★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Source check: GeminIQ checked July 16, 2026
Tool Comparison
CapEdge vs GeminIQ
Start here
CapEdge
Free · Web · Mobile
- Delayed quotes won't cut it; you need real-time data
- You do a lot of your research from your phone
- You care about diff view, filing sentiment, and transcripts, things GeminIQ doesn't offer
Pick GeminIQ instead if
GeminIQ
Free • From $29/mo · Web
- You care about watchlist and custom dashboards, things CapEdge doesn't offer
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 GeminIQ cover a lot of the same ground (7 shared categories, including screeners, stock comparison, and data visualizations), so for the basics you won't go far wrong with either. CapEdge simply does more: 18 categories to GeminIQ's 9, including diff view, filing sentiment, and transcripts, plus a mobile app. GeminIQ counters by keeping things simpler.
What readers say
CapEdge
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GeminIQ
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Key differences at a glance
- Real-time data
- CapEdge
- Free trial
- GeminIQ7 days
- Broader coverage
- CapEdge18 vs 9 categories
- Mobile app
- CapEdge
- Asset coverage
- CapEdgeAdds ETFs and bonds
- Free plan
- Both
See for yourself
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.ShowHide
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free | Free • From $29/mo |
Free tier | Yes | Yes |
Free trial | — | 7 days |
Plan limits | — | 13 limits: Free: historical financial data: 3 years, Free: calculated financial metrics: 24 +11 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 | Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +6 more | Retail Traders, Pro Retail +6 more |
Categories covered | 18 | 9 |
Regions | North America | North America |
| Data & capabilities | ||
Data quality | Latency: Real-time | — |
Data partners | 3 partners: SEC EDGAR, Financial Modeling Prep +1 more | SEC EDGAR |
Capabilities | — | Universe builder and Factors: Value, Quality, and Growth |
| Try it | Visit CapEdge | Visit GeminIQ |
Where each one shines
What CapEdge and GeminIQ each do best.ShowHide
Where each one shines
What CapEdge and GeminIQ each do best.What CapEdge does best
- Search SEC filings and earnings transcripts with company, ticker, form type, date, keyword, natural-language, and boolean-style filters.
- Use filing-analysis views to see which companies mention a theme and how that theme changes across filings over time.
- Read 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.
- Compare successive 10-K and 10-Q filings with a diff viewer that highlights text changes and attempts to align changed table rows.
- Set 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 GeminIQ does best
- Review cleaned and structured balance sheet, income statement, cash flow, equity, and comprehensive income data from 10-K and 10-Q filings while retaining the company-specific reporting structure.
- Trace financial values and calculated metrics through their XBRL tags to the original SEC filing.
- Build custom annual or quarterly tables from selected financial line items, then save metric sets for reuse across companies.
- Create line, bar, and area charts, compare multiple metrics or companies, and apply scale and normalization transformations.
- Screen U.S. public companies with multiple stackable financial conditions and source-traceable results on paid plans.
Every detail we compared
Every tracked attribute for CapEdge and GeminIQ, side by side.ShowHide
Every detail we compared
Every tracked attribute for CapEdge and GeminIQ, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsBondsFunds | Stocks |
Experience | IntermediateAdvanced | IntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsLong-term InvestorsValue InvestorsGrowth InvestorsAnalystsStudents/Researchers | Retail TradersPro RetailAnalystsLong-term InvestorsValue InvestorsGrowth InvestorsQuality InvestorsStudents/Researchers |
Regions | North America | North America |
Coverage details | Countries: USIdentifiers: Ticker and CIK | Countries: USIdentifiers: Ticker |
| Data | ||
Data freshness | Real-time | Not specified |
Data partners | SEC EDGARFinancial Modeling PrepBenzinga | SEC EDGAR |
| Access & integrations | ||
Import methods | CSVManual | Not specified |
Integrations | Deal Roadshow | Not specified |
Export formats | CSVExcel | Not specified |
| Plans & trust | ||
Capability signals | Not specified | Universe builderFactors: Value, Quality, and Growth |
Vendor & support | Finsight Group Inc.Country: USFounded 2012Support: Email and Phone | GeminIQ LLC |
Green tags are exclusive to that tool in this comparison.
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.ShowHide
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.| Tier | ||
|---|---|---|
| Free plan | Free | Freehistorical financial data: 3 years · calculated financial metrics: 24 · +7 more |
| Entry paid plan | — | $29/mo“Annual Plan”historical financial data: 17+ years, vendor-reported · calculated financial metrics: 50+, vendor-reported |
| Top plan | — | $39/mo“Monthly Plan”historical financial data: 17+ years, vendor-reported · calculated financial metrics: 50+, vendor-reported |
| Free trial | — | 7 days |
Questions we keep getting
What's the difference between CapEdge and GeminIQ?
CapEdge leans toward screeners, stock comparison, and data visualizations, while GeminIQ puts more weight on financials, improved filings, and data visualizations. They overlap in 7 categories, so for most people it comes down to workflow preference and price.
How much do CapEdge and GeminIQ cost?
Good news: both CapEdge and GeminIQ have free plans, so you can run them side by side and only pay if you hit a wall.
Can I use CapEdge or GeminIQ on my phone?
CapEdge lists a dedicated mobile app, so it travels better. GeminIQ doesn't list a dedicated mobile app; its documented access is web.
Should I choose CapEdge or GeminIQ?
It depends on what you're after. Pick CapEdge if diff view and filing sentiment matter to you; go with GeminIQ if you'd rather have watchlist and custom dashboards. And if you only need the basics both share, let price decide.
What asset classes do CapEdge and GeminIQ cover?
Both cover stocks. CapEdge also handles ETFs, bonds, and funds.
Does CapEdge or GeminIQ have real-time data?
CapEdge offers real-time data, which matters if you trade actively. GeminIQ runs on delayed or end-of-day data, which is perfectly fine for longer-term investors who don't live and die by the tick.
Can I export data from CapEdge and GeminIQ?
CapEdge exports to CSV and Excel. GeminIQ is stingier about getting data out.
Are CapEdge and GeminIQ 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 GeminIQ?
Both CapEdge and GeminIQ include stock screeners, and they differ more in interface than raw power; try both and see which one clicks for you.
Keep researching
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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.