VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Saturday, September 27, 2025
Investors comparing edmundSEC and Fintool will find that Both edmundSEC and Fintool concentrate on Transcripts, AI Chat, and AI Earnings Summary workflows, making them natural alternatives for similar investment research jobs. edmundSEC leans into Improved Filings, which can be decisive for teams that need depth over breadth. Fintool stands out with Financials, Screeners, and Watchlist that the competition lacks. Use the feature-by-feature table to inspect unique capabilities and confirm which roadmap best maps to your process.
Head-to-head
edmundSEC vs Fintool
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
- edmundSEC adds Improved Filings coverage that Fintool skips.
- Fintool includes Financials, Screeners, Watchlist, AI Report, Data APIs, and APIs & SDKs categories that edmundSEC omits.
- edmundSEC highlights: Search across SEC filings (10-K, 10-Q, 8-K) and earnings call transcripts in a clean browser interface., ContextAI Search expands queries to surface more relevant matches across filings and transcripts., and Single-document Q&A mode lets users ask direct questions of a filing or transcript, with the AI reading it end-to-end..
- Fintool is known for: Natural-language answers backed by SEC filings, earnings calls, and financial data, always with citations., Built-in company screener and watchlists, plus workflow tools and sharable watchlists., and Public REST API (v2) with API key authentication, supporting chat endpoints and optional streaming via Server-Sent Events..
edmundSEC
edmundsec.com
A web-based platform built around SEC filings and earnings call transcripts. Features include AI-powered search, single-document Q&A, and transcript summaries. A subscription is offered (including an early “Founder” lifetime promotion), though detailed plan tiers and pricing are not publicly listed.
Platforms
Pricing
Quick highlights
- Search across SEC filings (10-K, 10-Q, 8-K) and earnings call transcripts in a clean browser interface.
- ContextAI Search expands queries to surface more relevant matches across filings and transcripts.
- Single-document Q&A mode lets users ask direct questions of a filing or transcript, with the AI reading it end-to-end.
- Key Topic Discovery highlights major themes within documents and allows users to define custom topics.
- AI-generated summaries for earnings call transcripts.
Fintool
fintool.com
AI-powered research platform combining SEC filings, earnings transcripts, and financial data with natural-language querying. Two tiers: Regular includes unlimited queries, filings and transcripts, advanced screening, real-time market data, and up to 5 user seats. Enterprise adds API access, private-data connectors, and enterprise-grade security. A 14-day free trial is available.
Categories
Platforms
Pricing
Quick highlights
- Natural-language answers backed by SEC filings, earnings calls, and financial data, always with citations.
- Built-in company screener and watchlists, plus workflow tools and sharable watchlists.
- Public REST API (v2) with API key authentication, supporting chat endpoints and optional streaming via Server-Sent Events.
- Plan structure: Regular plan covers unlimited queries, filings, transcripts, advanced screening, real-time data, and 5 seats; Enterprise adds API access, private-data integrations, and enhanced security. A free 14-day trial is included.
- Enterprise-grade private data handling: connectors for SharePoint, OneDrive, and Google Drive; role-based access control, audit logs, SIEM export, and IDP integrations (Okta, Azure AD, Google Workspace). Vendor promises no training on customer data; AES-256 at rest and TLS 1.2+ in transit.
Shared focus areas
Both platforms align on these research themes, so you can stay within one workflow when your use case involves them.
Where they differ
edmundSEC
Distinct strengths include:
- Search across SEC filings (10-K, 10-Q, 8-K) and earnings call transcripts in a clean browser interface.
- ContextAI Search expands queries to surface more relevant matches across filings and transcripts.
- Single-document Q&A mode lets users ask direct questions of a filing or transcript, with the AI reading it end-to-end.
- Key Topic Discovery highlights major themes within documents and allows users to define custom topics.
Fintool
Distinct strengths include:
- Natural-language answers backed by SEC filings, earnings calls, and financial data, always with citations.
- Built-in company screener and watchlists, plus workflow tools and sharable watchlists.
- Public REST API (v2) with API key authentication, supporting chat endpoints and optional streaming via Server-Sent Events.
- Plan structure: Regular plan covers unlimited queries, filings, transcripts, advanced screening, real-time data, and 5 seats; Enterprise adds API access, private-data integrations, and enhanced security. A free 14-day trial is included.
Feature-by-feature breakdown
| Attribute | edmundSEC | Fintool |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Transcripts, AI Chat, AI Earnings Summary Unique: Improved Filings | Shared: Transcripts, AI Chat, AI Earnings Summary Unique: Financials, Screeners, Watchlist, AI Report, Data APIs, APIs & SDKs |
Asset types Supported asset classes and universes | Stocks | Stocks |
Experience levels Who each product is built for | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Platforms Where you can access the product | Web | Web, API |
Pricing High-level pricing models | Subscription | Subscription |
Key features Core capabilities called out by each vendor | Unique
| Unique
|
Tested Verified by hands-on testing inside Find My Moat | Not yet | Yes |
Editor pick Featured inside curated shortlists | Standard listing | Standard listing |
Frequently Asked Questions
Which workflows do edmundSEC and Fintool both support?
Both platforms cover Transcripts, AI Chat, and AI Earnings Summary workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do edmundSEC and Fintool require subscriptions?
Neither platform maintains a free tier. Budget for a subscription to unlock the research coverage highlighted in this comparison.
How can you access edmundSEC and Fintool?
Both edmundSEC and Fintool prioritize web or desktop access. Investors wanting a mobile-first workflow may need to rely on responsive web views.
What unique strengths set the two platforms apart?
edmundSEC differentiates itself with Search across SEC filings (10-K, 10-Q, 8-K) and earnings call transcripts in a clean browser interface., ContextAI Search expands queries to surface more relevant matches across filings and transcripts., and Single-document Q&A mode lets users ask direct questions of a filing or transcript, with the AI reading it end-to-end., whereas Fintool stands out for Natural-language answers backed by SEC filings, earnings calls, and financial data, always with citations., Built-in company screener and watchlists, plus workflow tools and sharable watchlists., and Public REST API (v2) with API key authentication, supporting chat endpoints and optional streaming via Server-Sent Events..
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.