Tool Comparison
CapEdge vs Gainify
- Paid from
- —
- Free plan
- Yes
- Platforms
- Web, Mobile
Best if
- You do a lot of your research from your phone
- You want improved filings, diff view, and filing sentiment.
- Paid from
- $9.92/yr, billed annually
- Free plan
- Yes
- Platforms
- Web
Best if
- You want stock ideas, custom dashboards, and portfolio.
- You're newer to investing and want something approachable
Pick CapEdge if
CapEdge
Free · Web · Mobile
- You do a lot of your research from your phone
- You want improved filings, diff view, and filing sentiment.
Pick Gainify if
Gainify
Free • From $9.92/yr, billed annually · Web
- You want stock ideas, custom dashboards, and portfolio.
- You're newer to investing and want something approachable
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
CapEdge and Gainify cover a lot of the same ground (9 shared categories, including screeners, stock comparison, and data visualizations), so for the basics you won't go far wrong with either. Gainify simply does more: 24 categories to CapEdge's 18, including stock ideas, custom dashboards, and portfolio. CapEdge counters by being completely free.
What readers say
CapEdge
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Gainify
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Key differences at a glance
- Mobile app
- CapEdge
- Broader coverage
- Gainify24 vs 18 categories
- Global coverage
- Gainify
- Asset coverage
- CapEdgeAdds ETFs and bonds
- Beginner friendly
- Gainify
- Free plan
- Both
What CapEdge does best
- Search tools across SEC filings and earnings transcripts with company, ticker, form type, date, keyword, natural-language, and boolean-style filters.
- Filing-analysis views to see which companies mention a theme and how that theme changes across filings over time.
- Reading access to major SEC forms in a cleaner filing viewer with table-of-contents navigation, font controls, similar-filing links, sentiment, readability, and new-or-removed-word analysis.
- Comparison tools for successive 10-K and 10-Q filings with a diff viewer that highlights text changes and attempts to align changed table rows.
- Support for setting real-time email alerts for favorite companies, saved searches, filing groups, and specific form types, with full filing text or relevant exhibits included in the email.
What Gainify does best
- Gainify is discontinued historical context rather than a live product to buy; the current homepage says the service is closed and no longer available.
- The legacy profile to understand an AI stock analysis workflow that combined global screening, stock reports, AI chat, earnings recaps, charting, watchlists, and portfolio tracking.
- Review the historical screener concept: 1,000+ filters, broad global ticker coverage, S&P Global data references, custom output columns, and fast watchlist workflows.
- Comparison tools for legacy stock reports that bundled company snapshots, Wall Street estimates, valuation metrics, ownership, dividends, financial history, forecasts, ratings, AI earnings summaries, and transcripts.
- Research tools for studying the Gainify Rating and Gainify Score as examples of explainable, multi-factor stock scoring for quality, value, growth, and related research dimensions.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | Gainify logo logo placeholder Gainify | |
|---|---|---|
| Pricing & plans | ||
Starting price | Free | Free • From $9.92/yr, billed annually |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | — | 16 limits: Starter: ai chat queries: 10/month, Starter: watchlists: 1 +14 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | No |
API access | No | No |
Broker sync | — | No |
Integrations | Deal Roadshow | — |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +6 more | Retail Traders, Pro Retail +5 more |
Categories covered | 18 | 24 |
Regions | North America | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | Latency: Real-time | 3 signals: Latency: Real-time and End of Day, Granularity: EOD +1 more |
Data partners | 3 partners: SEC EDGAR, Financial Modeling Prep +1 more | 3 partners: S&P Global Market Intelligence, Financial Modeling Prep +1 more |
Capabilities | — | 5 signals: Universe builder, Factors: Value, Quality, Momentum, and Growth +3 more |
Security | — | Encryption in transit |
| Try it | Visit CapEdge | Visit Gainify |
Standout features
The best features of CapEdge and Gainify.ShowHide
Standout features
What CapEdge does best
- Search tools across SEC filings and earnings transcripts with company, ticker, form type, date, keyword, natural-language, and boolean-style filters.
- Filing-analysis views to see which companies mention a theme and how that theme changes across filings over time.
- Reading access to major SEC forms in a cleaner filing viewer with table-of-contents navigation, font controls, similar-filing links, sentiment, readability, and new-or-removed-word analysis.
- Comparison tools for successive 10-K and 10-Q filings with a diff viewer that highlights text changes and attempts to align changed table rows.
- Support for setting real-time email alerts for favorite companies, saved searches, filing groups, and specific form types, with full filing text or relevant exhibits included in the email.
What Gainify does best
- Gainify is discontinued historical context rather than a live product to buy; the current homepage says the service is closed and no longer available.
- The legacy profile to understand an AI stock analysis workflow that combined global screening, stock reports, AI chat, earnings recaps, charting, watchlists, and portfolio tracking.
- Review the historical screener concept: 1,000+ filters, broad global ticker coverage, S&P Global data references, custom output columns, and fast watchlist workflows.
- Comparison tools for legacy stock reports that bundled company snapshots, Wall Street estimates, valuation metrics, ownership, dividends, financial history, forecasts, ratings, AI earnings summaries, and transcripts.
- Research tools for studying the Gainify Rating and Gainify Score as examples of explainable, multi-factor stock scoring for quality, value, growth, and related research dimensions.
All details
Every attribute we track for CapEdge and Gainify.ShowHide
All details
| Attribute | Gainify logo logo placeholder Gainify | |
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsBondsFunds | Stocks |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsLong-term InvestorsValue InvestorsGrowth InvestorsAnalystsStudents/Researchers | Retail TradersPro RetailLong-term InvestorsValue InvestorsGrowth InvestorsDividend InvestorsAnalysts |
Regions | North America | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Countries: USIdentifiers: Ticker and CIK | Identifiers: Ticker |
| Data | ||
Data freshness | Real-time | Real-timeEnd of Day |
Data granularity | Not specified | EOD |
Pricing sources | Not specified | VendorModel |
Data partners | SEC EDGARFinancial Modeling PrepBenzinga | S&P Global Market IntelligenceFinancial Modeling PrepProprietary Derived Data |
| Access & integrations | ||
Import methods | CSVManual | Manual |
Integrations | Deal Roadshow | Not specified |
Export formats | CSVExcel | Image |
| Plans & trust | ||
Security & compliance | Not specified | Encryption in transit |
Capability signals | Not specified | Universe builderFactors: Value, Quality, Momentum, and GrowthPerformance attributionPortfolio attributionAI summaries: Transcripts |
Vendor & support | Finsight Group Inc.Country: USFounded 2012Support: Email and Phone | GainifyCountry: LithuaniaFounded 2024Support: Email |
Curation ratings | Not specified | Methodology 3/5Reliability 3/5UX 4/5 |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | Gainify logo logo placeholder Gainify | |
|---|---|---|
| Free plan | Free | Free“Starter”ai chat queries: 10/month · watchlists: 1 · +2 more |
| Entry paid plan | — | $9.92/yrBilled annually≈ $9.92/mo“Investor”billing: $14.99 monthly or $9.92/month billed yearly. · ai chat queries: 50/month · +4 more |
| Top plan | — | $26.99/yrBilled annually≈ $26.99/mo“Gainer Pro”billing: $36.99 monthly or $26.99/month billed yearly. · ai chat queries: 500/month · +4 more |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between CapEdge and Gainify?
CapEdge leans toward screeners, stock comparison, and data visualizations, while Gainify puts more weight on stock ideas, screeners, and stock comparison. They overlap in 9 categories, so for most people it comes down to workflow preference and price.
How much do CapEdge and Gainify cost?
Good news: both CapEdge and Gainify have free plans, so you can run them side by side and only pay if you hit a wall.
Which is better for beginners: CapEdge or Gainify?
Gainify is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Can I use CapEdge or Gainify on my phone?
CapEdge lists a dedicated mobile app, so it travels better. Gainify doesn't list a dedicated mobile app; its documented access is web.
Should I choose CapEdge or Gainify?
It depends on what you're after. Pick CapEdge if improved filings and diff view matter to you; go with Gainify if you'd rather have stock ideas and custom dashboards. And if you only need the basics both share, let price decide.
What asset classes do CapEdge and Gainify cover?
Both cover stocks. CapEdge also handles ETFs, bonds, and funds.
Do CapEdge and Gainify offer real-time data?
Yes, both serve real-time market data, so either works when timing matters.
Which covers international markets: CapEdge or Gainify?
Gainify has documented international coverage (North America, Europe, APAC, LatAm, and more), so it's the safer bet if you hold non-US stocks. CapEdge is more region-specific, mainly North America.
Can I export data from CapEdge and Gainify?
CapEdge exports to CSV and Excel. Gainify is stingier about getting data out.
Are CapEdge and Gainify good for long-term investing?
Yes, both are aimed squarely at long-term investors. Compare their coverage, workflow, and price before assuming they solve the same long-term research job.
Which has a better stock screener: CapEdge or Gainify?
Both CapEdge and Gainify include stock screeners, and they differ more in interface than raw power; try both and see which one clicks for you.
Can I track my portfolio with CapEdge or Gainify?
Gainify handles portfolio tracking. CapEdge is really a research tool; you'd track your portfolio elsewhere.
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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.