Tool Comparison
CapEdge vs Monexa
- Paid from
- —
- Free plan
- Yes
- Platforms
- Web, Mobile
Best if
- You do a lot of your research from your phone
- You want stock comparison, improved filings, and diff view.
- Paid from
- $9.90/mo, billed monthly
- Free plan
- Yes
- Platforms
- Web
Best if
- You want stock ideas, valuation models, and US government trades.
- 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 stock comparison, improved filings, and diff view.
Pick Monexa if
Monexa
Free • From $9.90/mo, billed monthly · Web
- You want stock ideas, valuation models, and US government trades.
- 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 Monexa cover a lot of the same ground (8 shared categories, including screeners, data visualizations, and financials), so for the basics you won't go far wrong with either. CapEdge includes stock comparison and improved filings, and Monexa includes stock ideas and valuation models.
What readers say
CapEdge
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Monexa
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Key differences at a glance
- Mobile app
- CapEdge
- Free trial
- Monexa7 days
- Asset coverage
- MonexaAdds commodities
- Beginner friendly
- Monexa
- 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 Monexa does best
- Dashboard, News, AI Chat, Calendar, Screener, Watchlist, Whale Tracker, and Congressional Trading modules from one web workspace.
- Screening for stocks with saved screeners, templates, custom filters, and plan-based saved-screen limits.
- Research coverage for global company pages with financial statements, valuation metrics, stock charts, comparison tools, and plan-based history depth.
- Review SEC filings by filing type, filing date, CIK, and source-document view actions.
- Work through earnings calls with transcript history, search, AI summaries, and AI analysis where plan access permits.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | Monexa logo logo placeholder Monexa | |
|---|---|---|
| Pricing & plans | ||
Starting price | Free | Free • From $9.90/mo, billed monthly |
Free tier | Yes | Yes |
Free trial | — | 7 days |
Plan limits | — | 13 limits: Free: financial history: 5Y, Free: charting: 10Y +11 more |
| 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 | Retail Traders, Pro Retail +4 more |
Categories covered | 18 | 17 |
Regions | North America | — |
| Data & capabilities | ||
Data quality | Latency: Real-time | Latency: Real-time and Granularity: EOD |
Data partners | 3 partners: SEC EDGAR, Financial Modeling Prep +1 more | Financial exchanges / third-party providers |
Security | — | 3 signals: Data residency: Other, Encryption at rest +1 more |
| Try it | Visit CapEdge | Visit Monexa |
Standout features
The best features of CapEdge and Monexa.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 Monexa does best
- Dashboard, News, AI Chat, Calendar, Screener, Watchlist, Whale Tracker, and Congressional Trading modules from one web workspace.
- Screening for stocks with saved screeners, templates, custom filters, and plan-based saved-screen limits.
- Research coverage for global company pages with financial statements, valuation metrics, stock charts, comparison tools, and plan-based history depth.
- Review SEC filings by filing type, filing date, CIK, and source-document view actions.
- Work through earnings calls with transcript history, search, AI summaries, and AI analysis where plan access permits.
All details
Every attribute we track for CapEdge and Monexa.ShowHide
All details
| Attribute | Monexa logo logo placeholder Monexa | |
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsBondsFunds | StocksETFsBondsCommoditiesFunds |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsLong-term InvestorsValue InvestorsGrowth InvestorsAnalystsStudents/Researchers | Retail TradersPro RetailAnalystsLong-term InvestorsValue InvestorsGrowth Investors |
Regions | North America | Not specified |
Coverage details | Countries: USIdentifiers: Ticker and CIK | Identifiers: Ticker |
| Data | ||
Data freshness | Real-time | Real-time |
Data granularity | Not specified | EOD |
Data partners | SEC EDGARFinancial Modeling PrepBenzinga | Financial exchanges / third-party providers |
| Access & integrations | ||
Import methods | CSVManual | Not specified |
Integrations | Deal Roadshow | Not specified |
Export formats | CSVExcel | Excel |
| Plans & trust | ||
Security & compliance | Not specified | Data residency: OtherEncryption at restEncryption in transit |
Vendor & support | Finsight Group Inc.Country: USFounded 2012Support: Email and Phone | Alpine Labs Ltda.Country: BrazilSupport: Email |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | Monexa logo logo placeholder Monexa | |
|---|---|---|
| Free plan | Free | Freefinancial history: 5Y · charting: 10Y · +4 more |
| Entry paid plan | — | $9.90/moBilled monthly“Pro”financial history: 30Y · charting: 30Y · +5 more |
| Free trial | — | 7 days |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between CapEdge and Monexa?
CapEdge leans toward screeners, stock comparison, and data visualizations, while Monexa puts more weight on screeners, stock ideas, and news. They overlap in 8 categories, so for most people it comes down to workflow preference and price.
How much do CapEdge and Monexa cost?
Good news: both CapEdge and Monexa 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 Monexa?
Monexa 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 Monexa on my phone?
CapEdge lists a dedicated mobile app, so it travels better. Monexa doesn't list a dedicated mobile app; its documented access is web.
Should I choose CapEdge or Monexa?
It depends on what you're after. Pick CapEdge if stock comparison and improved filings matter to you; go with Monexa if you'd rather have stock ideas and valuation models. And if you only need the basics both share, let price decide.
What asset classes do CapEdge and Monexa cover?
Both cover stocks, ETFs, bonds, and funds. Monexa adds commodities on top.
Do CapEdge and Monexa offer real-time data?
Yes, both serve real-time market data, so either works when timing matters.
Can I export data from CapEdge and Monexa?
Yes, both export to spreadsheets (Excel), which is handy if you like running your own numbers.
Are CapEdge and Monexa 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 Monexa?
Both CapEdge and Monexa include stock screeners, and they differ more in interface than raw power; try both and see which one clicks for you.
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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.