VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Saturday, September 27, 2025
Investors comparing CapEdge and Fintel will find that Both CapEdge and Fintel concentrate on Improved Filings, Insider Data, and 13D/13G workflows, making them natural alternatives for similar investment research jobs. CapEdge leans into Diff View, Filing Sentiment, and Transcripts, which can be decisive for teams that need depth over breadth. Fintel stands out with Short Interest, ETF Holdings, and Screeners that the competition lacks. Use the feature-by-feature table to inspect unique capabilities and confirm which roadmap best maps to your process.
Head-to-head
CapEdge vs Fintel
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
- CapEdge adds Diff View, Filing Sentiment, Transcripts, Institutional Data, Calendar, IPO, Secondary Offerings, and Financials coverage that Fintel skips.
- Fintel includes Short Interest, ETF Holdings, Screeners, Options, Portfolio, Watchlist, Data APIs, Dark Pool & Off-Exchange, and Dividend 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..
- Fintel is known for: Official short-interest data sourced from NASDAQ and NYSE on individual ticker pages., Off-exchange and dark pool short volume reported from FINRA feeds., and Comprehensive ownership tracking including 13F, 13D/G, NPORT filings, ETF and mutual fund holders, plus UK disclosure data..
CapEdge
capedge.com
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.
Categories
Platforms
Pricing
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.
Fintel
fintel.io
Platform for ownership, filings, short interest, and options sentiment with broad global coverage. Plans range from Free through Bronze, Silver, and Gold, with premium features like the Workbench, Portfolio Builder, and custom quant models reserved for higher tiers. Real-time options flow, unusual options activity, and Excel export are available on paid plans. Broker account linking is supported via Plaid (U.S. only).
Categories
Platforms
Pricing
Quick highlights
- Official short-interest data sourced from NASDAQ and NYSE on individual ticker pages.
- Off-exchange and dark pool short volume reported from FINRA feeds.
- Comprehensive ownership tracking including 13F, 13D/G, NPORT filings, ETF and mutual fund holders, plus UK disclosure data.
- Dedicated “Which ETF holds this stock?” pages showing ETF-level exposure by ticker.
- Insider trading data from Forms 3, 4, and 5, with real-time alerts and identification of 10b5-1 trading plans.
Shared focus areas
Both platforms align on these research themes, so you can stay within one workflow when your use case involves them.
Where they differ
CapEdge
Distinct strengths include:
- 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.
Fintel
Distinct strengths include:
- Official short-interest data sourced from NASDAQ and NYSE on individual ticker pages.
- Off-exchange and dark pool short volume reported from FINRA feeds.
- Comprehensive ownership tracking including 13F, 13D/G, NPORT filings, ETF and mutual fund holders, plus UK disclosure data.
- Dedicated “Which ETF holds this stock?” pages showing ETF-level exposure by ticker.
Feature-by-feature breakdown
| Attribute | CapEdge | Fintel |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Improved Filings, Insider Data, 13D/13G, 13F, Which ETF includes this Stock?, News, Alerts Unique: Diff View, Filing Sentiment, Transcripts, Institutional Data, Calendar, IPO, Secondary Offerings, Financials | Shared: Improved Filings, Insider Data, 13D/13G, 13F, Which ETF includes this Stock?, News, Alerts Unique: Short Interest, ETF Holdings, Screeners, Options, Portfolio, Watchlist, Data APIs, Dark Pool & Off-Exchange, Dividend |
Asset types Supported asset classes and universes | Stocks, ETFs | Stocks, ETFs, Mutual Funds, Options, Bonds |
Experience levels Who each product is built for | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Platforms Where you can access the product | Web | Web, API |
Pricing High-level pricing models | Free | Free, Subscription |
Key features Core capabilities called out by each vendor | Unique
| Unique
|
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 Fintel both support?
Both platforms cover Improved Filings, Insider Data, 13D/13G, 13F, Which ETF includes this Stock?, News, and Alerts workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do CapEdge and Fintel require subscriptions?
Both CapEdge and Fintel keep freemium access with optional paid upgrades, so you can trial each platform before committing.
How can you access CapEdge and Fintel?
Both CapEdge and Fintel 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 Fintel stands out for Official short-interest data sourced from NASDAQ and NYSE on individual ticker pages., Off-exchange and dark pool short volume reported from FINRA feeds., and Comprehensive ownership tracking including 13F, 13D/G, NPORT filings, ETF and mutual fund holders, plus UK disclosure data..
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.