VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Saturday, September 27, 2025

Investors comparing CapEdge and SEC API (sec-api.io) will find that Both CapEdge and SEC API (sec-api.io) concentrate on Insider Data, 13D/13G, and 13F workflows, making them natural alternatives for similar investment research jobs. CapEdge leans into Improved Filings, Diff View, and Filing Sentiment, which can be decisive for teams that need depth over breadth. SEC API (sec-api.io) stands out with Data APIs, Regulatory Filings Monitoring, and Management Compensation 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 SEC API (sec-api.io)

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

  • CapEdge adds Improved Filings, Diff View, Filing Sentiment, Transcripts, Institutional Data, Which ETF includes this Stock?, News, Alerts, Calendar, and Secondary Offerings coverage that SEC API (sec-api.io) skips.
  • SEC API (sec-api.io) includes Data APIs, Regulatory Filings Monitoring, Management Compensation, and APIs & SDKs 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..
  • SEC API (sec-api.io) is known for: Comprehensive API endpoints: query, full-text search, real-time streaming via WebSocket, download/PDF generator, XBRL-to-JSON conversion, and section extractors for 10-K/10-Q/8-K filings., Specialized form coverage including ADV, insider filings (Forms 3/4/5), 13F, 13D/G, Form 144, IPO registrations (S-1, 424B4), crowdfunding (Form C, Form D), Reg A filings, and fund reports (N-PORT, N-PX, N-CEN)., and Datasets include executive compensation, directors and board members, audit fees, subsidiaries, and public float/outstanding shares..
CapEdge logo

CapEdge

capedge.com

Editor’s pick Hands-on review

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.

Platforms

Web

Pricing

Free

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.
SEC API (sec-api.io) logo

SEC API (sec-api.io)

sec-api.io

Editor’s pick Hands-on review

A commercial API suite for SEC/EDGAR data, designed for developers, quants, and compliance teams. The free tier includes 100 calls per month. Paid tiers unlock higher rate limits, more data (5 GB vs 15 GB monthly, with $0.30/GB overage), and features such as multiple API keys or redistribution rights for enterprise users. The platform emphasizes speed, with new filings typically available in under 300 ms.

Platforms

Web
API

Pricing

Free
Subscription

Quick highlights

  • Comprehensive API endpoints: query, full-text search, real-time streaming via WebSocket, download/PDF generator, XBRL-to-JSON conversion, and section extractors for 10-K/10-Q/8-K filings.
  • Specialized form coverage including ADV, insider filings (Forms 3/4/5), 13F, 13D/G, Form 144, IPO registrations (S-1, 424B4), crowdfunding (Form C, Form D), Reg A filings, and fund reports (N-PORT, N-PX, N-CEN).
  • Datasets include executive compensation, directors and board members, audit fees, subsidiaries, and public float/outstanding shares.
  • Historical coverage back to 1993 with support for all 400+ EDGAR form types; new filings made available within ~300 ms of posting.
  • Live filing feeds available in real time via WebSocket for instant integration.

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.

SEC API (sec-api.io)

Distinct strengths include:

  • Comprehensive API endpoints: query, full-text search, real-time streaming via WebSocket, download/PDF generator, XBRL-to-JSON conversion, and section extractors for 10-K/10-Q/8-K filings.
  • Specialized form coverage including ADV, insider filings (Forms 3/4/5), 13F, 13D/G, Form 144, IPO registrations (S-1, 424B4), crowdfunding (Form C, Form D), Reg A filings, and fund reports (N-PORT, N-PX, N-CEN).
  • Datasets include executive compensation, directors and board members, audit fees, subsidiaries, and public float/outstanding shares.
  • Historical coverage back to 1993 with support for all 400+ EDGAR form types; new filings made available within ~300 ms of posting.

Feature-by-feature breakdown

AttributeCapEdgeSEC API (sec-api.io)
Categories

Which research workflows each platform targets

Shared: Insider Data, 13D/13G, 13F, IPO, Financials

Unique: Improved Filings, Diff View, Filing Sentiment, Transcripts, Institutional Data, Which ETF includes this Stock?, News, Alerts, Calendar, Secondary Offerings

Shared: Insider Data, 13D/13G, 13F, IPO, Financials

Unique: Data APIs, Regulatory Filings Monitoring, Management Compensation, APIs & SDKs

Asset types

Supported asset classes and universes

Stocks, ETFs

Stocks, ETFs, Mutual Funds, Funds

Experience levels

Who each product is built for

Beginner, Intermediate, Advanced

Beginner, Intermediate, Advanced

Platforms

Where you can access the product

Web

Web, API

Pricing

High-level pricing models

Free

Free, Subscription

Key features

Core capabilities called out by each vendor

Unique

  • 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.
  • ETF exposure lookup tool answering: 'Which ETFs hold this stock?' using NPORT-P filings.

Unique

  • Comprehensive API endpoints: query, full-text search, real-time streaming via WebSocket, download/PDF generator, XBRL-to-JSON conversion, and section extractors for 10-K/10-Q/8-K filings.
  • Specialized form coverage including ADV, insider filings (Forms 3/4/5), 13F, 13D/G, Form 144, IPO registrations (S-1, 424B4), crowdfunding (Form C, Form D), Reg A filings, and fund reports (N-PORT, N-PX, N-CEN).
  • Datasets include executive compensation, directors and board members, audit fees, subsidiaries, and public float/outstanding shares.
  • Historical coverage back to 1993 with support for all 400+ EDGAR form types; new filings made available within ~300 ms of posting.
  • Live filing feeds available in real time via WebSocket for instant integration.
  • XBRL-to-JSON service delivers standardized financial statements (income, balance sheet, cash flow) mapped to US GAAP items; dataset is survivorship-bias free.
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 SEC API (sec-api.io) both support?

Both platforms cover Insider Data, 13D/13G, 13F, IPO, and Financials workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do CapEdge and SEC API (sec-api.io) require subscriptions?

Both CapEdge and SEC API (sec-api.io) keep freemium access with optional paid upgrades, so you can trial each platform before committing.

How can you access CapEdge and SEC API (sec-api.io)?

Both CapEdge and SEC API (sec-api.io) prioritize web or desktop access. Investors wanting a mobile-first workflow may need to rely on responsive web views.

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 SEC API (sec-api.io) stands out for Comprehensive API endpoints: query, full-text search, real-time streaming via WebSocket, download/PDF generator, XBRL-to-JSON conversion, and section extractors for 10-K/10-Q/8-K filings., Specialized form coverage including ADV, insider filings (Forms 3/4/5), 13F, 13D/G, Form 144, IPO registrations (S-1, 424B4), crowdfunding (Form C, Form D), Reg A filings, and fund reports (N-PORT, N-PX, N-CEN)., and Datasets include executive compensation, directors and board members, audit fees, subsidiaries, and public float/outstanding shares..

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.