VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Friday, October 10, 2025

View CapEdgeView Financial DatasetsBack to Home

Head-to-head

CapEdge vs Financial Datasets comparison

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

Quick takeaways

CapEdge adds Improved Filings, Diff View, Filing Sentiment, Transcripts, Institutional Data, 13D/13G, Which ETF includes this Stock?, Alerts, Calendar, IPO, and Secondary Offerings coverage that Financial Datasets skips.

Financial Datasets includes Data APIs, Interest Rates, and APIs & SDKs 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..

Financial Datasets is known for: REST API covering financial statements (income/balance/cash‑flow), financial metrics, stock prices (snapshot + minute/day/week/month/year), SEC filings lists & item extraction, insider trades, institutional ownership (13F), segmented revenues, company news with sentiment, interest‑rate snapshots, and crypto prices., US coverage only with 30,000+ tickers (active & delisted) and 30+ years of fundamentals; endpoint‑specific counts vary (e.g., prices/metrics pages show different tickers)., and Real‑time endpoints where applicable (e.g., stock price snapshot, Form 4 updates, news/press releases via RSS, interest‑rate announcements); historical series for backtesting..

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)

0% upvotes 0% downvotes
You haven't voted yet
View full profileVisit site
Financial Datasets logo

Financial Datasets

financialdatasets.ai

Developer‑first US‑equities API designed for AI agents and quant apps: real‑time quotes + minute/EOD historical prices, standardized financial statements & metrics, SEC filings (with section extraction), insider trades (Form 4), institutional ownership (13F), company news with sentiment, segmented financials, interest‑rate snapshots, and crypto prices. Auth via X‑API‑KEY; Developer plan includes 1,000 req/min; Pro supports unlimited and redistribution. Also offers a Model Context Protocol (MCP) server and community integrations (LangChain, Dify, n8n). US market only; options/indices/FX not yet covered.

Platforms

Web
API

Pricing

Free
Subscription
Other

Quick highlights

  • REST API covering financial statements (income/balance/cash‑flow), financial metrics, stock prices (snapshot + minute/day/week/month/year), SEC filings lists & item extraction, insider trades, institutional ownership (13F), segmented revenues, company news with sentiment, interest‑rate snapshots, and crypto prices.
  • US coverage only with 30,000+ tickers (active & delisted) and 30+ years of fundamentals; endpoint‑specific counts vary (e.g., prices/metrics pages show different tickers).
  • Real‑time endpoints where applicable (e.g., stock price snapshot, Form 4 updates, news/press releases via RSS, interest‑rate announcements); historical series for backtesting.
  • Simple auth (X‑API‑KEY) and straightforward request model; OpenAPI schema published; tickers lists available per endpoint (e.g., /prices/tickers).
  • AI/agent integrations: official remote MCP server (HTTP/SSE) for assistants; ecosystem plugs include LangChain toolkit, a Dify plugin, and example n8n workflows.

Community votes (overall)

0% upvotes 0% downvotes
You haven't voted yet
View full profileVisit site
Overlap

Shared focus areas

4 overlaps

Mutual strengths include Insider Data, 13F, and News plus 1 more area.

Where they differ

CapEdge

Distinct strengths include:

Improved Filings
Diff View
Filing Sentiment
Transcripts
Institutional Data
13D/13G
Which ETF includes this Stock?
Alerts
  • 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.

Financial Datasets

Distinct strengths include:

Data APIs
Interest Rates
APIs & SDKs
  • REST API covering financial statements (income/balance/cash‑flow), financial metrics, stock prices (snapshot + minute/day/week/month/year), SEC filings lists & item extraction, insider trades, institutional ownership (13F), segmented revenues, company news with sentiment, interest‑rate snapshots, and crypto prices.
  • US coverage only with 30,000+ tickers (active & delisted) and 30+ years of fundamentals; endpoint‑specific counts vary (e.g., prices/metrics pages show different tickers).
  • Real‑time endpoints where applicable (e.g., stock price snapshot, Form 4 updates, news/press releases via RSS, interest‑rate announcements); historical series for backtesting.
  • Simple auth (X‑API‑KEY) and straightforward request model; OpenAPI schema published; tickers lists available per endpoint (e.g., /prices/tickers).

Feature-by-feature breakdown

AttributeCapEdgeFinancial Datasets
Categories

Which research workflows each platform targets

Shared: Insider Data, 13F, News, Financials

Unique: Improved Filings, Diff View, Filing Sentiment, Transcripts, Institutional Data, 13D/13G, Which ETF includes this Stock?, Alerts, Calendar, IPO, Secondary Offerings

Shared: Insider Data, 13F, News, Financials

Unique: Data APIs, Interest Rates, APIs & SDKs

Asset types

Supported asset classes and universes

Stocks, ETFs

Stocks, Cryptos

Experience levels

Who each product is built for

Beginner, Intermediate, Advanced

Intermediate, Advanced

Platforms

Where you can access the product

Web

Web, API

Pricing

High-level pricing models

Free

Free, Subscription, Other

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

  • REST API covering financial statements (income/balance/cash‑flow), financial metrics, stock prices (snapshot + minute/day/week/month/year), SEC filings lists & item extraction, insider trades, institutional ownership (13F), segmented revenues, company news with sentiment, interest‑rate snapshots, and crypto prices.
  • US coverage only with 30,000+ tickers (active & delisted) and 30+ years of fundamentals; endpoint‑specific counts vary (e.g., prices/metrics pages show different tickers).
  • Real‑time endpoints where applicable (e.g., stock price snapshot, Form 4 updates, news/press releases via RSS, interest‑rate announcements); historical series for backtesting.
  • Simple auth (X‑API‑KEY) and straightforward request model; OpenAPI schema published; tickers lists available per endpoint (e.g., /prices/tickers).
  • AI/agent integrations: official remote MCP server (HTTP/SSE) for assistants; ecosystem plugs include LangChain toolkit, a Dify plugin, and example n8n workflows.
  • Flexible pricing: subscriptions (Developer $200/mo; Pro $1,000/mo; Enterprise) plus pay‑as‑you‑go credits with per‑endpoint pricing and some free endpoints (e.g., company facts, earnings press releases, macro rates).
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 Financial Datasets both support?

Both platforms cover Insider Data, 13F, News, and Financials workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do CapEdge and Financial Datasets require subscriptions?

Both CapEdge and Financial Datasets keep freemium access with optional paid upgrades, so you can trial each platform before committing.

How can you access CapEdge and Financial Datasets?

Both CapEdge and Financial Datasets 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 Financial Datasets stands out for REST API covering financial statements (income/balance/cash‑flow), financial metrics, stock prices (snapshot + minute/day/week/month/year), SEC filings lists & item extraction, insider trades, institutional ownership (13F), segmented revenues, company news with sentiment, interest‑rate snapshots, and crypto prices., US coverage only with 30,000+ tickers (active & delisted) and 30+ years of fundamentals; endpoint‑specific counts vary (e.g., prices/metrics pages show different tickers)., and Real‑time endpoints where applicable (e.g., stock price snapshot, Form 4 updates, news/press releases via RSS, interest‑rate announcements); historical series for backtesting..

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.