CapEdge vs Yellowbrick Investing comparison

CapEdge focuses on Screeners, Stock Comparison, and Data Visualizations while Yellowbrick Investing specializes in Stock Ideas, Screeners, and Investor Holdings. They overlap in 5 categories, so choose based on your preferred workflow and pricing.

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

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

CapEdge has a mobile app so you can check your research on the go. Yellowbrick Investing 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 Yellowbrick Investing if Aggregated stock pitches with powerful filters: search by ticker, sector, valuation metrics, price targets, dividends, sentiment, geography, and more., and Elite Investor Feeds curate trades and ideas from top-performing investors, complete with displayed average returns. better fits how you invest.

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

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

CapEdge supports data exports to CSV, and Excel. Yellowbrick Investing has more limited export options.

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