VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

View CapEdge View Unusual Whales Back to Home

Head-to-head

CapEdge vs Unusual Whales 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, Institutional Data, 13D/13G, Which ETF includes this Stock?, IPO, Secondary Offerings, and Financials coverage that Unusual Whales skips.

Unusual Whales includes Screeners, Options & Derivatives, Portfolio, Paper Trading, Dark Pool & Off-Exchange, US Government Trades, APIs & SDKs, Data APIs, Education, and Dividends 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..

Unusual Whales is known for: Live options flow across all US options exchanges, with a status indicator so you know the feed is healthy., Dark-pool tape plus ‘Dark Pool Levels’ to surface recent prints and ticker-specific liquidity zones., and Options and stock screeners with filters for premium, volume, open interest, IV rank, and common technicals..

Unusual Whales 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.

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Unusual Whales

unusualwhales.com

Editor’s pick Hands-on review

Real-time options flow and dark-pool analytics built for active traders. Free plans view delayed data; paid tiers stream live flow, with annual plans unlocking data downloads. The public API is sold separately, and “Periscope” (market-wide SPX exposure) is available as an add-on.

Platforms

Web

Mobile

API

Pricing

Free

Subscription

Quick highlights

Live options flow across all US options exchanges, with a status indicator so you know the feed is healthy.
Dark-pool tape plus ‘Dark Pool Levels’ to surface recent prints and ticker-specific liquidity zones.
Options and stock screeners with filters for premium, volume, open interest, IV rank, and common technicals.
Options Profit Calculator to model multi-leg strategies, Greeks, and payoff P/L.
Paper trading for both stocks and options to test ideas without risk.

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Overlap

Shared focus areas

5 overlaps

Mutual strengths include Insider Data, 13F, and News plus 2 more areas.

Where they differ

CapEdge

Distinct strengths include:

Which ETF includes this Stock?

IPO

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.

Unusual Whales

Distinct strengths include:

Screeners

Options & Derivatives

Portfolio

Paper Trading

Dark Pool & Off-Exchange

US Government Trades

APIs & SDKs

Data APIs

Live options flow across all US options exchanges, with a status indicator so you know the feed is healthy.
Dark-pool tape plus ‘Dark Pool Levels’ to surface recent prints and ticker-specific liquidity zones.
Options and stock screeners with filters for premium, volume, open interest, IV rank, and common technicals.
Options Profit Calculator to model multi-leg strategies, Greeks, and payoff P/L.

Feature-by-feature breakdown

Attribute	CapEdge	Unusual Whales
Categories Which research workflows each platform targets	Shared: Insider Data, 13F, News, Alerts, Calendar Unique: Improved Filings, Diff View, Filing Sentiment, Transcripts, Institutional Data, 13D/13G, Which ETF includes this Stock?, IPO, Secondary Offerings, Financials	Shared: Insider Data, 13F, News, Alerts, Calendar Unique: Screeners, Options & Derivatives, Portfolio, Paper Trading, Dark Pool & Off-Exchange, US Government Trades, APIs & SDKs, Data APIs, Education, Dividends
Asset types Supported asset classes and universes	Stocks, ETFs	Stocks, ETFs, Options
Experience levels Who each product is built for	Beginner, Intermediate, Advanced	Beginner, Intermediate, Advanced
Platforms Where you can access the product	Web	Web, Mobile, API
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 Live options flow across all US options exchanges, with a status indicator so you know the feed is healthy. Dark-pool tape plus ‘Dark Pool Levels’ to surface recent prints and ticker-specific liquidity zones. Options and stock screeners with filters for premium, volume, open interest, IV rank, and common technicals. Options Profit Calculator to model multi-leg strategies, Greeks, and payoff P/L. Paper trading for both stocks and options to test ideas without risk. Portfolio Manager with broker linking for IBKR, tastytrade, Fidelity, and Robinhood.
Tested Verified by hands-on testing inside Find My Moat	Yes	Yes
Editor pick Featured inside curated shortlists	Highlighted	Highlighted

Frequently Asked Questions

Which workflows do CapEdge and Unusual Whales both support?

Both platforms cover Insider Data, 13F, News, Alerts, and Calendar workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do CapEdge and Unusual Whales require subscriptions?

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

Which tool has mobile access?

Unusual Whales 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 Unusual Whales stands out for Live options flow across all US options exchanges, with a status indicator so you know the feed is healthy., Dark-pool tape plus ‘Dark Pool Levels’ to surface recent prints and ticker-specific liquidity zones., and Options and stock screeners with filters for premium, volume, open interest, IV rank, and common technicals..

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