This article outlines our high level development and product roadmap with estimated timelines. Note that timelines and prioritizations are subject to change. If you have comments or suggestions, please let us know!

Development Roadmap

Rewrite Priority
Below is the order of priority for the CapEdge Front-End Re-Write

  • Top Level Navigation and Pre-Login Pages
    • DONE
  • Document Viewer
    • WIP
  • Company Profiles
    • Filings
    • Shorts
    • Institutional
    • Insider
    • NEW (8/15): Company Presentations tab
  • Search Results

New Modules

  • Company Presentations tab (Q3 2025)
  • Peer Holdings (Q1-2026)
  • Historical IPO pricing database (Q1-2026)

New Features & Enhancements

  • Copy link (to text in the filing viewer)
  • Improve Comments Highlights and Annotations
  • View top level pages (latest 10-Ks) by industry / subindustry / market cap category
  • Improve charting and filtering throughout the site

Optimizations

  • Fix incorrect summations of 13F holdings due to inconsistent fillings (Q1 2024)
  • Improve code repository organization
  • Improve data accuracy

User Feature Requests

  • See earnings calendar for companies in your favorites

Terminology Used in Release Notes

  • New Modules - introduce new workflows previously unavailable
  • New Features - introduce new functionality previously unavailable
  • Enhancements - expand upon existing features and functionality
  • Optimizations - improve performance of existing features without introducing new functionality