VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

View CapEdge View Trendlyne Back to Home

Head-to-head

CapEdge vs Trendlyne 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, 13D/13G, 13F, Which ETF includes this Stock?, and Secondary Offerings coverage that Trendlyne skips.

Trendlyne includes Screeners, Analyst Forecasts, Analyst Price Targets, Analyst Recommendations, Data Visualizations, Options & Derivatives, Portfolio, Watchlist, Backtesting, Investor Holdings, Dividends, Splits, Acquisitions, Scores, Sheets / Excel Add-ins, and Broker Connectors 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..

Trendlyne is known for: Stock screener with over 1,000 parameters, plus prebuilt strategies and optional screener alerts (up to every 15 minutes on premium tiers)., Backtesting at both strategy and stock level, with plan-based limits (from a few hundred to over a thousand annual backtests)., and Consensus estimates platform (“Forecaster”) with historical and real-time views on revenue, EPS, profit, dividends, cash flow, capex, and more..

Trendlyne offers mobile access, which CapEdge skips.

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.

Community votes (overall)

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Trendlyne

trendlyne.com

Hands-on review

Equity research and portfolio platform with coverage of both India and US markets. Screener alerts, backtests, and data downloads are tiered by plan—for example, screener alerts refresh as often as every 15 minutes on Pro/Pro Plus, backtest limits range from 200 to 1200 per year, and data exports expand from 2,000 rows to unlimited. Excel and Google Sheets integration is available on higher plans, with global access on Pro Plus. Broker sync works with major Indian brokers, and transcripts include AI summaries for faster digestion.

Platforms

Web

Mobile

Pricing

Free

Subscription

Quick highlights

Stock screener with over 1,000 parameters, plus prebuilt strategies and optional screener alerts (up to every 15 minutes on premium tiers).
Backtesting at both strategy and stock level, with plan-based limits (from a few hundred to over a thousand annual backtests).
Consensus estimates platform (“Forecaster”) with historical and real-time views on revenue, EPS, profit, dividends, cash flow, capex, and more.
DVM score (Durability-Valuation-Momentum) available with historical charts and exportable to CSV/XLS.
Flexible data downloads to Excel/CSV, with row limits on lower plans and unlimited access on higher tiers.

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Overlap

Shared focus areas

8 overlaps

Mutual strengths include Transcripts, Insider Data, and Institutional Data plus 5 more areas.

Where they differ

CapEdge

Distinct strengths include:

Which ETF includes this Stock?

Secondary Offerings

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.

Trendlyne

Distinct strengths include:

Screeners

Analyst Forecasts

Analyst Price Targets

Analyst Recommendations

Data Visualizations

Options & Derivatives

Portfolio

Watchlist

Stock screener with over 1,000 parameters, plus prebuilt strategies and optional screener alerts (up to every 15 minutes on premium tiers).
Backtesting at both strategy and stock level, with plan-based limits (from a few hundred to over a thousand annual backtests).
Consensus estimates platform (“Forecaster”) with historical and real-time views on revenue, EPS, profit, dividends, cash flow, capex, and more.
DVM score (Durability-Valuation-Momentum) available with historical charts and exportable to CSV/XLS.

Feature-by-feature breakdown

Attribute	CapEdge	Trendlyne
Categories Which research workflows each platform targets	Shared: Transcripts, Insider Data, Institutional Data, News, Alerts, Calendar, IPO, Financials Unique: Improved Filings, Diff View, Filing Sentiment, 13D/13G, 13F, Which ETF includes this Stock?, Secondary Offerings	Shared: Transcripts, Insider Data, Institutional Data, News, Alerts, Calendar, IPO, Financials Unique: Screeners, Analyst Forecasts, Analyst Price Targets, Analyst Recommendations, Data Visualizations, Options & Derivatives, Portfolio, Watchlist, Backtesting, Investor Holdings, Dividends, Splits, Acquisitions, Scores, Sheets / Excel Add-ins, Broker Connectors
Asset types Supported asset classes and universes	Stocks, ETFs	Stocks, Mutual Funds, Options, Futures
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	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 Stock screener with over 1,000 parameters, plus prebuilt strategies and optional screener alerts (up to every 15 minutes on premium tiers). Backtesting at both strategy and stock level, with plan-based limits (from a few hundred to over a thousand annual backtests). Consensus estimates platform (“Forecaster”) with historical and real-time views on revenue, EPS, profit, dividends, cash flow, capex, and more. DVM score (Durability-Valuation-Momentum) available with historical charts and exportable to CSV/XLS. Flexible data downloads to Excel/CSV, with row limits on lower plans and unlimited access on higher tiers. Excel Connect and Google Sheets add-ins to pull live data directly into spreadsheets—available by plan, with full India+US coverage on Pro Plus.
Tested Verified by hands-on testing inside Find My Moat	Yes	Yes
Editor pick Featured inside curated shortlists	Highlighted	Standard listing

Frequently Asked Questions

Which workflows do CapEdge and Trendlyne both support?

Both platforms cover Transcripts, Insider Data, Institutional Data, News, Alerts, Calendar, IPO, and Financials workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do CapEdge and Trendlyne require subscriptions?

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

Which tool has mobile access?

Trendlyne 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 Trendlyne stands out for Stock screener with over 1,000 parameters, plus prebuilt strategies and optional screener alerts (up to every 15 minutes on premium tiers)., Backtesting at both strategy and stock level, with plan-based limits (from a few hundred to over a thousand annual backtests)., and Consensus estimates platform (“Forecaster”) with historical and real-time views on revenue, EPS, profit, dividends, cash flow, capex, and more..

Keep exploring

Stay on top of related tools

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