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
Wednesday, November 19, 2025
Free programmatic picks
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 Quartr, Fey, and MacroMicro to road-test edmundSEC workflows without paying up front.
Need mobile access? Quartr, Seeking Alpha, and Earnings Hub bring phone-ready workflows that edmundSEC lacks.
Round out your stack with new coverage areas like AI, Calendar, Alerts, and Data APIs.
Similarity score 776Category overlap: 75%
Shared coverage
Improved FilingsTranscriptsAI 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 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 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 614Category overlap: 50%
Shared coverage
Improved FilingsTranscripts
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 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 596Category overlap: 50%
Shared coverage
Improved FilingsTranscripts
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 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 476Category 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 476Category 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 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 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 476Category 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 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 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 464Category 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 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, 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 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×18AI Chat×6AI Earnings Summary×5Improved Filings×5
New angles introduced
Categories the alternatives add beyond edmundSEC.
News+15Financials+14Screeners+14Calendar+13Watchlist+13Alerts+12Analyst Forecasts+9Analyst Price Targets+9
Free Access & Pricing
Free options
All 20
20 vetted picks keep a permanent free tier so you can validate workflows before upgrading.
Mobile ready
9/20
9 alternatives bring native mobile access.
API availability
8/20
8 of the shortlisted tools expose API endpoints for automation-heavy workflows.
Quality checks
13 starred / 15 tested
13 tools are flagged as analyst picks; 15 have been hands-on tested.
Avg. coverage overlap
43%
Average percentage of categories shared with the base tool.
Free Alternatives FAQ
What are the best free alternatives to edmundSEC?
Start with Quartr, Fey, and MacroMicro 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?
AI, Calendar, Alerts, Data APIs, APIs & SDKs, Webhooks, Watchlist, Screeners, Portfolio, News, News Sentiment, Analyst Forecasts, Analyst Price Targets, AI Filings Summary, AI Report, Factor Exposure, Data Visualizations, ETF Screeners, ETF Comparison, Which ETF includes this Stock?, GDP, Inflation Rates, Interest Rates, PMI / ISM, Consumer Sentiment, Commitment of Traders (COT), 13F, Backtesting, Correlation, Stock Comparison, Dividends, Financials, Scores, Bulls Say Bear Say, ETF Overview, ETF Performance, ETF Holdings, ETF Fundamentals, ETF Factors, Analyst Recommendations, Options, Diff View, Insider Data, Institutional Data, Filing Sentiment, 13D/13G, IPO, Secondary Offerings, Regulatory Filings Monitoring, Valuation Models, Investor Holdings, US Government Trades, Sheets / Excel Add-ins, Custom Dashboards, Splits, Unemployment Rates, Dark Pool & Off-Exchange, Options & Derivatives, Quant, Stock Ideas, Money Flow, Research Templates, Shared Workspaces, Yield Curves, ETF Overlap, ETF Valuation, Short Interest, Monte Carlo, Fund Overview, Fund Performance, Fund Holdings, Fund Rating, Education, Videos, ESG Ratings, and Stock Handbook 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?
AI Earnings Summary, AI Chat, Improved Filings, and Transcripts remain strengths for edmundSEC. Keep it handy for those tasks or plan for a paid upgrade if they matter.
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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.