Tool Comparison
CapEdge vs Smartfin
- Paid from
- —
- Free plan
- Yes
- Platforms
- Web, Mobile
Best if
- You do a lot of your research from your phone
- You want screeners, stock comparison, and improved filings.
- You've outgrown the basics and want pro-level depth
- Paid from
- $8.33/mo
- Free plan
- Yes
- Platforms
- Web
Best if
- You want stock ideas, scores, and checklist.
- You're newer to investing and want something approachable
Pick CapEdge if
CapEdge
Free · Web · Mobile
- You do a lot of your research from your phone
- You want screeners, stock comparison, and improved filings.
- You've outgrown the basics and want pro-level depth
Pick Smartfin if
Smartfin
Free • From $8.33/mo · Web
- You want stock ideas, scores, and checklist.
- 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 Smartfin cover a lot of the same ground (6 shared categories, including data visualizations, financials, and transcripts), so for the basics you won't go far wrong with either. CapEdge simply does more: 18 categories to Smartfin's 12, including screeners, stock comparison, and improved filings, plus a mobile app. Smartfin counters by keeping things simpler.
What readers say
CapEdge
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Smartfin
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Key differences at a glance
- Mobile app
- CapEdge
- Broader coverage
- CapEdge18 vs 12 categories
- Asset coverage
- CapEdgeAdds ETFs and bonds
- Beginner friendly
- Smartfin
- 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 Smartfin does best
- AI overviews summarize positives, negatives, recent financials, trends, and sector context.
- Scores compare value, profit, growth, and financial-health metrics with companies in the same sector.
- The visual explorer supports annual and quarterly charts, more than 200 metrics and ratios, and image downloads.
- Available financial history depends on plan: five years on Starter, ten years on Premium, and more than 30 years on Pro.
- Email and in-app alerts cover insider trades and analyst price-target changes.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | Smartfin logo logo placeholder Smartfin | |
|---|---|---|
| Pricing & plans | ||
Starting price | Free | Free • From $8.33/mo |
Free tier | Yes | Yes |
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 |
Best for | Retail Traders, Pro Retail +6 more | — |
Categories covered | 18 | 12 |
Regions | North America | North America |
| 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 | — | AI summaries: Filings |
| Try it | Visit CapEdge | Visit Smartfin |
Standout features
The best features of CapEdge and Smartfin.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 Smartfin does best
- AI overviews summarize positives, negatives, recent financials, trends, and sector context.
- Scores compare value, profit, growth, and financial-health metrics with companies in the same sector.
- The visual explorer supports annual and quarterly charts, more than 200 metrics and ratios, and image downloads.
- Available financial history depends on plan: five years on Starter, ten years on Premium, and more than 30 years on Pro.
- Email and in-app alerts cover insider trades and analyst price-target changes.
All details
Every attribute we track for CapEdge and Smartfin.ShowHide
All details
| Attribute | Smartfin logo logo placeholder Smartfin | |
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsBondsFunds | Stocks |
Experience | IntermediateAdvanced | BeginnerIntermediate |
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: USExchanges: XNYS and XNASIdentifiers: 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 | Not specified |
Integrations | Deal Roadshow | Not specified |
Export formats | CSVExcel | Image |
| Plans & trust | ||
Capability signals | Not specified | AI summaries: Filings |
Vendor & support | Finsight Group Inc.Country: USFounded 2012Support: Email and Phone | SmartfinSupport: Email |
Curation ratings | Not specified | Methodology 3/5Reliability 3/5UX 4/5 |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | Smartfin logo logo placeholder Smartfin | |
|---|---|---|
| Free plan | Free | Free“Starter” |
| Entry paid plan | — | $8.33/mo“Premium” |
| Top plan | — | $16.99/mo“Pro” |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between CapEdge and Smartfin?
CapEdge leans toward screeners, stock comparison, and data visualizations, while Smartfin puts more weight on stock ideas, financials, and scores. They overlap in 6 categories, so for most people it comes down to workflow preference and price.
How much do CapEdge and Smartfin cost?
Good news: both CapEdge and Smartfin have free plans, so you can run them side by side and only pay if you hit a wall.
Which is better for beginners: CapEdge or Smartfin?
Smartfin is the friendlier place to start; its interface takes less getting used to. CapEdge assumes more experience, and rewards it with deeper analytics.
Can I use CapEdge or Smartfin on my phone?
CapEdge lists a dedicated mobile app, so it travels better. Smartfin doesn't list a dedicated mobile app; its documented access is web.
Should I choose CapEdge or Smartfin?
It depends on what you're after. Pick CapEdge if screeners and stock comparison matter to you; go with Smartfin if you'd rather have stock ideas and scores. And if you only need the basics both share, let price decide.
What asset classes do CapEdge and Smartfin cover?
Both cover stocks. CapEdge also handles ETFs, bonds, and funds.
Do CapEdge and Smartfin offer real-time data?
Yes, both serve real-time market data, so either works when timing matters.
Can I export data from CapEdge and Smartfin?
CapEdge exports to CSV and Excel. Smartfin is stingier about getting data out.
Which has a better stock screener: CapEdge or Smartfin?
CapEdge has a stock screener for surfacing ideas; Smartfin doesn't, and focuses its energy elsewhere.
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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.