BEST INVESTING TOOLS COMPARISON

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Checked September 24, 2026

Tool Comparison

CapEdge vs Tegus

Paid from
—
Free plan
Yes
Platforms
Web, Mobile

Best if

  • Delayed quotes won't cut it; you need real-time data
  • You want screeners, stock comparison, and diff view.
  • You're a long-term investor who cares more about fundamentals than headlines
Paid from
$69/mo
Free plan
Yes
Platforms
Web, Mobile

Best if

  • You want research templates, AI research, and sheets / excel add-ins.
  • You're newer to investing and want something approachable

Pick CapEdge if

CapEdge logo

CapEdge

capedge.comTested

Free · Web · Mobile

  • Delayed quotes won't cut it; you need real-time data
  • You want screeners, stock comparison, and diff view.
  • You're a long-term investor who cares more about fundamentals than headlines

Pick Tegus if

Tegus logo

Tegus

tegus.com

Free • From $828/yr · Web · Mobile

  • You want research templates, AI research, and sheets / excel add-ins.
  • You're newer to investing and want something approachable

Skip both if: Neither one clicks with how you research; there are strong third options.

See alternatives

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Not set on either one? See the top 50 tools, ranked by user votes, or the deals page for big discounts on popular tools.

Our take

The bottom line

CapEdge and Tegus cover a lot of the same ground (5 shared categories, including data visualizations, financials, and improved filings), so for the basics you won't go far wrong with either. CapEdge simply does more: 18 categories to Tegus's 8, including screeners, stock comparison, and diff view. Tegus counters by keeping things simpler.

What readers say

CapEdge

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Tegus

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Key differences at a glance

Real-time data
CapEdge
Broader coverage
CapEdge18 vs 8 categories
Asset coverage
CapEdgeAdds ETFs and bonds
Beginner friendly
Tegus
Free plan
Both
See the full side-by-side table
CapEdge logo

What CapEdge does best

  1. Search tools across SEC filings and earnings transcripts with company, ticker, form type, date, keyword, natural-language, and boolean-style filters.
  2. Filing-analysis views to see which companies mention a theme and how that theme changes across filings over time.
  3. 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.
  4. 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.
  5. 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.
Tegus logo

What Tegus does best

  1. Search more than 300,000 investor-led insights covering over 29,000 companies.
  2. Commission custom calls with pre-qualified experts.
  3. Use AlphaSense Generative Search, Deep Research, workflow agents, summaries, and topic tags across transcripts, filings, financial data, broker research, and market intelligence.
  4. Search across company filings and transcripts with watchlists, email alerts, downloadable tables, historical table comparisons, and filing workflow tools.
  5. Use more than 4,000 pre-built Canalyst models, Excel models, DCF, LBO, and M&A templates through the Tegus Excel Add-in.

Side by side

Attribute
Pricing & plans
Starting price
Free
Free • From $828/yr
Free tier
Yes
Yes
Free trial
—
—
Platforms & access
Web app
Yes
Yes
Mobile app
Yes
Yes
API access
No
No
Broker sync
—
No
Integrations
Deal Roadshow
Excel Add-in
Coverage & data
Asset types
StocksETFsBondsFunds
Stocks
Target audience
Retail TradersPro RetailInstitutional InvestorsLong-term InvestorsValue InvestorsGrowth InvestorsAnalystsStudents/Researchers
Not specified
Data freshness
Real-time
End of Day
Data granularity
Not specified
EOD
Export formats
CSVExcel
Excel

Pricing comparison

Tier
CapEdgeCheaper start
Free plan
Free
Free“BamSEC Free”
Entry paid plan
—
$828/yr≈ $69/mo“BamSEC Pro”
Custom / enterprise
—
Contact sales“AlphaSense Tegus Expert Insights”

See for yourself

Side by side

Price, platforms, data, and market coverage.
Show
Side-by-side comparison of CapEdge and Tegus
Attribute
CapEdge logo
CapEdge
Tegus logo
Tegus
Pricing & plans
Starting price
FreeFree • From $828/yr
Free tier
YesYes
Free trial
——
Platforms & access
Web app
YesYes
Mobile app
YesYes
API access
NoNo
Broker sync
—No
Integrations
Deal RoadshowExcel Add-in
Audience & fit
Experience level
Intermediate, AdvancedBeginner, Intermediate, Advanced
Best for
Retail Traders, Pro Retail +6 more—
Categories covered
188
Regions
North America—
Data & capabilities
Data quality
Latency: Real-timeLatency: End of Day and Granularity: EOD
Data partners
3 partners: SEC EDGAR, Financial Modeling Prep +1 more—
Capabilities
—AI summaries: Transcripts
Security
—Status page
Try itVisit CapEdgeVisit Tegus

Standout features

The best features of CapEdge and Tegus.
Show
CapEdge logo

What CapEdge does best

  1. Search tools across SEC filings and earnings transcripts with company, ticker, form type, date, keyword, natural-language, and boolean-style filters.
  2. Filing-analysis views to see which companies mention a theme and how that theme changes across filings over time.
  3. 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.
  4. 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.
  5. 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.
Tegus logo

What Tegus does best

  1. Search more than 300,000 investor-led insights covering over 29,000 companies.
  2. Commission custom calls with pre-qualified experts.
  3. Use AlphaSense Generative Search, Deep Research, workflow agents, summaries, and topic tags across transcripts, filings, financial data, broker research, and market intelligence.
  4. Search across company filings and transcripts with watchlists, email alerts, downloadable tables, historical table comparisons, and filing workflow tools.
  5. Use more than 4,000 pre-built Canalyst models, Excel models, DCF, LBO, and M&A templates through the Tegus Excel Add-in.

All details

Every attribute we track for CapEdge and Tegus.
Show
Attribute
CapEdge logo
CapEdge
Tegus logo
Tegus
Coverage & fit
Asset types
StocksETFsBondsFunds
Stocks
Experience
IntermediateAdvanced
BeginnerIntermediateAdvanced
Target audience
Retail TradersPro RetailInstitutional InvestorsLong-term InvestorsValue InvestorsGrowth InvestorsAnalystsStudents/Researchers
Not specified
Regions
North America
Not specified
Coverage details
Countries: USIdentifiers: Ticker and CIK
Identifiers: Ticker
Data
Data freshness
Real-time
End 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
Excel Add-in
Export formats
CSVExcel
Excel
Plans & trust
Security & compliance
Not specified
Status page
Capability signals
Not specified
AI summaries: Transcripts
Vendor & support
Finsight Group Inc.Country: USFounded 2012Support: Email and Phone
AlphaSense, Inc. / TegusCountry: United StatesSupport: Email
Curation ratings
Not specified
Methodology 4/5Reliability 5/5UX 4/5

Green tags are exclusive to that tool in this comparison.

Pricing

Plans, billing, free trials, and monthly prices.
Show
Plan-by-plan pricing comparison of CapEdge and Tegus
Tier
CapEdge logo
CapEdgeCheaper start
Tegus logo
Tegus
Free plan
Free
Free“BamSEC Free”
Entry paid plan—
$828/yr≈ $69/mo“BamSEC Pro”
Custom / enterprise—
Contact sales“AlphaSense Tegus Expert Insights”

Questions we keep getting

What's the difference between CapEdge and Tegus?

CapEdge leans toward screeners, stock comparison, and data visualizations, while Tegus puts more weight on transcripts, improved filings, and financials. They overlap in 5 categories, so for most people it comes down to workflow preference and price.

How much do CapEdge and Tegus cost?

Good news: both CapEdge and Tegus 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 Tegus?

Tegus is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.

Should I choose CapEdge or Tegus?

It depends on what you're after. Pick CapEdge if screeners and stock comparison matter to you; go with Tegus if you'd rather have research templates and AI research. And if you only need the basics both share, let price decide.

What asset classes do CapEdge and Tegus cover?

Both cover stocks. CapEdge also handles ETFs, bonds, and funds.

Does CapEdge or Tegus have real-time data?

CapEdge offers real-time data, which matters if you trade actively. Tegus runs on delayed or end-of-day data, which is perfectly fine for longer-term investors who don't live and die by the tick.

Can I export data from CapEdge and Tegus?

Yes, both export to spreadsheets (Excel), which is handy if you like running your own numbers.

Which has a better stock screener: CapEdge or Tegus?

CapEdge has a stock screener for surfacing ideas; Tegus 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.