★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★
VOL. XCIV, NO. 247
CapEdge Review, Pricing, and Features
CapEdge is a free SEC filings, transcripts, IPO, ownership, ETF exposure, and short-interest research platform from Finsight for US equity-capital-markets work. It is strongest for investors who want a registered, no-cost workflow around EDGAR search, filing diffs, filing alerts, XBRL financial charts, holdings, and IPO calendars without paying for a filings terminal.
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Pricing
Free
Free
Single free tier with filing & transcript search, alerts, holdings analytics, ETF exposure and event tools; features are gated by registration, not by paid plans.
Key features
- Search tools across SEC filings and earnings transcripts with company, ticker, form type, date, keyword, natural-language, and boolean-style filters.
- Filing-analysis views to see which companies mention a theme and how that theme changes across filings over time.
- Reading access to major SEC forms in a cleaner filing viewer with table-of-contents navigation, font controls, similar-filing links, sentiment, readability, and new-or-removed-word analysis.
- Comparison tools for successive 10-K and 10-Q filings with a diff viewer that highlights text changes and attempts to align changed table rows.
- Support for setting real-time email alerts for favorite companies, saved searches, filing groups, and specific form types, with full filing text or relevant exhibits included in the email.
- Organize research with favorites, folders, saved searches, search history, dashboards, alert settings, filing annotations, and private or shared notes.
- Views for reviewing company dashboards with latest filings, GAAP financial statements, XBRL-based metric charts, segment/frequency views, peer comparisons, price overlays, and CSV downloads.
- Analysis of ownership and holdings from 13D, 13F, 13G, Form 144, and NPORT filings, including activist positions, institutional portfolios, beneficial ownership changes, and planned restricted-stock sales.
- Short-interest pages, ETF exposure tables, fund dashboards, holdings lists, and ETF/fund profiles sourced primarily from SEC filings.
- Monitoring earnings releases, earnings calendars, currently marketing IPO roadshows, and IPO or follow-on registration statements with table exports where available.
- CapEdge serves as a free registered web product for US SEC and equity-capital-markets research; it is not a global filings terminal, and CapEdge does not currently provide a public API.
Data partners
Primary source of company, fund, ownership and event data, including XBRL from 10‑K/10‑Q and other filings plus NPORT, 13D, 13F, 13G and Form 144 submissions.
Disclosed by CapEdge as the provider for additional market data.
Disclosed by CapEdge as one of several web/news sources used for news and user data.
FAQ
Is CapEdge free?
CapEdge is free to use. Visit the vendor site for the latest limits and onboarding details.
Who is CapEdge best for?
CapEdge is built for Retail Traders, Pro Retail, Institutional Investors, Long-term Investors, Value Investors, Growth Investors + 2 more. It suits intermediate and advanced users.
What platforms and connections does CapEdge support?
You can use CapEdge on Web and Mobile. Integrations include Deal Roadshow.
Which markets does CapEdge cover?
CapEdge covers North America. Examples include US. It tracks Stocks, ETFs, Bonds, and Funds. Identifiers include Ticker and CIK.
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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
- Website: Jera Value
Got questions or suggestions? I'm all ears!
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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.