VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Tuesday, November 18, 2025

Tool Comparison

CapEdge vs Gainify 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, 13D/13G, Which ETF includes this Stock?, News, Alerts, IPO, and Secondary Offerings coverage that Gainify skips.

Gainify includes Screeners, Stock Ideas, Valuation Models, Analyst Recommendations, Analyst Forecasts, Analyst Price Targets, US Government Trades, Watchlist, and Blogs categories that CapEdge omits.

In depth comparison

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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Gainify

gainify.io

AI‑assisted stock research platform built on institutional‑grade datasets (S&P Global Market Intelligence as core, plus Finnhub & FMP). Modules include a fundamentals‑first **Stock Screener** (500+ filters), **Earnings Calendar**, **Fundamentals Charting**, **Top Investors** (13F + Congress/insiders with alerts), thematic **Ideas/Trending**, one‑page **Stock Reports**, and a conversational **Gainify AI** that reasons over real‑time market data and analyst estimates. Roadmap lists filings viewer, calculators, alerts on fundamentals, and portfolio sync with major brokers.

Platforms

Web

Pricing

FreeSubscription

Quick highlights

Supercharged screener with 500+ filters across fundamentals, forward estimates, and valuation multiples.
Conversational AI for valuation, key financials, and earnings‑call insights (real‑time aware).
Earnings Calendar with dates, estimates and quick drilldowns.
Top Investors tracker: real‑time 13F filings, rankings, and email alerts; Congress & insider trading views.
Fundamentals Charting: build dynamic charts from statements in seconds.

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Where they differ

CapEdge

Distinct strengths include:

Improved Filings Diff View Filing Sentiment 13D/13G Which ETF includes this Stock?News Alerts IPO

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.

Gainify

Distinct strengths include:

Screeners Stock Ideas Valuation Models Analyst Recommendations Analyst Forecasts Analyst Price Targets US Government Trades Watchlist

Supercharged screener with 500+ filters across fundamentals, forward estimates, and valuation multiples.
Conversational AI for valuation, key financials, and earnings‑call insights (real‑time aware).
Earnings Calendar with dates, estimates and quick drilldowns.
Top Investors tracker: real‑time 13F filings, rankings, and email alerts; Congress & insider trading views.

Feature-by-feature breakdown

Attribute	CapEdge	Gainify
Categories Which research workflows each platform targets	Shared: Transcripts, Insider Data, Institutional Data, 13F, Calendar, Financials Unique: Improved Filings, Diff View, Filing Sentiment, 13D/13G, Which ETF includes this Stock?, News, Alerts, IPO, Secondary Offerings	Shared: Transcripts, Insider Data, Institutional Data, 13F, Calendar, Financials Unique: Screeners, Stock Ideas, Valuation Models, Analyst Recommendations, Analyst Forecasts, Analyst Price Targets, US Government Trades, Watchlist, Blogs
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	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 Supercharged screener with 500+ filters across fundamentals, forward estimates, and valuation multiples. Conversational AI for valuation, key financials, and earnings‑call insights (real‑time aware). Earnings Calendar with dates, estimates and quick drilldowns. Top Investors tracker: real‑time 13F filings, rankings, and email alerts; Congress & insider trading views. Fundamentals Charting: build dynamic charts from statements in seconds. Watchlists with analyst upgrades/downgrades, upcoming earnings, and community 'My Ratings'.
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 Gainify both support?

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

Do CapEdge and Gainify require subscriptions?

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

How can you access CapEdge and Gainify?

Both CapEdge and Gainify 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 Gainify stands out for Supercharged screener with 500+ filters across fundamentals, forward estimates, and valuation multiples., Conversational AI for valuation, key financials, and earnings‑call insights (real‑time aware)., and Earnings Calendar with dates, estimates and quick drilldowns..

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