CapEdge adds Improved Filings, Diff View, Filing Sentiment, Transcripts, Insider Data, 13D/13G, Which ETF includes this Stock?, News, Alerts, Calendar, IPO, Secondary Offerings, and Financials coverage that WhaleWisdom skips.
VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Monday, October 6, 2025
Head-to-head
CapEdge vs WhaleWisdom comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
WhaleWisdom includes Investor Holdings, and Stock Ideas 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..
WhaleWisdom is known for: Rank hedge fund managers by performance, risk-adjusted returns, and recent filings., Pull 13F, 13D/G, insider trades, and sector exposures into custom portfolios and alerts., and API and bulk downloads available for quantitative workflows and screening..
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
WhaleWisdom
whalewisdom.com
Aggregates 13F filings and insider transactions so investors can follow institutional positioning, build watchlists, and backtest crowding strategies.
Platforms
Web
API
Pricing
Free
Subscription
Quick highlights
- Rank hedge fund managers by performance, risk-adjusted returns, and recent filings.
- Pull 13F, 13D/G, insider trades, and sector exposures into custom portfolios and alerts.
- API and bulk downloads available for quantitative workflows and screening.
- Tools for cloning strategies, monitoring crowding, and tracking portfolio overlaps over time.
Community votes (overall)
0% upvotes 0% downvotes
You haven't voted yet
Overlap
Shared focus areas
2 overlapsMutual strengths include Institutional Data, and 13F.
Where they differ
CapEdge
Distinct strengths include:
Improved Filings
Diff View
Filing Sentiment
Transcripts
Insider Data
13D/13G
Which ETF includes this Stock?
News
- 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.
WhaleWisdom
Distinct strengths include:
- Rank hedge fund managers by performance, risk-adjusted returns, and recent filings.
- Pull 13F, 13D/G, insider trades, and sector exposures into custom portfolios and alerts.
- API and bulk downloads available for quantitative workflows and screening.
- Tools for cloning strategies, monitoring crowding, and tracking portfolio overlaps over time.
Feature-by-feature breakdown
| Attribute | CapEdge | WhaleWisdom |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Institutional Data, 13F Unique: Improved Filings, Diff View, Filing Sentiment, Transcripts, Insider Data, 13D/13G, Which ETF includes this Stock?, News, Alerts, Calendar, IPO, Secondary Offerings, Financials | Shared: Institutional Data, 13F Unique: Investor Holdings, Stock Ideas |
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, API |
Pricing High-level pricing models | Free | Free, Subscription |
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 WhaleWisdom both support?
Both platforms cover Institutional Data, and 13F workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do CapEdge and WhaleWisdom require subscriptions?
Both CapEdge and WhaleWisdom keep freemium access with optional paid upgrades, so you can trial each platform before committing.
How can you access CapEdge and WhaleWisdom?
Both CapEdge and WhaleWisdom 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 WhaleWisdom stands out for Rank hedge fund managers by performance, risk-adjusted returns, and recent filings., Pull 13F, 13D/G, insider trades, and sector exposures into custom portfolios and alerts., and API and bulk downloads available for quantitative workflows and screening..
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.
- GuruFocusEditor's pickHands-on review
Overlap: Stock Ideas, Investor Holdings, and News.
Stock IdeasInvestor HoldingsNews - TrendlyneHands-on review
Overlap: Investor Holdings, Alerts, and Calendar.
Investor HoldingsAlertsCalendar - BamSECEditor's pickHands-on review
Overlap: Improved Filings, Diff View, and Transcripts.
Improved FilingsDiff ViewTranscripts - TipRanksEditor's pickHands-on review
Overlap: Stock Ideas, Financials, and Insider Data.
Stock IdeasFinancialsInsider Data - Financial Modeling Prep (FMP)Editor's pickHands-on review
Overlap: Financials, 13F, and Insider Data.
Financials13FInsider Data - Fiscal.aiEditor's pickHands-on review
Overlap: Alerts, Calendar, and Financials.
AlertsCalendarFinancials
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.