VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
A focused research platform for SEC filings and transcripts. The Pro plan adds powerful tools like document search, Excel table downloads, redlines, transcripts, and all-company screening with alerts. Enterprise subscribers get consolidated invoicing, usage reporting, and priority support.
Key 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.
- All-company screening with filters for industry, market cap, and document type, plus email alerts tied to searches.
- Ownership data includes insider transactions (Form 4) with filters, and institutional ownership/13F holdings with labeling for options and convertibles.
- Integrated S&P earnings and event transcripts, with downloadable PDFs.
- Customizable email alerts for watched companies, including options to track confidential filings.
- Fast turnaround: new filings are typically available within 1–2 minutes (5–10 minutes during peak times).
- Clean, consolidated filing PDFs with exhibits, plus collaboration features like shareable 'Link to Text' and in-document highlights.
- Clear plan structure: Free vs. Pro, with Enterprise adding administrative features like invoicing and usage reporting.
- Multi-factor authentication supported via Tegus unified login.
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Information
About Me
Hey! Thanks for stopping by. I'm an independent investor with a soft spot for coding and the stock market - especially value investing (as you can probably tell from the tools I've collected here, haha). Hopefully you'll find something useful or interesting along the way.
Find me here:
- Twitter / X: @Jera_Value
- Substack: Jera Value
Got questions or suggestions? I'm all ears!
Missing a Tool?
Discovered a gem I don't have here yet? Drop the link below and I'll check it out ASAP. Tagging me on X works too! Can't wait to see what you've found!
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.