VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

View edmundSEC View GuruFocus Back to Home

Head-to-head

edmundSEC vs GuruFocus comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

edmundSEC adds Improved Filings, AI Chat, and AI Earnings Summary coverage that GuruFocus skips.

GuruFocus includes Screeners, Stock Ideas, Stock Comparison, Portfolio, Backtesting, Investor Holdings, US Government Trades, News, Alerts, Calendar, GDP, Interest Rates, Inflation Rates, Unemployment Rates, Commitment of Traders (COT), Yield Curves, Financials, Valuation Models, Scores, Insider Data, 13F, ETF Overview, ETF Holdings, APIs & SDKs, and Sheets / Excel Add-ins 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..

GuruFocus is known for: 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..

GuruFocus keeps a free entry point that edmundSEC lacks.

GuruFocus offers mobile access, which edmundSEC skips.

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

Web

Pricing

Subscription

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.

Community votes (overall)

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GuruFocus

gurufocus.com

Editor’s pick Hands-on review

A global equity research and value-investing platform with robust screening, backtesting, and portfolio tools. Features and data access depend on plan tier—Premium vs. Premium Plus—while enterprise-level users can license data directly via API. Add-ins for Excel and Google Sheets extend workflows, though usage caps apply to lower tiers. Alerts and mobile apps are included across paid plans.

Platforms

Web

Mobile

API

Pricing

Free

Subscription

Quick highlights

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.
Specialty trackers for insider trading and U.S. politician trades.
ETF profiles with current and historical holdings, including N-PORT data and timestamps.

Community votes (overall)

0% upvotes 0% downvotes

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Overlap

Shared focus areas

1 overlap

Both tools cover this research theme.

Transcripts

Where they differ

edmundSEC

Distinct strengths include:

Improved Filings

AI Chat

AI Earnings Summary

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.

GuruFocus

Distinct strengths 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.
Guru portfolios tracking 13F and mutual fund holdings, real-time picks, and portfolio downloads to Excel.
Specialty trackers for insider trading and U.S. politician trades.

Feature-by-feature breakdown

Attribute	edmundSEC	GuruFocus
Categories Which research workflows each platform targets	Shared: Transcripts Unique: Improved Filings, AI Chat, AI Earnings Summary	Shared: Transcripts Unique: Screeners, Stock Ideas, Stock Comparison, Portfolio, Backtesting, Investor Holdings, US Government Trades, News, Alerts, Calendar, GDP, Interest Rates, Inflation Rates, Unemployment Rates, Commitment of Traders (COT), Yield Curves, Financials, Valuation Models, Scores, Insider Data, 13F, ETF Overview, ETF Holdings, APIs & SDKs, Sheets / Excel Add-ins
Asset types Supported asset classes and universes	Stocks	Stocks, ETFs, Mutual Funds
Experience levels Who each product is built for	Beginner, Intermediate, Advanced	Beginner, Intermediate, Advanced
Platforms Where you can access the product	Web	Web, Mobile, API
Pricing High-level pricing models	Subscription	Free, Subscription
Key features Core capabilities called out by each vendor	Unique 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. Subscription offering confirmed, including an initial lifetime “Founder” promotion at launch, though ongoing plan details are not disclosed.	Unique 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. Specialty trackers for insider trading and U.S. politician trades. ETF profiles with current and historical holdings, including N-PORT data and timestamps. Valuation and scoring tools: discounted cash flow calculators, GF Value, and GF Score frameworks.
Tested Verified by hands-on testing inside Find My Moat	Not yet	Yes
Editor pick Featured inside curated shortlists	Standard listing	Highlighted

Frequently Asked Questions

Which workflows do edmundSEC and GuruFocus both support?

Both platforms cover Transcripts workflows, so you can research those use cases in either tool before digging into the feature differences below.

Which tool offers a free plan?

GuruFocus offers a free entry point, while edmundSEC requires a paid subscription. Review the pricing table to see how the paid tiers compare.

Which tool has mobile access?

GuruFocus ships a dedicated mobile experience, while edmundSEC focuses on web or desktop access.

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 GuruFocus stands out for 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..

Keep exploring

Stay on top of related tools

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