Tool Comparison
Calcbench vs CapEdge
- Paid from
- $500/mo
- Free plan
- Yes
- Platforms
- Web, Desktop, API
Best if
- You want an API so you can script or automate things
- You want flags, management compensation, and APIs & data feeds.
- Paid from
- —
- Free plan
- Yes
- Platforms
- Web, Mobile
Best if
- You do a lot of your research from your phone
- You want screeners, data visualizations, and filing sentiment.
- You're a long-term investor who cares more about fundamentals than headlines
Pick Calcbench if
Calcbench
Free • From $6000/yr · Web · Desktop · API
- You want an API so you can script or automate things
- You want flags, management compensation, and APIs & data feeds.
Pick CapEdge if
CapEdge
Free · Web · Mobile
- You do a lot of your research from your phone
- You want screeners, data visualizations, and filing sentiment.
- You're a long-term investor who cares more about fundamentals than headlines
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
Calcbench and CapEdge cover a lot of the same ground (4 shared categories, including financials, improved filings, and diff view), so for the basics you won't go far wrong with either. CapEdge simply does more: 18 categories to Calcbench's 8, including screeners, data visualizations, and filing sentiment, plus a mobile app. Calcbench counters by keeping things simpler.
What readers say
Calcbench
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Key differences at a glance
- Mobile app
- CapEdge
- Free trial
- Calcbench14 days
- Broader coverage
- CapEdge18 vs 8 categories
- Desktop app
- Calcbench
- API access
- Calcbench
- Asset coverage
- CapEdgeAdds ETFs and bonds
What Calcbench does best
- Research as-reported statements, 10-Ks, 10-Qs, earnings releases, proxies, 8-Ks, and SEC comment letters.
- Disclosure and footnote tools to search MD&A, risk factors, accounting notes, and other filing sections across peers or periods.
- Use standardized GAAP metrics while tracing values back to source documents.
- Review point-in-time data, timestamps, revision chains, and redline additions or deletions to understand what changed and when.
- Pull financial statements, accounting metrics, and raw XBRL tags into Excel.
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 $6000/yr | Free |
Free tier | Yes | Yes |
Free trial | 14 days | — |
| Platforms & access | ||
Web app | Yes | Yes |
Desktop app | Yes | No |
Mobile app | No | Yes |
API access | Yes | No |
Integrations | Microsoft Excel (Calcbench Excel Add-in) | Deal Roadshow |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Intermediate, Advanced |
Best for | Institutional Investors, Analysts +2 more | Retail Traders, Pro Retail +6 more |
Categories covered | 8 | 18 |
Regions | North America | North America |
| Data & capabilities | ||
Data quality | Latency: Real-time and Timezone: US/Eastern | Latency: Real-time |
Data partners | — | 3 partners: SEC EDGAR, Financial Modeling Prep +1 more |
| Try it | Visit Calcbench | Visit CapEdge |
Standout features
The best features of Calcbench and CapEdge.ShowHide
Standout features
What Calcbench does best
- Research as-reported statements, 10-Ks, 10-Qs, earnings releases, proxies, 8-Ks, and SEC comment letters.
- Disclosure and footnote tools to search MD&A, risk factors, accounting notes, and other filing sections across peers or periods.
- Use standardized GAAP metrics while tracing values back to source documents.
- Review point-in-time data, timestamps, revision chains, and redline additions or deletions to understand what changed and when.
- Pull financial statements, accounting metrics, and raw XBRL tags into Excel.
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 Calcbench and CapEdge.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | Stocks | StocksETFsBondsFunds |
Experience | IntermediateAdvanced | IntermediateAdvanced |
Target audience | Institutional InvestorsAnalystsQuants/DevelopersStudents/Researchers | Retail TradersPro RetailInstitutional InvestorsLong-term InvestorsValue InvestorsGrowth InvestorsAnalystsStudents/Researchers |
Regions | North America | North America |
Coverage details | Identifiers: Ticker and CIK | Countries: USIdentifiers: Ticker and CIK |
| Data | ||
Data freshness | Real-time | Real-time |
Data partners | Not specified | SEC EDGARFinancial Modeling PrepBenzinga |
| Access & integrations | ||
API protocols | REST | Not specified |
API auth & delivery | Auth: APIKeySDKs: PythonDocs | Not specified |
Import methods | Not specified | CSVManual |
Integrations | Microsoft Excel (Calcbench Excel Add-in) | Deal Roadshow |
Export formats | Excel | CSVExcel |
| Plans & trust | ||
Vendor & support | CalcbenchCountry: United StatesFounded 2011 | 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 | Free“Basic” | Free |
| Entry paid plan | $6000/yr≈ $500/mo“Premium (Annual)” | — |
| Top plan | $12000/yr≈ $1000/mo“Professional (Annual)” | — |
| Custom / enterprise | Contact sales“Academic Access” | — |
| Free trial | 14 days | — |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between Calcbench and CapEdge?
Calcbench leans toward financials, improved filings, and diff view, while CapEdge puts more weight on screeners, stock comparison, and data visualizations. They overlap in 4 categories, so for most people it comes down to workflow preference and price.
How much do Calcbench and CapEdge cost?
Good news: both Calcbench and CapEdge have free plans, so you can run them side by side and only pay if you hit a wall.
Can I use Calcbench or CapEdge on my phone?
CapEdge lists a dedicated mobile app, so it travels better. Calcbench doesn't list a dedicated mobile app; its documented access is web, desktop, and API.
Does Calcbench or CapEdge have an API?
Calcbench has an API for programmatic access and custom integrations. CapEdge doesn't, so you're working through its interface.
Should I choose Calcbench or CapEdge?
It depends on what you're after. Pick Calcbench if flags and management compensation matter to you; go with CapEdge if you'd rather have screeners and data visualizations. And if you only need the basics both share, let price decide.
What asset classes do Calcbench and CapEdge cover?
Both cover stocks. CapEdge adds ETFs, bonds, and funds on top.
Do Calcbench and CapEdge offer real-time data?
Yes, both serve real-time market data, so either works when timing matters.
Can I export data from Calcbench and CapEdge?
Yes, both export to spreadsheets (Excel), which is handy if you like running your own numbers.
Which has a better stock screener: Calcbench or CapEdge?
CapEdge has a stock screener for surfacing ideas; Calcbench doesn't, and focuses its energy elsewhere.
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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.