★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool details checked August 4, 2026
Tool Comparison
CapEdge vs Tegus
Pick CapEdge if
CapEdge
Free · Web · Mobile
- You'd rather start free and only pay if you outgrow it
- Delayed quotes won't cut it; you need real-time data
- You care about screeners, stock comparison, and diff view, things Tegus doesn't offer
Pick Tegus if
Tegus
From $69/mo · Web · Mobile
- You care about research templates, AI research, and sheets / excel add-ins, things CapEdge doesn't offer
- 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 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
- Free plan
- CapEdge
- Broader coverage
- CapEdge18 vs 8 categories
- Real-time data
- CapEdge
- Asset coverage
- CapEdgeAdds ETFs and bonds
- Beginner friendly
- Tegus
See for yourself
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.ShowHide
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free | From $69/mo |
Free tier | Yes | No |
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 |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +6 more | — |
Categories covered | 18 | 8 |
Regions | North America | — |
| Data & capabilities | ||
Data quality | Latency: Real-time | Latency: 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 it | Visit CapEdge | Visit Tegus |
Where each one shines
What CapEdge and Tegus each do best.ShowHide
Where each one shines
What CapEdge and Tegus each do best.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 Tegus does best
- Search tools across a Tegus Expert Insights library positioned at 250,000+ proprietary interviews, with some 2026 materials referencing 260,000+ expert transcripts.
- Commission custom expert calls with pre-qualified experts and human-led or AI interviewer options where available.
- AlphaSense Generative Search, Deep Research, workflow agents, AI summaries, topic tagging, and synthesis across transcripts, filings, financial data, broker research, and market intelligence.
- Search tools across company filings and transcripts with watchlists, email alerts, downloadable tables, historical table comparisons, and filing workflow tools.
- 4,000+ pre-built global fundamental models, analyst-built Excel models, DCF, LBO, M&A templates, and one-click updates through the Tegus Excel Add-in.
Every detail we compared
Every tracked attribute for CapEdge and Tegus, side by side.ShowHide
Every detail we compared
Every tracked attribute for CapEdge and Tegus, side by side.| Attribute | ||
|---|---|---|
| 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.
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.ShowHide
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.| Tier | ||
|---|---|---|
| Free plan | Free | — |
| Entry paid plan | — | $69/mo“BamSEC Pro” |
| Top plan | — | Subscription |
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.
Is CapEdge or Tegus free to use?
CapEdge has a free tier, so you can get started without paying anything. Tegus is paid-only. If budget matters, start with CapEdge and see how far it takes you before opening your wallet.
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.
Keep researching
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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.