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
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Free Alternatives to edmundSEC
Zero-cost replacements ranked by category overlap, pricing, and platform access. Use this list to test edmundSEC before paying for another subscription.
View standard alternativesQuick takeaways
Every pick keeps a free tier; start with Fiscal.ai, Quartr, and Fey to road-test edmundSEC workflows without paying up front.
Need mobile access? Quartr, GuruFocus, and Seeking Alpha 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 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.
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.
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.
Similarity score 476Category 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 Spreadsheet‑style Table lets you compare stocks, ETFs and mutual funds side‑by‑side with customizable views and an Insight Panel showing detailed fundamentals, analyst ratings, news and earnings transcripts., Powerful stock and ETF screener supports hundreds of metrics, ranked screening and equation‑based filters, with more metrics and history unlocked at higher tiers (up to 700+ metrics in Premium Plus)., and Portfolio Management covers brokerage integration, portfolio analytics, automatic performance emails, dividend income projections, Monte Carlo simulations, correlation analysis, trade planning and rebalancing tools..
- 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: Spreadsheet‑style Table lets you compare stocks, ETFs and mutual funds side‑by‑side with customizable views and an Insight Panel showing detailed fundamentals, analyst ratings, news and earnings transcripts., Powerful stock and ETF screener supports hundreds of metrics, ranked screening and equation‑based filters, with more metrics and history unlocked at higher tiers (up to 700+ metrics in Premium Plus)., Portfolio Management covers brokerage integration, portfolio analytics, automatic performance emails, dividend income projections, Monte Carlo simulations, correlation analysis, trade planning and rebalancing tools., and Future Simulations tool uses Monte Carlo methods to model long‑term portfolio outcomes under different market regimes, inflation assumptions and contribution/withdrawal patterns.
Similarity score 464Category 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 464Category 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, Stock Ideas, and Data Visualizations coverage beyond what edmundSEC offers.
- Standout features include Institutional‑quality fundamental database with S&P Global CapitalIQ–powered financials and Morningstar data on 100,000+ stocks across 92 countries and 136 exchanges, including full statements and ratios for most listed equities., Detailed Financials tab exposing Income Statement, Balance Sheet, Cash Flow and Ratio views with configurable units/decimals and interactive tables, plus the ability to chart rows and compare multiple tickers over up to 20 years of history on Pro., and Global equity screener covering 100,000+ stocks across 92 countries and 136 exchanges, allowing filters by region, industry, financials, ratios, valuation multiples, Wall Street forecasts, growth rates, margins and more, with “Browse All Data” to explore all available criteria..
- Pair it with edmundSEC if you still need Improved Filings, AI Chat, and AI Earnings Summary.
Adds coverage: Screeners, Stock Ideas, Data Visualizations, and Stock Comparison
Standout features: Institutional‑quality fundamental database with S&P Global CapitalIQ–powered financials and Morningstar data on 100,000+ stocks across 92 countries and 136 exchanges, including full statements and ratios for most listed equities., Detailed Financials tab exposing Income Statement, Balance Sheet, Cash Flow and Ratio views with configurable units/decimals and interactive tables, plus the ability to chart rows and compare multiple tickers over up to 20 years of history on Pro., Global equity screener covering 100,000+ stocks across 92 countries and 136 exchanges, allowing filters by region, industry, financials, ratios, valuation multiples, Wall Street forecasts, growth rates, margins and more, with “Browse All Data” to explore all available criteria., and Valuation tooling with extensive forward and trailing multiples (e.g., EV/Sales, EV/EBITDA, P/FCF, P/E, REIT metrics like P/FFO and P/AFFO), historical multiple charts, peer comparisons via a Competitors tab and a Valuation Model Builder (Guided and Advanced) with plan‑based limits on saved models.
Similarity score 462Category 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×17AI Chat×9AI Earnings Summary×7Improved Filings×6
New angles introduced
Categories the alternatives add beyond edmundSEC.
News+16Screeners+16Watchlist+15Calendar+14Financials+14Alerts+13Data Visualizations+13Analyst Forecasts+11
Free Access & Pricing
Free options
All 20
20 vetted picks keep a permanent free tier so you can validate workflows before upgrading.
Mobile ready
10/20
10 alternatives bring native mobile access.
API availability
8/20
8 of the shortlisted tools expose API endpoints for automation-heavy workflows.
Quality checks
12 starred / 14 tested
12 tools are flagged as analyst picks; 14 have been hands-on tested.
Avg. coverage overlap
49%
Average percentage of categories shared with the base tool.
Free Alternatives FAQ
What are the best free alternatives to edmundSEC?
Start with Fiscal.ai, Quartr, and Fey to replicate edmundSEC workflows without paying for a subscription.
Do these picks stay permanently free?
Yes. Each platform listed keeps a standing free tier with no credit card required -- though export limits or seat caps may apply if you scale usage.
Which edmundSEC workflows stay covered on the free plan?
Expect solid overlap across Improved Filings, Transcripts, AI Chat, and AI Earnings Summary, so core edmundSEC workflows can move over without a paid upgrade.
What extra coverage do the free alternatives add?
Screeners, Stock Comparison, Data Visualizations, Portfolio, Watchlist, Investor Holdings, ETF Overview, ETF Performance, ETF Holdings, ETF Fundamentals, ETF Valuation, Financials, Valuation Models, Dividends, Insider Data, Institutional Data, 13F, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, News, Alerts, Calendar, Splits, Data APIs, APIs & SDKs, Webhooks, AI, AI Business Summary, AI Filings Summary, AI Report, Blogs, Newsletters, Education, Notes & Highlights, Shared Workspaces, Citations & Source Pinning, News Sentiment, Factor Exposure, ETF Screeners, ETF Comparison, Which ETF includes this Stock?, GDP, Inflation Rates, Interest Rates, PMI / ISM, Consumer Sentiment, Commitment of Traders (COT), Backtesting, Correlation, Stock Ideas, US Government Trades, Special Situations, IPO, Spin-offs, Acquisitions, Delisted, Unemployment Rates, Yield Curves, Scores, Short Interest, 13D/13G, Videos, Forums, Stock Handbook, Bulls Say Bear Say, ETF Factors, Options, Money Flow, Market Sentiment, Dark Pool & Off-Exchange, Custom Dashboards, Regulatory Filings Monitoring, Sheets / Excel Add-ins, Options & Derivatives, Quant, Research Templates, Diff View, Filing Sentiment, Secondary Offerings, Monte Carlo, Flags, Fund Overview, Fund Performance, Fund Holdings, and Fund Rating show up most often as bonus coverage beyond the base platform, giving you room to experiment before upgrading.
Where might I still rely on edmundSEC?
Improved Filings, AI Chat, AI Earnings Summary, and Transcripts remain strengths for edmundSEC. Keep it handy for those tasks or plan for a paid upgrade if they matter.
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!
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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.