashboards, customizable watchlists, portfolio views, and visualizations across global stocks, ETFs, mutual funds, and funds., Deep fundamentals and segment/KPI coverage, including proprietary KPI feeds for ~2,250+ companies and history depth that scales with plan tier., AI Copilot for conversational research plus AI summaries and AI-generated reports, designed to speed up earnings, filings, and peer comparisons., and Integrated analyst data (forward estimates, revisions, ratings, and price targets) aligned with standardized and adjusted metrics.
Similarity score 2001Category overlap: 57%
Shared coverage
ScreenersStock ComparisonData VisualizationsFinancialsInstitutional DataInsider Data
Assets: Stocks and ETFs
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into ETF Screeners, Portfolio, and Correlation coverage beyond what CapEdge offers.
- Standout features include Stock screener combining fundamental + technical filters with multiple result views (e.g., table/charts/snapshots) and configurable presets., Maps (heat maps) and groups/sector views; Elite includes real-time Maps/Groups data (Free is delayed)., and Elite includes real-time quotes & charts (including premarket and after-hours); Free account is delayed..
- Pair it with CapEdge if you still need Improved Filings, Diff View, and Filing Sentiment.
Adds coverage: ETF Screeners, Portfolio, Correlation, and Backtesting
Standout features: Stock screener combining fundamental + technical filters with multiple result views (e.g., table/charts/snapshots) and configurable presets., Maps (heat maps) and groups/sector views; Elite includes real-time Maps/Groups data (Free is delayed)., Elite includes real-time quotes & charts (including premarket and after-hours); Free account is delayed., and Elite charting: intraday charts plus multi-layout charts with technical studies saved automatically.
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 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
ScreenersData VisualizationsFinancialsTranscriptsShort InterestETF Overview
Assets: Stocks, ETFs, and Bonds
Experience: Intermediate and Advanced
Platforms: Web and Mobile
Pricing: Free
Why investors switch
- Expands into ETF Screeners, Custom Dashboards, and Correlation coverage beyond what CapEdge offers.
- Standout features include Web platform plus iOS & Android mobile apps; watchlists/portfolios sync with the web app., Multi-asset coverage spanning global equities and multiple macro/market datasets (e.g., ETFs, bond yields/curves, FX, commodities, crypto), with news and transcripts., and Advanced graphing with 100+ indicators/series (fundamentals, technicals, valuation, estimates/ratings), templates, total-return charts, scatter charts, and share/embed + downloads..
- Pair it with CapEdge if you still need Stock Comparison, Improved Filings, and Diff View.
Adds coverage: ETF Screeners, Custom Dashboards, Correlation, and Portfolio
Standout features: Web platform plus iOS & Android mobile apps; watchlists/portfolios sync with the web app., Multi-asset coverage spanning global equities and multiple macro/market datasets (e.g., ETFs, bond yields/curves, FX, commodities, crypto), with news and transcripts., Advanced graphing with 100+ indicators/series (fundamentals, technicals, valuation, estimates/ratings), templates, total-return charts, scatter charts, and share/embed + downloads., and Financial Analysis pages: highlights from income/balance sheet/cash-flow plus customizable Financial Analysis templates (paid tiers).
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 1780Category overlap: 61%
Shared coverage
ScreenersStock ComparisonData VisualizationsFinancialsTranscriptsInstitutional Data
Assets: Stocks
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Stock Ideas, Backtesting, and Watchlist coverage beyond what CapEdge offers.
- Standout features include Stock screener with presets and stated backtesting support., Curated “Stock ideas” lists; many ideas are marked as “Premium idea”., and Intrinsic value toolkit (e.g., Intrinsic Value, Reverse DCF, Peter Lynch fair value, Earnings Power Value)..
- Pair it with CapEdge if you still need Improved Filings, Diff View, and Filing Sentiment.
Adds coverage: Stock Ideas, Backtesting, Watchlist, and Custom Dashboards
Standout features: Stock screener with presets and stated backtesting support., Curated “Stock ideas” lists; many ideas are marked as “Premium idea”., Intrinsic value toolkit (e.g., Intrinsic Value, Reverse DCF, Peter Lynch fair value, Earnings Power Value)., and Stock charting for fundamental metrics with multi-company comparisons and multiple view modes; includes PNG export and “save to workspace”.
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 1750Category overlap: 45%
Shared coverage
ScreenersStock ComparisonFinancialsInstitutional DataInsider Data13F
Assets: Stocks and ETFs
Experience: Intermediate and Advanced
Platforms: Web and Mobile
Pricing: Free
Why investors switch
- Expands into Stock Ideas, Top Analysts, and ETF Screeners coverage beyond what CapEdge offers.
- Standout features include Tracks and measures performance of financial experts (analysts, bloggers, hedge funds, and corporate insiders) to help investors evaluate who to trust., Smart Score: proprietary quantitative stock score (1–10) based on 8 factors (analyst ratings, insider transactions, blogger opinions, individual investor sentiment, hedge fund activity, news sentiment, technicals, fundamentals)., and AI Stock Analysis: automated report that analyzes financial statements, earnings call transcripts, SEC 8‑K filings, technical indicators and market sentiment to generate an AI score and price target; includes strengths/risks, peer comparison, and corporate-event summaries..
- Pair it with CapEdge if you still need Data Visualizations, Improved Filings, and Diff View.
Adds coverage: Stock Ideas, Top Analysts, ETF Screeners, and ETF Comparison
Standout features: Tracks and measures performance of financial experts (analysts, bloggers, hedge funds, and corporate insiders) to help investors evaluate who to trust., Smart Score: proprietary quantitative stock score (1–10) based on 8 factors (analyst ratings, insider transactions, blogger opinions, individual investor sentiment, hedge fund activity, news sentiment, technicals, fundamentals)., AI Stock Analysis: automated report that analyzes financial statements, earnings call transcripts, SEC 8‑K filings, technical indicators and market sentiment to generate an AI score and price target; includes strengths/risks, peer comparison, and corporate-event summaries., and Stock/ETF research workflow includes analyst forecasts/consensus & price targets plus pages/tabs for news/insights, dividends, earnings, ownership, financials, and technical analysis (example: AAPL).
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 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 1676Category overlap: 50%
Shared coverage
ScreenersData VisualizationsFinancialsTranscriptsInstitutional DataInsider Data
Assets: Stocks, ETFs, and Bonds
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- Expands into Stock Ideas, Valuation Models, and US Government Trades coverage beyond what CapEdge offers.
- Standout features include Web “Platform” includes Dashboard, News, AI Chat, Calendar, Screener, Watchlist, Whale Tracker, and Congressional Trading modules., Stock Screener supports saved screeners, templates, and custom filters (“Add Filter”)., and Markets “Global 30k+ companies” coverage; Free includes 5 years of financial history and 10 years of charting, while Pro includes 30 years of financial history and 30 years of charting..
- Pair it with CapEdge if you still need Stock Comparison, Improved Filings, and Diff View.
Adds coverage: Stock Ideas, Valuation Models, US Government Trades, and Analyst Forecasts
Standout features: Web “Platform” includes Dashboard, News, AI Chat, Calendar, Screener, Watchlist, Whale Tracker, and Congressional Trading modules., Stock Screener supports saved screeners, templates, and custom filters (“Add Filter”)., Markets “Global 30k+ companies” coverage; Free includes 5 years of financial history and 10 years of charting, while Pro includes 30 years of financial history and 30 years of charting., and Company dashboards include an interactive stock chart with historical price data and comparison tools, plus multiple time ranges (e.g., 1M, 6M, YTD, 1Y, 3Y, 5Y, 10Y, 20Y, Max) and valuation metrics.
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 1598Category overlap: 50%
Shared coverage
ScreenersStock ComparisonData VisualizationsFinancialsInstitutional DataNews
Assets: Stocks and ETFs
Experience: Intermediate and Advanced
Platforms: Web and Mobile
Pricing: Free
Why investors switch
- Expands into Portfolio, Watchlist, and ESG Ratings coverage beyond what CapEdge offers.
- Standout features include Global exchange coverage with explicit exchange suffixes, delay tables, and data-provider attributions (e.g., ICE Data Services; CoinMarketCap for crypto)., Portfolios + watchlists to track holdings/performance; supports importing holdings via CSV., and Portfolio data can be imported/exported as CSV (useful for spreadsheet workflows)..
- Pair it with CapEdge if you still need Improved Filings, Diff View, and Filing Sentiment.
Adds coverage: Portfolio, Watchlist, ESG Ratings, and Analyst Forecasts
Standout features: Global exchange coverage with explicit exchange suffixes, delay tables, and data-provider attributions (e.g., ICE Data Services; CoinMarketCap for crypto)., Portfolios + watchlists to track holdings/performance; supports importing holdings via CSV., Portfolio data can be imported/exported as CSV (useful for spreadsheet workflows)., and Advanced Chart supports adding multiple ticker symbols to compare relative performance (desktop + mobile browsers).
Similarity score 1574Category overlap: 40%
Shared coverage
ScreenersData VisualizationsFinancialsTranscriptsNewsAlerts
Assets: Stocks, ETFs, and Bonds
Experience: Intermediate and Advanced
Platforms: Web and Mobile
Pricing: Free
Why investors switch
- Expands into Dividends, Splits, and Stock Ideas coverage beyond what CapEdge offers.
- Standout features include Multi-asset market data site/app with quotes, charts, news and tools; claims coverage across stocks, commodities, crypto, indices, currencies, bonds, funds, interest rates, ETFs, futures and options., Cross-device alerts: customized price alerts on any instrument plus alerts for selected economic events; managed via an Alert Center on web and apps., and Mobile app highlights include real-time quotes (30,000+ instruments / 100+ exchanges), economic calendar alerts, breaking news alerts, and a customized portfolio view..
- Pair it with CapEdge if you still need Stock Comparison, Improved Filings, and Diff View.
Adds coverage: Dividends, Splits, Stock Ideas, and Portfolio
Standout features: Multi-asset market data site/app with quotes, charts, news and tools; claims coverage across stocks, commodities, crypto, indices, currencies, bonds, funds, interest rates, ETFs, futures and options., Cross-device alerts: customized price alerts on any instrument plus alerts for selected economic events; managed via an Alert Center on web and apps., Mobile app highlights include real-time quotes (30,000+ instruments / 100+ exchanges), economic calendar alerts, breaking news alerts, and a customized portfolio view., and Portfolio & watchlist tracking; help docs describe importing a watchlist from CSV and downloading portfolio/watchlist/holdings as CSV.
Coverage Snapshot
Where alternatives already align
Most shared categories across the top matches.
Screeners×20News×19Financials×18Calendar×17Alerts×16Data Visualizations×14Insider Data×1413F×13
New angles introduced
Categories the alternatives add beyond CapEdge.
Watchlist+16Analyst Price Targets+15Analyst Forecasts+13Analyst Recommendations+13Portfolio+13Dividends+12Splits+9Stock Ideas+9
Free Access & Pricing
Free options
All 20
20 vetted picks keep a permanent free tier so you can validate workflows before upgrading.
Mobile ready
11/20
11 matches support mobile alongside CapEdge.
API availability
6/20
6 of the shortlisted tools expose API endpoints for automation-heavy workflows.
Quality checks
9 starred / 16 tested
9 tools are flagged as analyst picks; 16 have been hands-on tested.
Avg. coverage overlap
54%
Average percentage of categories shared with the base tool.
Free Alternatives FAQ
What are the best free alternatives to CapEdge?
Start with GuruFocus, Fiscal.ai, and FINVIZ 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, Transcripts, Investor Holdings, Institutional Data, Insider Data, Short Interest, 13F, 13D/13G, ETF Overview, ETF Holdings, News, Alerts, Calendar, IPO, Improved Filings, Which ETF includes this Stock?, and Diff View, so core CapEdge workflows can move over without a paid upgrade.
What extra coverage do the free alternatives add?
Stock Ideas, Portfolio, US Government Trades, Backtesting, Data APIs, Special Situations, Spin-offs, Acquisitions, Delisted, Dividends, GDP, Interest Rates, Inflation Rates, Unemployment Rates, Commitment of Traders (COT), Yield Curves, Scores, Valuation Models, Analyst Forecasts, Analyst Price Targets, Analyst Recommendations, AI, AI Chat, Education, Videos, Blogs, Forums, Newsletters, Stock Handbook, Watchlist, ETF Performance, Splits, AI Business Summary, AI Filings Summary, AI Earnings Summary, AI Report, APIs & SDKs, Webhooks, ETF Screeners, Correlation, Options, ETF Fundamentals, Paper Trading, ESG Ratings, Sheets / Excel Add-ins, Options & Derivatives, Broker Connectors, Custom Dashboards, ETF Valuation, Fund Overview, Fund Performance, Fund Holdings, Client & Investor Reporting, Model Portfolios & Sleeves, Householding & Multi-Entity, ETF Comparison, Monte Carlo, Flags, Fund Rating, Earnings Calls Sentiment, Dark Pool & Off-Exchange, Dividend, Top Analysts, Bulls Say Bear Say, News Sentiment, Buybacks & Authorizations, Options P&L, Compounding Calculator, Retirement Calculator, Notes & Highlights, Reddit, and Patents / USPTO 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?
Improved Filings, Diff View, Filing Sentiment, Which ETF includes this Stock?, Secondary Offerings, Short Interest, 13D/13G, IPO, Transcripts, Investor Holdings, Stock Comparison, Institutional Data, 13F, Insider Data, ETF Overview, ETF Holdings, Data Visualizations, Alerts, Financials, Calendar, and News 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.
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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Got ideas for new features?
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.