Tool Comparison
CapEdge vs Journalytic
- Paid from
- —
- Free plan
- Yes
- Platforms
- Web, Mobile
Best if
- You'd rather start free and only pay if you outgrow it
- Delayed quotes won't cut it; you need real-time data
- You do a lot of your research from your phone
- Paid from
- —
- Free plan
- No
- Platforms
- Web
Best if
- You want notes & highlights and checklist.
- You're newer to investing and want something approachable
Start here
CapEdge
Free · Web · Mobile
- You'd rather start free and only pay if you outgrow it
- Delayed quotes won't cut it; you need real-time data
- You do a lot of your research from your phone
Pick Journalytic instead if
Journalytic
Other · Web
- You want notes & highlights and checklist.
- 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 simply does more: 18 categories to Journalytic's 3, including screeners, stock comparison, and financials, plus a mobile app. Journalytic counters by keeping things simpler. On paper they're closely matched, so let pricing, platform fit, and the details below break the tie.
What readers say
CapEdge
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Journalytic
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Key differences at a glance
- Free plan
- CapEdge
- Broader coverage
- CapEdge18 vs 3 categories
- Mobile app
- CapEdge
- Real-time data
- CapEdge
- Beginner friendly
- Journalytic
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 Journalytic does best
- Create investment ideas for stocks, crypto, real estate, private equity, venture investments, or custom assets and connect entries to those ideas.
- Journal Actions to structure decisions, checklists, probabilistic predictions, self-contracts, and feelings instead of leaving research as unstructured notes.
- Build custom checklists or use checklists from the library.
- Review idea dashboards with price charts and journal entries overlaid so thesis changes can be compared with market movement.
- Decisions and All Actions views to see when decisions, contracts, predictions, checklists, and feelings happened around an idea.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free | Other |
Free tier | Yes | No |
Free trial | — | — |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | No |
API access | No | No |
Integrations | Deal Roadshow | — |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +6 more | — |
Categories covered | 18 | 3 |
Regions | North America | — |
| Data & capabilities | ||
Data quality | Latency: Real-time | — |
Data partners | 3 partners: SEC EDGAR, Financial Modeling Prep +1 more | — |
Security | — | Encryption at rest and Encryption in transit |
| Try it | Visit CapEdge | Visit Journalytic |
Standout features
The best features of CapEdge and Journalytic.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 Journalytic does best
- Create investment ideas for stocks, crypto, real estate, private equity, venture investments, or custom assets and connect entries to those ideas.
- Journal Actions to structure decisions, checklists, probabilistic predictions, self-contracts, and feelings instead of leaving research as unstructured notes.
- Build custom checklists or use checklists from the library.
- Review idea dashboards with price charts and journal entries overlaid so thesis changes can be compared with market movement.
- Decisions and All Actions views to see when decisions, contracts, predictions, checklists, and feelings happened around an idea.
All details
Every attribute we track for CapEdge and Journalytic.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsBondsFunds | StocksCryptosReal EstatePrivate Funds |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsLong-term InvestorsValue InvestorsGrowth InvestorsAnalystsStudents/Researchers | Not specified |
Regions | North America | Not specified |
Coverage details | Countries: USIdentifiers: Ticker and CIK | Not specified |
| Data | ||
Data freshness | Real-time | Not specified |
Data partners | SEC EDGARFinancial Modeling PrepBenzinga | Not specified |
| Access & integrations | ||
Import methods | CSVManual | Not specified |
Integrations | Deal Roadshow | Not specified |
Export formats | CSVExcel | Not specified |
| Plans & trust | ||
Security & compliance | Not specified | Encryption at restEncryption in transit |
Vendor & support | Finsight Group Inc.Country: USFounded 2012Support: Email and Phone | Journalytic |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Free | — |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between CapEdge and Journalytic?
CapEdge leans toward screeners, stock comparison, and data visualizations, while Journalytic puts more weight on notes & highlights, checklist, and data visualizations. They overlap in 1 categories, so for most people it comes down to workflow preference and price.
Is CapEdge or Journalytic free to use?
CapEdge has a free tier, so you can get started without paying anything. Journalytic is paid-only. If budget matters, start with CapEdge and see how far it takes you before opening your wallet.
Which is better for beginners: CapEdge or Journalytic?
Journalytic 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 Journalytic on my phone?
CapEdge lists a dedicated mobile app, so it travels better. Journalytic doesn't list a dedicated mobile app; its documented access is web.
Should I choose CapEdge or Journalytic?
It depends on what you're after. Pick CapEdge if screeners and stock comparison matter to you; go with Journalytic if you'd rather have notes & highlights and checklist. And if you only need the basics both share, let price decide.
What asset classes do CapEdge and Journalytic cover?
Both cover stocks. CapEdge also handles ETFs, bonds, and funds. Journalytic adds cryptos, real estate, and private funds on top.
Does CapEdge or Journalytic have real-time data?
CapEdge offers real-time data, which matters if you trade actively. Journalytic 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 Journalytic?
CapEdge exports to CSV and Excel. Journalytic is stingier about getting data out.
Which has a better stock screener: CapEdge or Journalytic?
CapEdge has a stock screener for surfacing ideas; Journalytic doesn't, and focuses its energy elsewhere.
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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.