VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

View CapEdgeView edmundSECBack to Home

Head-to-head

CapEdge vs edmundSEC comparison

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

Quick takeaways

CapEdge adds Diff View, Filing Sentiment, Insider Data, Institutional Data, 13D/13G, 13F, Which ETF includes this Stock?, News, Alerts, Calendar, IPO, Secondary Offerings, and Financials coverage that edmundSEC skips.

edmundSEC includes AI Chat, and AI Earnings Summary categories that CapEdge omits.

CapEdge 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., and Earnings transcript catalog updated hourly, with results downloadable to CSV..

edmundSEC is known for: Search across SEC filings (10-K, 10-Q, 8-K) and earnings call transcripts in a clean browser interface., ContextAI Search expands queries to surface more relevant matches across filings and transcripts., and Single-document Q&A mode lets users ask direct questions of a filing or transcript, with the AI reading it end-to-end..

CapEdge has a free tier, while edmundSEC requires a paid plan.

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.

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edmundSEC logo

edmundSEC

edmundsec.com

A web-based platform built around SEC filings and earnings call transcripts. Features include AI-powered search, single-document Q&A, and transcript summaries. A subscription is offered (including an early “Founder” lifetime promotion), though detailed plan tiers and pricing are not publicly listed.

Platforms

Web

Pricing

Subscription

Quick highlights

  • Search across SEC filings (10-K, 10-Q, 8-K) and earnings call transcripts in a clean browser interface.
  • ContextAI Search expands queries to surface more relevant matches across filings and transcripts.
  • Single-document Q&A mode lets users ask direct questions of a filing or transcript, with the AI reading it end-to-end.
  • Key Topic Discovery highlights major themes within documents and allows users to define custom topics.
  • AI-generated summaries for earnings call transcripts.

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Overlap

Shared focus areas

2 overlaps

Mutual strengths include Improved Filings, and Transcripts.

Where they differ

CapEdge

Distinct strengths include:

Diff View
Filing Sentiment
Insider Data
Institutional Data
13D/13G
13F
Which ETF includes this Stock?
News
  • 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.

edmundSEC

Distinct strengths include:

AI Chat
AI Earnings Summary
  • Search across SEC filings (10-K, 10-Q, 8-K) and earnings call transcripts in a clean browser interface.
  • ContextAI Search expands queries to surface more relevant matches across filings and transcripts.
  • Single-document Q&A mode lets users ask direct questions of a filing or transcript, with the AI reading it end-to-end.
  • Key Topic Discovery highlights major themes within documents and allows users to define custom topics.

Feature-by-feature breakdown

AttributeCapEdgeedmundSEC
Categories

Which research workflows each platform targets

Shared: Improved Filings, Transcripts

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

Shared: Improved Filings, Transcripts

Unique: AI Chat, AI Earnings Summary

Asset types

Supported asset classes and universes

Stocks, ETFs

Stocks

Experience levels

Who each product is built for

Beginner, Intermediate, Advanced

Beginner, Intermediate, Advanced

Platforms

Where you can access the product

Web

Web

Pricing

High-level pricing models

Free

Subscription

Key features

Core capabilities called out by each vendor

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.

Unique

  • Search across SEC filings (10-K, 10-Q, 8-K) and earnings call transcripts in a clean browser interface.
  • ContextAI Search expands queries to surface more relevant matches across filings and transcripts.
  • Single-document Q&A mode lets users ask direct questions of a filing or transcript, with the AI reading it end-to-end.
  • Key Topic Discovery highlights major themes within documents and allows users to define custom topics.
  • AI-generated summaries for earnings call transcripts.
  • Subscription offering confirmed, including an initial lifetime “Founder” promotion at launch, though ongoing plan details are not disclosed.
Tested

Verified by hands-on testing inside Find My Moat

Yes

Not yet

Editor pick

Featured inside curated shortlists

Highlighted

Standard listing

Frequently Asked Questions

Which workflows do CapEdge and edmundSEC both support?

Both platforms cover Improved Filings, and Transcripts 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 edmundSEC requires a paid subscription. Review the pricing table to see how the paid tiers compare.

How can you access CapEdge and edmundSEC?

Both CapEdge and edmundSEC prioritize web or desktop access. Investors wanting a mobile-first workflow may need to rely on responsive web views.

What unique strengths set the two platforms apart?

CapEdge differentiates itself with 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., whereas edmundSEC stands out for Search across SEC filings (10-K, 10-Q, 8-K) and earnings call transcripts in a clean browser interface., ContextAI Search expands queries to surface more relevant matches across filings and transcripts., and Single-document Q&A mode lets users ask direct questions of a filing or transcript, with the AI reading it end-to-end..

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.