VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, December 7, 2025

Tool Comparison

CapEdge vs Zacks (Zacks.com) comparison

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

Quick takeaways

CapEdge adds Stock Comparison, Data Visualizations, Financials, Improved Filings, Diff View, Filing Sentiment, Investor Holdings, Institutional Data, Insider Data, Short Interest, 13F, 13D/13G, Which ETF includes this Stock?, IPO, and Secondary Offerings coverage that Zacks (Zacks.com) skips.

Zacks (Zacks.com) includes ETF Screeners, Watchlist, Portfolio, Scores, Analyst Forecasts, Analyst Price Targets, and ETF Performance categories that CapEdge omits.

In depth comparison

CapEdge

capedge.com

Editor’s pick Hands-on review

Free web platform from Finsight for researching US equity capital markets: search millions of SEC EDGAR filings and earnings transcripts, monitor IPOs, and track institutional and insider holdings, ETF exposure and short interest with real-time filing email alerts. Full functionality (alerts, dashboards, holdings, short interest, ETF tables) requires a free registered account; official materials describe only a web UI and do not advertise a public CapEdge API.

Platforms

WebMobile

Pricing

Free

Quick highlights

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.
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.
Improved filing reader for most SEC forms (10-K, 10-Q, 8-K, 6-K, S-1, F-1, S-4, 20-F, 40-F, DEF 14A, etc.) including similar-filing navigation, customizable font and size, side table-of-contents, and advanced content analysis such as sentiment scores, readability measures, and lists of new and removed words across successive filings.
Diff viewer for financial filings highlights changes between successive 10-K/10-Q documents, coloring removed text in one color and new text in another, and attempting to align similar data-table rows across filings to make numeric changes easier to spot.
Real-time filing alerts: CapEdge sends email alerts for new filings from favorite companies and for favorite searches, typically within about a minute of SEC EDGAR submission; users can restrict alerts by filing groups (financial reports, company news, registrations/prospectuses, proxies, or specific form types), and emails include the full main filing text or the relevant press release exhibit.

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Zacks (Zacks.com)

zacks.com

Hands-on review

Equity and fund research platform best known for the Zacks Rank system, Style Scores, and detailed earnings analysis. Free users get access to basic screeners and research pages, while Premium unlocks the full #1 Rank list, Equity Research Reports, and 45+ premium screens. The Earnings ESP filter is exclusive to Premium, and Zacks Ultimate bundles all of the firm’s private portfolios. The mobile app includes subscriber alerts and real-time ECN quotes.

Platforms

WebMobile

Pricing

FreeSubscription

Quick highlights

Zacks Rank system (#1–#5) and Zacks Industry Rank shown on company pages.
Style Scores across Value, Growth, and Momentum factors.
Stock, ETF, and mutual fund screeners with hundreds of filters.
Per-ticker pages with analyst forecasts, price targets, and earnings estimates.
Unique Price-Consensus-EPS Surprise charts that map historical estimate accuracy and surprises.

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Where they differ

CapEdge

Distinct strengths include:

Stock Comparison Data Visualizations Financials Improved Filings Diff View Filing Sentiment Investor Holdings Institutional Data

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.
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.
Improved filing reader for most SEC forms (10-K, 10-Q, 8-K, 6-K, S-1, F-1, S-4, 20-F, 40-F, DEF 14A, etc.) including similar-filing navigation, customizable font and size, side table-of-contents, and advanced content analysis such as sentiment scores, readability measures, and lists of new and removed words across successive filings.
Diff viewer for financial filings highlights changes between successive 10-K/10-Q documents, coloring removed text in one color and new text in another, and attempting to align similar data-table rows across filings to make numeric changes easier to spot.

Zacks (Zacks.com)

Distinct strengths include:

ETF Screeners Watchlist Portfolio Scores Analyst Forecasts Analyst Price Targets ETF Performance

Zacks Rank system (#1–#5) and Zacks Industry Rank shown on company pages.
Style Scores across Value, Growth, and Momentum factors.
Stock, ETF, and mutual fund screeners with hundreds of filters.
Per-ticker pages with analyst forecasts, price targets, and earnings estimates.

Feature-by-feature breakdown

Attribute	CapEdge	Zacks (Zacks.com)
Categories Which research workflows each platform targets	Shared: Screeners, Transcripts, ETF Overview, ETF Holdings, News, Alerts, Calendar Unique: Stock Comparison, Data Visualizations, Financials, Improved Filings, Diff View, Filing Sentiment, Investor Holdings, Institutional Data, Insider Data, Short Interest, 13F, 13D/13G, Which ETF includes this Stock?, IPO, Secondary Offerings	Shared: Screeners, Transcripts, ETF Overview, ETF Holdings, News, Alerts, Calendar Unique: ETF Screeners, Watchlist, Portfolio, Scores, Analyst Forecasts, Analyst Price Targets, ETF Performance
Asset types Supported asset classes and universes	Stocks, ETFs, Bonds, Funds	Stocks, ETFs, Mutual Funds
Experience levels Who each product is built for	Intermediate, Advanced	Beginner, Intermediate, Advanced
Platforms Where you can access the product	Web, Mobile	Web, Mobile
Pricing High-level pricing models	Free	Free, Subscription
Key features Core capabilities called out by each vendor	Unique 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. 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. Improved filing reader for most SEC forms (10-K, 10-Q, 8-K, 6-K, S-1, F-1, S-4, 20-F, 40-F, DEF 14A, etc.) including similar-filing navigation, customizable font and size, side table-of-contents, and advanced content analysis such as sentiment scores, readability measures, and lists of new and removed words across successive filings. Diff viewer for financial filings highlights changes between successive 10-K/10-Q documents, coloring removed text in one color and new text in another, and attempting to align similar data-table rows across filings to make numeric changes easier to spot. Real-time filing alerts: CapEdge sends email alerts for new filings from favorite companies and for favorite searches, typically within about a minute of SEC EDGAR submission; users can restrict alerts by filing groups (financial reports, company news, registrations/prospectuses, proxies, or specific form types), and emails include the full main filing text or the relevant press release exhibit. Favorites system and personal dashboard allow users to star companies and searches, organize them into folders with separate notification settings, browse search history, and manage alert preferences; users can annotate filings and maintain private or shared notes tied to filings and tickers.	Unique Zacks Rank system (#1–#5) and Zacks Industry Rank shown on company pages. Style Scores across Value, Growth, and Momentum factors. Stock, ETF, and mutual fund screeners with hundreds of filters. Per-ticker pages with analyst forecasts, price targets, and earnings estimates. Unique Price-Consensus-EPS Surprise charts that map historical estimate accuracy and surprises. Earnings Calendar with upcoming and historical quarterly results.
Tested Verified by hands-on testing inside Find My Moat	Yes	Yes
Editor pick Featured inside curated shortlists	Highlighted	Standard listing

Frequently Asked Questions

Which workflows do CapEdge and Zacks (Zacks.com) both support?

Both platforms cover Screeners, Transcripts, ETF Overview, ETF Holdings, News, Alerts, and Calendar workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do CapEdge and Zacks (Zacks.com) require subscriptions?

Both CapEdge and Zacks (Zacks.com) keep freemium access with optional paid upgrades, so you can trial each platform before committing.

How can you access CapEdge and Zacks (Zacks.com)?

Both CapEdge and Zacks (Zacks.com) support web and mobile access, making it easy to keep tabs on research away from the desk.

What unique strengths set the two platforms apart?

CapEdge differentiates itself with 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., 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., and Improved filing reader for most SEC forms (10-K, 10-Q, 8-K, 6-K, S-1, F-1, S-4, 20-F, 40-F, DEF 14A, etc.) including similar-filing navigation, customizable font and size, side table-of-contents, and advanced content analysis such as sentiment scores, readability measures, and lists of new and removed words across successive filings., whereas Zacks (Zacks.com) stands out for Zacks Rank system (#1–#5) and Zacks Industry Rank shown on company pages., Style Scores across Value, Growth, and Momentum factors., and Stock, ETF, and mutual fund screeners with hundreds of filters..

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