Fiscal.ai is the closest drop-in replacement with overlapping coverage in Improved Filings, Transcripts, and AI Chat while adding Stock Ideas and Screeners coverage, Modern web-based research terminal with dashboards, customizable watchlists, portfolio views, and visualizations across global stocks, ETFs, mutual funds, and funds. and Deep fundamentals and segment/KPI coverage, including proprietary KPI feeds for ~2,250+ companies and history depth that scales with plan tier. features, and a free tier (category overlap ~100%).
VOL. XCIV, NO. 247
Free Alternatives to edmundSEC
PRICE: 0 CENTS
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.
Switching from edmundSEC doesn't have to cost a thing. We've curated 20 free-tier alternatives that cover similar workflows, from Transcripts to AI and beyond. Each pick below is ranked by how closely it matches edmundSEC's category footprint—so you can trial replacements without opening your wallet.
View all alternativesAlternatives20Curated picks
Free Options20With free tiers
Avg. Overlap56%Category match
Mobile Ready8Native apps
Quick 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 Investing.com bring phone-ready workflows that edmundSEC lacks.
Round out your stack with new coverage areas like Stock Ideas, Screeners, Stock Comparison, and Data Visualizations.
Similarity score 1054Category overlap: 100%
Shared coverage
Improved FilingsTranscriptsAI ChatAI Earnings SummaryAI
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 Stock Ideas, Screeners, and Stock Comparison coverage beyond what edmundSEC offers.
- Standout features include Modern web-based research terminal with dashboards, customizable watchlists, portfolio views, and visualizations across global stocks, ETFs, mutual funds, and funds., Deep fundamentals and segment/KPI coverage, including proprietary KPI feeds for ~2,250+ companies and history depth that scales with plan tier., and AI Copilot for conversational research plus AI summaries and AI-generated reports, designed to speed up earnings, filings, and peer comparisons..
Adds coverage: Stock Ideas, Screeners, Stock Comparison, and Data Visualizations
Standout features: Modern web-based research terminal with dashboards, customizable watchlists, portfolio views, and visualizations across global stocks, ETFs, mutual funds, and funds., Deep fundamentals and segment/KPI coverage, including proprietary KPI feeds for ~2,250+ companies and history depth that scales with plan tier., AI Copilot for conversational research plus AI summaries and AI-generated reports, designed to speed up earnings, filings, and peer comparisons., and Integrated analyst data (forward estimates, revisions, ratings, and price targets) aligned with standardized and adjusted metrics.
Similarity score 918Category overlap: 80%
Shared coverage
TranscriptsAI ChatAI Earnings SummaryAI
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 906Category overlap: 80%
Shared coverage
Improved FilingsTranscriptsAI Earnings SummaryAI
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 770Category overlap: 60%
Shared coverage
TranscriptsAI ChatAI
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 756Category overlap: 60%
Shared coverage
TranscriptsAI ChatAI
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Investing.com keeps a free tier, so you can replicate edmundSEC workflows without upgrading.
- Investing.com adds mobile access for on-the-go monitoring.
- Expands into News, Alerts, and Calendar coverage beyond what edmundSEC offers.
- Standout features include Multi-asset market data site/app with quotes, charts, news and tools; claims coverage across stocks, commodities, crypto, indices, currencies, bonds, funds, interest rates, ETFs, futures and options., Cross-device alerts: customized price alerts on any instrument plus alerts for selected economic events; managed via an Alert Center on web and apps., and Mobile app highlights include real-time quotes (30,000+ instruments / 100+ exchanges), economic calendar alerts, breaking news alerts, and a customized portfolio view..
- Pair it with edmundSEC if you still need Improved Filings and AI Earnings Summary.
Adds coverage: News, Alerts, Calendar, and Dividends
Standout features: Multi-asset market data site/app with quotes, charts, news and tools; claims coverage across stocks, commodities, crypto, indices, currencies, bonds, funds, interest rates, ETFs, futures and options., Cross-device alerts: customized price alerts on any instrument plus alerts for selected economic events; managed via an Alert Center on web and apps., Mobile app highlights include real-time quotes (30,000+ instruments / 100+ exchanges), economic calendar alerts, breaking news alerts, and a customized portfolio view., and Portfolio & watchlist tracking; help docs describe importing a watchlist from CSV and downloading portfolio/watchlist/holdings as CSV.
Similarity score 748Category overlap: 60%
Shared coverage
TranscriptsAI ChatAI
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 736Category overlap: 60%
Shared coverage
TranscriptsAI ChatAI
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Changeflow (Trackly) keeps a free tier, so you can replicate edmundSEC workflows without upgrading.
- Expands into Alerts, News, and Regulatory Filings Monitoring coverage beyond what edmundSEC offers.
- Standout features include AI / natural-language setup: paste a URL and describe what you care about; no manual configuration required., AI-generated summaries and relevance filtering to reduce noisy/irrelevant page-change alerts., and Investment-focused monitoring: positioned as optimized for SEC filings and corporate disclosures with materiality filtering and “within minutes” alerts..
- Pair it with edmundSEC if you still need Improved Filings and AI Earnings Summary.
Adds coverage: Alerts, News, Regulatory Filings Monitoring, and Insider Data
Standout features: AI / natural-language setup: paste a URL and describe what you care about; no manual configuration required., AI-generated summaries and relevance filtering to reduce noisy/irrelevant page-change alerts., Investment-focused monitoring: positioned as optimized for SEC filings and corporate disclosures with materiality filtering and “within minutes” alerts., and SEC coverage described as supporting monitoring across EDGAR filing types (e.g., 8-K, 10-K, 10-Q, Form 4, 13F, proxy statements, S-1, and more).
Similarity score 736Category overlap: 60%
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 and AI.
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 736Category overlap: 60%
Shared coverage
TranscriptsAI ChatAI
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 Screeners, Stock Ideas, and News coverage beyond what edmundSEC offers.
- Standout features include Web “Platform” includes Dashboard, News, AI Chat, Calendar, Screener, Watchlist, Whale Tracker, and Congressional Trading modules., Stock Screener supports saved screeners, templates, and custom filters (“Add Filter”)., and Markets “Global 30k+ companies” coverage; Free includes 5 years of financial history and 10 years of charting, while Pro includes 30 years of financial history and 30 years of charting..
- Pair it with edmundSEC if you still need Improved Filings and AI Earnings Summary.
Adds coverage: Screeners, Stock Ideas, News, and Calendar
Standout features: Web “Platform” includes Dashboard, News, AI Chat, Calendar, Screener, Watchlist, Whale Tracker, and Congressional Trading modules., Stock Screener supports saved screeners, templates, and custom filters (“Add Filter”)., Markets “Global 30k+ companies” coverage; Free includes 5 years of financial history and 10 years of charting, while Pro includes 30 years of financial history and 30 years of charting., and Company dashboards include an interactive stock chart with historical price data and comparison tools, plus multiple time ranges (e.g., 1M, 6M, YTD, 1Y, 3Y, 5Y, 10Y, 20Y, Max) and valuation metrics.
Similarity score 696Category overlap: 60%
Shared coverage
TranscriptsAI ChatAI
Assets: Stocks
Experience: Beginner and Intermediate
Platforms: Web
Pricing: Subscription
Why investors switch
- Alpha Spread keeps a free tier, so you can replicate edmundSEC workflows without upgrading.
- Expands into Stock Ideas, Screeners, and Stock Comparison coverage beyond what edmundSEC offers.
- Standout features include Automatic intrinsic valuation to compare market price vs intrinsic value (includes DCF + relative valuation and scenario analysis)., Company “stock report” sections include: Summary, DCF valuation, Relative valuation, Wall St estimates, profitability & solvency analysis, financials, revenue breakdown, earnings calls, and discount rate., and Analyst estimates / “Stock Forecast” pages with price targets (and the ability to set price alerts from these pages)..
- Pair it with edmundSEC if you still need Improved Filings and AI Earnings Summary.
Adds coverage: Stock Ideas, Screeners, Stock Comparison, and Watchlist
Standout features: Automatic intrinsic valuation to compare market price vs intrinsic value (includes DCF + relative valuation and scenario analysis)., Company “stock report” sections include: Summary, DCF valuation, Relative valuation, Wall St estimates, profitability & solvency analysis, financials, revenue breakdown, earnings calls, and discount rate., Analyst estimates / “Stock Forecast” pages with price targets (and the ability to set price alerts from these pages)., and Watchlist + alerts: track intrinsic value shifts, get notified on new analyst price targets and insider activity, and set email price alerts for target prices.
Similarity score 696Category overlap: 60%
Shared coverage
TranscriptsAI ChatAI
Assets: Stocks
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- DeepVest keeps a free tier, so you can replicate edmundSEC workflows without upgrading.
- Expands into Wealth Management, Screeners, and Backtesting coverage beyond what edmundSEC offers.
- Standout features include Conversational “investment intelligence” interface: ask investment questions and generate research/portfolio strategy via natural language (incl. model portfolios, optimizations, screening, technical/fundamental/macro analysis)., Backtesting tooling: marketed as “instant backtesting”/strategy backtesting available in-product (Free includes strategy backtesting)., and Stock/asset screening via natural language; product page cites filtering by 100+ fundamental metrics (plan comparison also lists “advanced stock screening”)..
- Pair it with edmundSEC if you still need Improved Filings and AI Earnings Summary.
Adds coverage: Wealth Management, Screeners, Backtesting, and Portfolio
Standout features: Conversational “investment intelligence” interface: ask investment questions and generate research/portfolio strategy via natural language (incl. model portfolios, optimizations, screening, technical/fundamental/macro analysis)., Backtesting tooling: marketed as “instant backtesting”/strategy backtesting available in-product (Free includes strategy backtesting)., Stock/asset screening via natural language; product page cites filtering by 100+ fundamental metrics (plan comparison also lists “advanced stock screening”)., and Portfolio + risk analytics positioning: portfolio optimization & risk analysis (Advisor Premium), plus rolling drawdown/beta/correlation analysis and scenario analysis (rate shocks) listed in plan comparison.
Similarity score 622Category overlap: 40%
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 News, Alerts, and Calendar coverage beyond what edmundSEC offers.
- Standout features include Real-time financial news and market-moving analysis with alerting controls (content + ratings/price + portfolio digests)., Portfolio tracker supports manual lot entry (shares, price, date, transaction type) and downloads/export to Excel (.xlsx)., and Premium/PRO: broker-linked portfolios via Plaid/SnapTrade; holdings can auto-update (daily) with MFA/OTP caveats..
- Pair it with edmundSEC if you still need Improved Filings, AI Chat, and AI.
Adds coverage: News, Alerts, Calendar, and Stock Ideas
Standout features: Real-time financial news and market-moving analysis with alerting controls (content + ratings/price + portfolio digests)., Portfolio tracker supports manual lot entry (shares, price, date, transaction type) and downloads/export to Excel (.xlsx)., Premium/PRO: broker-linked portfolios via Plaid/SnapTrade; holdings can auto-update (daily) with MFA/OTP caveats., and Symbol-page ratings: Quant Rating + SA Author rating + Wall Street (sell-side) rating, plus factor grades (Value/Growth/Profitability/Momentum/EPS Revisions).
Similarity score 608Category overlap: 40%
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, AI Chat, and AI.
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 608Category overlap: 40%
Shared coverage
AI ChatAI
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.
Similarity score 596Category overlap: 40%
Shared coverage
TranscriptsAI
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Tweenvest keeps a free tier, so you can replicate edmundSEC workflows without upgrading.
- Expands into Screeners, Data Visualizations, and Watchlist coverage beyond what edmundSEC offers.
- Standout features include Company analysis pages built around tables, charts and dashboards; includes watchlists, portfolio views, estimates, filters and news., Global equity coverage marketed as “over 100,000 stocks from around the world”, updated daily., and Stock scoring + valuation workflow: platform highlights “Stock Scoring” and “Valuation Templates”; company page also describes scoring plus “fair price” / “estimated valuation”..
- Pair it with edmundSEC if you still need Improved Filings, AI Chat, and AI Earnings Summary.
Adds coverage: Screeners, Data Visualizations, Watchlist, and Portfolio
Standout features: Company analysis pages built around tables, charts and dashboards; includes watchlists, portfolio views, estimates, filters and news., Global equity coverage marketed as “over 100,000 stocks from around the world”, updated daily., Stock scoring + valuation workflow: platform highlights “Stock Scoring” and “Valuation Templates”; company page also describes scoring plus “fair price” / “estimated valuation”., and Portfolio tracking with performance + dividends and “notifications for upcoming events”; portfolio entitlements scale by plan (1 portfolio / 20 positions on Pro; unlimited portfolios/positions on Pro+).
Similarity score 588Category overlap: 40%
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, AI Earnings Summary, and AI.
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 588Category overlap: 40%
Shared coverage
AI ChatAI
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Pricing: Subscription
Why investors switch
- Stocknear keeps a free tier, so you can replicate edmundSEC workflows without upgrading.
- Expands into Screeners, Options & Derivatives, and Data Visualizations coverage beyond what edmundSEC offers.
- Standout features include Ticker pages with tabs for Financials, Statistics, Business Metrics, Forecasts, Dark Pool, Options, Insider, Dividends, and History., Real-time options flow feed and unusual activity; options chains available (OPRA-sourced)., and Dark pool & off-exchange trade tape (15‑minute delay)..
- Pair it with edmundSEC if you still need Improved Filings, Transcripts, and AI Earnings Summary.
Adds coverage: Screeners, Options & Derivatives, Data Visualizations, and Watchlist
Standout features: Ticker pages with tabs for Financials, Statistics, Business Metrics, Forecasts, Dark Pool, Options, Insider, Dividends, and History., Real-time options flow feed and unusual activity; options chains available (OPRA-sourced)., Dark pool & off-exchange trade tape (15‑minute delay)., and Hedge Fund tracker (13F) with institution list (downloadable) and holdings analytics.
Similarity score 570Category overlap: 40%
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, AI Earnings Summary, and AI.
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 564Category overlap: 40%
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, AI Earnings Summary, and AI.
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 563Category overlap: 67%
Shared coverage
TranscriptsAI
Assets: Stocks
Experience: Beginner, Intermediate, and Advanced
Platforms: Web
Why investors switch
- Berkshire Hathaway Archive (Memorex) keeps a free tier, so you can replicate edmundSEC workflows without upgrading.
- Expands into Education coverage beyond what edmundSEC offers.
- Standout features include Digital archive of Berkshire Hathaway, including Warren Buffett's letters to shareholders and annual meeting transcripts., Search modes described on the site include topic/subject/question/similarity, with example queries., and Creator describes the Memorex interface as semantic "search by meaning" over a document collection (chat UI noted as future work)..
- Pair it with edmundSEC if you still need Improved Filings, AI Chat, and AI Earnings Summary.
Adds coverage: Education
Standout features: Digital archive of Berkshire Hathaway, including Warren Buffett's letters to shareholders and annual meeting transcripts., Search modes described on the site include topic/subject/question/similarity, with example queries., Creator describes the Memorex interface as semantic "search by meaning" over a document collection (chat UI noted as future work)., and Site includes a rights notice indicating the letters should not be reproduced/distributed without permission.
Coverage Snapshot
Where alternatives already align
Most shared categories across the top matches.
Transcripts×17AI×14AI Chat×13AI Earnings Summary×6Improved Filings×5
New angles introduced
Categories the alternatives add beyond edmundSEC.
Alerts+16Screeners+15Calendar+13Financials+13News+13Watchlist+13Analyst Forecasts+11Data Visualizations+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
8/20
8 alternatives bring native mobile access.
API availability
8/20
8 of the shortlisted tools expose API endpoints for automation-heavy workflows.
Quality checks
7 starred / 11 tested
7 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.
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, AI Earnings Summary, and AI, so core edmundSEC workflows can move over without a paid upgrade.
What extra coverage do the free alternatives add?
Stock Ideas, Screeners, Stock Comparison, Data Visualizations, Portfolio, Watchlist, Investor Holdings, ETF Overview, ETF Performance, ETF Holdings, News, Alerts, Calendar, Splits, Financials, Valuation Models, Dividends, Insider Data, Institutional Data, 13F, AI Business Summary, AI Filings Summary, AI Report, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, Data APIs, APIs & SDKs, Webhooks, Blogs, Newsletters, Education, Notes & Highlights, Shared Workspaces, Citations & Source Pinning, News Sentiment, Factor Exposure, US Government Trades, Backtesting, Special Situations, IPO, Spin-offs, Acquisitions, Delisted, GDP, Interest Rates, Inflation Rates, Unemployment Rates, Commitment of Traders (COT), Yield Curves, Scores, Short Interest, 13D/13G, Videos, Forums, Stock Handbook, Money Flow, Market Sentiment, Dark Pool & Off-Exchange, Custom Dashboards, Regulatory Filings Monitoring, ETF Screeners, ETF Comparison, Which ETF includes this Stock?, PMI / ISM, Consumer Sentiment, Correlation, Dividend, Wealth Management, Risk Metrics, Scenario & Stress Tests, Options, Audit Trail / Supervision, Top Analysts, Options & Derivatives, Diff View, Filing Sentiment, and Secondary Offerings 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, AI, 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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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.