VOL. XCIV, NO. 247

★ BEST INVESTING TOOLS COMPARISON ★

NO ADVICE

Thursday, February 19, 2026

Tool Comparison

CapEdge vs WhaleWisdom comparison

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

CapEdge logo

CapEdge

capedge.com

PricingFree
PlatformsWeb, Mobile
Editor's pickHands-on review
WhaleWisdom logo

WhaleWisdom

whalewisdom.com

PricingFree, Subscription
PlatformsWeb, API
Top 50 Investing ToolsThe global ranking of the best investing tools, ranked by community votes.

At a glance

Platforms
CapEdgeWeb, Mobile
WhaleWisdomWeb, API
Categories
CapEdge22
WhaleWisdom4
Pricing details

Tool

CapEdge

Starting price

Free tierYes
Free trial

Plans & pricing

FreeFree

Tool

WhaleWisdom

Starting price

Free tierYes
Free trial

Plans & pricing

FreeFree
PremiumSubscription
APISubscription

Vote sentiment comparison

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Platform details

AttributeCapEdgeWhaleWisdom
Asset types
StocksETFsBondsFunds
StocksETFs
Experience
IntermediateAdvanced
BeginnerIntermediateAdvanced
Regions
North America
North America
Data freshness
Real-time
Not specified
API access
Not specified
REST
Export formats
CSVExcel
CSV

Coverage overlap

Shared categories3

Categories where both tools offer overlapping coverage.

Frequently Asked Questions

What's the difference between CapEdge and WhaleWisdom?

CapEdge focuses on Screeners, Stock Comparison, and Data Visualizations while WhaleWisdom specializes in Institutional Data, 13F, and Investor Holdings. They overlap in 3 categories, so choose based on your preferred workflow and pricing.

How much do CapEdge and WhaleWisdom cost?

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

Which is better for beginners—CapEdge or WhaleWisdom?

WhaleWisdom is more beginner-friendly with an approachable interface. Both can work for intermediate users.

Can I use CapEdge or WhaleWisdom on my phone?

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

Does CapEdge or WhaleWisdom have an API?

WhaleWisdom provides API access for programmatic data retrieval and custom integrations. CapEdge doesn't currently offer an API, so you'll need to use their web interface.

Should I choose CapEdge or WhaleWisdom?

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 WhaleWisdom if Rank hedge fund managers by performance, risk-adjusted returns, and recent filings., and Pull 13F, 13D/G, insider trades, and sector exposures into custom portfolios and alerts. better fits how you invest.

What asset classes do CapEdge and WhaleWisdom cover?

Both cover Stocks, and ETFs. CapEdge also includes Bonds, and Funds.

Does CapEdge or WhaleWisdom have real-time data?

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

Can I export data from CapEdge and WhaleWisdom?

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

Which has a better stock screener—CapEdge or WhaleWisdom?

CapEdge includes a stock screener for finding investment ideas. WhaleWisdom focuses on other analytical tools.

Keep Exploring

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.