VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

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Saturday, November 8, 2025

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Tool Comparison

edmundSEC vs Invesst comparison

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.

In depth comparison

edmundSEC logo

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.

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Invesst logo

Invesst

invesst.ai

Hands-on review

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

Web

Pricing

Subscription

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.

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Where they differ

edmundSEC

Distinct strengths include:

Improved FilingsTranscriptsAI 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.

Invesst

Distinct strengths include:

ScreenersValuation ModelsPortfolioAI
  • 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

AttributeedmundSECInvesst
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

  • 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

  • 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.
  • Currently browser-only; accessible via open beta with “Start for Free” and “Try Open Beta” calls to action.
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..

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Stay on top of related tools

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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.