Tool Comparison
CapEdge vs StockInsights.ai
- 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 data visualizations.
- You're a long-term investor who cares more about fundamentals than headlines
- Paid from
- $200/yr, billed annually
- Free plan
- Yes
- Platforms
- Web, API
Best if
- You want an API so you can script or automate things
- You want AI research, AI chat, and watchlist.
- 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 data visualizations.
- You're a long-term investor who cares more about fundamentals than headlines
Pick StockInsights.ai if
StockInsights.ai
Free • From $200/yr, billed annually · Web · API
- You want an API so you can script or automate things
- You want AI research, AI chat, and watchlist.
- 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 StockInsights.ai cover a lot of the same ground (5 shared categories, including financials, improved filings, and transcripts), so for the basics you won't go far wrong with either. CapEdge simply does more: 18 categories to StockInsights.ai's 10, including screeners, stock comparison, and data visualizations, plus a mobile app. StockInsights.ai counters by keeping things simpler.
What readers say
CapEdge
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Key differences at a glance
- Mobile app
- CapEdge
- Broader coverage
- CapEdge18 vs 10 categories
- API access
- StockInsights.ai
- Global coverage
- StockInsights.ai
- Asset coverage
- CapEdgeAdds ETFs and bonds
- Beginner friendly
- StockInsights.ai
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 StockInsights.ai does best
- Ask source-specific questions across company filings and earnings transcripts, with source links under AI Assist responses.
- Read generated earnings-call and annual-report summaries plus tagged U.S. 8-K and 6-K filings and Indian corporate announcements.
- Latest SEC filing feeds and a full SEC filing dashboard on paid self-serve plans.
- Tracking watchlist alerts with free and paid limits.
- Use bearer-key REST APIs for company lists, filings, semantic search, statements, calendars, and shareholding data.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free | Free • From $200/yr, billed annually |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | — | 5 limits: Product Free: earnings call summaries: 10, Product Free: call and ten ksearches: 10 +3 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | No |
API access | No | Yes |
Broker sync | — | No |
Integrations | Deal Roadshow | MCP Server |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +6 more | Retail Traders, Pro Retail +3 more |
Categories covered | 18 | 10 |
Regions | North America | North America, APAC |
| 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 and Transcripts |
| Try it | Visit CapEdge | Visit StockInsights.ai |
Standout features
The best features of CapEdge and StockInsights.ai.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 StockInsights.ai does best
- Ask source-specific questions across company filings and earnings transcripts, with source links under AI Assist responses.
- Read generated earnings-call and annual-report summaries plus tagged U.S. 8-K and 6-K filings and Indian corporate announcements.
- Latest SEC filing feeds and a full SEC filing dashboard on paid self-serve plans.
- Tracking watchlist alerts with free and paid limits.
- Use bearer-key REST APIs for company lists, filings, semantic search, statements, calendars, and shareholding data.
All details
Every attribute we track for CapEdge and StockInsights.ai.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsBondsFunds | Stocks |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsLong-term InvestorsValue InvestorsGrowth InvestorsAnalystsStudents/Researchers | Retail TradersPro RetailAnalystsQuants/DevelopersStudents/Researchers |
Regions | North America | North AmericaAPAC |
Coverage details | Countries: USIdentifiers: Ticker and CIK | Countries: US and INIdentifiers: Ticker, CIK, and ISIN |
| Data | ||
Data freshness | Real-time | Real-timeEnd of Day |
Data granularity | Not specified | EOD |
Data partners | SEC EDGARFinancial Modeling PrepBenzinga | Not specified |
| Access & integrations | ||
API protocols | Not specified | REST |
API auth & delivery | Not specified | Auth: APIKeyWebhooksDocs |
Import methods | CSVManual | Not specified |
Integrations | Deal Roadshow | MCP Server |
Export formats | CSVExcel | Not specified |
| Plans & trust | ||
Capability signals | Not specified | AI summaries: Filings and Transcripts |
Vendor & support | Finsight Group Inc.Country: USFounded 2012Support: Email and Phone | Serendib Labs Technologies Pvt Ltd.Country: IndiaSupport: Email |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Free | Free“Product Free”earnings call summaries: 10 · call and ten ksearches: 10 · +1 more |
| Entry paid plan | — | $200/yrBilled annually≈ $17/mo“Product Pro”watchlist stocks: 700 |
| Custom / enterprise | — | Contact sales“Business and Solutions” |
Free alternatives
Questions we keep getting
What's the difference between CapEdge and StockInsights.ai?
CapEdge leans toward screeners, stock comparison, and data visualizations, while StockInsights.ai puts more weight on AI research, AI chat, and improved filings. They overlap in 5 categories, so for most people it comes down to workflow preference and price.
How much do CapEdge and StockInsights.ai cost?
Good news: both CapEdge and StockInsights.ai 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 StockInsights.ai?
StockInsights.ai is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Can I use CapEdge or StockInsights.ai on my phone?
CapEdge lists a dedicated mobile app, so it travels better. StockInsights.ai doesn't list a dedicated mobile app; its documented access is web and API.
Does CapEdge or StockInsights.ai have an API?
StockInsights.ai has an API for programmatic access and custom integrations. CapEdge doesn't, so you're working through its interface.
Should I choose CapEdge or StockInsights.ai?
It depends on what you're after. Pick CapEdge if screeners and stock comparison matter to you; go with StockInsights.ai if you'd rather have AI research and AI chat. And if you only need the basics both share, let price decide.
What asset classes do CapEdge and StockInsights.ai cover?
Both cover stocks. CapEdge also handles ETFs, bonds, and funds.
Do CapEdge and StockInsights.ai offer real-time data?
Yes, both serve real-time market data, so either works when timing matters.
Which covers international markets: CapEdge or StockInsights.ai?
StockInsights.ai has documented international coverage (North America and APAC), so it's the safer bet if you hold non-US stocks. CapEdge is more region-specific, mainly North America.
Can I export data from CapEdge and StockInsights.ai?
CapEdge exports to CSV and Excel. StockInsights.ai is stingier about getting data out.
Which has a better stock screener: CapEdge or StockInsights.ai?
CapEdge has a stock screener for surfacing ideas; StockInsights.ai doesn't, and focuses its energy elsewhere.
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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.