VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Monday, October 6, 2025

View CapEdgeView FINVIZBack to Home

Head-to-head

CapEdge vs FINVIZ 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?, Calendar, IPO, and Secondary Offerings coverage that FINVIZ skips.

FINVIZ includes Screeners, Data Visualizations, Portfolio, Watchlist, Backtesting, Data APIs, ETF Overview, ETF Holdings, Short Interest, and Options 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..

FINVIZ is known for: Coverage focused on U.S. equities (NYSE, Nasdaq, Amex). Free data delayed 15–20 minutes; Elite adds real-time plus pre- and after-hours trading sessions., Stock screener supports both fundamental and technical filters. Elite expands functionality with 20+ additional filters and raises saved presets from 50 to 200., and Visualization tools include Heat Maps and Groups, with real-time updates for Elite users..

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)

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FINVIZ logo

FINVIZ

finviz.com

Editor’s pick Hands-on review

A popular stock screener and charting platform best known for its heat maps, visualization tools, and simple interface. The Free tier is ad-supported with delayed U.S. market data, while FINVIZ Elite unlocks real-time quotes (including pre- and after-hours), intraday chart layouts, backtesting, ETF full-holdings, exports and APIs, alerts, and larger portfolio/watchlist limits. Coverage is U.S. equities only. Elite includes a 7-day free trial with no credit card required.

Platforms

Web
API

Pricing

Free
Subscription

Quick highlights

  • Coverage focused on U.S. equities (NYSE, Nasdaq, Amex). Free data delayed 15–20 minutes; Elite adds real-time plus pre- and after-hours trading sessions.
  • Stock screener supports both fundamental and technical filters. Elite expands functionality with 20+ additional filters and raises saved presets from 50 to 200.
  • Visualization tools include Heat Maps and Groups, with real-time updates for Elite users.
  • Portfolio and watchlist management with email and push alerts for price changes, news, ratings, insider activity, and SEC filings. Elite increases limits to 100 portfolios and 500 tickers per portfolio.
  • ETF research with full holdings breakdown, plus structural and performance metrics (Elite only).

Community votes (overall)

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Overlap

Shared focus areas

5 overlaps

Mutual strengths include Insider Data, 13F, and News plus 2 more areas.

Where they differ

CapEdge

Distinct strengths include:

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

FINVIZ

Distinct strengths include:

Screeners
Data Visualizations
Portfolio
Watchlist
Backtesting
Data APIs
ETF Overview
ETF Holdings
  • Coverage focused on U.S. equities (NYSE, Nasdaq, Amex). Free data delayed 15–20 minutes; Elite adds real-time plus pre- and after-hours trading sessions.
  • Stock screener supports both fundamental and technical filters. Elite expands functionality with 20+ additional filters and raises saved presets from 50 to 200.
  • Visualization tools include Heat Maps and Groups, with real-time updates for Elite users.
  • Portfolio and watchlist management with email and push alerts for price changes, news, ratings, insider activity, and SEC filings. Elite increases limits to 100 portfolios and 500 tickers per portfolio.

Feature-by-feature breakdown

AttributeCapEdgeFINVIZ
Categories

Which research workflows each platform targets

Shared: Insider Data, 13F, News, Alerts, Financials

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

Shared: Insider Data, 13F, News, Alerts, Financials

Unique: Screeners, Data Visualizations, Portfolio, Watchlist, Backtesting, Data APIs, ETF Overview, ETF Holdings, Short Interest, Options

Asset types

Supported asset classes and universes

Stocks, ETFs

Stocks, ETFs, Options, Futures, Currencies, Cryptos

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

  • 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

  • Coverage focused on U.S. equities (NYSE, Nasdaq, Amex). Free data delayed 15–20 minutes; Elite adds real-time plus pre- and after-hours trading sessions.
  • Stock screener supports both fundamental and technical filters. Elite expands functionality with 20+ additional filters and raises saved presets from 50 to 200.
  • Visualization tools include Heat Maps and Groups, with real-time updates for Elite users.
  • Portfolio and watchlist management with email and push alerts for price changes, news, ratings, insider activity, and SEC filings. Elite increases limits to 100 portfolios and 500 tickers per portfolio.
  • ETF research with full holdings breakdown, plus structural and performance metrics (Elite only).
  • Exports and APIs for Screener, Portfolios, Groups, Options Chains, and News; sample code available for Google Sheets, Python, and JavaScript (Elite).
Tested

Verified by hands-on testing inside Find My Moat

Yes

Yes

Editor pick

Featured inside curated shortlists

Highlighted

Highlighted

Frequently Asked Questions

Which workflows do CapEdge and FINVIZ both support?

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

Do CapEdge and FINVIZ require subscriptions?

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

How can you access CapEdge and FINVIZ?

Both CapEdge and FINVIZ 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 FINVIZ stands out for Coverage focused on U.S. equities (NYSE, Nasdaq, Amex). Free data delayed 15–20 minutes; Elite adds real-time plus pre- and after-hours trading sessions., Stock screener supports both fundamental and technical filters. Elite expands functionality with 20+ additional filters and raises saved presets from 50 to 200., and Visualization tools include Heat Maps and Groups, with real-time updates for Elite users..

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.