VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Saturday, September 27, 2025
Investors comparing edmundSEC and Invesst will find that Both edmundSEC and Invesst concentrate on AI Chat workflows, making them natural alternatives for similar investment research jobs. edmundSEC leans into Improved Filings, Transcripts, and AI Earnings Summary, which can be decisive for teams that need depth over breadth. Invesst stands out with Screeners, Valuation Models, and Portfolio 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 Invesst
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
- edmundSEC adds Improved Filings, Transcripts, and AI Earnings Summary coverage that Invesst skips.
- Invesst includes Screeners, Valuation Models, Portfolio, and AI 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..
- Invesst is known for: AI-driven investment research with natural-language agents and data-rich search capabilities., Automated valuation models including DCF, along with predictive analytics and customizable screeners., and Real-time market data for stocks and ETFs, plus filtering tools across multiple metrics..
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.
Invesst
invesst.ai
An AI-first research platform with screeners, automated DCF and valuation tools, and real-time market data. The site highlights “Universal Brokerage Integrations” for read-only portfolio insights. Currently in open beta with a “Start for Free” option, though full pricing is only described in the Terms as monthly or annual subscriptions. Security claims include SOC2, ISO 27001, and GDPR compliance, with a linked Trust Report (unverified).
Platforms
Pricing
Quick highlights
- AI-driven investment research with natural-language agents and data-rich search capabilities.
- Automated valuation models including DCF, along with predictive analytics and customizable screeners.
- Real-time market data for stocks and ETFs, plus filtering tools across multiple metrics.
- Portfolio insights through read-only brokerage linking, marketed as “Universal Brokerage Integrations.”
- Public security claims include SOC2, ISO 27001, and GDPR, along with a published Trust Report.
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.
Invesst
Distinct strengths include:
- AI-driven investment research with natural-language agents and data-rich search capabilities.
- Automated valuation models including DCF, along with predictive analytics and customizable screeners.
- Real-time market data for stocks and ETFs, plus filtering tools across multiple metrics.
- Portfolio insights through read-only brokerage linking, marketed as “Universal Brokerage Integrations.”
Feature-by-feature breakdown
| Attribute | edmundSEC | Invesst |
|---|---|---|
Categories Which research workflows each platform targets | Shared: AI Chat Unique: Improved Filings, Transcripts, AI Earnings Summary | Shared: AI Chat Unique: Screeners, Valuation Models, Portfolio, AI |
Asset types Supported asset classes and universes | Stocks | Stocks, ETFs, Cryptos |
Experience levels Who each product is built for | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Platforms Where you can access the product | Web | Web |
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 Invesst both support?
Both platforms cover AI Chat workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do edmundSEC and Invesst 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 Invesst?
Both edmundSEC and Invesst 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 Invesst stands out for AI-driven investment research with natural-language agents and data-rich search capabilities., Automated valuation models including DCF, along with predictive analytics and customizable screeners., and Real-time market data for stocks and ETFs, plus filtering tools across multiple metrics..
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.