VOL. XCIV, NO. 247

★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★

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Friday, December 26, 2025

Tool Comparison

CapEdge vs Marketgenius comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

CapEdge adds Screeners, Stock Comparison, Improved Filings, Diff View, Filing Sentiment, Transcripts, 13F, 13D/13G, Which ETF includes this Stock?, ETF Overview, ETF Holdings, News, Alerts, Calendar, IPO, and Secondary Offerings coverage that Marketgenius skips.

Marketgenius includes Valuation Models, Scores, Dividends, and Blogs categories that CapEdge omits.

CapEdge ships a mobile app. Marketgenius is web/desktop only.

In depth comparison

CapEdge

capedge.com

Editor’s pick Hands-on review

Free web platform from Finsight for researching US equity capital markets: search millions of SEC EDGAR filings and earnings transcripts, monitor IPOs, and track institutional and insider holdings, ETF exposure and short interest with real-time filing email alerts. Full functionality (alerts, dashboards, holdings, short interest, ETF tables) requires a free registered account; official materials describe only a web UI and do not advertise a public CapEdge API.

Platforms

WebMobile

Pricing

Free

Quick highlights

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.
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.
Diff viewer for financial filings highlights changes between successive 10-K/10-Q documents, coloring removed text in one color and new text in another, and attempting to align similar data-table rows across filings to make numeric changes easier to spot.
Real-time filing alerts: CapEdge sends email alerts for new filings from favorite companies and for favorite searches, typically within about a minute of SEC EDGAR submission; users can restrict alerts by filing groups (financial reports, company news, registrations/prospectuses, proxies, or specific form types), and emails include the full main filing text or the relevant press release exhibit.

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Marketgenius

marketgenius.app

Mobile-friendly stock discovery site centered on heatmaps and simple stock dashboards. The site markets "real-time" heatmaps for major indices and superinvestor portfolios and provides per-stock fundamentals/valuation stats plus a couple of simple scores. No public pricing, paid plans, or API docs found on the vendor site as of 2025-12-26; site appears ad-supported (Google AdSense) per privacy policy.

Platforms

Web

Pricing

Free

Quick highlights

Real-time stock heatmaps tracking major indices and "superinvestor portfolios" (site shows 700+ stocks tracked and 6 portfolios).
Heatmaps support multiple metrics beyond % change (e.g., price-to-book (MRQ), profit margin gross (MRQ)).
Per-stock pages include valuation + fundamentals (e.g., market cap, P/E, PEG, revenue (TTM), EPS, cash flow, margins).
Stock pages include ownership + positioning stats (institutional ownership, insider ownership, short interest) and dividend yield/dates.
Simple indicators/scores on stock pages (Industry Safety Score, Net Profitability Score) with peer comparison table.

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Where they differ

CapEdge

Distinct strengths include:

Screeners Stock Comparison Improved Filings Diff View Filing Sentiment Transcripts 13F 13D/13G

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.
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.
Diff viewer for financial filings highlights changes between successive 10-K/10-Q documents, coloring removed text in one color and new text in another, and attempting to align similar data-table rows across filings to make numeric changes easier to spot.

Marketgenius

Distinct strengths include:

Valuation Models Scores Dividends Blogs

Real-time stock heatmaps tracking major indices and "superinvestor portfolios" (site shows 700+ stocks tracked and 6 portfolios).
Heatmaps support multiple metrics beyond % change (e.g., price-to-book (MRQ), profit margin gross (MRQ)).
Per-stock pages include valuation + fundamentals (e.g., market cap, P/E, PEG, revenue (TTM), EPS, cash flow, margins).
Stock pages include ownership + positioning stats (institutional ownership, insider ownership, short interest) and dividend yield/dates.

Feature-by-feature breakdown

Attribute	CapEdge	Marketgenius
Categories Which research workflows each platform targets	Shared: Data Visualizations, Financials, Investor Holdings, Institutional Data, Insider Data, Short Interest Unique: Screeners, Stock Comparison, Improved Filings, Diff View, Filing Sentiment, Transcripts, 13F, 13D/13G, Which ETF includes this Stock?, ETF Overview, ETF Holdings, News, Alerts, Calendar, IPO, Secondary Offerings	Shared: Data Visualizations, Financials, Investor Holdings, Institutional Data, Insider Data, Short Interest Unique: Valuation Models, Scores, Dividends, Blogs
Asset types Supported asset classes and universes	Stocks, ETFs, Bonds, Funds	Stocks
Experience levels Who each product is built for	Intermediate, Advanced	Beginner, Intermediate
Platforms Where you can access the product	Web, Mobile	Web
Pricing High-level pricing models	Free	Free
Key features Core capabilities called out by each vendor	Unique 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. 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. Diff viewer for financial filings highlights changes between successive 10-K/10-Q documents, coloring removed text in one color and new text in another, and attempting to align similar data-table rows across filings to make numeric changes easier to spot. Real-time filing alerts: CapEdge sends email alerts for new filings from favorite companies and for favorite searches, typically within about a minute of SEC EDGAR submission; users can restrict alerts by filing groups (financial reports, company news, registrations/prospectuses, proxies, or specific form types), and emails include the full main filing text or the relevant press release exhibit. Favorites system and personal dashboard allow users to star companies and searches, organize them into folders with separate notification settings, browse search history, and manage alert preferences; users can annotate filings and maintain private or shared notes tied to filings and tickers.	Unique Real-time stock heatmaps tracking major indices and "superinvestor portfolios" (site shows 700+ stocks tracked and 6 portfolios). Heatmaps support multiple metrics beyond % change (e.g., price-to-book (MRQ), profit margin gross (MRQ)). Per-stock pages include valuation + fundamentals (e.g., market cap, P/E, PEG, revenue (TTM), EPS, cash flow, margins). Stock pages include ownership + positioning stats (institutional ownership, insider ownership, short interest) and dividend yield/dates. Simple indicators/scores on stock pages (Industry Safety Score, Net Profitability Score) with peer comparison table. Free stock code validators for CFI, CUSIP, ISIN, LEI, SEDOL, and WKN codes.
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 Marketgenius both support?

Both platforms cover Data Visualizations, Financials, Investor Holdings, Institutional Data, Insider Data, and Short Interest workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do CapEdge and Marketgenius require subscriptions?

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

Which tool has mobile access?

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

What unique strengths set the two platforms apart?

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 Marketgenius stands out for Real-time stock heatmaps tracking major indices and "superinvestor portfolios" (site shows 700+ stocks tracked and 6 portfolios)., Heatmaps support multiple metrics beyond % change (e.g., price-to-book (MRQ), profit margin gross (MRQ))., and Per-stock pages include valuation + fundamentals (e.g., market cap, P/E, PEG, revenue (TTM), EPS, cash flow, margins)..

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