Tool Comparison
CapEdge vs RetailRoadshow
- Paid from
- —
- Free plan
- Yes
- Platforms
- Web, Mobile
Best if
- You'd rather start free and only pay if you outgrow it
- Delayed quotes won't cut it; you need real-time data
- You do a lot of your research from your phone
- Paid from
- —
- Free plan
- No
- Platforms
- Web
Best if
- You want videos.
- You're newer to investing and want something approachable
Start here
CapEdge
Free · Web · Mobile
- You'd rather start free and only pay if you outgrow it
- Delayed quotes won't cut it; you need real-time data
- You do a lot of your research from your phone
Pick RetailRoadshow instead if
RetailRoadshow
Other · Web
- You want videos.
- 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 RetailRoadshow cover a lot of the same ground (2 shared categories, IPO and corporate actions & special situations), so for the basics you won't go far wrong with either. CapEdge simply does more: 18 categories to RetailRoadshow's 3, including screeners, stock comparison, and data visualizations, plus a mobile app. RetailRoadshow counters by keeping things simpler.
What readers say
CapEdge
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RetailRoadshow
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Key differences at a glance
- Free plan
- CapEdge
- Broader coverage
- CapEdge18 vs 3 categories
- Mobile app
- CapEdge
- Real-time data
- CapEdge
- Asset coverage
- CapEdgeAdds ETFs and bonds
- Beginner friendly
- RetailRoadshow
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 RetailRoadshow does best
- View electronic roadshow presentations from issuer management teams for current registered public offerings.
- RetailRoadshow supports IPO and follow-on offering research when official roadshow video adds context beyond the prospectus.
- Access the active presentation hub to see which public offering roadshows are currently available.
- Register to view a specific presentation when viewer access is open.
- Deal-specific entry codes or secure links when the underwriting syndicate requires restricted access.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | RetailRoadshow logo logo placeholder RetailRoadshow | |
|---|---|---|
| Pricing & plans | ||
Starting price | Free | Other |
Free tier | Yes | No |
Free trial | — | — |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | No |
API access | No | No |
Integrations | Deal Roadshow | — |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +6 more | — |
Categories covered | 18 | 3 |
Regions | North America | North America |
| Data & capabilities | ||
Data quality | Latency: Real-time | — |
Data partners | 3 partners: SEC EDGAR, Financial Modeling Prep +1 more | — |
Security | — | SOC2 and SSO: SAML |
| Try it | Visit CapEdge | Visit RetailRoadshow |
Standout features
The best features of CapEdge and RetailRoadshow.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 RetailRoadshow does best
- View electronic roadshow presentations from issuer management teams for current registered public offerings.
- RetailRoadshow supports IPO and follow-on offering research when official roadshow video adds context beyond the prospectus.
- Access the active presentation hub to see which public offering roadshows are currently available.
- Register to view a specific presentation when viewer access is open.
- Deal-specific entry codes or secure links when the underwriting syndicate requires restricted access.
All details
Every attribute we track for CapEdge and RetailRoadshow.ShowHide
All details
| Attribute | RetailRoadshow logo logo placeholder RetailRoadshow | |
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsBondsFunds | Stocks |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsLong-term InvestorsValue InvestorsGrowth InvestorsAnalystsStudents/Researchers | Not specified |
Regions | North America | North America |
Coverage details | Countries: USIdentifiers: Ticker and CIK | Countries: USIdentifiers: Ticker |
| Data | ||
Data freshness | Real-time | Not specified |
Data partners | SEC EDGARFinancial Modeling PrepBenzinga | Not specified |
| Access & integrations | ||
Import methods | CSVManual | Not specified |
Integrations | Deal Roadshow | Not specified |
Export formats | CSVExcel | PDF |
| Plans & trust | ||
Security & compliance | Not specified | SOC2SSO: SAML |
Vendor & support | Finsight Group Inc.Country: USFounded 2012Support: Email and Phone | NetRoadshow, Inc.Support: Email |
Curation ratings | Not specified | Methodology 4/5Reliability 4/5UX 3/5 |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | RetailRoadshow logo logo placeholder RetailRoadshow | |
|---|---|---|
| Free plan | Free | — |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between CapEdge and RetailRoadshow?
CapEdge leans toward screeners, stock comparison, and data visualizations, while RetailRoadshow puts more weight on IPO, corporate actions & special situations, and videos. They overlap in 2 categories, so for most people it comes down to workflow preference and price.
Is CapEdge or RetailRoadshow free to use?
CapEdge has a free tier, so you can get started without paying anything. RetailRoadshow is paid-only. If budget matters, start with CapEdge and see how far it takes you before opening your wallet.
Which is better for beginners: CapEdge or RetailRoadshow?
RetailRoadshow is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Can I use CapEdge or RetailRoadshow on my phone?
CapEdge lists a dedicated mobile app, so it travels better. RetailRoadshow doesn't list a dedicated mobile app; its documented access is web.
Should I choose CapEdge or RetailRoadshow?
It depends on what you're after. Pick CapEdge if screeners and stock comparison matter to you; go with RetailRoadshow if you'd rather have videos. And if you only need the basics both share, let price decide.
What asset classes do CapEdge and RetailRoadshow cover?
Both cover stocks. CapEdge also handles ETFs, bonds, and funds.
Does CapEdge or RetailRoadshow have real-time data?
CapEdge offers real-time data, which matters if you trade actively. RetailRoadshow runs on delayed or end-of-day data, which is perfectly fine for longer-term investors who don't live and die by the tick.
Can I export data from CapEdge and RetailRoadshow?
CapEdge exports to CSV and Excel. RetailRoadshow is stingier about getting data out.
Which has a better stock screener: CapEdge or RetailRoadshow?
CapEdge has a stock screener for surfacing ideas; RetailRoadshow doesn't, and focuses its energy elsewhere.
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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.