Tool Comparison
CapEdge vs Quartr
- Paid from
- —
- Free plan
- Yes
- Platforms
- Web, Mobile
Best if
- You want screeners, stock comparison, and data visualizations.
- Paid from
- On request
- Free plan
- Yes
- Platforms
- Web, Mobile, API
Best if
- You want an API so you can script or automate things
- You want analyst forecasts, watchlist, and AI research.
- You're newer to investing and want something approachable
Pick CapEdge if
CapEdge
Free · Web · Mobile
- You want screeners, stock comparison, and data visualizations.
Pick Quartr if
Quartr
Free • Contact for pricing · Web · Mobile · API
- You want an API so you can script or automate things
- You want analyst forecasts, watchlist, and AI research.
- 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 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. CapEdge includes screeners and stock comparison, and Quartr includes analyst forecasts and watchlist.
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Key differences at a glance
- Global coverage
- Quartr
- API access
- Quartr
- Asset coverage
- CapEdgeAdds ETFs and bonds
- Beginner friendly
- Quartr
- 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 Quartr does best
- Research coverage for investor-relations material across public companies, including live and recorded earnings calls, transcripts, filings, reports, slide presentations, summaries, and segment data.
- The free iOS and Android app for live calls, recorded calls, searchable transcripts, analyst estimates, valuation multiples, segment splits, watchlists, and offline downloads.
- Monitor earnings calendars, watchlists, dashboards, keyword alerts, and notifications when companies, competitors, products, or events are mentioned.
- Quartr Pro to search across transcripts, filings, reports, and slides in one desktop workspace, then track narrative shifts and source passages quickly.
- Support for asking AI chat questions across first-party IR material and trace answers, quotes, metrics, and slides back to the original document or audio source.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free | Free • Contact for pricing |
Free tier | Yes | Yes |
Free trial | — | — |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | Yes |
API access | No | Yes |
Broker sync | — | No |
Integrations | Deal Roadshow | MarketBeat |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +6 more | Retail Traders, Pro Retail +8 more |
Categories covered | 18 | 16 |
Regions | North America | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | Latency: Real-time | Latency: Streaming and Real-time |
Data partners | 3 partners: SEC EDGAR, Financial Modeling Prep +1 more | MarketBeat |
Capabilities | — | Citation pinning and AI summaries: Transcripts |
Security | — | Status page |
| Try it | Visit CapEdge | Visit Quartr |
Standout features
The best features of CapEdge and Quartr.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 Quartr does best
- Research coverage for investor-relations material across public companies, including live and recorded earnings calls, transcripts, filings, reports, slide presentations, summaries, and segment data.
- The free iOS and Android app for live calls, recorded calls, searchable transcripts, analyst estimates, valuation multiples, segment splits, watchlists, and offline downloads.
- Monitor earnings calendars, watchlists, dashboards, keyword alerts, and notifications when companies, competitors, products, or events are mentioned.
- Quartr Pro to search across transcripts, filings, reports, and slides in one desktop workspace, then track narrative shifts and source passages quickly.
- Support for asking AI chat questions across first-party IR material and trace answers, quotes, metrics, and slides back to the original document or audio source.
All details
Every attribute we track for CapEdge and Quartr.ShowHide
All details
| Attribute | ||
|---|---|---|
| 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
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Free | Free“Mobile app” |
| Custom / enterprise | — | Contact sales“Quartr Pro” |
Alternatives
Free alternatives
Questions we keep getting
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.
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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.