VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

Head-to-head

edmundSEC vs Quartr comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

edmundSEC adds AI Earnings Summary coverage that Quartr skips.

Quartr includes AI, Calendar, Alerts, Data APIs, APIs & SDKs, Webhooks, and Watchlist 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..

Quartr is known for: Stream live earnings calls with real-time transcripts—instant coverage as events happen., Centralizes IR material from 13,000+ companies across 27 markets: events, filings, reports, and slide decks, all searchable in one place., and AI chat over transcripts, filings, and slides, with every answer fully source-traceable back to the original document..

Quartr keeps a free entry point that edmundSEC lacks.

Quartr offers mobile access, which edmundSEC skips.

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.

Community votes (overall)

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Quartr logo

Quartr

quartr.com

Editor’s pick Hands-on review

Quartr brings together earnings calls, transcripts, filings, reports, and slides into one platform. The free mobile app is consumer-friendly, while Quartr Pro (desktop) and the API are enterprise products sold on a custom basis. The API is generous—paying customers get effectively unlimited calls, demo accounts are capped, and a 50 rps global rate limit goes into effect in December 2025. Live audio and transcripts are delivered in real time, making it a go-to tool for analysts who don’t want to wait.

Platforms

Web
Mobile
API

Pricing

Free
Subscription

Quick highlights

  • Stream live earnings calls with real-time transcripts—instant coverage as events happen.
  • Centralizes IR material from 13,000+ companies across 27 markets: events, filings, reports, and slide decks, all searchable in one place.
  • AI chat over transcripts, filings, and slides, with every answer fully source-traceable back to the original document.
  • Search across transcripts, filings, and slides to track narrative shifts, compare language, and follow how management decks evolve over time.
  • Earnings calendar with granular filters, calendar sync, and live alerts when calls go on air—plus keyword-based alerts.

Community votes (overall)

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Overlap

Shared focus areas

3 overlaps

Mutual strengths include Improved Filings, Transcripts, and AI Chat.

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.

Quartr

Distinct strengths include:

  • Stream live earnings calls with real-time transcripts—instant coverage as events happen.
  • Centralizes IR material from 13,000+ companies across 27 markets: events, filings, reports, and slide decks, all searchable in one place.
  • AI chat over transcripts, filings, and slides, with every answer fully source-traceable back to the original document.
  • Search across transcripts, filings, and slides to track narrative shifts, compare language, and follow how management decks evolve over time.

Feature-by-feature breakdown

AttributeedmundSECQuartr
Categories

Which research workflows each platform targets

Shared: Improved Filings, Transcripts, AI Chat

Unique: AI Earnings Summary

Shared: Improved Filings, Transcripts, AI Chat

Unique: AI, Calendar, Alerts, Data APIs, APIs & SDKs, Webhooks, Watchlist

Asset types

Supported asset classes and universes

Stocks

Stocks

Experience levels

Who each product is built for

Beginner, Intermediate, Advanced

Beginner, Intermediate, Advanced

Platforms

Where you can access the product

Web

Web, Mobile, API

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

  • Stream live earnings calls with real-time transcripts—instant coverage as events happen.
  • Centralizes IR material from 13,000+ companies across 27 markets: events, filings, reports, and slide decks, all searchable in one place.
  • AI chat over transcripts, filings, and slides, with every answer fully source-traceable back to the original document.
  • Search across transcripts, filings, and slides to track narrative shifts, compare language, and follow how management decks evolve over time.
  • Earnings calendar with granular filters, calendar sync, and live alerts when calls go on air—plus keyword-based alerts.
  • Free mobile app with watchlists, personalized newsfeeds, consensus estimates, revenue segment breakdowns, offline listening, and curated company lists.
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 Quartr both support?

Both platforms cover Improved Filings, 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?

Quartr 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?

Quartr 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 Quartr stands out for Stream live earnings calls with real-time transcripts—instant coverage as events happen., Centralizes IR material from 13,000+ companies across 27 markets: events, filings, reports, and slide decks, all searchable in one place., and AI chat over transcripts, filings, and slides, with every answer fully source-traceable back to the original document..

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.