★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool details checked August 4, 2026
Tool Comparison
CapEdge vs DATAROMA
Start here
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 care about screeners, stock comparison, and data visualizations, things DATAROMA doesn't offer
Pick DATAROMA instead if
DATAROMA
Free · Web
- You care about stock ideas, something CapEdge doesn't offer
- You're newer to investing and want something approachable
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOutbound links may include affiliate or sponsor codes.
Our take
The bottom line
CapEdge and DATAROMA cover a lot of the same ground (2 shared categories, institutional ownership and insider data), so for the basics you won't go far wrong with either. CapEdge simply does more: 18 categories to DATAROMA's 3, including screeners, stock comparison, and data visualizations, plus a mobile app. DATAROMA counters by being completely free.
What readers say
CapEdge
Vote once to reveal the community verdict.
DATAROMA
Vote once to reveal the community verdict.
Key differences at a glance
- Real-time data
- CapEdge
- Broader coverage
- CapEdge18 vs 3 categories
- Mobile app
- CapEdge
- Asset coverage
- CapEdgeAdds bonds and funds
- Beginner friendly
- DATAROMA
- Free plan
- Both
See for yourself
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.ShowHide
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free | Free |
Free tier | Yes | Yes |
Free trial | — | — |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | No |
API access | No | No |
Integrations | Deal Roadshow | — |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +6 more | Retail Traders, Pro Retail +4 more |
Categories covered | 18 | 3 |
Regions | North America | North America |
| Data & capabilities | ||
Data quality | Latency: Real-time | — |
Data partners | 3 partners: SEC EDGAR, Financial Modeling Prep +1 more | — |
| Try it | Visit CapEdge | Visit DATAROMA |
Where each one shines
What CapEdge and DATAROMA each do best.ShowHide
Where each one shines
What CapEdge and DATAROMA each do best.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.
What DATAROMA does best
- Browsing access to curated superinvestor portfolios from well-known value investors and see each manager's reported holdings in one simple table.
- Views for reviewing position size, portfolio weight, share count, reported price, current price, activity labels, and 52-week context for tracked holdings.
- Comparison tools for quarter-based portfolio changes, top buys, top sells, and manager-level activity from public filing data.
- The Superinvestor Holdings Summary and Grand Portfolio views to see which stocks appear across multiple tracked investors.
- Stock pages for Super Investor Stats, ownership count, rank across tracked portfolios, and related insider buying or selling summaries.
Every detail we compared
Every tracked attribute for CapEdge and DATAROMA, side by side.ShowHide
Every detail we compared
Every tracked attribute for CapEdge and DATAROMA, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsBondsFunds | StocksETFs |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsLong-term InvestorsValue InvestorsGrowth InvestorsAnalystsStudents/Researchers | Retail TradersPro RetailLong-term InvestorsValue InvestorsAnalystsStudents/Researchers |
Regions | North America | North America |
Coverage details | Countries: USIdentifiers: Ticker and CIK | Identifiers: Ticker |
| Data | ||
Data freshness | Real-time | Not specified |
Data partners | SEC EDGARFinancial Modeling PrepBenzinga | Not specified |
| Access & integrations | ||
Import methods | CSVManual | Not specified |
Integrations | Deal Roadshow | Not specified |
Export formats | CSVExcel | Not specified |
| Plans & trust | ||
Vendor & support | Finsight Group Inc.Country: USFounded 2012Support: Email and Phone | Not specified |
Green tags are exclusive to that tool in this comparison.
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.ShowHide
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.| Tier | ||
|---|---|---|
| Free plan | Free | — |
Questions we keep getting
What's the difference between CapEdge and DATAROMA?
CapEdge leans toward screeners, stock comparison, and data visualizations, while DATAROMA puts more weight on stock ideas, institutional ownership, and insider data. They overlap in 2 categories, so for most people it comes down to workflow preference and price.
How much do CapEdge and DATAROMA cost?
Good news: both CapEdge and DATAROMA have free plans, so you can run them side by side and only pay if you hit a wall.
Which is better for beginners: CapEdge or DATAROMA?
DATAROMA 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 CapEdge or DATAROMA on my phone?
CapEdge lists a dedicated mobile app, so it travels better. DATAROMA doesn't list a dedicated mobile app; its documented access is web.
Should I choose CapEdge or DATAROMA?
It depends on what you're after. Pick CapEdge if screeners and stock comparison matter to you; go with DATAROMA if you'd rather have stock ideas. And if you only need the basics both share, let price decide.
What asset classes do CapEdge and DATAROMA cover?
Both cover stocks and ETFs. CapEdge also handles bonds and funds.
Does CapEdge or DATAROMA have real-time data?
CapEdge offers real-time data, which matters if you trade actively. DATAROMA 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 CapEdge and DATAROMA?
CapEdge exports to CSV and Excel. DATAROMA is stingier about getting data out.
Are CapEdge and DATAROMA 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: CapEdge or DATAROMA?
CapEdge has a stock screener for surfacing ideas; DATAROMA doesn't, and focuses its energy elsewhere.
Keep researching
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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.