Compare tools
Side-by-side features, use cases and pricing — because the right pick depends on your job and budget, not just the ranking.
⇄ Comparison dimension — pick the market you're actually shopping in
✕
Captide
✓ verifiedPaid
Enterprise API delivering machine-readable global filings and agentic AI answers with source traceability, for hedge funds and banks.
✕
Origin
✓ verifiedPaid
All-in-one personal finance app combining account tracking, investing, budgeting, and an AI advisor for spending and planning questions.
584K visits/mo
✕
Capital Companion
✓ verifiedFreemium
AI stock-analysis and trade-journaling desk for active US traders; free calculators plus paid unlimited AI reads.
9.1K visits/mo12K saves
Pricing
No public pricing
MM Prime: TWD 6,500/year
MM Max: Prime Annual Exclusive
MM Business: TWD 150,000/year
API Essential: TWD 150,000/year
Custom Solutions: Custom Plan
Promotional plan: $1 for the first year (limited-time offer)
Free: $0/mo (25 AI requests, 5 alerts, 10 trade plans)
Pro: $29.99/mo (unlimited AI, 17% off annual)
Free trial available
Core features
- ✦Machine-readable global filings in Markdown
- ✦Agentic AI answers grounded in disclosures
- ✦Sentence-level source traceability
- ✦Coverage of 10-K, 10-Q, 8-K, earnings calls, proxies
- ✦Custom datasets and peer-comparison tables
- ✦SDK for app integration
- ✦Dynamic Charts
- ✦Economic Data Consolidation
- ✦Fundamental Analysis Tools
- ✦Community Insights
- ✦Automatic syncing and categorization of transactions across linked accounts
- ✦AI assistant answering personalized questions grounded in the user's data
- ✦Automated budget creation and subscription cancellation tools
- ✦Investment portfolio tracking with benchmark comparisons
- ✦Financial forecasting and scenario modeling
- ✦Shared finance tracking for couples
- ✦Free position-size, risk/reward and win-rate calculators
- ✦AI analysis of stock technicals and sentiment
- ✦Saveable trade plans with audit sheets and price alerts
- ✦Outcome journal with R-multiple tracking
- ✦Real-time market sentiment pulse
- ✦25 free AI requests per month
Use cases
- →Scaling equity and investment research
- →Extracting metrics and text from filings
- →Enriching financial models with disclosures
- →Tracking corporate events and comparisons
- →Analyzing economic cycles to inform investment decisions
- →Creating custom charts to visualize market trends
- →Accessing exclusive reports for in-depth market analysis
- →Tracking spending and net worth across multiple accounts in one place
- →Getting AI-answered questions about personal investments or budget status
- →Modeling how life decisions or market shifts affect future finances
- →Couples jointly managing shared spending and savings goals
- →Sizing a trade and defining risk before entry
- →Getting an AI second opinion on a US stock
- →Journaling and reviewing trade outcomes
Visit