VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

View AlphaSenseView CapEdgeBack to Home

Head-to-head

AlphaSense vs CapEdge comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

AlphaSense adds Earnings Calls Sentiment, Notes & Highlights, AI, AI Earnings Summary, AI Report, Analyst Recommendations, Analyst Price Targets, Analyst Forecasts, Screeners, Watchlist, and Data APIs coverage that CapEdge skips.

CapEdge includes Filing Sentiment, Insider Data, Institutional Data, 13D/13G, Which ETF includes this Stock?, Calendar, IPO, Secondary Offerings, and Financials categories that AlphaSense omits.

AlphaSense highlights: Extensive content coverage, including SEC filings, earnings call transcripts, broker and independent research, expert call transcripts, and regulatory news., Generative AI workflows such as Generative Search, Generative Grid, and Deep Research, delivering source-cited answers and summaries., and Blackline (redline) comparisons to highlight changes across versions of filings or document sections..

CapEdge is known for: Advanced EDGAR and transcript search with Boolean, phrase, and proximity operators., Near real-time filing alerts (about one minute) via email for saved searches and favorite tickers; bulk CSV upload supported., and Earnings transcript catalog updated hourly, with results downloadable to CSV..

CapEdge keeps a free entry point that AlphaSense lacks.

AlphaSense ships a mobile app. CapEdge is web/desktop only.

AlphaSense logo

AlphaSense

alpha-sense.com

AlphaSense is an enterprise-grade market intelligence platform that combines a massive library of filings, research, transcripts, and news with AI-powered search and summarization. Broker research access depends on entitlements, while premium features like Expert Calls or Canalyst models are offered as add-ons. Enterprise Intelligence expands the platform to include secure integration of a firm’s own internal content.

Platforms

Web
Mobile
API

Pricing

Subscription

Quick highlights

  • Extensive content coverage, including SEC filings, earnings call transcripts, broker and independent research, expert call transcripts, and regulatory news.
  • Generative AI workflows such as Generative Search, Generative Grid, and Deep Research, delivering source-cited answers and summaries.
  • Blackline (redline) comparisons to highlight changes across versions of filings or document sections.
  • Table Tools to extract structured financial tables and export them to Excel with minimal friction.
  • Company financial tearsheets combining Reuters Fundamentals with I/B/E/S consensus estimates.

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CapEdge logo

CapEdge

capedge.com

Editor’s pick Hands-on review

A free research platform for US markets that combines filings, transcripts, ownership dashboards, IPO tracking, and ETF exposure tools. Users can set up near real-time filing alerts, search with advanced operators, and export results to CSV/Excel. CapEdge also connects to Deal Roadshow for access to IPO roadshows. There’s no public API; all functionality is delivered through the web app.

Platforms

Web

Pricing

Free

Quick highlights

  • Advanced EDGAR and transcript search with Boolean, phrase, and proximity operators.
  • Near real-time filing alerts (about one minute) via email for saved searches and favorite tickers; bulk CSV upload supported.
  • Earnings transcript catalog updated hourly, with results downloadable to CSV.
  • IPO calendar with coverage of S-1, F-1, and S-11 filings, plus access to retail roadshows via Deal Roadshow.
  • Ownership dashboards tracking 13F holdings, 13D/13G activist positions, and Form 144 insider sales, with export to CSV or Excel.

Community votes (overall)

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Overlap

Shared focus areas

6 overlaps

Mutual strengths include Improved Filings, Diff View, and Transcripts plus 3 more areas.

Where they differ

AlphaSense

Distinct strengths include:

Earnings Calls Sentiment
Notes & Highlights
AI
AI Earnings Summary
AI Report
Analyst Recommendations
Analyst Price Targets
Analyst Forecasts
  • Extensive content coverage, including SEC filings, earnings call transcripts, broker and independent research, expert call transcripts, and regulatory news.
  • Generative AI workflows such as Generative Search, Generative Grid, and Deep Research, delivering source-cited answers and summaries.
  • Blackline (redline) comparisons to highlight changes across versions of filings or document sections.
  • Table Tools to extract structured financial tables and export them to Excel with minimal friction.

CapEdge

Distinct strengths include:

Filing Sentiment
Insider Data
Institutional Data
13D/13G
Which ETF includes this Stock?
Calendar
IPO
Secondary Offerings
  • Advanced EDGAR and transcript search with Boolean, phrase, and proximity operators.
  • Near real-time filing alerts (about one minute) via email for saved searches and favorite tickers; bulk CSV upload supported.
  • Earnings transcript catalog updated hourly, with results downloadable to CSV.
  • IPO calendar with coverage of S-1, F-1, and S-11 filings, plus access to retail roadshows via Deal Roadshow.

Feature-by-feature breakdown

AttributeAlphaSenseCapEdge
Categories

Which research workflows each platform targets

Shared: Improved Filings, Diff View, Transcripts, 13F, News, Alerts

Unique: Earnings Calls Sentiment, Notes & Highlights, AI, AI Earnings Summary, AI Report, Analyst Recommendations, Analyst Price Targets, Analyst Forecasts, Screeners, Watchlist, Data APIs

Shared: Improved Filings, Diff View, Transcripts, 13F, News, Alerts

Unique: Filing Sentiment, Insider Data, Institutional Data, 13D/13G, Which ETF includes this Stock?, Calendar, IPO, Secondary Offerings, Financials

Asset types

Supported asset classes and universes

Stocks

Stocks, ETFs

Experience levels

Who each product is built for

Intermediate, Advanced

Beginner, Intermediate, Advanced

Platforms

Where you can access the product

Web, Mobile, API

Web

Pricing

High-level pricing models

Subscription

Free

Key features

Core capabilities called out by each vendor

Unique

  • Extensive content coverage, including SEC filings, earnings call transcripts, broker and independent research, expert call transcripts, and regulatory news.
  • Generative AI workflows such as Generative Search, Generative Grid, and Deep Research, delivering source-cited answers and summaries.
  • Blackline (redline) comparisons to highlight changes across versions of filings or document sections.
  • Table Tools to extract structured financial tables and export them to Excel with minimal friction.
  • Company financial tearsheets combining Reuters Fundamentals with I/B/E/S consensus estimates.
  • AI-powered sentiment scoring across filings, transcripts, and research documents.

Unique

  • Advanced EDGAR and transcript search with Boolean, phrase, and proximity operators.
  • Near real-time filing alerts (about one minute) via email for saved searches and favorite tickers; bulk CSV upload supported.
  • Earnings transcript catalog updated hourly, with results downloadable to CSV.
  • IPO calendar with coverage of S-1, F-1, and S-11 filings, plus access to retail roadshows via Deal Roadshow.
  • Ownership dashboards tracking 13F holdings, 13D/13G activist positions, and Form 144 insider sales, with export to CSV or Excel.
  • ETF exposure lookup tool answering: 'Which ETFs hold this stock?' using NPORT-P filings.
Tested

Verified by hands-on testing inside Find My Moat

Not yet

Yes

Editor pick

Featured inside curated shortlists

Standard listing

Highlighted

Frequently Asked Questions

Which workflows do AlphaSense and CapEdge both support?

Both platforms cover Improved Filings, Diff View, Transcripts, 13F, News, and Alerts workflows, so you can research those use cases in either tool before digging into the feature differences below.

Which tool offers a free plan?

CapEdge offers a free entry point, while AlphaSense requires a paid subscription. Review the pricing table to see how the paid tiers compare.

Which tool has mobile access?

AlphaSense ships a dedicated mobile experience, while CapEdge focuses on web or desktop access.

What unique strengths set the two platforms apart?

AlphaSense differentiates itself with Extensive content coverage, including SEC filings, earnings call transcripts, broker and independent research, expert call transcripts, and regulatory news., Generative AI workflows such as Generative Search, Generative Grid, and Deep Research, delivering source-cited answers and summaries., and Blackline (redline) comparisons to highlight changes across versions of filings or document sections., whereas CapEdge stands out for Advanced EDGAR and transcript search with Boolean, phrase, and proximity operators., Near real-time filing alerts (about one minute) via email for saved searches and favorite tickers; bulk CSV upload supported., and Earnings transcript catalog updated hourly, with results downloadable to CSV..

Keep exploring

Stay on top of related tools

Browse the categories and profiles that overlap most with this comparison to round out your shortlist.

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.