CapEdge vs Valuesider comparison

CapEdge focuses on Screeners, Stock Comparison, and Data Visualizations while Valuesider specializes in Screeners, Investor Holdings, and 13F. They overlap in 4 categories, so choose based on your preferred workflow and pricing.

Good news—both CapEdge and Valuesider offer free plans. You can try each platform without commitment and only pay when you need premium features.

Valuesider is more beginner-friendly with an approachable interface. CapEdge is geared toward experienced investors who need advanced analytical tools.

CapEdge has a mobile app so you can check your research on the go. Valuesider is web-only, so you'll need a browser to access it from mobile devices.

Choose CapEdge if you need Web-based research platform focused on US equity capital markets that lets users instantly search SEC EDGAR filings and earnings transcripts, monitor IPOs, and track investor holdings across time; navigation exposes Earnings, IPOs, Transcripts, Investor Holdings and an EDGAR Filing Screener from the homepage., and Advanced EDGAR filing search supports natural-language and keyword queries, filters by ticker, company name, filing type, and date, plus Filing Analysis views that show which companies mention a theme and how its popularity changes over time. Power users can use AND/OR/NOT boolean operators, with search history saved for later reuse.. Go with Valuesider if Browse tracked value-investor (“guru”) portfolios and quarter-by-quarter activity (buys/sells) based on SEC 13F filings., and Free “Holdings Screener” over the aggregated (“grand”) guru portfolio, with filters (e.g., % of grand portfolio, number of gurus, security type) and export to XLSX/XLS/CSV. better fits how you invest.

Both cover Stocks, ETFs, and Funds. CapEdge also includes Bonds. Valuesider adds coverage for Mutual Funds, Closed-End Funds, and Other.

CapEdge offers real-time data feeds, which is essential for active traders. Valuesider uses delayed or end-of-day data, which works fine for longer-term investors who don't need up-to-the-second quotes.

Both platforms let you export data to spreadsheets (CSV, and Excel). This is useful for custom analysis or record-keeping.

Yes, both platforms cater to long-term investors with fundamental analysis tools, valuation metrics, and portfolio tracking features.

Both CapEdge and Valuesider include stock screeners. Try each to see which filtering options and interface you prefer.