VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Saturday, September 27, 2025
Investors comparing CapEdge and Quartr will find that Both CapEdge and Quartr concentrate on Improved Filings, Transcripts, and Alerts workflows, making them natural alternatives for similar investment research jobs. CapEdge leans into Diff View, Filing Sentiment, and Insider Data, which can be decisive for teams that need depth over breadth. Quartr stands out with AI, AI Chat, and Data APIs that the competition lacks. Use the feature-by-feature table to inspect unique capabilities and confirm which roadmap best maps to your process.
Head-to-head
CapEdge vs Quartr
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
- CapEdge adds Diff View, Filing Sentiment, Insider Data, Institutional Data, 13D/13G, 13F, Which ETF includes this Stock?, News, IPO, Secondary Offerings, and Financials coverage that Quartr skips.
- Quartr includes AI, AI Chat, Data APIs, APIs & SDKs, Webhooks, and Watchlist categories that CapEdge omits.
- CapEdge highlights: Advanced EDGAR and transcript search with Boolean, phrase, and proximity operators., Near real-time filing alerts (about one minute) via email for saved searches and favorite tickers; bulk CSV upload supported., and Earnings transcript catalog updated hourly, with results downloadable to CSV..
- Quartr is known for: Stream live earnings calls with real-time transcripts—instant coverage as events happen., Centralizes IR material from 13,000+ companies across 27 markets: events, filings, reports, and slide decks, all searchable in one place., and AI chat over transcripts, filings, and slides, with every answer fully source-traceable back to the original document..
- Quartr offers mobile access, which CapEdge skips.
CapEdge
capedge.com
A free research platform for US markets that combines filings, transcripts, ownership dashboards, IPO tracking, and ETF exposure tools. Users can set up near real-time filing alerts, search with advanced operators, and export results to CSV/Excel. CapEdge also connects to Deal Roadshow for access to IPO roadshows. There’s no public API; all functionality is delivered through the web app.
Categories
Platforms
Pricing
Quick highlights
- Advanced EDGAR and transcript search with Boolean, phrase, and proximity operators.
- Near real-time filing alerts (about one minute) via email for saved searches and favorite tickers; bulk CSV upload supported.
- Earnings transcript catalog updated hourly, with results downloadable to CSV.
- IPO calendar with coverage of S-1, F-1, and S-11 filings, plus access to retail roadshows via Deal Roadshow.
- Ownership dashboards tracking 13F holdings, 13D/13G activist positions, and Form 144 insider sales, with export to CSV or Excel.
Quartr
quartr.com
Quartr brings together earnings calls, transcripts, filings, reports, and slides into one platform. The free mobile app is consumer-friendly, while Quartr Pro (desktop) and the API are enterprise products sold on a custom basis. The API is generous—paying customers get effectively unlimited calls, demo accounts are capped, and a 50 rps global rate limit goes into effect in December 2025. Live audio and transcripts are delivered in real time, making it a go-to tool for analysts who don’t want to wait.
Platforms
Pricing
Quick highlights
- Stream live earnings calls with real-time transcripts—instant coverage as events happen.
- Centralizes IR material from 13,000+ companies across 27 markets: events, filings, reports, and slide decks, all searchable in one place.
- AI chat over transcripts, filings, and slides, with every answer fully source-traceable back to the original document.
- Search across transcripts, filings, and slides to track narrative shifts, compare language, and follow how management decks evolve over time.
- Earnings calendar with granular filters, calendar sync, and live alerts when calls go on air—plus keyword-based alerts.
Shared focus areas
Both platforms align on these research themes, so you can stay within one workflow when your use case involves them.
Where they differ
CapEdge
Distinct strengths include:
- Advanced EDGAR and transcript search with Boolean, phrase, and proximity operators.
- Near real-time filing alerts (about one minute) via email for saved searches and favorite tickers; bulk CSV upload supported.
- Earnings transcript catalog updated hourly, with results downloadable to CSV.
- IPO calendar with coverage of S-1, F-1, and S-11 filings, plus access to retail roadshows via Deal Roadshow.
Quartr
Distinct strengths include:
- Stream live earnings calls with real-time transcripts—instant coverage as events happen.
- Centralizes IR material from 13,000+ companies across 27 markets: events, filings, reports, and slide decks, all searchable in one place.
- AI chat over transcripts, filings, and slides, with every answer fully source-traceable back to the original document.
- Search across transcripts, filings, and slides to track narrative shifts, compare language, and follow how management decks evolve over time.
Feature-by-feature breakdown
| Attribute | CapEdge | Quartr |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Improved Filings, Transcripts, Alerts, Calendar Unique: Diff View, Filing Sentiment, Insider Data, Institutional Data, 13D/13G, 13F, Which ETF includes this Stock?, News, IPO, Secondary Offerings, Financials | Shared: Improved Filings, Transcripts, Alerts, Calendar Unique: AI, AI Chat, Data APIs, APIs & SDKs, Webhooks, Watchlist |
Asset types Supported asset classes and universes | Stocks, ETFs | Stocks |
Experience levels Who each product is built for | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Platforms Where you can access the product | Web | Web, Mobile, API |
Pricing High-level pricing models | Free | Free, Subscription |
Key features Core capabilities called out by each vendor | Unique
| Unique
|
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 Quartr both support?
Both platforms cover Improved Filings, Transcripts, Alerts, and Calendar workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do CapEdge and Quartr require subscriptions?
Both CapEdge and Quartr keep freemium access with optional paid upgrades, so you can trial each platform before committing.
Which tool has mobile access?
Quartr ships a dedicated mobile experience, while CapEdge focuses on web or desktop access.
What unique strengths set the two platforms apart?
CapEdge differentiates itself with Advanced EDGAR and transcript search with Boolean, phrase, and proximity operators., Near real-time filing alerts (about one minute) via email for saved searches and favorite tickers; bulk CSV upload supported., and Earnings transcript catalog updated hourly, with results downloadable to CSV., whereas Quartr stands out for Stream live earnings calls with real-time transcripts—instant coverage as events happen., Centralizes IR material from 13,000+ companies across 27 markets: events, filings, reports, and slide decks, all searchable in one place., and AI chat over transcripts, filings, and slides, with every answer fully source-traceable back to the original document..
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.