CapEdge adds Improved Filings, Diff View, Filing Sentiment, Institutional Data, 13D/13G, 13F, Which ETF includes this Stock?, News, IPO, and Secondary Offerings coverage that Smartfin skips.
VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Wednesday, October 15, 2025
Head-to-head
CapEdge vs Smartfin comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
Smartfin includes Stock Ideas, Scores, Data Visualizations, Checklist, Analyst Price Targets, Watchlist, and AI Business Summary 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..
Smartfin is known for: AI overview cards: plain‑English company summaries with positives/negatives and peer positioning on hover., Sector‑adjusted scorecards across value, profit, growth, and financial health with peer rankings., and Visual Stock Explorer: 30+ years of fundamentals, 200+ metrics, annual/quarterly toggles, downloadable charts..
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.
Categories
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.
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Smartfin
thesmartfin.com
Beginner‑friendly stock research platform focused on fundamentals: visual financials, sector‑adjusted scoring (value/profit/growth/health), AI company snapshots, curated stock lists, and real‑time alerts for insider trades & analyst price‑target changes. US‑stocks centric; no brokerage sync or advanced risk/quant features.
Categories
Platforms
Web
Pricing
Free
Subscription
Quick highlights
- AI overview cards: plain‑English company summaries with positives/negatives and peer positioning on hover.
- Sector‑adjusted scorecards across value, profit, growth, and financial health with peer rankings.
- Visual Stock Explorer: 30+ years of fundamentals, 200+ metrics, annual/quarterly toggles, downloadable charts.
- Real‑time alerts for insider trades and analyst price‑target changes; customizable watchlists.
- Event hub for tracked tickers (earnings, SEC filings, transcripts) and a lightweight research checklist.
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Overlap
Shared focus areas
5 overlapsMutual strengths include Transcripts, Insider Data, and Alerts plus 2 more areas.
Where they differ
CapEdge
Distinct strengths include:
Improved Filings
Diff View
Filing Sentiment
Institutional Data
13D/13G
13F
Which ETF includes this Stock?
News
- 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.
Smartfin
Distinct strengths include:
- AI overview cards: plain‑English company summaries with positives/negatives and peer positioning on hover.
- Sector‑adjusted scorecards across value, profit, growth, and financial health with peer rankings.
- Visual Stock Explorer: 30+ years of fundamentals, 200+ metrics, annual/quarterly toggles, downloadable charts.
- Real‑time alerts for insider trades and analyst price‑target changes; customizable watchlists.
Feature-by-feature breakdown
| Attribute | CapEdge | Smartfin |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Transcripts, Insider Data, Alerts, Calendar, Financials Unique: Improved Filings, Diff View, Filing Sentiment, Institutional Data, 13D/13G, 13F, Which ETF includes this Stock?, News, IPO, Secondary Offerings | Shared: Transcripts, Insider Data, Alerts, Calendar, Financials Unique: Stock Ideas, Scores, Data Visualizations, Checklist, Analyst Price Targets, Watchlist, AI Business Summary |
Asset types Supported asset classes and universes | Stocks, ETFs | Stocks |
Experience levels Who each product is built for | Beginner, Intermediate, Advanced | Beginner, Intermediate |
Platforms Where you can access the product | Web | Web |
Pricing High-level pricing models | Free | 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 Smartfin both support?
Both platforms cover Transcripts, Insider Data, Alerts, Calendar, and Financials workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do CapEdge and Smartfin require subscriptions?
Both CapEdge and Smartfin keep freemium access with optional paid upgrades, so you can trial each platform before committing.
How can you access CapEdge and Smartfin?
Both CapEdge and Smartfin 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 Smartfin stands out for AI overview cards: plain‑English company summaries with positives/negatives and peer positioning on hover., Sector‑adjusted scorecards across value, profit, growth, and financial health with peer rankings., and Visual Stock Explorer: 30+ years of fundamentals, 200+ metrics, annual/quarterly toggles, downloadable charts..
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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.