CapEdge

What it is

CapEdge is a free web front end to the SEC's EDGAR corpus, run by Finsight Group, a New York capital-markets software company. It began as Docoh, which Finsight bought and renamed in October 2022. You search filings and earnings-call transcripts with boolean operators, proximity and filing-type filters, read a filing with its table of contents beside it, and compare two 10-Ks or 10-Qs as a red-and-green diff. Email alerts fire on a filer (company, fund or person), a keyword query or a folder of favourites.

Around the documents sit tables built from the same filings: 13F, 13D, 13G, Form 144 and N-PORT holdings, including bond and ABS positions; S-1, F-1 and S-11 registrations, IPO pricings and the roadshows currently marketing; recent 10-K, 10-Q and earnings 8-K filings; insider trades; and income statement, balance sheet and cash flow built from XBRL. A share-price page charts daily closes against the S&P 500 and lists brokers' ratings and price targets. Those are other firms' calls, displayed; CapEdge issues no ratings of its own.

Pricing

Free. The homepage says "CapEdge is 100% free", and there is no pricing page and no paid plan. Search works without an account, but since the May 2026 release anonymous visitors see truncated tables: a company's transcript list stops after three rows, and its financial statements stop after gross profit. A free account unlocks the rest.

Data & coverage

SEC registrants only, which includes foreign companies filing 20-Fs and 40-Fs and nothing else from outside the US. The help pages say filings go back to the start of electronic filing in the 1990s. The exception is ownership forms (13F, 3, 4 and 5), which go back only 5–10 years. They also say new filings appear within one to two minutes of reaching EDGAR. The site claims more than 27 million filings.

Financial statements are mapped to the FASB US-GAAP taxonomy and run ten fiscal years on Meta's page (2016–2025). The help page warns that a blank is not a zero, that subtotals need not sum, and that missing quarters are interpolated. CapEdge names Financial Modeling Prep as its supplier of market data, and the company pages carry an FMP attribution. The transcript source and archive depth are not published.

Integrations

None. There is no API, webhook, client library, MCP server or spreadsheet add-in. Data leaves as CSV, one table at a time, and email alerts are the only push. The knowledge base still describes a Docoh iPhone app, but no app under either name appears in the US App Store.

Limitations

• The product is in the middle of a rewrite. In July 2025 the team announced a rewrite running through Q1 2026 and warned it would be "moving fast" and breaking things. In the roadmap updated in June 2026, search results were still work in progress.
• The documentation lags the product. Help articles name IEX as a data provider, an iPhone app that cannot be found, and the 2021 Docoh terms.
• The release notes admit to 13F errors. Convertible-bond principal was counted as shares, and a fix shipped in December 2025.
• No programmatic access, and the terms forbid scraping public pages.
• Custom metrics in the financials are not normalised, so cross-company comparisons break on anything beyond standard GAAP lines.
• There are no labelled exhibits or extracted contract lists of the kind BamSEC builds.

Alternatives

BamSEC is the paid version of the same job, more careful with the documents themselves. SEC EDGAR is the free source underneath, with official full-text search but no transcripts. For 13F history back to 2001, use WhaleWisdom. For the programmatic access CapEdge refuses, see sec-api.io or SEC EDGAR MCP. For calls and decks, Quartr.