VOL. XCIV, NO. 247
A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES
CapEdge Review, Pricing, and Features
CapEdge
CapEdge combines SEC filings, transcripts, financials, ownership data, IPO tracking, ETF exposure, and short-interest data. It is free, but some tables require an account.
Best for
- Investors looking for a free SEC filings, transcripts, ownership, IPO, and alert workflow.
- Analysts who want SEC documents, financials, ownership data, and event tracking in one free account.
- Analysts looking for quick EDGAR search, filing diffs, sentiment/readability context, and CSV exports without a terminal subscription.
Watch out
- You can browse some tables without signing in. A free account opens the rest of CapEdge's research and account tools.
- CapEdge does not currently offer APIs.
Community votes (overall)
No votes yet. Be the first to rate this tool.
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.
- Review 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.
- Monitor earnings releases, earnings calendars, currently marketing IPO roadshows, and IPO or follow-on registration statements with table exports where available.
- CapEdge is 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 and 10-Q 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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Information
Who runs this
I'm Jera Value, and I write every record here myself. I'm an independent investor who likes code and value investing, and I keep these notes because I use the tools for my own research. When a page is wrong, I fix it and say so.
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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.