CapEdge vs Fiscal.ai comparison

Both platforms cover Screeners, Stock Comparison, Data Visualizations, Financials, Improved Filings, Transcripts, Investor Holdings, Institutional Data, Insider Data, 13F, ETF Overview, ETF Holdings, News, Alerts, and Calendar workflows, so you can research those use cases in either tool before digging into the feature differences below.

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

CapEdge ships a dedicated mobile experience, while Fiscal.ai focuses on web or desktop access.

CapEdge differentiates itself with Web-based research platform focused on US equity capital markets that lets users instantly search SEC EDGAR filings and earnings transcripts, monitor IPOs, and track investor holdings across time; navigation exposes Earnings, IPOs, Transcripts, Investor Holdings and an EDGAR Filing Screener from the homepage., Advanced EDGAR filing search supports natural-language and keyword queries, filters by ticker, company name, filing type, and date, plus Filing Analysis views that show which companies mention a theme and how its popularity changes over time. Power users can use AND/OR/NOT boolean operators, with search history saved for later reuse., and Improved filing reader for most SEC forms (10-K, 10-Q, 8-K, 6-K, S-1, F-1, S-4, 20-F, 40-F, DEF 14A, etc.) including similar-filing navigation, customizable font and size, side table-of-contents, and advanced content analysis such as sentiment scores, readability measures, and lists of new and removed words across successive filings., whereas Fiscal.ai stands out for Modern web-based research terminal with dashboards, customizable watchlists, portfolio stats, and fundamental charting for 100,000+ global stocks, ETFs, and funds., Deep fundamental coverage: 10–20+ years of annual and 6–40+ quarters of quarterly financials by plan, with ratios, common-size statements, and adjusted metrics., and Rich segment & KPI database across ~2,300 large-cap names, including company-specific business KPIs that are hard to aggregate manually..