VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

View edmundSEC View Koyfin Back to Home

Head-to-head

edmundSEC vs Koyfin 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 Koyfin skips.

Koyfin includes Screeners, ETF Screeners, Data Visualizations, News, Alerts, Calendar, Financials, ETF Overview, ETF Performance, ETF Holdings, ETF Overlap, ETF Fundamentals, ETF Valuation, Watchlist, Portfolio, Short Interest, and Dividends 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..

Koyfin is known for: Plan tiers: Free, Plus ($39/mo), Premium ($79/mo), Advisor Core ($209/mo), and Advisor Pro ($299/mo), with a published plan comparison., Global equities coverage with prices, financial statements, valuation, analyst estimates, filings, news, and transcripts. US quotes are live or 15-minute delayed, Canadian quotes are 15-minute delayed, and most international markets are end-of-day., and Stock Screener covering ~100,000 global equities with nearly 6,000 filter criteria. Results can be saved to watchlists or exported to CSV, though some data exports are restricted..

Koyfin keeps a free entry point that edmundSEC lacks.

Koyfin 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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Koyfin

koyfin.com

Editor’s pick Hands-on review

Global market analytics platform combining screeners, financials, charting, news, and portfolio tools. US equity data is a mix of live and 15-minute delayed quotes, Canada is delayed 15 minutes, and other markets are end-of-day. CSV exports are available, but certain fields such as detailed financials and analyst estimates are restricted. Advisor plans add client portfolio management, custodian integrations, and professional reporting. Options functionality is announced but not yet live.

Platforms

Web

Mobile

Pricing

Free

Subscription

Quick highlights

Plan tiers: Free, Plus ($39/mo), Premium ($79/mo), Advisor Core ($209/mo), and Advisor Pro ($299/mo), with a published plan comparison.
Global equities coverage with prices, financial statements, valuation, analyst estimates, filings, news, and transcripts. US quotes are live or 15-minute delayed, Canadian quotes are 15-minute delayed, and most international markets are end-of-day.
Stock Screener covering ~100,000 global equities with nearly 6,000 filter criteria. Results can be saved to watchlists or exported to CSV, though some data exports are restricted.
Custom Formulas & Calculations for table columns. Limits vary by plan: Free (1), Plus (up to 10), Premium (unlimited).
Mobile apps for iOS and Android with synced watchlists, price alerts, and access to core features.

Community votes (overall)

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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.

Koyfin

Distinct strengths include:

Plan tiers: Free, Plus ($39/mo), Premium ($79/mo), Advisor Core ($209/mo), and Advisor Pro ($299/mo), with a published plan comparison.
Global equities coverage with prices, financial statements, valuation, analyst estimates, filings, news, and transcripts. US quotes are live or 15-minute delayed, Canadian quotes are 15-minute delayed, and most international markets are end-of-day.
Stock Screener covering ~100,000 global equities with nearly 6,000 filter criteria. Results can be saved to watchlists or exported to CSV, though some data exports are restricted.
Custom Formulas & Calculations for table columns. Limits vary by plan: Free (1), Plus (up to 10), Premium (unlimited).

Feature-by-feature breakdown

Attribute	edmundSEC	Koyfin
Categories Which research workflows each platform targets	Shared: Transcripts Unique: Improved Filings, AI Chat, AI Earnings Summary	Shared: Transcripts Unique: Screeners, ETF Screeners, Data Visualizations, News, Alerts, Calendar, Financials, ETF Overview, ETF Performance, ETF Holdings, ETF Overlap, ETF Fundamentals, ETF Valuation, Watchlist, Portfolio, Short Interest, Dividends
Asset types Supported asset classes and universes	Stocks	Stocks, ETFs, Mutual Funds, Closed-End Funds, Bonds, Commodities, Currencies, Cryptos
Experience levels Who each product is built for	Beginner, Intermediate, Advanced	Beginner, Intermediate, Advanced
Platforms Where you can access the product	Web	Web, Mobile
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 Plan tiers: Free, Plus ($39/mo), Premium ($79/mo), Advisor Core ($209/mo), and Advisor Pro ($299/mo), with a published plan comparison. Global equities coverage with prices, financial statements, valuation, analyst estimates, filings, news, and transcripts. US quotes are live or 15-minute delayed, Canadian quotes are 15-minute delayed, and most international markets are end-of-day. Stock Screener covering ~100,000 global equities with nearly 6,000 filter criteria. Results can be saved to watchlists or exported to CSV, though some data exports are restricted. Custom Formulas & Calculations for table columns. Limits vary by plan: Free (1), Plus (up to 10), Premium (unlimited). Mobile apps for iOS and Android with synced watchlists, price alerts, and access to core features. Portfolio and Model Portfolios with analytics including performance, drawdown, beta, and correlations. Advisor plans include client-ready PDF reports with tiered monthly limits.
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 Koyfin 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?

Koyfin 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?

Koyfin 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 Koyfin stands out for Plan tiers: Free, Plus ($39/mo), Premium ($79/mo), Advisor Core ($209/mo), and Advisor Pro ($299/mo), with a published plan comparison., Global equities coverage with prices, financial statements, valuation, analyst estimates, filings, news, and transcripts. US quotes are live or 15-minute delayed, Canadian quotes are 15-minute delayed, and most international markets are end-of-day., and Stock Screener covering ~100,000 global equities with nearly 6,000 filter criteria. Results can be saved to watchlists or exported to CSV, though some data exports are restricted..

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