VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

View edmundSEC View Perplexity Finance Back to Home

Head-to-head

edmundSEC vs Perplexity Finance 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 Perplexity Finance skips.

Perplexity Finance includes Financials, Data Visualizations, News, Watchlist, Screeners, ETF Overview, Analyst Forecasts, Analyst Recommendations, and Analyst Price Targets 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..

Perplexity Finance is known for: Ticker pages with detailed Overview, Financials, Historical Data, and Earnings tabs, including analyst ratings and 12-month price targets., Watchlist feature and a Screener tab available directly in the Finance hub., and AI-curated news feeds on instrument pages with linked sources..

Perplexity Finance keeps a free entry point that edmundSEC lacks.

Perplexity Finance 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.

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Perplexity Finance

perplexity.ai

Editor’s pick Hands-on review

AI-assisted finance hub with quote and overview pages for stocks, ETFs, funds, and crypto. Free to use with search limits; Pro lifts caps and unlocks Pro/Deep Research. Enterprise Pro connects to data subscriptions like FactSet and Crunchbase and adds SSO/SCIM. Data providers are disclosed on each page. Not designed for trading execution.

Platforms

Web

Mobile

Desktop

Pricing

Free

Subscription

Quick highlights

Ticker pages with detailed Overview, Financials, Historical Data, and Earnings tabs, including analyst ratings and 12-month price targets.
Watchlist feature and a Screener tab available directly in the Finance hub.
AI-curated news feeds on instrument pages with linked sources.
Data providers include Financial Modeling Prep (fundamentals), Unusual Whales (options), Quartr (transcripts), and FinChat/Fiscal.ai (earnings).
Crypto section with Historical Data downloads and Coinbase COIN50 index charts on the Finance homepage.

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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.

Perplexity Finance

Distinct strengths include:

Analyst Recommendations

Ticker pages with detailed Overview, Financials, Historical Data, and Earnings tabs, including analyst ratings and 12-month price targets.
Watchlist feature and a Screener tab available directly in the Finance hub.
AI-curated news feeds on instrument pages with linked sources.
Data providers include Financial Modeling Prep (fundamentals), Unusual Whales (options), Quartr (transcripts), and FinChat/Fiscal.ai (earnings).

Feature-by-feature breakdown

Attribute	edmundSEC	Perplexity Finance
Categories Which research workflows each platform targets	Shared: Transcripts Unique: Improved Filings, AI Chat, AI Earnings Summary	Shared: Transcripts Unique: Financials, Data Visualizations, News, Watchlist, Screeners, ETF Overview, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets
Asset types Supported asset classes and universes	Stocks	Stocks, ETFs, Mutual Funds, Closed-End Funds, 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, Desktop
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 Ticker pages with detailed Overview, Financials, Historical Data, and Earnings tabs, including analyst ratings and 12-month price targets. Watchlist feature and a Screener tab available directly in the Finance hub. AI-curated news feeds on instrument pages with linked sources. Data providers include Financial Modeling Prep (fundamentals), Unusual Whales (options), Quartr (transcripts), and FinChat/Fiscal.ai (earnings). Crypto section with Historical Data downloads and Coinbase COIN50 index charts on the Finance homepage. Global market coverage spanning US, UK, Germany, Canada, Australia, Japan, and Thailand.
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 Perplexity Finance 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?

Perplexity Finance 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?

Perplexity Finance 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 Perplexity Finance stands out for Ticker pages with detailed Overview, Financials, Historical Data, and Earnings tabs, including analyst ratings and 12-month price targets., Watchlist feature and a Screener tab available directly in the Finance hub., and AI-curated news feeds on instrument pages with linked sources..

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