★ BEST INVESTING TOOLS COMPARISON ★

Checking

Tool comparison edition

Tool Comparison

CapEdge vs Quartr

CapEdge logo

CapEdge

capedge.comPickTested

Best for screeners and stock comparison

Free

versus
Quartr logo

Quartr

quartr.comPickTested

Best for analyst forecasts and watchlist

Free • Contact for pricing

CapEdgeQuartr
WebMobilePlatformsWebMobileAPI
+6 (6)Community+1 (9)

Outbound links may include affiliate or sponsor codes.

The verdict

The bottom line

CapEdge and Quartr cover a lot of the same ground (4 shared categories, including financials, transcripts, and alerts), so for the basics you won't go far wrong with either. The real difference is focus: only CapEdge gives you screeners and stock comparison, and only Quartr gives you analyst forecasts and watchlist.

Key differences at a glance

Global coverage
Quartr
API access
Quartr
Asset coverage
CapEdgeAdds ETFs and bonds
Beginner friendly
Quartr
Free plan
Both
See the full side-by-side table
CapEdge logo

Choose

CapEdge if…

  • You care about screeners, stock comparison, and data visualizations, things Quartr doesn't offer
Quartr logo

Choose

Quartr if…

  • You want an API so you can script or automate things
  • You care about analyst forecasts, watchlist, and AI research, things CapEdge doesn't offer
  • You're newer to investing and want something approachable

Comparison snapshot

Side-by-side comparison of CapEdge and Quartr
Attribute
CapEdge logo
CapEdge
Quartr logo
Quartr
Pricing & plans
Starting price
FreeFree • Contact for pricing
Free tier
YesYes
Free trial
Platforms & access
Web app
YesYes
Mobile app
YesYes
API access
NoYes
Broker sync
No
Integrations
Deal RoadshowMarketBeat
Audience & fit
Experience level
Intermediate, AdvancedBeginner, Intermediate, Advanced
Best for
Retail Traders, Pro Retail +6 moreRetail Traders, Pro Retail +8 more
Categories covered
1816
Regions
North AmericaNorth America, Europe, APAC, LatAm, Middle East, Africa
Data & capabilities
Data quality
Latency: Real-timeLatency: Streaming and Real-time
Data partners
3 partners: SEC EDGAR, Financial Modeling Prep +1 moreMarketBeat
Capabilities
Citation pinning and AI summaries: Transcripts
Security
Status page
Try itVisit CapEdgeVisit Quartr

Standout features

CapEdge logo

What CapEdge does best

  1. Search SEC filings and earnings transcripts with company, ticker, form type, date, keyword, natural-language, and boolean-style filters.
  2. Use filing-analysis views to see which companies mention a theme and how that theme changes across filings over time.
  3. Read 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.
  4. Compare successive 10-K and 10-Q filings with a diff viewer that highlights text changes and attempts to align changed table rows.
  5. Set 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.
Quartr logo

What Quartr does best

  1. Research investor-relations material across public companies, including live and recorded earnings calls, transcripts, filings, reports, slide presentations, summaries, and segment data.
  2. Use the free iOS and Android app for live calls, recorded calls, searchable transcripts, analyst estimates, valuation multiples, segment splits, watchlists, and offline downloads.
  3. Follow earnings calendars, watchlists, dashboards, keyword alerts, and notifications when companies, competitors, products, or events are mentioned.
  4. Use Quartr Pro to search across transcripts, filings, reports, and slides in one desktop workspace, then track narrative shifts and source passages quickly.
  5. Ask AI chat questions across first-party IR material and trace answers, quotes, metrics, and slides back to the original document or audio source.

Data & access details

Attribute
CapEdge logo
CapEdge
Quartr logo
Quartr
Coverage & fit
Asset types
StocksETFsBondsFunds
Stocks
Experience
IntermediateAdvanced
BeginnerIntermediateAdvanced
Target audience
Retail TradersPro RetailInstitutional InvestorsLong-term InvestorsValue InvestorsGrowth InvestorsAnalystsStudents/Researchers
Retail TradersPro RetailInstitutional InvestorsLong-term InvestorsValue InvestorsGrowth InvestorsQuality InvestorsAnalysts+2 more
Regions
North America
North AmericaEuropeAPACLatAmMiddle EastAfrica
Coverage details
Countries: USIdentifiers: Ticker and CIK
Identifiers: Ticker
Data
Data freshness
Real-time
StreamingReal-time
Data partners
SEC EDGARFinancial Modeling PrepBenzinga
MarketBeat
Access & integrations
API protocols
Not specified
REST
API auth & delivery
Not specified
Auth: APIKeyWebhooksDocs
Import methods
CSVManual
Not specified
Integrations
Deal Roadshow
MarketBeat
Export formats
CSVExcel
JSONPDF
Plans & trust
Security & compliance
Not specified
Status page
Capability signals
Not specified
Citation pinningAI summaries: Transcripts
Vendor & support
Finsight Group Inc.Country: USFounded 2012Support: Email and Phone
Quartr ABCountry: SwedenFounded 2020

Green tags are exclusive to that tool in this comparison.

Pricing breakdown

CapEdge logo
CapEdge

Free

Starting price

Free tierYes
Free trial

Plans & pricing

FreeFree
Quartr logo
Quartr

Free

Starting price

Free tierYes
Free trial

Plans & pricing

Mobile appFree
Quartr ProContact sales
Quartr APIContact sales

Coverage overlap

Community category leaders

ScreenersNo leader yet
WatchlistNo leader yet
NewsNo leader yet
AlertsNo leader yet
FinancialsCapEdge
Data VisualizationsNo leader yet
Insider DataNo leader yet
Short InterestNo leader yet
TranscriptsNo leader yet
AI ChatNo leader yet
AI ResearchNo leader yet
Analyst ForecastsNo leader yet
APIs & Data FeedsNo leader yet
BlogsNo leader yet
CalendarNo leader yet
Diff ViewNo leader yet
EducationNo leader yet
ETF AnalysisNo leader yet
Filing SentimentNo leader yet
Improved FilingsNo leader yet
IPONo leader yet
NewslettersNo leader yet
Notes & HighlightsNo leader yet
Shared WorkspacesNo leader yet
Stock ComparisonNo leader yet
WebhooksNo leader yet
Browse the #1 tool in 90+ categories

Vote sentiment comparison

Loading sentiment chart...

Frequently Asked Questions

What's the difference between CapEdge and Quartr?

CapEdge leans toward screeners, stock comparison, and data visualizations, while Quartr puts more weight on financials, transcripts, and analyst forecasts. They overlap in 4 categories, so for most people it comes down to workflow preference and price.

How much do CapEdge and Quartr cost?

Good news: both CapEdge and Quartr 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 Quartr?

Quartr is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.

Does CapEdge or Quartr have an API?

Quartr has an API for programmatic access and custom integrations. CapEdge doesn't, so you're working through its interface.

Should I choose CapEdge or Quartr?

It depends on what you're after. Pick CapEdge if screeners and stock comparison matter to you; go with Quartr if you'd rather have analyst forecasts and watchlist. And if you only need the basics both share, let price decide.

What asset classes do CapEdge and Quartr cover?

Both cover stocks. CapEdge also handles ETFs, bonds, and funds.

Do CapEdge and Quartr offer real-time data?

Yes, both serve real-time market data, so either works when timing matters.

Which covers international markets: CapEdge or Quartr?

Quartr has documented international coverage (North America, Europe, APAC, LatAm, and more), so it's the safer bet if you hold non-US stocks. CapEdge is more region-specific, mainly North America.

Can I export data from CapEdge and Quartr?

CapEdge exports to CSV and Excel. Quartr is stingier about getting data out.

Are CapEdge and Quartr 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 Quartr?

CapEdge has a stock screener for surfacing ideas; Quartr doesn't, and focuses its energy elsewhere.

Top 50 Investing ToolsSee where these two land in our community-voted ranking of the best investing tools.

Keep Exploring

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.