Core Functionality

Explore CapEdge's core features.


We aim to make CapEdge accounts as user-friendly as possible, and collect only a few pieces of information on sign up.   Sign up You can use many of the basic CapEdge features without an account, including the filing search. The free sign-up unlocks all data and features, including favorites, a


The CapEdge data charts let you plot and compare up to five years of detailed financial data for a company. Click the Data tab on a company dashboard to access the financial data charts for that company. How to use the chart tool The metrics list displays all financial metrics

EDGAR Filings

CapEdge makes it easy to read, search, compare and analyze company filings from the SEC EDGAR system. Available filings Most filing types are available on CapEdge, including 10-K, 10-Q, 8-K, 6-K, S-1, S-4, F-1, 20-F, 40-F, and DEF 14A. Historic filings are included back to the start of electronic filing


Favorites help you to keep track of companies and searches that are important to you. You must have a registered account, and be logged in, to use favorites. Favorite companies To add a favorite company, click the Add Favorites button on your dashboard, or go to any company dashboard. To

Search Operators

The CapEdge search recognizes the following concepts: * Filing types, like 10-K, 10-Q and 8-K, eg: * Filing the six filing type categories (financial, news, ownership, proxy, registration and other):

Have questions or suggestions?

Send us an email.

You've successfully subscribed to CapEdge Knowledgebase
Great! Next, complete checkout for full access to CapEdge Knowledgebase
Welcome back! You've successfully signed in.
Unable to sign you in. Please try again.
Success! Your account is fully activated, you now have access to all content.
Success! Your billing info is updated.
Billing info update failed.