VOL. XCIV, NO. 247

★ A CURATED DIRECTORY OF FINANCIAL TOOLS ★

PRICE: 5 CENTS

Tuesday, December 23, 2025

Tool Comparison

CapEdge vs Perplexity Finance comparison

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

Quick takeaways

CapEdge adds Stock Comparison, Financials, Diff View, Filing Sentiment, Transcripts, Investor Holdings, Short Interest, 13F, 13D/13G, Which ETF includes this Stock?, ETF Overview, ETF Holdings, Alerts, IPO, and Secondary Offerings coverage that Perplexity Finance skips.

Perplexity Finance includes Watchlist, Analyst Forecasts, US Government Trades, and Options categories that CapEdge omits.

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.

Community votes (overall)

0% upvotes 0% downvotes

You haven't voted yet

View full profile Visit site

Perplexity Finance

perplexity.ai

Editor’s pick Hands-on review

Finance-focused experience inside Perplexity combining asset pages, charts, news, watchlists, screeners, earnings calendar/docs, ownership/government trade views, and cited answers that can reference SEC filings. Finance UI is available on web and in the Perplexity iOS/Android app. Plan gating follows Perplexity tiers (e.g., Free: 5 Pro searches/day; Pro: 300+; Max: unlimited).

Platforms

WebMobile

Pricing

FreeSubscription

Quick highlights

Upgraded price charts with volume bars, OHLCV tooltips, candlestick/area toggle, compare overlays, SMA indicator, and custom date ranges.
Real-time newswire feeds for equities and markets, with headline → full story and related coverage.
Watchlist tab includes an AI-generated briefing across a user’s watchlist using price data and web news.
Natural-language stock screener (“type what you want”) with filters/columns/sorting; screener coverage includes US and Indian equities.
Earnings hub with an earnings calendar and company “Documents” (slides, quarterly reports, earnings releases, etc.); documents are available to all users.

Community votes (overall)

0% upvotes 0% downvotes

You haven't voted yet

View full profile Visit site

Where they differ

CapEdge

Distinct strengths include:

Stock Comparison Financials Diff View Filing Sentiment Transcripts Investor Holdings Short Interest 13F

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.

Perplexity Finance

Distinct strengths include:

Watchlist Analyst Forecasts US Government Trades Options

Upgraded price charts with volume bars, OHLCV tooltips, candlestick/area toggle, compare overlays, SMA indicator, and custom date ranges.
Real-time newswire feeds for equities and markets, with headline → full story and related coverage.
Watchlist tab includes an AI-generated briefing across a user’s watchlist using price data and web news.
Natural-language stock screener (“type what you want”) with filters/columns/sorting; screener coverage includes US and Indian equities.

Feature-by-feature breakdown

Attribute	CapEdge	Perplexity Finance
Categories Which research workflows each platform targets	Shared: Screeners, Data Visualizations, Improved Filings, Institutional Data, Insider Data, News, Calendar Unique: Stock Comparison, Financials, Diff View, Filing Sentiment, Transcripts, Investor Holdings, Short Interest, 13F, 13D/13G, Which ETF includes this Stock?, ETF Overview, ETF Holdings, Alerts, IPO, Secondary Offerings	Shared: Screeners, Data Visualizations, Improved Filings, Institutional Data, Insider Data, News, Calendar Unique: Watchlist, Analyst Forecasts, US Government Trades, Options
Asset types Supported asset classes and universes	Stocks, ETFs, Bonds, Funds	Stocks, ETFs, Mutual Funds, Cryptos, Options
Experience levels Who each product is built for	Intermediate, Advanced	Beginner, Intermediate, Advanced
Platforms Where you can access the product	Web, Mobile	Web, Mobile
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 Upgraded price charts with volume bars, OHLCV tooltips, candlestick/area toggle, compare overlays, SMA indicator, and custom date ranges. Real-time newswire feeds for equities and markets, with headline → full story and related coverage. Watchlist tab includes an AI-generated briefing across a user’s watchlist using price data and web news. Natural-language stock screener (“type what you want”) with filters/columns/sorting; screener coverage includes US and Indian equities. Earnings hub with an earnings calendar and company “Documents” (slides, quarterly reports, earnings releases, etc.); documents are available to all users. Stock pages support comparison graphs in the price history chart and show consensus analyst estimates on US stocks.
Tested Verified by hands-on testing inside Find My Moat	Yes	Yes
Editor pick Featured inside curated shortlists	Highlighted	Highlighted

Frequently Asked Questions

Which workflows do CapEdge and Perplexity Finance both support?

Both platforms cover Screeners, Data Visualizations, Improved Filings, Institutional Data, Insider Data, News, and Calendar workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do CapEdge and Perplexity Finance require subscriptions?

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

How can you access CapEdge and Perplexity Finance?

Both CapEdge and Perplexity Finance support web and mobile access, making it easy to keep tabs on research away from the desk.

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 Perplexity Finance stands out for Upgraded price charts with volume bars, OHLCV tooltips, candlestick/area toggle, compare overlays, SMA indicator, and custom date ranges., Real-time newswire feeds for equities and markets, with headline → full story and related coverage., and Watchlist tab includes an AI-generated briefing across a user’s watchlist using price data and web news..

Keep exploring

Stay on top of related tools

Browse the categories and profiles that overlap most with this comparison to round out your shortlist.