Tool Comparison
13F Insight vs CapEdge
- Paid from
- $29/mo, billed monthly
- Free plan
- Yes
- Platforms
- Web, API
Best if
- You want an API so you can script or automate things
- You want watchlist, regulatory filings monitoring, and AI research.
- You're newer to investing and want something approachable
- Paid from
- —
- Free plan
- Yes
- Platforms
- Web, Mobile
Best if
- Delayed quotes won't cut it; you need real-time data
- You do a lot of your research from your phone
- You want screeners, stock comparison, and financials.
Pick 13F Insight if
13F Insight
Free • From $29/mo, billed monthly · Web · API
- You want an API so you can script or automate things
- You want watchlist, regulatory filings monitoring, and AI research.
- You're newer to investing and want something approachable
Pick CapEdge if
CapEdge
Free · Web · Mobile
- Delayed quotes won't cut it; you need real-time data
- You do a lot of your research from your phone
- You want screeners, stock comparison, and financials.
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
13F Insight and CapEdge cover a lot of the same ground (5 shared categories, including data visualizations, institutional ownership, and news), so for the basics you won't go far wrong with either. CapEdge simply does more: 18 categories to 13F Insight's 10, including screeners, stock comparison, and financials, plus a mobile app. 13F Insight counters by keeping things simpler.
What readers say
13F Insight
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CapEdge
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Key differences at a glance
- Real-time data
- CapEdge
- Free trial
- 13F Insight7 days
- Broader coverage
- CapEdge18 vs 10 categories
- Mobile app
- CapEdge
- API access
- 13F Insight
- Beginner friendly
- 13F Insight
What 13F Insight does best
- Track 13F holdings, Form 4 insider trades, and 13D/G ownership reports in one place.
- Search institutional filers, with AUM, holdings, and position-change views.
- Ask the AI Agent questions about a filer, stock, or insider and follow its citations back to the filings.
- Use Standard position-change analysis or Pro AI summaries and smart alerts as a first pass.
- Build filer and stock watchlists.
What CapEdge does best
- 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.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $29/mo, billed monthly | Free |
Free tier | Yes | Yes |
Free trial | 7 days | — |
Plan limits | 14 limits: Free: watchlist items: 5, Free: email alerts: 3 +12 more | — |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | Yes |
API access | Yes | No |
Integrations | — | Deal Roadshow |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +3 more | Retail Traders, Pro Retail +6 more |
Categories covered | 10 | 18 |
Regions | North America | North America |
| Data & capabilities | ||
Data quality | — | Latency: Real-time |
Data partners | — | 3 partners: SEC EDGAR, Financial Modeling Prep +1 more |
Capabilities | AI summaries: Filings | — |
Security | Encryption in transit | — |
| Try it | Visit 13F Insight | Visit CapEdge |
Standout features
The best features of 13F Insight and CapEdge.ShowHide
Standout features
What 13F Insight does best
- Track 13F holdings, Form 4 insider trades, and 13D/G ownership reports in one place.
- Search institutional filers, with AUM, holdings, and position-change views.
- Ask the AI Agent questions about a filer, stock, or insider and follow its citations back to the filings.
- Use Standard position-change analysis or Pro AI summaries and smart alerts as a first pass.
- Build filer and stock watchlists.
What CapEdge does best
- 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.
All details
Every attribute we track for 13F Insight and CapEdge.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsOptions | StocksETFsBondsFunds |
Experience | BeginnerIntermediateAdvanced | IntermediateAdvanced |
Target audience | Retail TradersPro RetailValue InvestorsGrowth InvestorsAnalysts | Retail TradersPro RetailInstitutional InvestorsLong-term InvestorsValue InvestorsGrowth InvestorsAnalystsStudents/Researchers |
Regions | North America | North America |
Coverage details | Countries: USIdentifiers: Ticker, CUSIP, and CIK | Countries: USIdentifiers: Ticker and CIK |
| Data | ||
Data freshness | Not specified | Real-time |
Data partners | Not specified | SEC EDGARFinancial Modeling PrepBenzinga |
| Access & integrations | ||
Import methods | Not specified | CSVManual |
Integrations | Not specified | Deal Roadshow |
Export formats | Not specified | CSVExcel |
| Plans & trust | ||
Security & compliance | Encryption in transit | Not specified |
Capability signals | AI summaries: Filings | Not specified |
Vendor & support | 13F InsightSupport: Email | Finsight Group Inc.Country: USFounded 2012Support: Email and Phone |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Freewatchlist items: 5 · email alerts: 3 · +2 more | Free |
| Entry paid plan | $29/moBilled monthly“Standard”watchlist items: 20 · email alerts: 10 · +3 more | — |
| Top plan | $99/moBilled monthly“Pro”watchlist items: 100 · email alerts: 50 · +3 more | — |
| Custom / enterprise | Contact sales“Enterprise” | — |
| Free trial | 7 days | — |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between 13F Insight and CapEdge?
13F Insight leans toward data visualizations, watchlist, and institutional ownership, while CapEdge puts more weight on screeners, stock comparison, and data visualizations. They overlap in 5 categories, so for most people it comes down to workflow preference and price.
How much do 13F Insight and CapEdge cost?
Good news: both 13F Insight and CapEdge have free plans, so you can run them side by side and only pay if you hit a wall.
Which is better for beginners: 13F Insight or CapEdge?
13F Insight is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Can I use 13F Insight or CapEdge on my phone?
CapEdge lists a dedicated mobile app, so it travels better. 13F Insight doesn't list a dedicated mobile app; its documented access is web and API.
Does 13F Insight or CapEdge have an API?
13F Insight has an API for programmatic access and custom integrations. CapEdge doesn't, so you're working through its interface.
Should I choose 13F Insight or CapEdge?
It depends on what you're after. Pick 13F Insight if watchlist and regulatory filings monitoring matter to you; go with CapEdge if you'd rather have screeners and stock comparison. And if you only need the basics both share, let price decide.
What asset classes do 13F Insight and CapEdge cover?
Both cover stocks and ETFs. 13F Insight also handles options. CapEdge adds bonds and funds on top.
Does 13F Insight or CapEdge have real-time data?
CapEdge offers real-time data, which matters if you trade actively. 13F Insight runs on delayed or end-of-day data, which is perfectly fine for longer-term investors who don't live and die by the tick.
Can I export data from 13F Insight and CapEdge?
CapEdge exports to CSV and Excel. 13F Insight is stingier about getting data out.
Are 13F Insight and CapEdge good for long-term investing?
Yes, both are aimed squarely at long-term investors. Compare their coverage, workflow, and price before assuming they solve the same long-term research job.
Which has a better stock screener: 13F Insight or CapEdge?
CapEdge has a stock screener for surfacing ideas; 13F Insight doesn't, and focuses its energy elsewhere.
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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.