Below is a recap of new features, enhancements and optimizations made to CapEdge. To see the latest roadmap, click here: https://capedge-knowledgebase.ghost.io/ghost/#/site/

July 28, 2025

Apologies updates to the release notes have been a long-time coming. As hopefully you've observed, a ton of updates have gone into production.

General

CapEdge is about 40% through a major rewrite of the front end and backend frameworks. Over the next few months and likely into Q1 2026, you'll see two versions, legacy and react. You'll immediately notice the difference between the two versions. Rather than work towards a binary "all or nothing" release, we chose to implement pages as we go. To keep track of the roadmap, visit the CapEdge Roadmap available here: https://capedge-knowledgebase.ghost.io/ghost/#/site/. During this period, we will be "moving fast" and breaking stuff. We apologies in advance for the inconvenience. As always, we encourage any and all feedback. Rewrites are a wonderful time to re-evaluate and recalibrate site functionality.

Features

  • Login with FINSIGHT (for our institutional clients)
  • Login with Google (for retail clients)
  • Enhanced the IPO Roadshow tracker to capture 100% of US IPO roadshows (available to retail investors)
  • Launched NPORT holdings search under Investor Holdings, a first of its kind search engine for fixed income holdings

Enhancements

  • Implemented new search in React
  • Rewrote all pre-login front end pages
  • Rewrote login
  • Rewrote notifications and alerts, for the new pages.
  • Simplified top navigation
  • Audited the 13D, 13F, 13G and 144 metrics and fixed known errors.

Optimizations

  • Significant improvements made to our EDGAR crawler for the most programmatic filings (Holdings and Financials)
  • Removal of tons of technical debt tickets, improving site speed and reliability

January 29, 2024

Optimizations

  • Completed a major infrastructure migration to Amazon AWS from Digital Ocean to improve site speed and most importantly, stability. We are hopeful this will eliminate the persistent 502 errors throughout the site as a result of malicious bots. This was a gatekeeper item that will enable us to refocus on new features and front end fixes.

October 30, 2023

Optimizations

  • Last few months we've focused on platform stability and BOT control
  • Implemented CAPTCHA on research notes
  • Implemented CAPTCHA on registration
  • Implemented email activation on registration
  • Completed the bulk of migration to Amazon AWS, scheduled to go live late November which will bring significant platform stability

June 19, 2023

General

  • We continue to make significant back-end updates that are improving site speed, stability and logging

Enhancements

  • All filings viewed on CapEdge now display at the bottom of the left-hand menu an "External Links" section that includes a link to the original source filing on EDGAR for easy access.

April 4, 2023

General

  • The past few months and next few releases are prioritizing back-end fixes to improve site stability, speed and diagnostics

Enhancements

  • Created parallel staging environment for improved QA as a middle layer prior to production deployment
  • Implemented detailed logging on majority of pages
  • Implemented bot protection throughput, significantly improving site performance

October 31, 2022

General

  • Docoh is renamed CapEdge across all services (web, Chrome and iOS)

Enhancements

October 10, 2022

This is the first of what will be a serious of major updates to the website following FINSIGHT's acquisition of Docoh.

New Features

  • Created a new an improved knowledgebase

Interface Changes

  • Docoh will be renamed to CapEdge (likely end of October, stay tuned)
  • Re-organized the order of pages in top navigation to group thematically
  • Re-organized the order of pages in filer profiles to group thematically
  • Moved the subnavigation from below the page title to below the top navigation to make it more intuitive what pages are available to explore
  • Added company footer that links back to other products and key pages
  • Moved filing viewer controls from the right to the left and reorganized controls

Enhancements (to existing features)

  • Added result types (Company, Profile, Fund, Fund Mgr) to predictive search results; wordsmithed to improve clarity and reprioritized results algorithm to improve relevance
  • Added additional data to key tables on the homepage, namely market cap and company names where they were missing
  • Added more data to the transcripts table (company name, market cap)
  • Reorganized and re-balanced filer profiles

Optimizations (behind the scenes improvements

  • Upgraded elastic search and servers to improve speed

✂ Removed Features & Charts

  • Removed Google Ads, we hate them
  • Removed data dump charts on homepage and filer profiles as they were not relevant to most users most of the time