Tool Comparison
CapEdge vs Reflexivity
- Paid from
- —
- Free plan
- Yes
- Platforms
- Web, Mobile
Best if
- You do a lot of your research from your phone
- You want stock comparison, data visualizations, and financials.
- You're a long-term investor who cares more about fundamentals than headlines
- Paid from
- $99.99/mo, billed monthly
- Free plan
- Yes
- Platforms
- Web, API
Best if
- You want an API so you can script or automate things
- You want quant, performance attribution, and scenario & stress tests.
Pick CapEdge if
CapEdge
Free · Web · Mobile
- You do a lot of your research from your phone
- You want stock comparison, data visualizations, and financials.
- You're a long-term investor who cares more about fundamentals than headlines
Pick Reflexivity if
Reflexivity
Free • From $99.99/mo, billed monthly · Web · API
- You want an API so you can script or automate things
- You want quant, performance attribution, and scenario & stress tests.
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 Reflexivity cover a lot of the same ground (5 shared categories, including screeners, transcripts, and news), so for the basics you won't go far wrong with either. CapEdge simply does more: 18 categories to Reflexivity's 13, including stock comparison, data visualizations, and financials, plus a mobile app. Reflexivity counters by keeping things simpler.
What readers say
CapEdge
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Reflexivity
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Key differences at a glance
- Mobile app
- CapEdge
- Broader coverage
- CapEdge18 vs 13 categories
- API access
- Reflexivity
- Global coverage
- Reflexivity
- 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 Reflexivity does best
- AI research workflows over institutional datasets from providers such as S&P Global, LSEG Datastream, Nasdaq, Cboe, and other sources included in the platform.
- Tools for running Deep Research workflows that can analyze data, write and execute code, create research reports, and export data or visualizations.
- Search across filings, transcripts, presentations, central bank documents, and proprietary uploads through Document Intelligence.
- OCR on charts and tables so documents can become searchable and analyzable research inputs.
- Monitor portfolios with real-time alerts, risk and exposure analytics, performance attribution, and daily insight generation.
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 • From $99.99/mo, billed monthly |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | — | 7 limits: Basic via IBKR: market coverage: US equities, Basic via IBKR: news sources: Benzinga only +5 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | No |
API access | No | Yes |
Broker sync | — | No |
Integrations | Deal Roadshow | — |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +6 more | — |
Categories covered | 18 | 13 |
Regions | North America | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | Latency: Real-time | Latency: Real-time and End of Day and Granularity: EOD |
Data partners | 3 partners: SEC EDGAR, Financial Modeling Prep +1 more | — |
Capabilities | — | 5 signals: Universe builder, Stress tests: Rates, FX, and EquityCrash +3 more |
Security | — | SOC2 |
| Try it | Visit CapEdge | Visit Reflexivity |
Standout features
The best features of CapEdge and Reflexivity.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 Reflexivity does best
- AI research workflows over institutional datasets from providers such as S&P Global, LSEG Datastream, Nasdaq, Cboe, and other sources included in the platform.
- Tools for running Deep Research workflows that can analyze data, write and execute code, create research reports, and export data or visualizations.
- Search across filings, transcripts, presentations, central bank documents, and proprietary uploads through Document Intelligence.
- OCR on charts and tables so documents can become searchable and analyzable research inputs.
- Monitor portfolios with real-time alerts, risk and exposure analytics, performance attribution, and daily insight generation.
All details
Every attribute we track for CapEdge and Reflexivity.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsBondsFunds | StocksETFsBondsCommoditiesCurrencies |
Experience | IntermediateAdvanced | IntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsLong-term InvestorsValue InvestorsGrowth InvestorsAnalystsStudents/Researchers | Not specified |
Regions | North America | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Countries: USIdentifiers: Ticker and CIK | Identifiers: Ticker |
| Data | ||
Data freshness | Real-time | Real-timeEnd of Day |
Data granularity | Not specified | EOD |
Data partners | SEC EDGARFinancial Modeling PrepBenzinga | Not specified |
| Access & integrations | ||
Import methods | CSVManual | CSVManual |
Integrations | Deal Roadshow | Not specified |
Export formats | CSVExcel | Excel |
| Plans & trust | ||
Security & compliance | Not specified | SOC2 |
Capability signals | Not specified | Universe builderStress tests: Rates, FX, and EquityCrashPortfolio attributionCitation pinningAI summaries: Filings, Transcripts, and News |
Vendor & support | Finsight Group Inc.Country: USFounded 2012Support: Email and Phone | Knabble, Inc. (dba Reflexivity)Country: United StatesSupport: Email |
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“Basic via IBKR”market coverage: US equities · news sources: Benzinga only · +2 more |
| Entry paid plan | — | $99.99/moBilled monthly“Plus via IBKR”market coverage: Global · alfred queries: Unlimited · +1 more |
| Custom / enterprise | — | Contact sales“Institutional” |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between CapEdge and Reflexivity?
CapEdge leans toward screeners, stock comparison, and data visualizations, while Reflexivity puts more weight on screeners, quant, and performance attribution. They overlap in 5 categories, so for most people it comes down to workflow preference and price.
How much do CapEdge and Reflexivity cost?
Good news: both CapEdge and Reflexivity have free plans, so you can run them side by side and only pay if you hit a wall.
Can I use CapEdge or Reflexivity on my phone?
CapEdge lists a dedicated mobile app, so it travels better. Reflexivity doesn't list a dedicated mobile app; its documented access is web and API.
Does CapEdge or Reflexivity have an API?
Reflexivity has an API for programmatic access and custom integrations. CapEdge doesn't, so you're working through its interface.
Should I choose CapEdge or Reflexivity?
It depends on what you're after. Pick CapEdge if stock comparison and data visualizations matter to you; go with Reflexivity if you'd rather have quant and performance attribution. And if you only need the basics both share, let price decide.
What asset classes do CapEdge and Reflexivity cover?
Both cover stocks, ETFs, and bonds. CapEdge also handles funds. Reflexivity adds commodities and currencies on top.
Do CapEdge and Reflexivity offer real-time data?
Yes, both serve real-time market data, so either works when timing matters.
Which covers international markets: CapEdge or Reflexivity?
Reflexivity 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 Reflexivity?
Yes, both export to spreadsheets (Excel), which is handy if you like running your own numbers.
Which has a better stock screener: CapEdge or Reflexivity?
Both CapEdge and Reflexivity include stock screeners, and they differ more in interface than raw power; try both and see which one clicks for you.
Can I track my portfolio with CapEdge or Reflexivity?
Reflexivity handles portfolio tracking. CapEdge is really a research tool; you'd track your portfolio elsewhere.
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