CapEdge adds Improved Filings, Diff View, Filing Sentiment, Transcripts, Institutional Data, 13D/13G, Which ETF includes this Stock?, IPO, and Secondary Offerings coverage that Stocknear skips.
VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Sunday, October 5, 2025
Head-to-head
CapEdge vs Stocknear comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
Stocknear includes Screeners, Options & Derivatives, Data Visualizations, Watchlist, Dark Pool & Off-Exchange, ETF Overview, ETF Holdings, ETF Performance, Analyst Price Targets, Analyst Recommendations, Analyst Forecasts, US Government Trades, Dividend, AI, and AI Chat 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..
Stocknear is known for: Ticker pages with tabs for Financials, Statistics, Business Metrics, Forecasts, Dark Pool, Options, Insider, Dividends, and History., Real-time options flow feed and unusual activity; options chains available (OPRA-sourced)., and Dark pool & off-exchange trade tape (15‑minute delay)..
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.
Community votes (overall)
0% upvotes 0% downvotes
You haven't voted yet
Stocknear
stocknear.com
EU-built stock research platform focused on U.S. markets. Features real-time options flow (Benzinga), 15‑min delayed dark-pool prints, analyst targets/ratings, hedge-fund 13F explorer, U.S. Congress trades, earnings calendar/news feed, business metrics, watchlists and alerts, plus an AI Agent for conversational research. Market data/fundamentals/ETF analytics are sourced from Financial Modeling Prep; options chains from Intrinio (OPRA). Company is Stocknear GmbH (Siegen, Germany). No public API as of Sept 2025.
Categories
Platforms
Web
Pricing
Free
Subscription
Quick highlights
- Ticker pages with tabs for Financials, Statistics, Business Metrics, Forecasts, Dark Pool, Options, Insider, Dividends, and History.
- Real-time options flow feed and unusual activity; options chains available (OPRA-sourced).
- Dark pool & off-exchange trade tape (15‑minute delay).
- Hedge Fund tracker (13F) with institution list (downloadable) and holdings analytics.
- U.S. Congress trading dashboard access.
Community votes (overall)
0% upvotes 0% downvotes
You haven't voted yet
Overlap
Shared focus areas
6 overlapsMutual strengths include Insider Data, 13F, and News plus 3 more areas.
Where they differ
CapEdge
Distinct strengths include:
Improved Filings
Diff View
Filing Sentiment
Transcripts
Institutional Data
13D/13G
Which ETF includes this Stock?
IPO
- 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.
Stocknear
Distinct strengths include:
Screeners
Options & Derivatives
Data Visualizations
Watchlist
Dark Pool & Off-Exchange
ETF Overview
ETF Holdings
ETF Performance
- Ticker pages with tabs for Financials, Statistics, Business Metrics, Forecasts, Dark Pool, Options, Insider, Dividends, and History.
- Real-time options flow feed and unusual activity; options chains available (OPRA-sourced).
- Dark pool & off-exchange trade tape (15‑minute delay).
- Hedge Fund tracker (13F) with institution list (downloadable) and holdings analytics.
Feature-by-feature breakdown
| Attribute | CapEdge | Stocknear |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Insider Data, 13F, News, Alerts, Calendar, Financials Unique: Improved Filings, Diff View, Filing Sentiment, Transcripts, Institutional Data, 13D/13G, Which ETF includes this Stock?, IPO, Secondary Offerings | Shared: Insider Data, 13F, News, Alerts, Calendar, Financials Unique: Screeners, Options & Derivatives, Data Visualizations, Watchlist, Dark Pool & Off-Exchange, ETF Overview, ETF Holdings, ETF Performance, Analyst Price Targets, Analyst Recommendations, Analyst Forecasts, US Government Trades, Dividend, AI, AI Chat |
Asset types Supported asset classes and universes | Stocks, ETFs | Stocks, ETFs, Options |
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 | 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 Stocknear both support?
Both platforms cover Insider Data, 13F, News, 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 Stocknear require subscriptions?
Both CapEdge and Stocknear keep freemium access with optional paid upgrades, so you can trial each platform before committing.
How can you access CapEdge and Stocknear?
Both CapEdge and Stocknear 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 Stocknear stands out for Ticker pages with tabs for Financials, Statistics, Business Metrics, Forecasts, Dark Pool, Options, Insider, Dividends, and History., Real-time options flow feed and unusual activity; options chains available (OPRA-sourced)., and Dark pool & off-exchange trade tape (15‑minute delay)..
Keep exploring
Stay on top of related tools
Browse the categories and profiles that overlap most with this comparison to round out your shortlist.
Related categories
Follow the same themes these tools compete in.
Recommended tools
These profiles share overlapping coverage with both sides of this matchup.
- Fiscal.aiEditor's pickHands-on review
Overlap: Screeners, Data Visualizations, and Watchlist.
ScreenersData VisualizationsWatchlist - Seeking AlphaEditor's pickHands-on review
Overlap: Screeners, Data Visualizations, and Watchlist.
ScreenersData VisualizationsWatchlist - TipRanksEditor's pickHands-on review
Overlap: Screeners, Analyst Forecasts, and Analyst Recommendations.
ScreenersAnalyst ForecastsAnalyst Recommendations - TrendlyneHands-on review
Overlap: Screeners, Analyst Forecasts, and Analyst Price Targets.
ScreenersAnalyst ForecastsAnalyst Price Targets - OpenBB
Overlap: News, IPO, and Dark Pool & Off-Exchange.
NewsIPODark Pool & Off-Exchange - Nasdaq.comHands-on review
Overlap: Screeners, Watchlist, and News.
ScreenersWatchlistNews
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.