VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

View CapEdge View The Zen of Investing Back to Home

Head-to-head

CapEdge vs The Zen of Investing comparison

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

Quick takeaways

CapEdge adds Improved Filings, Diff View, Filing Sentiment, Transcripts, Insider Data, Institutional Data, 13D/13G, 13F, Which ETF includes this Stock?, News, Alerts, IPO, Secondary Offerings, and Financials coverage that The Zen of Investing skips.

The Zen of Investing includes Spin-offs, and Blogs 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..

The Zen of Investing is known for: Covers U.S. spinoffs and select international cases, with a clear focus on special situations., “Upcoming Spinoffs” list tracks definitively announced events, often with links to presentations and filings., and “Recent Spinoffs” page compiles completed transactions, including prospectuses and investor decks..

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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The Zen of Investing

thezenofinvesting.com

A free, niche site dedicated to spinoffs and special situations. It maintains curated lists of upcoming and recent spinoffs, often linking directly to investor decks, prospectuses, and filings. The site also offers RSS feeds for SEC prospectus and tender-offer filings, making it a useful resource for event-driven investors. No subscriptions, paywalls, or API access are offered.

Platforms

Web

Pricing

Free

Quick highlights

Covers U.S. spinoffs and select international cases, with a clear focus on special situations.
“Upcoming Spinoffs” list tracks definitively announced events, often with links to presentations and filings.
“Recent Spinoffs” page compiles completed transactions, including prospectuses and investor decks.
Archives investor-relations PDFs from major spinoff companies, such as DuPont or GE Vernova.
Publishes RSS feeds that surface SEC prospectus and tender-offer filings for easy monitoring.

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Overlap

Shared focus areas

1 overlap

Both tools cover this research theme.

Calendar

Where they differ

CapEdge

Distinct strengths include:

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.

The Zen of Investing

Distinct strengths include:

Spin-offs

Blogs

Covers U.S. spinoffs and select international cases, with a clear focus on special situations.
“Upcoming Spinoffs” list tracks definitively announced events, often with links to presentations and filings.
“Recent Spinoffs” page compiles completed transactions, including prospectuses and investor decks.
Archives investor-relations PDFs from major spinoff companies, such as DuPont or GE Vernova.

Feature-by-feature breakdown

Attribute	CapEdge	The Zen of Investing
Categories Which research workflows each platform targets	Shared: Calendar Unique: Improved Filings, Diff View, Filing Sentiment, Transcripts, Insider Data, Institutional Data, 13D/13G, 13F, Which ETF includes this Stock?, News, Alerts, IPO, Secondary Offerings, Financials	Shared: Calendar Unique: Spin-offs, Blogs
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
Pricing High-level pricing models	Free	Free
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 Covers U.S. spinoffs and select international cases, with a clear focus on special situations. “Upcoming Spinoffs” list tracks definitively announced events, often with links to presentations and filings. “Recent Spinoffs” page compiles completed transactions, including prospectuses and investor decks. Archives investor-relations PDFs from major spinoff companies, such as DuPont or GE Vernova. Publishes RSS feeds that surface SEC prospectus and tender-offer filings for easy monitoring. Simple, free access with a contact form for inquiries; no paid plans or gated features.
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 The Zen of Investing both support?

Both platforms cover Calendar workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do CapEdge and The Zen of Investing require subscriptions?

Both CapEdge and The Zen of Investing keep freemium access with optional paid upgrades, so you can trial each platform before committing.

How can you access CapEdge and The Zen of Investing?

Both CapEdge and The Zen of Investing 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 The Zen of Investing stands out for Covers U.S. spinoffs and select international cases, with a clear focus on special situations., “Upcoming Spinoffs” list tracks definitively announced events, often with links to presentations and filings., and “Recent Spinoffs” page compiles completed transactions, including prospectuses and investor decks..

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