Fiscal.ai is the closest drop-in replacement with overlapping coverage in Improved Filings, Transcripts, and AI Chat while adding Screeners and Stock Comparison coverage, Modern web-based research terminal with dashboards, customizable watchlists, portfolio stats, and fundamental charting for 100,000+ global stocks, ETFs, and funds. and Deep fundamental coverage: 10–20+ years of annual and 6–40+ quarters of quarterly financials by plan, with ratios, common-size statements, and adjusted metrics. features, and a free tier (category overlap ~100%).
VOL. XCIV, NO. 247
★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★
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Sunday, January 4, 2026
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.
View free alternativesQuick takeaways
Budget-conscious? Try Fiscal.ai, Quartr, Fey, MacroMicro, GuruFocus, Seeking Alpha, Earnings Hub, EPSMomentum, FinancialReports.eu, Monexa, OpenBB, ValueSense, BamSEC, CapEdge, Koyfin, and Perplexity Finance to get started without a paid plan.
Need mobile access? Quartr, AlphaSense, and GuruFocus bring phone-ready workflows that edmundSEC lacks.
Round out your stack with new coverage areas like Screeners, Stock Comparison, Data Visualizations, and Portfolio.
Similarity score 914Category overlap: 100%
Shared coverage
Improved FilingsTranscriptsAI ChatAI Earnings Summary
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.
- Expands into Screeners, Stock Comparison, and Data Visualizations coverage beyond what edmundSEC offers.
- Standout features include Modern web-based research terminal with dashboards, customizable watchlists, portfolio stats, and fundamental charting for 100,000+ global stocks, ETFs, and funds., Deep fundamental coverage: 10–20+ years of annual and 6–40+ quarters of quarterly financials by plan, with ratios, common-size statements, and adjusted metrics., and Rich segment & KPI database across ~2,300 large-cap names, including company-specific business KPIs that are hard to aggregate manually..
Adds coverage: Screeners, Stock Comparison, Data Visualizations, and Portfolio
Standout features: Modern web-based research terminal with dashboards, customizable watchlists, portfolio stats, and fundamental charting for 100,000+ global stocks, ETFs, and funds., Deep fundamental coverage: 10–20+ years of annual and 6–40+ quarters of quarterly financials by plan, with ratios, common-size statements, and adjusted metrics., Rich segment & KPI database across ~2,300 large-cap names, including company-specific business KPIs that are hard to aggregate manually., and AI Copilot for conversational research, capable of summarizing earnings, screening for ideas, comparing peers, and explaining drivers with citations back to sources.
Similarity score 776Category overlap: 75%
Shared coverage
TranscriptsAI ChatAI Earnings Summary
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 Financials, Analyst Forecasts, and Calendar coverage beyond what edmundSEC offers.
- Standout features include Global coverage of investor relations material from over 13,000 public companies across 27 markets, including live and recorded earnings calls, real-time and historical transcripts, filings and reports (e.g., 10-K/10-Q), and high-resolution slide presentations that are fully searchable., Free iOS and Android mobile app for live and recorded earnings calls, real-time searchable transcripts (including offline downloads), analyst consensus estimates, valuation multiples, and revenue segment splits, with no paywall for core qualitative research features., and Personal watchlists and dashboards with real-time updates, tailored earnings calendars, keyword alerts, and notifications when companies, products, or competitors are mentioned or when earnings calls go live; calendars can sync to Outlook, Apple, Google, and other personal calendars..
- Pair it with edmundSEC if you still need Improved Filings.
Adds coverage: Financials, Analyst Forecasts, Calendar, and Alerts
Standout features: Global coverage of investor relations material from over 13,000 public companies across 27 markets, including live and recorded earnings calls, real-time and historical transcripts, filings and reports (e.g., 10-K/10-Q), and high-resolution slide presentations that are fully searchable., Free iOS and Android mobile app for live and recorded earnings calls, real-time searchable transcripts (including offline downloads), analyst consensus estimates, valuation multiples, and revenue segment splits, with no paywall for core qualitative research features., Personal watchlists and dashboards with real-time updates, tailored earnings calendars, keyword alerts, and notifications when companies, products, or competitors are mentioned or when earnings calls go live; calendars can sync to Outlook, Apple, Google, and other personal calendars., and Quartr Pro is a desktop/web research platform used by hedge funds, asset managers, equity research and IR teams to search across all transcripts, filings, reports and slides at once, track narrative shifts, and conduct qualitative public-market research with significantly reduced manual document work.
Similarity score 764Category overlap: 75%
Shared coverage
Improved FilingsTranscriptsAI Earnings Summary
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Fey keeps a free tier, so you can replicate edmundSEC workflows without upgrading.
- Expands into Screeners, Portfolio, and Watchlist coverage beyond what edmundSEC offers.
- Standout features include Finder (NLQ): type ideas like “undervalued tech with insider buying” or “Nancy Pelosi portfolio”; Fey turns this into an editable screen in ~2s (“Like ChatGPT meets Bloomberg”)., Earnings ‘at the speed of now’: instant press releases with **AI‑generated summaries** (~0.8s), live calls in‑app, transcripts and transcript summaries., and Filings ‘Analyze’: **on‑demand AI summaries** of 10‑K/10‑Q with structured sections (revenue, strengths, challenges, risks) to read filings in ~2 minutes..
- Pair it with edmundSEC if you still need AI Chat.
Adds coverage: Screeners, Portfolio, Watchlist, and News
Standout features: Finder (NLQ): type ideas like “undervalued tech with insider buying” or “Nancy Pelosi portfolio”; Fey turns this into an editable screen in ~2s (“Like ChatGPT meets Bloomberg”)., Earnings ‘at the speed of now’: instant press releases with **AI‑generated summaries** (~0.8s), live calls in‑app, transcripts and transcript summaries., Filings ‘Analyze’: **on‑demand AI summaries** of 10‑K/10‑Q with structured sections (revenue, strengths, challenges, risks) to read filings in ~2 minutes., and Portfolio ‘Analyze with AI’ (one click): benchmarks holdings, highlights **factor tilts** driving returns, flags strengths/risks, scans for **mis‑pricings** (forecasts, price targets, valuation spreads), and prioritizes headlines that could actually move your P&L.
Similarity score 742Category overlap: 75%
Shared coverage
TranscriptsAI ChatAI 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 720Category overlap: 75%
Shared coverage
TranscriptsAI ChatAI 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.
#6 Alternative
Similarity score 684Category overlap: 75%
Shared coverage
Improved FilingsTranscriptsAI 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 626Category overlap: 50%
Shared coverage
TranscriptsAI Chat
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 Global value-investing research platform covering ~100,000 stocks in ~100 markets plus 8,000+ institutional investors and 15,000+ mutual funds holdings, designed to provide historical financial and valuation data for long-term investors., All-in-One Screener offers 500+ fundamental, valuation, profitability, growth, dividend, guru and insider filters, supports custom filters/formulas and screening by regions, countries, exchanges and user portfolios., and Stock pages combine up to 30-year financial statements, valuation ratios, proprietary GF Score (quality, value, growth, momentum and GF value), dividend data, ownership, operating/segment metrics, filings, transcripts, PDF reports and downloadable charts/tables..
- Pair it with edmundSEC if you still need Improved Filings and AI Earnings Summary.
Adds coverage: Screeners, Stock Ideas, Stock Comparison, and Data Visualizations
Standout features: Global value-investing research platform covering ~100,000 stocks in ~100 markets plus 8,000+ institutional investors and 15,000+ mutual funds holdings, designed to provide historical financial and valuation data for long-term investors., All-in-One Screener offers 500+ fundamental, valuation, profitability, growth, dividend, guru and insider filters, supports custom filters/formulas and screening by regions, countries, exchanges and user portfolios., Stock pages combine up to 30-year financial statements, valuation ratios, proprietary GF Score (quality, value, growth, momentum and GF value), dividend data, ownership, operating/segment metrics, filings, transcripts, PDF reports and downloadable charts/tables., and Guru and institutional tools track portfolios and trades of thousands of investors, including real-time guru picks, 13F and 13D/13G data for all institutional investors (PremiumPlus+), mutual fund holdings, sector/geographic trends, ETF and options holdings.
Similarity score 626Category overlap: 50%
Shared coverage
TranscriptsAI 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 612Category overlap: 50%
Shared coverage
TranscriptsAI 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 604Category overlap: 50%
Shared coverage
TranscriptsAI Chat
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- EPSMomentum keeps a free tier, so you can replicate edmundSEC workflows without upgrading.
- EPSMomentum adds mobile access for on-the-go monitoring.
- Expands into Screeners, Stock Ideas, and Data Visualizations coverage beyond what edmundSEC offers.
- Standout features include Real-time US stock and ETF prices with advanced charting that overlays earnings, EM Scores, timing indicators and key fundamentals in a single view., Proprietary Earnings Momentum (EM) Score and Growth & Acceleration Earnings Matrix that score stocks on multi-quarter revenue, EPS, margins and free cash flow trends to surface true growth leaders., and Stock Scorer that lets you rank screened stocks using your own scoring criteria to identify the best setups for your process..
- Pair it with edmundSEC if you still need Improved Filings and AI Earnings Summary.
Adds coverage: Screeners, Stock Ideas, Data Visualizations, and Money Flow
Standout features: Real-time US stock and ETF prices with advanced charting that overlays earnings, EM Scores, timing indicators and key fundamentals in a single view., Proprietary Earnings Momentum (EM) Score and Growth & Acceleration Earnings Matrix that score stocks on multi-quarter revenue, EPS, margins and free cash flow trends to surface true growth leaders., Stock Scorer that lets you rank screened stocks using your own scoring criteria to identify the best setups for your process., and Estimates Revision Score (RS) that tracks changes in Wall Street earnings and sales forecasts to highlight positive and negative revision regimes.
Similarity score 592Category overlap: 50%
Shared coverage
Improved FilingsAI Chat
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- FinancialReports.eu keeps a free tier, so you can replicate edmundSEC workflows without upgrading.
- Expands into Regulatory Filings Monitoring, IPO, and Insider Data coverage beyond what edmundSEC offers.
- Standout features include Real‑time filings ingestion (<5 min typical) with continuous 30‑minute source refresh; 4.5M+ filings from 16,645 companies across 44 markets., Programmatic access to filings, company metadata, languages, countries, filing types, sources; Markdown extraction endpoint for filing text., and Watchlist & email alerts the moment a tracked company files; ‘Live Filings Feed’ UI (30‑minute update cycle)..
- Pair it with edmundSEC if you still need Transcripts and AI Earnings Summary.
Adds coverage: Regulatory Filings Monitoring, IPO, Insider Data, and Alerts
Standout features: Real‑time filings ingestion (<5 min typical) with continuous 30‑minute source refresh; 4.5M+ filings from 16,645 companies across 44 markets., Programmatic access to filings, company metadata, languages, countries, filing types, sources; Markdown extraction endpoint for filing text., Watchlist & email alerts the moment a tracked company files; ‘Live Filings Feed’ UI (30‑minute update cycle)., and Insider trades browser and country drill‑downs; IPO/exchange/index reference sections.
Similarity score 592Category overlap: 50%
Shared coverage
TranscriptsAI Chat
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Monexa keeps a free tier, so you can replicate edmundSEC workflows without upgrading.
- Expands into News, News Sentiment, and Calendar coverage beyond what edmundSEC offers.
- Standout features include Company dashboards with tabs for Financials, Estimates, Insider Transactions, Dividends, SEC Filings, Ownership, and Transcripts., AI Financial Analysis: executive overview, bull/base/bear scenario modeling, and financial‑health (cash, leverage, DuPont) refreshed each earnings cycle (Pro)., and AI Peer Analysis: benchmark valuation, growth, profitability, and capital returns vs. peers in one AI report (Pro)..
- Pair it with edmundSEC if you still need Improved Filings and AI Earnings Summary.
Adds coverage: News, News Sentiment, Calendar, and Financials
Standout features: Company dashboards with tabs for Financials, Estimates, Insider Transactions, Dividends, SEC Filings, Ownership, and Transcripts., AI Financial Analysis: executive overview, bull/base/bear scenario modeling, and financial‑health (cash, leverage, DuPont) refreshed each earnings cycle (Pro)., AI Peer Analysis: benchmark valuation, growth, profitability, and capital returns vs. peers in one AI report (Pro)., and AI SWOT Analysis previews and full SWOT in Pro.
Similarity score 592Category overlap: 50%
Shared coverage
TranscriptsAI 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.
Similarity score 592Category overlap: 50%
Shared coverage
TranscriptsAI Earnings Summary
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- ValueSense keeps a free tier, so you can replicate edmundSEC workflows without upgrading.
- Expands into Stock Ideas, Screeners, and Data Visualizations coverage beyond what edmundSEC offers.
- Standout features include Intrinsic value suite: DCF, Reverse DCF, Earnings Power Value (EPV), Peter Lynch fair value, and relative value calculators., AI-powered earnings overviews that summarize transcripts into structured highlights/visuals., and Global stock screener with 60+ presets, country & exchange filters, heatmap/scatter visualizations, and a backtesting comparison vs S&P 500..
- Pair it with edmundSEC if you still need Improved Filings and AI Chat.
Adds coverage: Stock Ideas, Screeners, Data Visualizations, and Quant
Standout features: Intrinsic value suite: DCF, Reverse DCF, Earnings Power Value (EPV), Peter Lynch fair value, and relative value calculators., AI-powered earnings overviews that summarize transcripts into structured highlights/visuals., Global stock screener with 60+ presets, country & exchange filters, heatmap/scatter visualizations, and a backtesting comparison vs S&P 500., and Smart Money Analysis: institutional (13F) and insider transaction tracking, plus options sentiment indicators.
Similarity score 574Category overlap: 50%
Shared coverage
Improved FilingsTranscripts
Assets: Stocks
Experience: 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, Stock Ideas, and Diff View coverage beyond what edmundSEC offers.
- Standout features include Specialized web platform for working with SEC filings and earnings transcripts, marketed as making “financial research easier” for thousands of subscribers including major investment banks and buy-side firms., Covers all SEC filings submitted electronically via EDGAR from 1994 onward in their original, unmodified form, with new filings typically processed within a minute or two of being filed (and by end of day for confidential filings that later become public). Browsing filings does not require a subscription, but premium features are limited to active subscribers., and All-company screening tools let you instantly search across millions of documents for any term, using filters like industry, market cap, document type and Watch List, plus advanced operators (exact phrases, boolean logic, proximity / distance between words) and email alerts for new matches..
- Pair it with edmundSEC if you still need AI Chat and AI Earnings Summary.
Adds coverage: Screeners, Stock Ideas, Diff View, and Financials
Standout features: Specialized web platform for working with SEC filings and earnings transcripts, marketed as making “financial research easier” for thousands of subscribers including major investment banks and buy-side firms., Covers all SEC filings submitted electronically via EDGAR from 1994 onward in their original, unmodified form, with new filings typically processed within a minute or two of being filed (and by end of day for confidential filings that later become public). Browsing filings does not require a subscription, but premium features are limited to active subscribers., All-company screening tools let you instantly search across millions of documents for any term, using filters like industry, market cap, document type and Watch List, plus advanced operators (exact phrases, boolean logic, proximity / distance between words) and email alerts for new matches., and Company-level Document Search shows every mention of a term across a single issuer’s filings and transcripts, with result categorization and an “intuitive workflow” for jumping straight from search hits to the underlying documents without manual Ctrl+F scans.
#16 Alternative
Similarity score 574Category overlap: 50%
Shared coverage
Improved FilingsTranscripts
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.
Similarity score 568Category overlap: 50%
Shared coverage
Improved FilingsTranscripts
Assets: Stocks
Experience: Intermediate and Advanced
Platforms: Web
Why investors switch
- CapEdge keeps a free tier, so you can replicate edmundSEC workflows without upgrading.
- CapEdge adds mobile access for on-the-go monitoring.
- Expands into Screeners, Stock Comparison, and Data Visualizations coverage beyond what edmundSEC offers.
- Standout features include Web-based research platform focused on US equity capital markets that lets users instantly search SEC EDGAR filings and earnings transcripts, monitor IPOs, and track investor holdings across time; navigation exposes Earnings, IPOs, Transcripts, Investor Holdings and an EDGAR Filing Screener from the homepage., Advanced EDGAR filing search supports natural-language and keyword queries, filters by ticker, company name, filing type, and date, plus Filing Analysis views that show which companies mention a theme and how its popularity changes over time. Power users can use AND/OR/NOT boolean operators, with search history saved for later reuse., and Improved filing reader for most SEC forms (10-K, 10-Q, 8-K, 6-K, S-1, F-1, S-4, 20-F, 40-F, DEF 14A, etc.) including similar-filing navigation, customizable font and size, side table-of-contents, and advanced content analysis such as sentiment scores, readability measures, and lists of new and removed words across successive filings..
- Pair it with edmundSEC if you still need AI Chat and AI Earnings Summary.
Adds coverage: Screeners, Stock Comparison, Data Visualizations, and Financials
Standout features: Web-based research platform focused on US equity capital markets that lets users instantly search SEC EDGAR filings and earnings transcripts, monitor IPOs, and track investor holdings across time; navigation exposes Earnings, IPOs, Transcripts, Investor Holdings and an EDGAR Filing Screener from the homepage., Advanced EDGAR filing search supports natural-language and keyword queries, filters by ticker, company name, filing type, and date, plus Filing Analysis views that show which companies mention a theme and how its popularity changes over time. Power users can use AND/OR/NOT boolean operators, with search history saved for later reuse., Improved filing reader for most SEC forms (10-K, 10-Q, 8-K, 6-K, S-1, F-1, S-4, 20-F, 40-F, DEF 14A, etc.) including similar-filing navigation, customizable font and size, side table-of-contents, and advanced content analysis such as sentiment scores, readability measures, and lists of new and removed words across successive filings., and Diff viewer for financial filings highlights changes between successive 10-K/10-Q documents, coloring removed text in one color and new text in another, and attempting to align similar data-table rows across filings to make numeric changes easier to spot.
#18 Alternative
Similarity score 522Category overlap: 50%
Shared coverage
TranscriptsAI 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 476Category 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 Global multi‑asset data terminal covering equities, ETFs, mutual funds, indices, government bond yields, FX, commodities, cryptocurrencies, news, transcripts and global economics in one interface, with financials, margins, consensus estimates and valuation ratios for all global stocks., Combination of live, 15‑minute delayed and end‑of‑day pricing: live/15‑minute delayed US equities & ETFs, 15‑minute delayed Canadian equities, end‑of‑day prices for other equity markets, live FX for ~60 pairs and bitcoin, plus live bond yields for 45 countries and yield curves for 20 countries., and Customizable watchlists, dashboards and macro dashboards with table views, historical graphs and scatter charts so you can monitor price, valuation, technicals, news and macro series in a single workspace..
- Pair it with edmundSEC if you still need Improved Filings, AI Chat, and AI Earnings Summary.
Adds coverage: Screeners, ETF Screeners, Data Visualizations, and Stock Comparison
Standout features: Global multi‑asset data terminal covering equities, ETFs, mutual funds, indices, government bond yields, FX, commodities, cryptocurrencies, news, transcripts and global economics in one interface, with financials, margins, consensus estimates and valuation ratios for all global stocks., Combination of live, 15‑minute delayed and end‑of‑day pricing: live/15‑minute delayed US equities & ETFs, 15‑minute delayed Canadian equities, end‑of‑day prices for other equity markets, live FX for ~60 pairs and bitcoin, plus live bond yields for 45 countries and yield curves for 20 countries., Customizable watchlists, dashboards and macro dashboards with table views, historical graphs and scatter charts so you can monitor price, valuation, technicals, news and macro series in a single workspace., and Equity, ETF and mutual fund screeners with thousands of filter criteria, percentile ranks, description search operators and saved “My Screens” views for repeatable idea generation.
Similarity score 476Category overlap: 25%
Shared coverage
Improved Filings
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 Screeners, Watchlist, and Data Visualizations coverage beyond what edmundSEC offers.
- Standout features include Upgraded price charts with volume bars, OHLCV tooltips, candlestick/area toggle, compare overlays, SMA indicator, and custom date ranges., Real-time newswire feeds for equities and markets, with headline → full story and related coverage., and Watchlist tab includes an AI-generated briefing across a user’s watchlist using price data and web news..
- Pair it with edmundSEC if you still need Transcripts, AI Chat, and AI Earnings Summary.
Adds coverage: Screeners, Watchlist, Data Visualizations, and News
Standout features: Upgraded price charts with volume bars, OHLCV tooltips, candlestick/area toggle, compare overlays, SMA indicator, and custom date ranges., Real-time newswire feeds for equities and markets, with headline → full story and related coverage., Watchlist tab includes an AI-generated briefing across a user’s watchlist using price data and web news., and Natural-language stock screener (“type what you want”) with filters/columns/sorting; screener coverage includes US and Indian equities.
Coverage Snapshot
Where alternatives already align
Most shared categories across the top matches.
Transcripts×18AI Chat×10AI Earnings Summary×9Improved Filings×8
New angles introduced
Categories the alternatives add beyond edmundSEC.
Screeners+15News+14Watchlist+14Alerts+13Calendar+12Financials+12Analyst Forecasts+11Data Visualizations+11
Access & Pricing
Free options
16/20
16 picks introduce a free tier you can start with.
Mobile ready
10/20
10 alternatives bring native mobile access.
API availability
10/20
10 of the shortlisted tools expose API endpoints for automation-heavy workflows.
Quality checks
9 starred / 11 tested
9 tools are flagged as analyst picks; 11 have been hands-on tested.
Avg. coverage overlap
56%
Average percentage of categories shared with the base tool.
Frequently Asked Questions
What are the best alternatives to edmundSEC?
edmundSEC users most often consider Fiscal.ai, Quartr, and Fey as their go-to alternatives.
Which alternatives keep a free tier?
Fiscal.ai, Quartr, Fey, MacroMicro, GuruFocus, Seeking Alpha, Earnings Hub, EPSMomentum, FinancialReports.eu, Monexa, OpenBB, ValueSense, BamSEC, CapEdge, Koyfin, and Perplexity Finance 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!
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Suggest on XStarred 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.