CapEdge adds Improved Filings, Diff View, Filing Sentiment, Transcripts, Insider Data, 13D/13G, Which ETF includes this Stock?, News, Calendar, IPO, Secondary Offerings, and Financials coverage that Yellowbrick Investing skips.
VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
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Monday, October 6, 2025
Head-to-head
CapEdge vs Yellowbrick Investing comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
Yellowbrick Investing includes Stock Ideas, Screeners, Investor Holdings, and Newsletters 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..
Yellowbrick Investing is known for: Aggregated stock pitches with powerful filters: search by ticker, sector, valuation metrics, price targets, dividends, sentiment, geography, and more., Elite Investor Feeds curate trades and ideas from top-performing investors, complete with displayed average returns., and Hedge Fund Watcher tracks 13F filings and fund trades, with premium features such as leaderboards, model portfolios, and fund-level performance stats..
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.
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Yellowbrick Investing
joinyellowbrick.com
Aggregates stock pitches and hedge fund holdings into a searchable platform. The free tier gives access to delayed ideas and limited data, while Premium unlocks real-time investor feeds, professional fund portfolios, enhanced filters, investor return stats, and the live Yellowbrick Premium Portfolio with trade alerts. A separate “CEO Watcher Premium” subscription tracks insider activity.
Platforms
Web
Pricing
Free
Subscription
Quick highlights
- Aggregated stock pitches with powerful filters: search by ticker, sector, valuation metrics, price targets, dividends, sentiment, geography, and more.
- Elite Investor Feeds curate trades and ideas from top-performing investors, complete with displayed average returns.
- Hedge Fund Watcher tracks 13F filings and fund trades, with premium features such as leaderboards, model portfolios, and fund-level performance stats.
- Premium plan includes full access to all pitches, Premium daily email, Yellowbrick Premium Portfolio, investor return analytics, professional fund portfolios, premium stock-pitch filters, and expanded Hedge Fund Watcher features.
- Free tier limits include ~30-day delays on new hedge-fund stock pitches and restricted access to investor return columns.
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Overlap
Shared focus areas
3 overlapsMutual strengths include Institutional Data, 13F, and Alerts.
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.
Yellowbrick Investing
Distinct strengths include:
- Aggregated stock pitches with powerful filters: search by ticker, sector, valuation metrics, price targets, dividends, sentiment, geography, and more.
- Elite Investor Feeds curate trades and ideas from top-performing investors, complete with displayed average returns.
- Hedge Fund Watcher tracks 13F filings and fund trades, with premium features such as leaderboards, model portfolios, and fund-level performance stats.
- Premium plan includes full access to all pitches, Premium daily email, Yellowbrick Premium Portfolio, investor return analytics, professional fund portfolios, premium stock-pitch filters, and expanded Hedge Fund Watcher features.
Feature-by-feature breakdown
| Attribute | CapEdge | Yellowbrick Investing |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Institutional Data, 13F, Alerts Unique: Improved Filings, Diff View, Filing Sentiment, Transcripts, Insider Data, 13D/13G, Which ETF includes this Stock?, News, Calendar, IPO, Secondary Offerings, Financials | Shared: Institutional Data, 13F, Alerts Unique: Stock Ideas, Screeners, Investor Holdings, Newsletters |
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, 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 Yellowbrick Investing both support?
Both platforms cover Institutional Data, 13F, and Alerts workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do CapEdge and Yellowbrick Investing require subscriptions?
Both CapEdge and Yellowbrick Investing keep freemium access with optional paid upgrades, so you can trial each platform before committing.
How can you access CapEdge and Yellowbrick Investing?
Both CapEdge and Yellowbrick Investing 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 Yellowbrick Investing stands out for Aggregated stock pitches with powerful filters: search by ticker, sector, valuation metrics, price targets, dividends, sentiment, geography, and more., Elite Investor Feeds curate trades and ideas from top-performing investors, complete with displayed average returns., and Hedge Fund Watcher tracks 13F filings and fund trades, with premium features such as leaderboards, model portfolios, and fund-level performance stats..
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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.