Tool Comparison
CapEdge vs The Ledger Terminal
- Paid from
- —
- Free plan
- Yes
- Platforms
- Web, Mobile
Best if
- Delayed quotes won't cut it; you need real-time data
- You do a lot of your research from your phone
- You want improved filings, diff view, and filing sentiment.
- Paid from
- —
- Free plan
- Yes
- Platforms
- Web
Best if
- You want stock ideas, watchlist, and scores.
- You're newer to investing and want something approachable
Pick CapEdge if
CapEdge
Free · Web · Mobile
- Delayed quotes won't cut it; you need real-time data
- You do a lot of your research from your phone
- You want improved filings, diff view, and filing sentiment.
Pick The Ledger Terminal if
The Ledger Terminal
Free • Paid plans available · Web
- You want stock ideas, watchlist, and scores.
- 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 The Ledger Terminal cover a lot of the same ground (6 shared categories, including screeners, stock comparison, and data visualizations), so for the basics you won't go far wrong with either. CapEdge includes improved filings and diff view, and The Ledger Terminal includes stock ideas and watchlist.
What readers say
CapEdge
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The Ledger Terminal
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Key differences at a glance
- Real-time data
- CapEdge
- Free trial
- The Ledger Terminal7 days
- Mobile app
- CapEdge
- Global coverage
- The Ledger Terminal
- Asset coverage
- CapEdgeAdds ETFs and bonds
- Beginner friendly
- The Ledger Terminal
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 The Ledger Terminal does best
- Direct access to one-page stock tearsheets that combine business description, historical financials, valuation visuals, quality checks, SEC filing links, and relevant news.
- More than 10,000 US stocks, plus UK companies sourced from ESEF filings.
- Review SEC EDGAR-derived financial-statement history with source filing links, automated QA checks, annual and quarterly data, and trailing twelve months where available.
- Log-scale valuation charts to compare price against fair value views such as P/E, P/FCF, P/CF, and P/OE owner earnings.
- Support for applying a 9-point quality checklist covering profitability, growth, capital efficiency, shareholder returns, fair value, and balance-sheet health.
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 • Paid plans available |
Free tier | Yes | Yes |
Free trial | — | 7 days |
Plan limits | — | 7 limits: Free: anonymous daily stock views: 1, Free: authenticated daily stock views: 6 +5 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | No |
API access | No | No |
Broker sync | — | No |
Integrations | Deal Roadshow | SEC EDGAR source links and Third-party financial data |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +6 more | Retail Traders, Pro Retail +7 more |
Categories covered | 18 | 17 |
Regions | North America | North America, Europe |
| Data & capabilities | ||
Data quality | Latency: Real-time | 3 signals: Latency: End of Day, Granularity: EOD +1 more |
Data partners | 3 partners: SEC EDGAR, Financial Modeling Prep +1 more | 3 partners: SEC EDGAR, Third-party financial data +1 more |
Capabilities | — | Universe builder and Factors: Value, Quality, Growth, and Size |
Security | — | Data residency: EU and Other and Encryption in transit |
| Try it | Visit CapEdge | Visit The Ledger Terminal |
Standout features
The best features of CapEdge and The Ledger Terminal.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 The Ledger Terminal does best
- Direct access to one-page stock tearsheets that combine business description, historical financials, valuation visuals, quality checks, SEC filing links, and relevant news.
- More than 10,000 US stocks, plus UK companies sourced from ESEF filings.
- Review SEC EDGAR-derived financial-statement history with source filing links, automated QA checks, annual and quarterly data, and trailing twelve months where available.
- Log-scale valuation charts to compare price against fair value views such as P/E, P/FCF, P/CF, and P/OE owner earnings.
- Support for applying a 9-point quality checklist covering profitability, growth, capital efficiency, shareholder returns, fair value, and balance-sheet health.
All details
Every attribute we track for CapEdge and The Ledger Terminal.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 RetailLong-term InvestorsValue InvestorsQuality InvestorsGrowth InvestorsDividend InvestorsAnalysts+1 more |
Regions | North America | North AmericaEurope |
Coverage details | Countries: USIdentifiers: Ticker and CIK | Countries: US and GBIdentifiers: Ticker |
| Data | ||
Data freshness | Real-time | End of Day |
Data granularity | Not specified | EOD |
Pricing sources | Not specified | VendorModel |
Data partners | SEC EDGARFinancial Modeling PrepBenzinga | SEC EDGARThird-party financial dataFinancial outlets and wire services |
| Access & integrations | ||
Import methods | CSVManual | Manual |
Integrations | Deal Roadshow | SEC EDGAR source linksThird-party financial data |
Export formats | CSVExcel | Excel |
| Plans & trust | ||
Security & compliance | Not specified | Data residency: EU and OtherEncryption in transit |
Capability signals | Not specified | Universe builderFactors: Value, Quality, Growth, and Size |
Vendor & support | Finsight Group Inc.Country: USFounded 2012Support: Email and Phone | The Ledger TerminalCountry: PortugalSupport: 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 | Freeanonymous daily stock views: 1 · authenticated daily stock views: 6 · +2 more |
| Entry paid plan | — | SubscriptionBilled annually“Pro (Annual)”annual renewal usd: 144 · financial history years: 15 · +1 more |
| Free trial | — | 7 days |
Questions we keep getting
What's the difference between CapEdge and The Ledger Terminal?
CapEdge leans toward screeners, stock comparison, and data visualizations, while The Ledger Terminal puts more weight on stock ideas, screeners, and stock comparison. They overlap in 6 categories, so for most people it comes down to workflow preference and price.
How much do CapEdge and The Ledger Terminal cost?
Good news: both CapEdge and The Ledger Terminal 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 The Ledger Terminal?
The Ledger Terminal 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 The Ledger Terminal on my phone?
CapEdge lists a dedicated mobile app, so it travels better. The Ledger Terminal doesn't list a dedicated mobile app; its documented access is web.
Should I choose CapEdge or The Ledger Terminal?
It depends on what you're after. Pick CapEdge if improved filings and diff view matter to you; go with The Ledger Terminal if you'd rather have stock ideas and watchlist. And if you only need the basics both share, let price decide.
What asset classes do CapEdge and The Ledger Terminal cover?
Both cover stocks. CapEdge also handles ETFs, bonds, and funds.
Does CapEdge or The Ledger Terminal have real-time data?
CapEdge offers real-time data, which matters if you trade actively. The Ledger Terminal 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.
Which covers international markets: CapEdge or The Ledger Terminal?
The Ledger Terminal has documented international coverage (North America and Europe), 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 The Ledger Terminal?
Yes, both export to spreadsheets (Excel), which is handy if you like running your own numbers.
Are CapEdge and The Ledger Terminal good for long-term investing?
Yes, both are aimed squarely at long-term investors. Compare their coverage, workflow, and price before assuming they solve the same long-term research job.
Which has a better stock screener: CapEdge or The Ledger Terminal?
Both CapEdge and The Ledger Terminal include stock screeners, and they differ more in interface than raw power; try both and see which one clicks for you.
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