VOL. XCIV, NO. 247

★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★

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Saturday, December 27, 2025

Tool Comparison

CapEdge vs SEC EDGAR - Company Filings (Full‑Text Search & Search Filings) comparison

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

Quick takeaways

CapEdge adds Screeners, Stock Comparison, Data Visualizations, Financials, Improved Filings, Diff View, Filing Sentiment, Transcripts, Investor Holdings, Institutional Data, Short Interest, Which ETF includes this Stock?, ETF Overview, ETF Holdings, and Calendar coverage that SEC EDGAR - Company Filings (Full‑Text Search & Search Filings) skips.

SEC EDGAR - Company Filings (Full‑Text Search & Search Filings) includes Regulatory Filings Monitoring, Data APIs, APIs & SDKs, and Education categories that CapEdge omits.

CapEdge ships a mobile app. SEC EDGAR - Company Filings (Full‑Text Search & Search Filings) is web/desktop only.

In depth comparison

CapEdge logo

CapEdge

capedge.com

Editor’s pick Hands-on review

Free web platform from Finsight for researching US equity capital markets: search millions of SEC EDGAR filings and earnings transcripts, monitor IPOs, and track institutional and insider holdings, ETF exposure and short interest with real-time filing email alerts. Full functionality (alerts, dashboards, holdings, short interest, ETF tables) requires a free registered account; official materials describe only a web UI and do not advertise a public CapEdge API.

Platforms

WebMobile

Pricing

Free

Quick highlights

  • Web-based research platform focused on US equity capital markets that lets users instantly search SEC EDGAR filings and earnings transcripts, monitor IPOs, and track investor holdings across time; navigation exposes Earnings, IPOs, Transcripts, Investor Holdings and an EDGAR Filing Screener from the homepage.
  • Advanced EDGAR filing search supports natural-language and keyword queries, filters by ticker, company name, filing type, and date, plus Filing Analysis views that show which companies mention a theme and how its popularity changes over time. Power users can use AND/OR/NOT boolean operators, with search history saved for later reuse.
  • Improved filing reader for most SEC forms (10-K, 10-Q, 8-K, 6-K, S-1, F-1, S-4, 20-F, 40-F, DEF 14A, etc.) including similar-filing navigation, customizable font and size, side table-of-contents, and advanced content analysis such as sentiment scores, readability measures, and lists of new and removed words across successive filings.
  • Diff viewer for financial filings highlights changes between successive 10-K/10-Q documents, coloring removed text in one color and new text in another, and attempting to align similar data-table rows across filings to make numeric changes easier to spot.
  • Real-time filing alerts: CapEdge sends email alerts for new filings from favorite companies and for favorite searches, typically within about a minute of SEC EDGAR submission; users can restrict alerts by filing groups (financial reports, company news, registrations/prospectuses, proxies, or specific form types), and emails include the full main filing text or the relevant press release exhibit.

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SEC EDGAR - Company Filings (Full‑Text Search & Search Filings) logo

SEC EDGAR - Company Filings (Full‑Text Search & Search Filings)

sec.gov

Editor’s pick Hands-on review

Primary U.S. source for public company, fund, and insider filings. The Full‑Text Search covers filings since 2001 (including exhibits), while the ‘Latest Filings’ view shows near‑real‑time submissions as they are processed. Search tools include Company search, Mutual Fund & Variable Insurance product search, CIK lookup, and RSS subscriptions. Developers can consume JSON via data.sec.gov (Submissions, XBRL Company Facts/Concepts/Frames). Programmatic access must include a descriptive User‑Agent and respect the SEC fair‑access limit (currently 10 requests/sec).

Platforms

WebAPI

Pricing

Free

Quick highlights

  • Full‑Text Search (since 2001) with fielded filters: word/phrase, company/ticker/CIK/person, filing category/types, filed date ranges, ‘principal executive offices in’ and ‘incorporated in’.
  • ‘Latest Filings’ list shows filings as they are submitted (with RSS for any filter; ownership Forms 3/4/5 can be included/excluded/only).
  • Company Search with ‘more search options’, plus dedicated searches for Mutual Funds (prospectuses/proxy voting) and Variable Insurance Products.
  • CIK Lookup & helper datasets (company_tickers*.json) to map tickers↔CIK (company/fund/series/class).
  • Developer APIs on data.sec.gov: submissions by CIK; XBRL endpoints (companyfacts, companyconcept, frames); bulk nightly ZIPs (submissions.zip, companyfacts.zip).

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Where they differ

CapEdge

Distinct strengths include:

  • Web-based research platform focused on US equity capital markets that lets users instantly search SEC EDGAR filings and earnings transcripts, monitor IPOs, and track investor holdings across time; navigation exposes Earnings, IPOs, Transcripts, Investor Holdings and an EDGAR Filing Screener from the homepage.
  • Advanced EDGAR filing search supports natural-language and keyword queries, filters by ticker, company name, filing type, and date, plus Filing Analysis views that show which companies mention a theme and how its popularity changes over time. Power users can use AND/OR/NOT boolean operators, with search history saved for later reuse.
  • Improved filing reader for most SEC forms (10-K, 10-Q, 8-K, 6-K, S-1, F-1, S-4, 20-F, 40-F, DEF 14A, etc.) including similar-filing navigation, customizable font and size, side table-of-contents, and advanced content analysis such as sentiment scores, readability measures, and lists of new and removed words across successive filings.
  • Diff viewer for financial filings highlights changes between successive 10-K/10-Q documents, coloring removed text in one color and new text in another, and attempting to align similar data-table rows across filings to make numeric changes easier to spot.

SEC EDGAR - Company Filings (Full‑Text Search & Search Filings)

Distinct strengths include:

  • Full‑Text Search (since 2001) with fielded filters: word/phrase, company/ticker/CIK/person, filing category/types, filed date ranges, ‘principal executive offices in’ and ‘incorporated in’.
  • ‘Latest Filings’ list shows filings as they are submitted (with RSS for any filter; ownership Forms 3/4/5 can be included/excluded/only).
  • Company Search with ‘more search options’, plus dedicated searches for Mutual Funds (prospectuses/proxy voting) and Variable Insurance Products.
  • CIK Lookup & helper datasets (company_tickers*.json) to map tickers↔CIK (company/fund/series/class).

Feature-by-feature breakdown

AttributeCapEdgeSEC EDGAR - Company Filings (Full‑Text Search & Search Filings)
Categories

Which research workflows each platform targets

Shared: Insider Data, 13F, 13D/13G, News, Alerts, IPO, Secondary Offerings

Unique: Screeners, Stock Comparison, Data Visualizations, Financials, Improved Filings, Diff View, Filing Sentiment, Transcripts, Investor Holdings, Institutional Data, Short Interest, Which ETF includes this Stock?, ETF Overview, ETF Holdings, Calendar

Shared: Insider Data, 13F, 13D/13G, News, Alerts, IPO, Secondary Offerings

Unique: Regulatory Filings Monitoring, Data APIs, APIs & SDKs, Education

Asset types

Supported asset classes and universes

Stocks, ETFs, Bonds, Funds

Stocks, ETFs, Mutual Funds, Closed-End Funds, Bonds, Hedge Funds, Private Funds, Real Estate, Funds

Experience levels

Who each product is built for

Intermediate, Advanced

Beginner, Intermediate, Advanced

Platforms

Where you can access the product

Web, Mobile

Web, API

Pricing

High-level pricing models

Free

Free

Key features

Core capabilities called out by each vendor

Unique

  • Web-based research platform focused on US equity capital markets that lets users instantly search SEC EDGAR filings and earnings transcripts, monitor IPOs, and track investor holdings across time; navigation exposes Earnings, IPOs, Transcripts, Investor Holdings and an EDGAR Filing Screener from the homepage.
  • Advanced EDGAR filing search supports natural-language and keyword queries, filters by ticker, company name, filing type, and date, plus Filing Analysis views that show which companies mention a theme and how its popularity changes over time. Power users can use AND/OR/NOT boolean operators, with search history saved for later reuse.
  • Improved filing reader for most SEC forms (10-K, 10-Q, 8-K, 6-K, S-1, F-1, S-4, 20-F, 40-F, DEF 14A, etc.) including similar-filing navigation, customizable font and size, side table-of-contents, and advanced content analysis such as sentiment scores, readability measures, and lists of new and removed words across successive filings.
  • Diff viewer for financial filings highlights changes between successive 10-K/10-Q documents, coloring removed text in one color and new text in another, and attempting to align similar data-table rows across filings to make numeric changes easier to spot.
  • Real-time filing alerts: CapEdge sends email alerts for new filings from favorite companies and for favorite searches, typically within about a minute of SEC EDGAR submission; users can restrict alerts by filing groups (financial reports, company news, registrations/prospectuses, proxies, or specific form types), and emails include the full main filing text or the relevant press release exhibit.
  • Favorites system and personal dashboard allow users to star companies and searches, organize them into folders with separate notification settings, browse search history, and manage alert preferences; users can annotate filings and maintain private or shared notes tied to filings and tickers.

Unique

  • Full‑Text Search (since 2001) with fielded filters: word/phrase, company/ticker/CIK/person, filing category/types, filed date ranges, ‘principal executive offices in’ and ‘incorporated in’.
  • ‘Latest Filings’ list shows filings as they are submitted (with RSS for any filter; ownership Forms 3/4/5 can be included/excluded/only).
  • Company Search with ‘more search options’, plus dedicated searches for Mutual Funds (prospectuses/proxy voting) and Variable Insurance Products.
  • CIK Lookup & helper datasets (company_tickers*.json) to map tickers↔CIK (company/fund/series/class).
  • Developer APIs on data.sec.gov: submissions by CIK; XBRL endpoints (companyfacts, companyconcept, frames); bulk nightly ZIPs (submissions.zip, companyfacts.zip).
  • EDGAR indexes (daily/full/quarterly) and browsable /Archives paths (raw .txt, SGML headers, HTML index pages; VPRR for scanned paper PDFs).
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 EDGAR - Company Filings (Full‑Text Search & Search Filings) both support?

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

Do CapEdge and SEC EDGAR - Company Filings (Full‑Text Search & Search Filings) require subscriptions?

Both CapEdge and SEC EDGAR - Company Filings (Full‑Text Search & Search Filings) keep freemium access with optional paid upgrades, so you can trial each platform before committing.

Which tool has mobile access?

CapEdge ships a dedicated mobile experience, while SEC EDGAR - Company Filings (Full‑Text Search & Search Filings) focuses on web or desktop access.

What unique strengths set the two platforms apart?

CapEdge differentiates itself with Web-based research platform focused on US equity capital markets that lets users instantly search SEC EDGAR filings and earnings transcripts, monitor IPOs, and track investor holdings across time; navigation exposes Earnings, IPOs, Transcripts, Investor Holdings and an EDGAR Filing Screener from the homepage., Advanced EDGAR filing search supports natural-language and keyword queries, filters by ticker, company name, filing type, and date, plus Filing Analysis views that show which companies mention a theme and how its popularity changes over time. Power users can use AND/OR/NOT boolean operators, with search history saved for later reuse., and Improved filing reader for most SEC forms (10-K, 10-Q, 8-K, 6-K, S-1, F-1, S-4, 20-F, 40-F, DEF 14A, etc.) including similar-filing navigation, customizable font and size, side table-of-contents, and advanced content analysis such as sentiment scores, readability measures, and lists of new and removed words across successive filings., whereas SEC EDGAR - Company Filings (Full‑Text Search & Search Filings) stands out for Full‑Text Search (since 2001) with fielded filters: word/phrase, company/ticker/CIK/person, filing category/types, filed date ranges, ‘principal executive offices in’ and ‘incorporated in’., ‘Latest Filings’ list shows filings as they are submitted (with RSS for any filter; ownership Forms 3/4/5 can be included/excluded/only)., and Company Search with ‘more search options’, plus dedicated searches for Mutual Funds (prospectuses/proxy voting) and Variable Insurance Products..

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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.