edmundSEC adds Improved Filings, and AI Earnings Summary coverage that Monexa skips.
VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Wednesday, November 19, 2025
Tool Comparison
edmundSEC vs Monexa comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
Monexa includes News, News Sentiment, Calendar, Financials, Valuation Models, Analyst Forecasts, Analyst Price Targets, Dividends, Insider Data, Institutional Data, 13F, 13D/13G, Screeners, Watchlist, Investor Holdings, and US Government Trades categories that edmundSEC omits.
Monexa keeps a free entry point that edmundSEC lacks.
In depth comparison
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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Monexa
monexa.ai
AI‑augmented equity research workstation with company dashboards (financials, estimates, insider trades, dividends, SEC filings, ownership), news with sentiment filters, an equity screener, watchlists, Whale Tracker (institutional portfolios/13F), and Congressional Trading. Pro unlocks AI reports (corporate finance, peer benchmarks, SWOT) and full transcript history/analysis.
Categories
Platforms
Web
Pricing
FreeSubscription
Quick highlights
- Company dashboards with tabs for Financials, Estimates, Insider Transactions, Dividends, SEC Filings, Ownership, and Transcripts.
- AI Financial Analysis: executive overview, bull/base/bear scenario modeling, and financial‑health (cash, leverage, DuPont) refreshed each earnings cycle (Pro).
- AI Peer Analysis: benchmark valuation, growth, profitability, and capital returns vs. peers in one AI report (Pro).
- AI SWOT Analysis previews and full SWOT in Pro.
- Earnings call Transcripts with gated full history and transcript analysis in Pro.
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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.
Monexa
Distinct strengths include:
- Company dashboards with tabs for Financials, Estimates, Insider Transactions, Dividends, SEC Filings, Ownership, and Transcripts.
- AI Financial Analysis: executive overview, bull/base/bear scenario modeling, and financial‑health (cash, leverage, DuPont) refreshed each earnings cycle (Pro).
- AI Peer Analysis: benchmark valuation, growth, profitability, and capital returns vs. peers in one AI report (Pro).
- AI SWOT Analysis previews and full SWOT in Pro.
Feature-by-feature breakdown
| Attribute | edmundSEC | Monexa |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Transcripts, AI Chat Unique: Improved Filings, AI Earnings Summary | Shared: Transcripts, AI Chat Unique: News, News Sentiment, Calendar, Financials, Valuation Models, Analyst Forecasts, Analyst Price Targets, Dividends, Insider Data, Institutional Data, 13F, 13D/13G, Screeners, Watchlist, Investor Holdings, US Government Trades |
Asset types Supported asset classes and universes | Stocks | Stocks, ETFs |
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 | Free, Subscription |
Key features Core capabilities called out by each vendor | Unique
| Unique
|
Tested Verified by hands-on testing inside Find My Moat | Not yet | Not yet |
Editor pick Featured inside curated shortlists | Standard listing | Standard listing |
Frequently Asked Questions
Which workflows do edmundSEC and Monexa both support?
Both platforms cover Transcripts, and AI Chat workflows, so you can research those use cases in either tool before digging into the feature differences below.
Which tool offers a free plan?
Monexa offers a free entry point, while edmundSEC requires a paid subscription. Review the pricing table to see how the paid tiers compare.
How can you access edmundSEC and Monexa?
Both edmundSEC and Monexa 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 Monexa stands out for Company dashboards with tabs for Financials, Estimates, Insider Transactions, Dividends, SEC Filings, Ownership, and Transcripts., AI Financial Analysis: executive overview, bull/base/bear scenario modeling, and financial‑health (cash, leverage, DuPont) refreshed each earnings cycle (Pro)., and AI Peer Analysis: benchmark valuation, growth, profitability, and capital returns vs. peers in one AI report (Pro)..
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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.