Wednesday, June 24, 2026

1. 1

   

   Perplexity Finance

   Perplexity Finance is an AI-assisted finance research experience that combines cited answers with stock, ETF, fund, crypto, options, news, charts, screeners, earnings documents, ownership data, government trading views, and a developer finance_search tool. It is strongest for quick cited research and agentic finance data access, but AI answers still need verification and consumer plans are separate from Agent API billing.

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   Pricing: Free • From $20/moPlatforms: Web, Mobile, API
2. 2

   

   CapEdge

   CapEdge is a free SEC filings, transcripts, IPO, ownership, ETF exposure, and short-interest research platform from Finsight for US equity-capital-markets work. It is strongest for investors who want a registered, no-cost workflow around EDGAR search, filing diffs, filing alerts, XBRL financial charts, holdings, and IPO calendars without paying for a filings terminal.

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   Pricing: FreePlatforms: Web, Mobile
3. 3

   

   Fiscal.ai

   Fiscal.ai is an AI-assisted public-company research terminal and financial data API platform for investors, analysts, developers, and AI-agent builders. It combines global fundamentals, segments and KPIs, transcripts, filings, estimates, dashboards, screeners, valuation workflows, AI Copilot, REST APIs, webhooks, and MCP access.

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   Pricing: Free • From $468/yrPlatforms: Web, API
4. 4

   

   FinancialReports.eu

   FinancialReports.eu is a public-company filings database, filings API, and hosted MCP server for analysts, AI-agent builders, and data teams that need fast document ingestion, Markdown extraction, watchlist alerts, webhooks, and filing Q&A across global markets. It is strongest when the workflow starts with filings rather than price charts: company documents, insider trades, IPO references, filing feeds, and programmatic document access are the center of the product. Free access is mainly for testing; Analyst or Enterprise is needed for serious API, MCP, AI chat, and production workflows.

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   Pricing: Free • From $379/yrPlatforms: Web, API
5. 5

   

   Quartr

   Quartr is a qualitative public-market research platform for earnings calls, real-time transcripts, filings, reports, slide decks, analyst estimates, AI chat, and investor-relations data. The mobile app is useful for free earnings-call and transcript access, while Quartr Pro and Quartr API serve professional research, MCP, webhook, and data-integration workflows.

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   Pricing: Free • Contact for pricingPlatforms: Web, Mobile, API
6. 6

   

   AUM 13F

   AUM 13F is a due-diligence web app for researching asset managers, institutional holdings, private funds, real estate managers, and limited-partner relationships from public filing sources. It is strongest for analysts who want a low-cost way to browse manager AUM, 13F holdings, EDGAR filings, IAPD records, CAFR-sourced LP portfolios, source links, portfolios, and alerts, but 13F data remains delayed and incomplete by design.

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   Pricing: Free • From $29/moPlatforms: Web
7. 7

   

   SEC EDGAR - Company Filings (Full‑Text Search & Search Filings)

   SEC EDGAR Search is the official free source for U.S. public company, fund, insider, ownership, prospectus, and XBRL filing research. It is strongest as the source of truth for SEC filings, full-text search, latest filings, RSS feeds, CIK lookup, and data.sec.gov JSON APIs, but raw filings still require parsing and automated access must follow SEC fair-access rules.

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   Pricing: FreePlatforms: Web, API
8. 8

   

   Financial Datasets

   Financial Datasets is a developer-focused financial data API and official MCP server for teams building AI agents, stock screeners, portfolio tools, research apps, and quantitative workflows. It is strongest when you need simple programmatic access to U.S. equity fundamentals, prices, SEC filings, insider trades, institutional ownership, news, crypto prices, and screener endpoints without assembling many separate data vendors. The tradeoff is scope and licensing: coverage is centered on U.S. public companies, there is no permanent free tier, and redistribution is gated to Scale or Enterprise.

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   Pricing: From $200/moPlatforms: Web, API
9. 9

   

   SecForm4.Com

   SecForm4.com is a U.S. insider trading and ownership monitoring site for Form 4, Forms 3 and 5, 13D/13G, and 13F filings from EDGAR. It fits users searching for SecForm4, insider trading trackers, Form 4 alerts, and 13D/13G monitoring, with free access for basic research and paid tiers for alerts, screeners, CSV downloads, and user-defined triggers. The right use case is monitoring SEC filing signals before checking transaction context, issuer fundamentals, and current ownership. It is not a broker, global insider-disclosure database, portfolio tracker, public API, or standalone buy/sell signal.

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   Pricing: Free • From $44.95/moPlatforms: Web
10. 10

    

    13F Insight

    13F Insight is an SEC-filings intelligence platform for investors who want to track institutional 13F holdings, Form 4 insider trades, 13D/G ownership, watchlists, smart-money alerts, and AI answers grounded in filing citations. It is strongest for hedge-fund and institutional-ownership research, but 13F filings are delayed by design and AI summaries should be checked against the underlying SEC documents.

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    Pricing: Free • Contact for pricingPlatforms: Web, API

11. 11

    

    AlphaSense

    AlphaSense is an enterprise market-intelligence and AI search platform for institutional research, corporate strategy, consulting, investor relations, and buy-side teams that need cited search across broker research, expert transcripts, filings, news, financial data, and internal documents. It is strongest for team-scale research workflows and proprietary content access, with sales-led annual pricing and Enterprise-only internal-content ingestion.

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    Pricing: Contact for pricingPlatforms: Web, Mobile, API
12. 12

    

    Calcbench

    Calcbench is a professional SEC filing, XBRL, financial statement, disclosure, and Excel research platform for analysts who need traceable as-filed numbers, standardized accounting metrics, footnotes, redlines, proxy data, compensation data, M&A details, and API access. It is strongest for accounting-heavy U.S. equity research and data workflows, but meaningful access is priced for professional users and API access is sold separately from standard subscriptions.

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    Pricing: Free • From $6000/yrPlatforms: Web, Desktop, API
13. 13

    

    Changeflow (Trackly)

    Changeflow, formerly reached through Trackly, is an AI website-change intelligence platform for monitoring filings, regulator pages, IR pages, competitor pages, PDFs, feeds, and other online sources. It is useful for investment and compliance teams that want relevant briefings rather than raw page diffs, but it is not market data, trade execution, or a substitute for human review.

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    Pricing: Free • From $1188/yrPlatforms: Web, API, Other
14. 14

    

    edmundSEC

    edmundSEC is an AI research tool for company filings and earnings transcripts, with cited transcript summaries, filing search, topic discovery, and document-level Q&A. Use it to accelerate qualitative research, then verify answers against the original filings and transcripts.

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    Pricing: SubscriptionPlatforms: Web
15. 15

    

    Reflexivity

    Reflexivity is a sales-led institutional AI investment research platform for hedge funds, asset managers, and professional teams that need explainable outputs over trusted market, filing, transcript, portfolio, and scenario data. It is enterprise research infrastructure, not a self-serve retail stock app.

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    Pricing: SubscriptionPlatforms: Web, API
16. 16

    

    SEC API (sec-api.io)

    SEC API is a commercial SEC/EDGAR API suite for developers, quants, compliance teams, and AI products that need fast filing search, real-time feeds, XBRL-to-JSON conversion, section extraction, insider filings, 13F data, and other structured regulatory datasets. It is strongest when you want production-ready normalized SEC data instead of building your own EDGAR ingestion stack, but the free tier is only a small starter allowance and redistribution requires enterprise terms.

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    Pricing: Free • From $55/moPlatforms: Web, API
17. 17

    

    BamSEC

    BamSEC is a web-based SEC filings and transcripts research platform for investors and analysts who need faster EDGAR workflows. It is strongest for document search, filing redlines, table extraction, transcripts, insider and institutional ownership, watchlists, alerts, highlights, and source-link sharing, with most professional workflows gated behind Pro or Enterprise.

    List votes

    Pricing: Free • From $69/moPlatforms: Web