VOL. XCIV, NO. 247

★ A CURATED DIRECTORY OF FINANCIAL TOOLS ★

PRICE: 5 CENTS

Sunday, December 14, 2025

Tool Comparison

CapEdge vs Monexa comparison

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

Quick takeaways

CapEdge adds Stock Comparison, Data Visualizations, Improved Filings, Diff View, Filing Sentiment, Short Interest, Which ETF includes this Stock?, ETF Overview, ETF Holdings, Alerts, IPO, and Secondary Offerings coverage that Monexa skips.

Monexa includes News Sentiment, Valuation Models, Analyst Forecasts, Analyst Price Targets, Dividends, Watchlist, US Government Trades, and AI Chat categories that CapEdge omits.

CapEdge ships a mobile app. Monexa 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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Monexa

monexa.ai

AI‑augmented equity research workstation with company dashboards (financials, estimates, insider trades, dividends, SEC filings, ownership), news with sentiment filters, an equity screener, watchlists, Whale Tracker (institutional portfolios/13F), and Congressional Trading. Pro unlocks AI reports (corporate finance, peer benchmarks, SWOT) and full transcript history/analysis.

Platforms

Web

Pricing

FreeSubscription

Quick highlights

Company dashboards with tabs for Financials, Estimates, Insider Transactions, Dividends, SEC Filings, Ownership, and Transcripts.
AI Financial Analysis: executive overview, bull/base/bear scenario modeling, and financial‑health (cash, leverage, DuPont) refreshed each earnings cycle (Pro).
AI Peer Analysis: benchmark valuation, growth, profitability, and capital returns vs. peers in one AI report (Pro).
AI SWOT Analysis previews and full SWOT in Pro.
Earnings call Transcripts with gated full history and transcript analysis in Pro.

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Where they differ

CapEdge

Distinct strengths include:

Stock Comparison Data Visualizations Improved Filings Diff View Filing Sentiment Short Interest Which ETF includes this Stock?ETF Overview

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.

Monexa

Distinct strengths include:

News Sentiment Valuation Models Analyst Forecasts Analyst Price Targets Dividends Watchlist US Government Trades AI Chat

Company dashboards with tabs for Financials, Estimates, Insider Transactions, Dividends, SEC Filings, Ownership, and Transcripts.
AI Financial Analysis: executive overview, bull/base/bear scenario modeling, and financial‑health (cash, leverage, DuPont) refreshed each earnings cycle (Pro).
AI Peer Analysis: benchmark valuation, growth, profitability, and capital returns vs. peers in one AI report (Pro).
AI SWOT Analysis previews and full SWOT in Pro.

Feature-by-feature breakdown

Attribute	CapEdge	Monexa
Categories Which research workflows each platform targets	Shared: Screeners, Financials, Transcripts, Investor Holdings, Institutional Data, Insider Data, 13F, 13D/13G, News, Calendar Unique: Stock Comparison, Data Visualizations, Improved Filings, Diff View, Filing Sentiment, Short Interest, Which ETF includes this Stock?, ETF Overview, ETF Holdings, Alerts, IPO, Secondary Offerings	Shared: Screeners, Financials, Transcripts, Investor Holdings, Institutional Data, Insider Data, 13F, 13D/13G, News, Calendar Unique: News Sentiment, Valuation Models, Analyst Forecasts, Analyst Price Targets, Dividends, Watchlist, US Government Trades, AI Chat
Asset types Supported asset classes and universes	Stocks, ETFs, Bonds, Funds	Stocks, ETFs
Experience levels Who each product is built for	Intermediate, Advanced	Beginner, Intermediate, Advanced
Platforms Where you can access the product	Web, Mobile	Web
Pricing High-level pricing models	Free	Free, Subscription
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 Company dashboards with tabs for Financials, Estimates, Insider Transactions, Dividends, SEC Filings, Ownership, and Transcripts. AI Financial Analysis: executive overview, bull/base/bear scenario modeling, and financial‑health (cash, leverage, DuPont) refreshed each earnings cycle (Pro). AI Peer Analysis: benchmark valuation, growth, profitability, and capital returns vs. peers in one AI report (Pro). AI SWOT Analysis previews and full SWOT in Pro. Earnings call Transcripts with gated full history and transcript analysis in Pro. Analyst Estimates: consensus dashboards with price targets and 5‑year forecast unlock.
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 Monexa both support?

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

Do CapEdge and Monexa require subscriptions?

Both CapEdge and Monexa 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 Monexa 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 Monexa stands out for Company dashboards with tabs for Financials, Estimates, Insider Transactions, Dividends, SEC Filings, Ownership, and Transcripts., AI Financial Analysis: executive overview, bull/base/bear scenario modeling, and financial‑health (cash, leverage, DuPont) refreshed each earnings cycle (Pro)., and AI Peer Analysis: benchmark valuation, growth, profitability, and capital returns vs. peers in one AI report (Pro)..

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