CapEdge adds Improved Filings, Diff View, Filing Sentiment, Transcripts, Insider Data, 13D/13G, Which ETF includes this Stock?, Alerts, Calendar, IPO, Secondary Offerings, and Financials coverage that Valuesider skips.
VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Friday, October 31, 2025
Tool Comparison
CapEdge vs Valuesider comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
Valuesider includes Screeners, Investor Holdings, and Blogs categories that CapEdge omits.
In depth comparison
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.
Categories
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)
0% upvotes 0% downvotes
You haven't voted yet
Valuesider
valuesider.com
Free, 13F‑based ‘super‑investor’ explorer with two screeners (holdings & activity), per‑investor portfolios, per‑ticker ownership/activity pages, and basic news feeds. Exports to CSV/XLS/XLSX; provides embeddable charts. Transparent about 13F caveats (delay, options/bonds coverage limits) and split adjustments; includes direct SEC report links for verification.
Platforms
Web
Pricing
Free
Quick highlights
- Super‑investor hub: browse portfolios of well‑known value investors (Buffett, Ackman, Klarman, etc.) with top holdings and recent activity.
- Holdings Screener (free): filter by % of grand portfolio, # of gurus, security type, values, and more; export CSV/XLS/XLSX.
- Activity Screener (free): filter buys/sells by period (last Q, last 2/4 Qs or latest N reports) and by security type; export CSV/XLS/XLSX.
- Per‑ticker ‘Ownership’ & ‘Activity’ pages that aggregate which gurus hold or changed a position.
- Embeddable historical ownership charts for tickers (auto‑updating ‘Top holders’ widget).
Community votes (overall)
0% upvotes 0% downvotes
You haven't voted yet
Where they differ
CapEdge
Distinct strengths include:
Improved FilingsDiff ViewFiling SentimentTranscriptsInsider Data13D/13GWhich ETF includes this Stock?Alerts
- 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.
Valuesider
Distinct strengths include:
- Super‑investor hub: browse portfolios of well‑known value investors (Buffett, Ackman, Klarman, etc.) with top holdings and recent activity.
- Holdings Screener (free): filter by % of grand portfolio, # of gurus, security type, values, and more; export CSV/XLS/XLSX.
- Activity Screener (free): filter buys/sells by period (last Q, last 2/4 Qs or latest N reports) and by security type; export CSV/XLS/XLSX.
- Per‑ticker ‘Ownership’ & ‘Activity’ pages that aggregate which gurus hold or changed a position.
Feature-by-feature breakdown
| Attribute | CapEdge | Valuesider |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Institutional Data, 13F, News Unique: Improved Filings, Diff View, Filing Sentiment, Transcripts, Insider Data, 13D/13G, Which ETF includes this Stock?, Alerts, Calendar, IPO, Secondary Offerings, Financials | Shared: Institutional Data, 13F, News Unique: Screeners, Investor Holdings, Blogs |
Asset types Supported asset classes and universes | Stocks, ETFs | Stocks, ETFs |
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
| Unique
|
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 Valuesider both support?
Both platforms cover Institutional Data, 13F, and News workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do CapEdge and Valuesider require subscriptions?
Both CapEdge and Valuesider keep freemium access with optional paid upgrades, so you can trial each platform before committing.
How can you access CapEdge and Valuesider?
Both CapEdge and Valuesider 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 Valuesider stands out for Super‑investor hub: browse portfolios of well‑known value investors (Buffett, Ackman, Klarman, etc.) with top holdings and recent activity., Holdings Screener (free): filter by % of grand portfolio, # of gurus, security type, values, and more; export CSV/XLS/XLSX., and Activity Screener (free): filter buys/sells by period (last Q, last 2/4 Qs or latest N reports) and by security type; export CSV/XLS/XLSX..
Keep exploring
Keep exploring
Stay on top of related tools
Browse the categories and profiles that overlap most with this comparison to round out your shortlist.
Related categories
Follow the same themes these tools compete in.
Recommended tools
These profiles share overlapping coverage with both sides of this matchup.
- TrendlyneHands-on review
Overlap: Screeners, Investor Holdings, and Alerts.
ScreenersInvestor HoldingsAlerts - Monexa
Overlap: News, Calendar, and Financials.
NewsCalendarFinancials - BamSECEditor's pickHands-on review
Overlap: Screeners, Improved Filings, and Diff View.
ScreenersImproved FilingsDiff View - GuruFocusEditor's pickHands-on review
Overlap: Screeners, Investor Holdings, and News.
ScreenersInvestor HoldingsNews - InsideArbitrage
Overlap: News, Alerts, and Calendar.
NewsAlertsCalendar - Fiscal.aiEditor's pickHands-on review
Overlap: Screeners, Alerts, and Calendar.
ScreenersAlertsCalendar
Curation & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.