CapEdge Review, Pricing, and Features

Key features

• Web-based research platform focused on US equity capital markets that lets users instantly search SEC EDGAR filings and earnings transcripts, monitor IPOs, and track investor holdings across time; navigation exposes Earnings, IPOs, Transcripts, Investor Holdings and an EDGAR Filing Screener from the homepage.
• Advanced EDGAR filing search supports natural-language and keyword queries, filters by ticker, company name, filing type, and date, plus Filing Analysis views that show which companies mention a theme and how its popularity changes over time. Power users can use AND/OR/NOT boolean operators, with search history saved for later reuse.
• Improved filing reader for most SEC forms (10-K, 10-Q, 8-K, 6-K, S-1, F-1, S-4, 20-F, 40-F, DEF 14A, etc.) including similar-filing navigation, customizable font and size, side table-of-contents, and advanced content analysis such as sentiment scores, readability measures, and lists of new and removed words across successive filings.
• Diff viewer for financial filings highlights changes between successive 10-K/10-Q documents, coloring removed text in one color and new text in another, and attempting to align similar data-table rows across filings to make numeric changes easier to spot.
• Real-time filing alerts: CapEdge sends email alerts for new filings from favorite companies and for favorite searches, typically within about a minute of SEC EDGAR submission; users can restrict alerts by filing groups (financial reports, company news, registrations/prospectuses, proxies, or specific form types), and emails include the full main filing text or the relevant press release exhibit.
• Favorites system and personal dashboard allow users to star companies and searches, organize them into folders with separate notification settings, browse search history, and manage alert preferences; users can annotate filings and maintain private or shared notes tied to filings and tickers.
• Company dashboards combine latest filings and automatically generated GAAP-based financial statements with interactive Data charts that plot up to five years of detailed XBRL-based metrics (by segment and frequency), support relative-performance mode, allow cross-company comparison on common metrics, overlay stock price, and export currently plotted series to CSV.
• Ownership and holdings analytics built from 13D, 13F, 13G, Form 144 and NPORT filings let users explore activist positions, institutional portfolios, beneficial ownership changes and planned restricted/control security sales; dedicated pages list latest 13D, 13F, 13G and 144 filings with CSV download, while company dashboards expose Holdings and Institutional tabs powered by the same data.
• Short-interest pages for individual tickers show short interest over the last 90 days and list contributing fund positions sourced from NPORT reports, with short-interest tables downloadable to CSV; a dedicated Shorts tab appears on company dashboards alongside Filings, Holdings, Transcripts, ETFs, Insiders and Institutional.
• ETF exposure tools on each company page answer “Which ETFs hold this stock?” using NPORT-P fund holdings, listing ETFs and other funds that reported positions in the stock; separate fund and ETF dashboards provide profiles (manager, assets, liabilities, net assets, holdings count) and holdings tables for funds such as the Global X Founder-Run Companies ETF.
• Event tools include an Earnings Releases feed for recent 10-K/10-Q/8-K earnings filings, a Stock Earnings Calendar for upcoming and recent earnings events, and an IPO Calendar that covers currently marketing IPO roadshows plus recently filed IPO and follow-on registration statements (S‑1, F‑1, S‑11), with CSV exports for the tables.
• Data is sourced directly from SEC EDGAR, including XBRL data in 10‑K/10‑Q and related reports; historic filings go back to the start of electronic filing for most forms, while ownership forms have 5–10 years of history. Financial statements are mapped using the FASB US‑GAAP taxonomy, and quarterly metrics may be interpolated from year‑to‑date figures when necessary, with interpolated values flagged in the UI.
• CapEdge operates as a single free plan: both the Finsight solutions overview and the product homepage describe it as “100% free”, and the signup and login flows emphasize that users register a free account to unlock holdings tables, short‑interest data, ETF exposure views, alerts, dashboards and other functionality.

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