VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Saturday, September 27, 2025
Investors comparing CapEdge and SecForm4.Com will find that Both CapEdge and SecForm4.Com concentrate on Insider Data, Institutional Data, and 13D/13G 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. SecForm4.Com stands out with Investor Holdings, Watchlist, and Screeners 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 SecForm4.Com
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, Which ETF includes this Stock?, News, Calendar, IPO, Secondary Offerings, and Financials coverage that SecForm4.Com skips.
- SecForm4.Com includes Investor Holdings, Watchlist, Screeners, Data Visualizations, Money Flow, and Dividend 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..
- SecForm4.Com is known for: Real-time insider trading tracker with watchlists (“Insider Watch”) and email alerts. Advanced users can track up to 100; Pro removes the cap., Insider Trading Screener to filter by role, sector, or time window. Available only on Pro; free/non-subscribers see data delayed by six months., and Dividend Stock Screener with filters for yield and volume, plus an option to highlight recent insider buying (Pro feature)..
- CapEdge has a free tier, while SecForm4.Com requires a paid plan.
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.
SecForm4.Com
secform4.com
A US-focused insider trading and ownership tracking service with real-time alerts, institutional dashboards, and specialized screeners. Plans gate access to features: Advanced allows up to 100 watchlist alerts, while Pro unlocks unlimited alerts, user-defined triggers, and daily CSV downloads. Several modules (insider screener, dividend screener, buy/sell ratios) are Pro-only. Both tiers include a 7-day free trial.
Categories
Platforms
Pricing
Quick highlights
- Real-time insider trading tracker with watchlists (“Insider Watch”) and email alerts. Advanced users can track up to 100; Pro removes the cap.
- Insider Trading Screener to filter by role, sector, or time window. Available only on Pro; free/non-subscribers see data delayed by six months.
- Dividend Stock Screener with filters for yield and volume, plus an option to highlight recent insider buying (Pro feature).
- Buy/sell ratio charts showing both number of filings and dollar flow. Available in Pro.
- Interactive sector and industry graphs to explore insider activity across time and industries.
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.
SecForm4.Com
Distinct strengths include:
- Real-time insider trading tracker with watchlists (“Insider Watch”) and email alerts. Advanced users can track up to 100; Pro removes the cap.
- Insider Trading Screener to filter by role, sector, or time window. Available only on Pro; free/non-subscribers see data delayed by six months.
- Dividend Stock Screener with filters for yield and volume, plus an option to highlight recent insider buying (Pro feature).
- Buy/sell ratio charts showing both number of filings and dollar flow. Available in Pro.
Feature-by-feature breakdown
| Attribute | CapEdge | SecForm4.Com |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Insider Data, Institutional Data, 13D/13G, 13F, Alerts Unique: Improved Filings, Diff View, Filing Sentiment, Transcripts, Which ETF includes this Stock?, News, Calendar, IPO, Secondary Offerings, Financials | Shared: Insider Data, Institutional Data, 13D/13G, 13F, Alerts Unique: Investor Holdings, Watchlist, Screeners, Data Visualizations, Money Flow, Dividend |
Asset types Supported asset classes and universes | Stocks, ETFs | Stocks, Options, Bonds |
Experience levels Who each product is built for | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Platforms Where you can access the product | Web | Web |
Pricing High-level pricing models | Free | Subscription |
Key features Core capabilities called out by each vendor | Unique
| Unique
|
Tested Verified by hands-on testing inside Find My Moat | Yes | Not yet |
Editor pick Featured inside curated shortlists | Highlighted | Standard listing |
Frequently Asked Questions
Which workflows do CapEdge and SecForm4.Com both support?
Both platforms cover Insider Data, Institutional Data, 13D/13G, 13F, and Alerts workflows, so you can research those use cases in either tool before digging into the feature differences below.
Which tool offers a free plan?
CapEdge offers a free entry point, while SecForm4.Com requires a paid subscription. Review the pricing table to see how the paid tiers compare.
How can you access CapEdge and SecForm4.Com?
Both CapEdge and SecForm4.Com 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 SecForm4.Com stands out for Real-time insider trading tracker with watchlists (“Insider Watch”) and email alerts. Advanced users can track up to 100; Pro removes the cap., Insider Trading Screener to filter by role, sector, or time window. Available only on Pro; free/non-subscribers see data delayed by six months., and Dividend Stock Screener with filters for yield and volume, plus an option to highlight recent insider buying (Pro feature)..
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.