Quartr is the closest drop-in replacement with overlapping coverage in Improved Filings, Transcripts, and AI Chat while adding AI and Calendar coverage, Stream live earnings calls with real-time transcripts—instant coverage as events happen. and Centralizes IR material from 13,000+ companies across 27 markets: events, filings, reports, and slide decks, all searchable in one place. features, and a free tier (category overlap ~75%).
VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Sunday, October 5, 2025
Programmatic picks
Alternatives to edmundSEC
Curated replacements ranked by category overlap, pricing, and platform access. Use this list to stress-test edmundSEC against peers before committing to a long-term plan.
Quick takeaways
Budget-conscious? Try Quartr, MacroMicro, Seeking Alpha, BamSEC, Earnings Hub, CapEdge, OpenBB, Fiscal.ai, GuruFocus, Koyfin, Perplexity Finance, Stock Rover, Financial Modeling Prep (FMP), Roic AI, TIKR, and Screener.in to get started without a paid plan.
Need mobile access? Quartr, AlphaSense, and Seeking Alpha bring phone-ready workflows that edmundSEC lacks.
Round out your stack with new coverage areas like AI, Calendar, Alerts, and Data APIs.
Similarity score 776
Category overlap: 75%Shared coverage
Improved Filings
Transcripts
AI Chat
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Quartr keeps a free tier, so you can replicate edmundSEC workflows without upgrading.
- Quartr adds mobile access for on-the-go monitoring.
- Expands into AI, Calendar, and Alerts coverage beyond what edmundSEC offers.
- Standout features include Stream live earnings calls with real-time transcripts—instant coverage as events happen., Centralizes IR material from 13,000+ companies across 27 markets: events, filings, reports, and slide decks, all searchable in one place., and AI chat over transcripts, filings, and slides, with every answer fully source-traceable back to the original document..
- Pair it with edmundSEC if you still need AI Earnings Summary.
Adds coverage: AI, Calendar, Alerts, and Data APIs
Standout features: Stream live earnings calls with real-time transcripts—instant coverage as events happen., Centralizes IR material from 13,000+ companies across 27 markets: events, filings, reports, and slide decks, all searchable in one place., AI chat over transcripts, filings, and slides, with every answer fully source-traceable back to the original document., and Search across transcripts, filings, and slides to track narrative shifts, compare language, and follow how management decks evolve over time.
Similarity score 742
Category overlap: 75%Shared coverage
Transcripts
AI Chat
AI Earnings Summary
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- MacroMicro keeps a free tier, so you can replicate edmundSEC workflows without upgrading.
- Expands into Data Visualizations, ETF Screeners, and ETF Comparison coverage beyond what edmundSEC offers.
- Standout features include Global macro and market database with more than 40 million data points across 100+ countries and coverage of 48+ asset fundamentals., ETF toolkit includes a screener, comparator, and reverse lookup to see which ETFs include a given stock., and Toolbox features include 20 arithmetic operators, 8 analytical templates, correlation charts, and basic quantitative backtesting..
- Pair it with edmundSEC if you still need Improved Filings.
Adds coverage: Data Visualizations, ETF Screeners, ETF Comparison, and Which ETF includes this Stock?
Standout features: Global macro and market database with more than 40 million data points across 100+ countries and coverage of 48+ asset fundamentals., ETF toolkit includes a screener, comparator, and reverse lookup to see which ETFs include a given stock., Toolbox features include 20 arithmetic operators, 8 analytical templates, correlation charts, and basic quantitative backtesting., and Economic Calendar with Google/Apple Calendar sync (available to annual-plan subscribers).
Similarity score 720
Category overlap: 75%Shared coverage
Transcripts
AI Chat
AI Earnings Summary
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Expands into Financials, Screeners, and Watchlist coverage beyond what edmundSEC offers.
- Standout features include Natural-language answers backed by SEC filings, earnings calls, and financial data, always with citations., Built-in company screener and watchlists, plus workflow tools and sharable watchlists., and Public REST API (v2) with API key authentication, supporting chat endpoints and optional streaming via Server-Sent Events..
- Pair it with edmundSEC if you still need Improved Filings.
Adds coverage: Financials, Screeners, Watchlist, and AI Report
Standout features: Natural-language answers backed by SEC filings, earnings calls, and financial data, always with citations., Built-in company screener and watchlists, plus workflow tools and sharable watchlists., Public REST API (v2) with API key authentication, supporting chat endpoints and optional streaming via Server-Sent Events., and Plan structure: Regular plan covers unlimited queries, filings, transcripts, advanced screening, real-time data, and 5 seats; Enterprise adds API access, private-data integrations, and enhanced security. A free 14-day trial is included.
#4 Alternative
Similarity score 684
Category overlap: 75%Shared coverage
Improved Filings
Transcripts
AI Earnings Summary
Assets: Stocks
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- AlphaSense adds mobile access for on-the-go monitoring.
- Expands into Diff View, Earnings Calls Sentiment, and Notes & Highlights coverage beyond what edmundSEC offers.
- Standout features include Extensive content coverage, including SEC filings, earnings call transcripts, broker and independent research, expert call transcripts, and regulatory news., Generative AI workflows such as Generative Search, Generative Grid, and Deep Research, delivering source-cited answers and summaries., and Blackline (redline) comparisons to highlight changes across versions of filings or document sections..
- Pair it with edmundSEC if you still need AI Chat.
Adds coverage: Diff View, Earnings Calls Sentiment, Notes & Highlights, and AI
Standout features: Extensive content coverage, including SEC filings, earnings call transcripts, broker and independent research, expert call transcripts, and regulatory news., Generative AI workflows such as Generative Search, Generative Grid, and Deep Research, delivering source-cited answers and summaries., Blackline (redline) comparisons to highlight changes across versions of filings or document sections., and Table Tools to extract structured financial tables and export them to Excel with minimal friction.
Similarity score 626
Category overlap: 50%Shared coverage
Transcripts
AI Earnings Summary
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Seeking Alpha keeps a free tier, so you can replicate edmundSEC workflows without upgrading.
- Seeking Alpha adds mobile access for on-the-go monitoring.
- Expands into Screeners, ETF Screeners, and Stock Comparison coverage beyond what edmundSEC offers.
- Standout features include Quant Ratings for stocks with five Factor Grades (Value, Growth, Profitability, Momentum, EPS Revisions), plus ETF Factor Grades (Momentum, Expenses, Dividends, Risk, Liquidity)., Stock and ETF screeners with ratings, grades, and advanced filters. Premium members can save screens for reuse., and Side-by-side comparison of up to 20 stocks, with export to Excel or PDF..
- Pair it with edmundSEC if you still need Improved Filings and AI Chat.
Adds coverage: Screeners, ETF Screeners, Stock Comparison, and Data Visualizations
Standout features: Quant Ratings for stocks with five Factor Grades (Value, Growth, Profitability, Momentum, EPS Revisions), plus ETF Factor Grades (Momentum, Expenses, Dividends, Risk, Liquidity)., Stock and ETF screeners with ratings, grades, and advanced filters. Premium members can save screens for reuse., Side-by-side comparison of up to 20 stocks, with export to Excel or PDF., and Portfolio tools with custom views, health scores, and Excel export. Premium users can link brokers for daily auto-sync through Plaid or SnapTrade.
Similarity score 614
Category overlap: 50%Shared coverage
Improved Filings
Transcripts
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- BamSEC keeps a free tier, so you can replicate edmundSEC workflows without upgrading.
- Expands into Screeners, Diff View, and Financials coverage beyond what edmundSEC offers.
- Standout features include Advanced document search across filings and transcripts, with boolean and proximity operators for precision., Table tools include one-click Excel downloads, 'Similar Tables' to pull prior versions, and 'Merge Tables' to combine data across periods., and Redline comparison view highlights added or removed text and tables between filing versions directly in the browser..
- Pair it with edmundSEC if you still need AI Chat and AI Earnings Summary.
Adds coverage: Screeners, Diff View, Financials, and Insider Data
Standout features: Advanced document search across filings and transcripts, with boolean and proximity operators for precision., Table tools include one-click Excel downloads, 'Similar Tables' to pull prior versions, and 'Merge Tables' to combine data across periods., Redline comparison view highlights added or removed text and tables between filing versions directly in the browser., and All-company screening with filters for industry, market cap, and document type, plus email alerts tied to searches.
Similarity score 612
Category overlap: 50%Shared coverage
Transcripts
AI Earnings Summary
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Earnings Hub keeps a free tier, so you can replicate edmundSEC workflows without upgrading.
- Earnings Hub adds mobile access for on-the-go monitoring.
- Expands into Calendar, News, and Alerts coverage beyond what edmundSEC offers.
- Standout features include Earnings calendar with upcoming company reports, analyst forecasts, and actuals., Ability to listen to live earnings calls and replay archived sessions., and Quarterly call transcripts and AI-generated summaries available on each company page..
- Pair it with edmundSEC if you still need Improved Filings and AI Chat.
Adds coverage: Calendar, News, Alerts, and Analyst Forecasts
Standout features: Earnings calendar with upcoming company reports, analyst forecasts, and actuals., Ability to listen to live earnings calls and replay archived sessions., Quarterly call transcripts and AI-generated summaries available on each company page., and Real-time news feed focused on earnings, with app store listings noting free real-time quotes.
Similarity score 596
Category overlap: 50%Shared coverage
Improved Filings
Transcripts
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Why investors switch
- CapEdge keeps a free tier, so you can replicate edmundSEC workflows without upgrading.
- Expands into Diff View, Filing Sentiment, and Insider Data coverage beyond what edmundSEC offers.
- Standout features include Advanced EDGAR and transcript search with Boolean, phrase, and proximity operators., Near real-time filing alerts (about one minute) via email for saved searches and favorite tickers; bulk CSV upload supported., and Earnings transcript catalog updated hourly, with results downloadable to CSV..
- Pair it with edmundSEC if you still need AI Chat and AI Earnings Summary.
Adds coverage: Diff View, Filing Sentiment, Insider Data, and Institutional Data
Standout features: Advanced EDGAR and transcript search with Boolean, phrase, and proximity operators., Near real-time filing alerts (about one minute) via email for saved searches and favorite tickers; bulk CSV upload supported., Earnings transcript catalog updated hourly, with results downloadable to CSV., and IPO calendar with coverage of S-1, F-1, and S-11 filings, plus access to retail roadshows via Deal Roadshow.
Similarity score 592
Category overlap: 50%Shared coverage
Transcripts
AI Chat
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- OpenBB keeps a free tier, so you can replicate edmundSEC workflows without upgrading.
- Expands into APIs & SDKs, Sheets / Excel Add-ins, and Custom Dashboards coverage beyond what edmundSEC offers.
- Standout features include REST API and Python client with JSON-serializable endpoints; local API deployment supported., Wide coverage across equities, ETFs, options, fixed income, macroeconomics, news, transcripts, and regulatory filings., and Command-line interface (successor to the legacy OpenBB Terminal) plus Python workflows..
- Pair it with edmundSEC if you still need Improved Filings and AI Earnings Summary.
Adds coverage: APIs & SDKs, Sheets / Excel Add-ins, Custom Dashboards, and Data APIs
Standout features: REST API and Python client with JSON-serializable endpoints; local API deployment supported., Wide coverage across equities, ETFs, options, fixed income, macroeconomics, news, transcripts, and regulatory filings., Command-line interface (successor to the legacy OpenBB Terminal) plus Python workflows., and Workspace dashboards and apps with customizable widgets; unlimited dashboards on the Community tier.
#10 Alternative
Similarity score 574
Category overlap: 50%Shared coverage
Improved Filings
Transcripts
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Tegus adds mobile access for on-the-go monitoring.
- Expands into Financials, Data Visualizations, and AI coverage beyond what edmundSEC offers.
- Standout features include Extensive expert-call transcript library with more than 100,000 transcripts, growing by 2,500 new calls each month and covering 36,000+ public and private companies., AI-generated summaries and topic tagging to help navigate transcripts quickly., and Expert Calls service allows users to commission custom interviews, with flat, transparent pricing and no credit system..
- Pair it with edmundSEC if you still need AI Chat and AI Earnings Summary.
Adds coverage: Financials, Data Visualizations, AI, and Alerts
Standout features: Extensive expert-call transcript library with more than 100,000 transcripts, growing by 2,500 new calls each month and covering 36,000+ public and private companies., AI-generated summaries and topic tagging to help navigate transcripts quickly., Expert Calls service allows users to commission custom interviews, with flat, transparent pricing and no credit system., and Company Filings module enables cross-document search, email alerts, watchlists, downloadable tables, and historical table comparisons.
#11 Alternative
Similarity score 522
Category overlap: 50%Shared coverage
Transcripts
AI Chat
Assets: Stocks
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Expands into Screeners, Quant, and Performance Attribution coverage beyond what edmundSEC offers.
- Standout features include Institutional-grade AI research environment with verified data from S&P Global, Refinitiv Datastream, Nasdaq, and Cboe—all included without the need for separate data contracts., Deep Research agent that can write and execute Python, run backtests, generate Excel models, export code and data, and produce publication-ready reports., and Document Intelligence to search and extract from SEC filings, transcripts, presentations, and central bank documents; includes OCR for charts and tables and custom ingestion for proprietary docs..
- Pair it with edmundSEC if you still need Improved Filings and AI Earnings Summary.
Adds coverage: Screeners, Quant, Performance Attribution, and Scenario & Stress Tests
Standout features: Institutional-grade AI research environment with verified data from S&P Global, Refinitiv Datastream, Nasdaq, and Cboe—all included without the need for separate data contracts., Deep Research agent that can write and execute Python, run backtests, generate Excel models, export code and data, and produce publication-ready reports., Document Intelligence to search and extract from SEC filings, transcripts, presentations, and central bank documents; includes OCR for charts and tables and custom ingestion for proprietary docs., and Portfolio Insights delivers real-time alerts, risk/exposure analytics, and performance attribution. Portfolios can be replicated via manual entry or file upload. The system produces over 1,500 daily insights spanning 40k+ assets, 250+ indicators, and 20 years of history.
Similarity score 476
Category overlap: 25%Shared coverage
Transcripts
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Fiscal.ai keeps a free tier, so you can replicate edmundSEC workflows without upgrading.
- Fiscal.ai adds mobile access for on-the-go monitoring.
- Expands into Screeners, Data Visualizations, and Stock Comparison coverage beyond what edmundSEC offers.
- Standout features include Global market coverage for more than 100,000 stocks, ETFs, and funds., Detailed company fundamentals including segments and KPIs for over 2,000 firms, with historical depth expanding by plan tier., and AI Copilot and automated summaries to speed up research; monthly prompt allowances scale with subscription level, with custom summaries on higher tiers..
- Pair it with edmundSEC if you still need Improved Filings, AI Chat, and AI Earnings Summary.
Adds coverage: Screeners, Data Visualizations, Stock Comparison, and Portfolio
Standout features: Global market coverage for more than 100,000 stocks, ETFs, and funds., Detailed company fundamentals including segments and KPIs for over 2,000 firms, with historical depth expanding by plan tier., AI Copilot and automated summaries to speed up research; monthly prompt allowances scale with subscription level, with custom summaries on higher tiers., and Analyst data including forward estimates, revisions, price targets, and ratings.
Similarity score 476
Category overlap: 25%Shared coverage
Transcripts
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- GuruFocus keeps a free tier, so you can replicate edmundSEC workflows without upgrading.
- GuruFocus adds mobile access for on-the-go monitoring.
- Expands into Screeners, Stock Ideas, and Stock Comparison coverage beyond what edmundSEC offers.
- Standout features include All-in-One Screener with hundreds of filters, historical screening, and custom filter creation., Backtesting with survivorship-bias-free data. Windows vary by plan: up to 3 years for Premium and up to 10 years for Premium Plus. Global coverage spans 80+ countries., and Guru portfolios tracking 13F and mutual fund holdings, real-time picks, and portfolio downloads to Excel..
- Pair it with edmundSEC if you still need Improved Filings, AI Chat, and AI Earnings Summary.
Adds coverage: Screeners, Stock Ideas, Stock Comparison, and Portfolio
Standout features: All-in-One Screener with hundreds of filters, historical screening, and custom filter creation., Backtesting with survivorship-bias-free data. Windows vary by plan: up to 3 years for Premium and up to 10 years for Premium Plus. Global coverage spans 80+ countries., Guru portfolios tracking 13F and mutual fund holdings, real-time picks, and portfolio downloads to Excel., and Specialty trackers for insider trading and U.S. politician trades.
Similarity score 476
Category overlap: 25%Shared coverage
Transcripts
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Koyfin keeps a free tier, so you can replicate edmundSEC workflows without upgrading.
- Koyfin adds mobile access for on-the-go monitoring.
- Expands into Screeners, ETF Screeners, and Data Visualizations coverage beyond what edmundSEC offers.
- Standout features include Plan tiers: Free, Plus ($39/mo), Premium ($79/mo), Advisor Core ($209/mo), and Advisor Pro ($299/mo), with a published plan comparison., Global equities coverage with prices, financial statements, valuation, analyst estimates, filings, news, and transcripts. US quotes are live or 15-minute delayed, Canadian quotes are 15-minute delayed, and most international markets are end-of-day., and Stock Screener covering ~100,000 global equities with nearly 6,000 filter criteria. Results can be saved to watchlists or exported to CSV, though some data exports are restricted..
- Pair it with edmundSEC if you still need Improved Filings, AI Chat, and AI Earnings Summary.
Adds coverage: Screeners, ETF Screeners, Data Visualizations, and News
Standout features: Plan tiers: Free, Plus ($39/mo), Premium ($79/mo), Advisor Core ($209/mo), and Advisor Pro ($299/mo), with a published plan comparison., Global equities coverage with prices, financial statements, valuation, analyst estimates, filings, news, and transcripts. US quotes are live or 15-minute delayed, Canadian quotes are 15-minute delayed, and most international markets are end-of-day., Stock Screener covering ~100,000 global equities with nearly 6,000 filter criteria. Results can be saved to watchlists or exported to CSV, though some data exports are restricted., and Custom Formulas & Calculations for table columns. Limits vary by plan: Free (1), Plus (up to 10), Premium (unlimited).
Similarity score 476
Category overlap: 25%Shared coverage
Transcripts
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Perplexity Finance keeps a free tier, so you can replicate edmundSEC workflows without upgrading.
- Perplexity Finance adds mobile access for on-the-go monitoring.
- Expands into Financials, Data Visualizations, and News coverage beyond what edmundSEC offers.
- Standout features include Ticker pages with detailed Overview, Financials, Historical Data, and Earnings tabs, including analyst ratings and 12-month price targets., Watchlist feature and a Screener tab available directly in the Finance hub., and AI-curated news feeds on instrument pages with linked sources..
- Pair it with edmundSEC if you still need Improved Filings, AI Chat, and AI Earnings Summary.
Adds coverage: Financials, Data Visualizations, News, and Watchlist
Standout features: Ticker pages with detailed Overview, Financials, Historical Data, and Earnings tabs, including analyst ratings and 12-month price targets., Watchlist feature and a Screener tab available directly in the Finance hub., AI-curated news feeds on instrument pages with linked sources., and Data providers include Financial Modeling Prep (fundamentals), Unusual Whales (options), Quartr (transcripts), and FinChat/Fiscal.ai (earnings).
Similarity score 476
Category overlap: 25%Shared coverage
Transcripts
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Stock Rover keeps a free tier, so you can replicate edmundSEC workflows without upgrading.
- Stock Rover adds mobile access for on-the-go monitoring.
- Expands into Screeners, ETF Screeners, and Stock Comparison coverage beyond what edmundSEC offers.
- Standout features include Metrics-rich tables with up to 700+ data points in the Premium Plus plan (275+ / 375+ / 700+ by tier)., Flexible screening: ranked screening, historical screening, and custom equation builders., and Portfolio analytics include correlation matrices, Monte Carlo “future simulations,” rebalancing tools, and trade planning support..
- Pair it with edmundSEC if you still need Improved Filings, AI Chat, and AI Earnings Summary.
Adds coverage: Screeners, ETF Screeners, Stock Comparison, and ETF Comparison
Standout features: Metrics-rich tables with up to 700+ data points in the Premium Plus plan (275+ / 375+ / 700+ by tier)., Flexible screening: ranked screening, historical screening, and custom equation builders., Portfolio analytics include correlation matrices, Monte Carlo “future simulations,” rebalancing tools, and trade planning support., and Insight Panel combines fundamentals, analyst recommendations, news, and full earnings transcripts in one view.
Similarity score 464
Category overlap: 25%Shared coverage
Transcripts
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Financial Modeling Prep (FMP) keeps a free tier, so you can replicate edmundSEC workflows without upgrading.
- Expands into Data APIs, Financials, and ETF Holdings coverage beyond what edmundSEC offers.
- Standout features include Tiered access: Starter (U.S.), Premium (adds UK/Canada and up to 30 years of history), Ultimate (global markets, transcripts, ETFs, mutual funds, 13F data, one-minute intraday, bulk/batch delivery)., REST APIs secured with API keys; calls made by appending the key to endpoints., and WebSocket streaming for real-time equities, forex, and crypto feeds..
- Pair it with edmundSEC if you still need Improved Filings, AI Chat, and AI Earnings Summary.
Adds coverage: Data APIs, Financials, ETF Holdings, and 13F
Standout features: Tiered access: Starter (U.S.), Premium (adds UK/Canada and up to 30 years of history), Ultimate (global markets, transcripts, ETFs, mutual funds, 13F data, one-minute intraday, bulk/batch delivery)., REST APIs secured with API keys; calls made by appending the key to endpoints., WebSocket streaming for real-time equities, forex, and crypto feeds., and Historical and intraday chart data with resolutions from one minute to four hours, including dividend-adjusted series.
Similarity score 464
Category overlap: 25%Shared coverage
Transcripts
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Roic AI keeps a free tier, so you can replicate edmundSEC workflows without upgrading.
- Expands into Financials, News, and Screeners coverage beyond what edmundSEC offers.
- Standout features include Company pages combine business summaries with 30+ years of financial statements and earnings call transcripts., Tiered access: Free plan gives US annuals only; Individual unlocks global coverage, quarterly and TTM data, plus Excel export; Professional adds unlimited exports, a personal-use API connection, and the Excel plugin; Enterprise allows multi-user access, unlimited API bandwidth, and commercial usage rights., and Earnings call transcripts are provided for US companies, available via the site and through API endpoints..
- Pair it with edmundSEC if you still need Improved Filings, AI Chat, and AI Earnings Summary.
Adds coverage: Financials, News, Screeners, and Data APIs
Standout features: Company pages combine business summaries with 30+ years of financial statements and earnings call transcripts., Tiered access: Free plan gives US annuals only; Individual unlocks global coverage, quarterly and TTM data, plus Excel export; Professional adds unlimited exports, a personal-use API connection, and the Excel plugin; Enterprise allows multi-user access, unlimited API bandwidth, and commercial usage rights., Earnings call transcripts are provided for US companies, available via the site and through API endpoints., and Powerful stock screener with filters for exchange, industry, revenue, market cap, operating margin, and more. Saved searches and export features included.
Similarity score 464
Category overlap: 25%Shared coverage
Transcripts
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- TIKR keeps a free tier, so you can replicate edmundSEC workflows without upgrading.
- Expands into Screeners, Watchlist, and Investor Holdings coverage beyond what edmundSEC offers.
- Standout features include Global equity screener spanning ~100,000 stocks across 92 countries and 136 exchanges., Tiered plans: Free (US-only, five years of data), Plus (global markets, 10 years), Pro (global, 20 years, five years of estimates)., and Analyst estimates available by tier: two years (Free), three years (Plus), five years (Pro). Data is standardized by S&P Capital IQ..
- Pair it with edmundSEC if you still need Improved Filings, AI Chat, and AI Earnings Summary.
Adds coverage: Screeners, Watchlist, Investor Holdings, and Financials
Standout features: Global equity screener spanning ~100,000 stocks across 92 countries and 136 exchanges., Tiered plans: Free (US-only, five years of data), Plus (global markets, 10 years), Pro (global, 20 years, five years of estimates)., Analyst estimates available by tier: two years (Free), three years (Plus), five years (Pro). Data is standardized by S&P Capital IQ., and Transcript access by tier: 90 days (Free), three years (Plus), or full searchable history (Pro).
Similarity score 462
Category overlap: 25%Shared coverage
AI Chat
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Screener.in keeps a free tier, so you can replicate edmundSEC workflows without upgrading.
- Screener.in adds mobile access for on-the-go monitoring.
- Expands into Screeners, Watchlist, and Alerts coverage beyond what edmundSEC offers.
- Standout features include Powerful custom query language and custom ratios; run screens on a decade of financial fundamentals., Automatic email alerts when new quarterly results match your screens; easy to set directly in the UI., and Premium users can export entire screen results to CSV and generate per-company Excel files with custom templates..
- Pair it with edmundSEC if you still need Improved Filings, Transcripts, and AI Earnings Summary.
Adds coverage: Screeners, Watchlist, Alerts, and Data Visualizations
Standout features: Powerful custom query language and custom ratios; run screens on a decade of financial fundamentals., Automatic email alerts when new quarterly results match your screens; easy to set directly in the UI., Premium users can export entire screen results to CSV and generate per-company Excel files with custom templates., and Stock price alerts available for levels, moving averages, or PE ratios, emailed daily around mid-afternoon IST.
Coverage Snapshot
Where alternatives already align
Most shared categories across the top matches.
Transcripts×19
AI Chat×6
AI Earnings Summary×5
Improved Filings×5
New angles introduced
Categories the alternatives add beyond edmundSEC.
Financials+15
News+14
Alerts+13
Screeners+13
Watchlist+11
Calendar+10
Data APIs+9
Data Visualizations+9
Access & Pricing
Free options
16/20
16 picks introduce a free tier you can start with.
Mobile ready
11/20
11 alternatives bring native mobile access.
API availability
10/20
10 of the shortlisted tools expose API endpoints for automation-heavy workflows.
Quality checks
12 starred / 15 tested
12 tools are flagged as analyst picks; 15 have been hands-on tested.
Avg. coverage overlap
44%
Average percentage of categories shared with the base tool.
Frequently Asked Questions
What are the best alternatives to edmundSEC?
edmundSEC users most often consider Quartr, MacroMicro, and Fintool as their go-to alternatives.
Which alternatives keep a free tier?
Quartr, MacroMicro, Seeking Alpha, BamSEC, Earnings Hub, CapEdge, OpenBB, Fiscal.ai, GuruFocus, Koyfin, Perplexity Finance, Stock Rover, Financial Modeling Prep (FMP), Roic AI, TIKR, and Screener.in offer a free plan or trial option, making them easy to test before committing to a paid subscription.
Which workflows do the top edmundSEC alternatives cover?
Expect deep coverage across AI Chat, AI Earnings Summary, Improved Filings, and Transcripts, so you can port most edmundSEC workflows without much friction.
Information
About Me
Hey! Thanks for stopping by. I'm an independent investor with a soft spot for coding and the stock market - especially value investing (as you can probably tell from the tools I've collected here, haha). Hopefully you'll find something useful or interesting along the way.
Find me here:
- Twitter / X: @Jera_Value
- Substack: Jera Value
Got questions or suggestions? I'm all ears!
Missing a Tool?
Discovered a gem I don't have here yet? Drop the link below and I'll check it out ASAP. Tagging me on X works too! Can't wait to see what you've found!
OR
Starred Tools
These are my top picks. Tools I've tested thoroughly and found to be excellent. They do their job really well, and I use them a lot. If you're not already familiar with them, I highly recommend checking them out.
Tested Tools
These are tools I've tried and found to be solid, but not standout. Think of them as passing an initial quality screen: worth exploring, though not all will be exceptional.
Curation & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.