VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

View CapEdgeView TegusBack to Home

Head-to-head

CapEdge vs Tegus comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

CapEdge adds Diff View, Filing Sentiment, Insider Data, Institutional Data, 13D/13G, 13F, Which ETF includes this Stock?, News, Calendar, IPO, and Secondary Offerings coverage that Tegus skips.

Tegus includes Data Visualizations, AI, and Sheets / Excel Add-ins 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..

Tegus is known for: Extensive expert-call transcript library with more than 100,000 transcripts, growing by 2,500 new calls each month and covering 36,000+ public and private companies., AI-generated summaries and topic tagging to help navigate transcripts quickly., and Expert Calls service allows users to commission custom interviews, with flat, transparent pricing and no credit system..

CapEdge has a free tier, while Tegus requires a paid plan.

Tegus offers mobile access, which CapEdge skips.

CapEdge logo

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.

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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Tegus logo

Tegus

tegus.com

Tegus is a unified research platform that blends expert-call transcripts, SEC filings, financial models, and benchmarking dashboards into one workflow. It features AI-generated transcript summaries, advanced filing search, and pre-built industry comps. Analyst-built Excel models integrate directly via an add-in, and the platform offers a transparent Expert Calls service for custom interviews. Subscriptions are seat or enterprise-based through AlphaSense, with free trials available but no public pricing.

Platforms

Web
Mobile

Pricing

Subscription

Quick highlights

  • Extensive expert-call transcript library with more than 100,000 transcripts, growing by 2,500 new calls each month and covering 36,000+ public and private companies.
  • AI-generated summaries and topic tagging to help navigate transcripts quickly.
  • Expert Calls service allows users to commission custom interviews, with flat, transparent pricing and no credit system.
  • Company Filings module enables cross-document search, email alerts, watchlists, downloadable tables, and historical table comparisons.
  • Financial Models library with analyst-built Excel models, pre-set templates (DCF, LBO, M&A), and one-click updates through the Tegus Excel Add-in.

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Overlap

Shared focus areas

4 overlaps

Mutual strengths include Improved Filings, Transcripts, and Alerts plus 1 more area.

Where they differ

CapEdge

Distinct strengths include:

Diff View
Filing Sentiment
Insider Data
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.

Tegus

Distinct strengths include:

Data Visualizations
AI
Sheets / Excel Add-ins
  • Extensive expert-call transcript library with more than 100,000 transcripts, growing by 2,500 new calls each month and covering 36,000+ public and private companies.
  • AI-generated summaries and topic tagging to help navigate transcripts quickly.
  • Expert Calls service allows users to commission custom interviews, with flat, transparent pricing and no credit system.
  • Company Filings module enables cross-document search, email alerts, watchlists, downloadable tables, and historical table comparisons.

Feature-by-feature breakdown

AttributeCapEdgeTegus
Categories

Which research workflows each platform targets

Shared: Improved Filings, Transcripts, Alerts, Financials

Unique: Diff View, Filing Sentiment, Insider Data, Institutional Data, 13D/13G, 13F, Which ETF includes this Stock?, News, Calendar, IPO, Secondary Offerings

Shared: Improved Filings, Transcripts, Alerts, Financials

Unique: Data Visualizations, AI, Sheets / Excel Add-ins

Asset types

Supported asset classes and universes

Stocks, ETFs

Stocks

Experience levels

Who each product is built for

Beginner, Intermediate, Advanced

Beginner, Intermediate, Advanced

Platforms

Where you can access the product

Web

Web, Mobile

Pricing

High-level pricing models

Free

Subscription

Key features

Core capabilities called out by each vendor

Unique

  • 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.
  • ETF exposure lookup tool answering: 'Which ETFs hold this stock?' using NPORT-P filings.

Unique

  • Extensive expert-call transcript library with more than 100,000 transcripts, growing by 2,500 new calls each month and covering 36,000+ public and private companies.
  • AI-generated summaries and topic tagging to help navigate transcripts quickly.
  • Expert Calls service allows users to commission custom interviews, with flat, transparent pricing and no credit system.
  • Company Filings module enables cross-document search, email alerts, watchlists, downloadable tables, and historical table comparisons.
  • Financial Models library with analyst-built Excel models, pre-set templates (DCF, LBO, M&A), and one-click updates through the Tegus Excel Add-in.
  • Comps & Benchmarking dashboards across 55+ industries, featuring sector-specific KPIs sourced and verified by analysts and technology.
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 Tegus both support?

Both platforms cover Improved Filings, Transcripts, Alerts, and Financials workflows, so you can research those use cases in either tool before digging into the feature differences below.

Which tool offers a free plan?

CapEdge offers a free entry point, while Tegus requires a paid subscription. Review the pricing table to see how the paid tiers compare.

Which tool has mobile access?

Tegus ships a dedicated mobile experience, while CapEdge focuses on web or desktop access.

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 Tegus stands out for Extensive expert-call transcript library with more than 100,000 transcripts, growing by 2,500 new calls each month and covering 36,000+ public and private companies., AI-generated summaries and topic tagging to help navigate transcripts quickly., and Expert Calls service allows users to commission custom interviews, with flat, transparent pricing and no credit system..

Keep exploring

Stay on top of related tools

Browse the categories and profiles that overlap most with this comparison to round out your shortlist.

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.