VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

View edmundSECView Roic AIBack to Home

Head-to-head

edmundSEC vs Roic AI 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 Roic AI skips.

Roic AI includes Financials, News, Screeners, Data APIs, Sheets / Excel Add-ins, Splits, and Stock Handbook 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..

Roic AI is known for: Company pages combine business summaries with 30+ years of financial statements and earnings call transcripts., Tiered access: Free plan gives US annuals only; Individual unlocks global coverage, quarterly and TTM data, plus Excel export; Professional adds unlimited exports, a personal-use API connection, and the Excel plugin; Enterprise allows multi-user access, unlimited API bandwidth, and commercial usage rights., and Earnings call transcripts are provided for US companies, available via the site and through API endpoints..

Roic AI keeps a free entry point that edmundSEC lacks.

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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Roic AI logo

Roic AI

roic.ai

Editor’s pick Hands-on review

Roic AI offers financial data, transcripts, screeners, and exports under a tiered plan structure. Free users get US-only annual financials with no downloads. Paid tiers expand to global coverage with quarterly/TTM data, Excel export, API access, and unlimited downloads. Enterprise plans unlock multi-user access, commercial API rights, and higher bandwidth. Earnings call transcripts are limited to US companies across all plans.

Platforms

Web
API

Pricing

Free
Subscription

Quick highlights

  • Company pages combine business summaries with 30+ years of financial statements and earnings call transcripts.
  • Tiered access: Free plan gives US annuals only; Individual unlocks global coverage, quarterly and TTM data, plus Excel export; Professional adds unlimited exports, a personal-use API connection, and the Excel plugin; Enterprise allows multi-user access, unlimited API bandwidth, and commercial usage rights.
  • Earnings call transcripts are provided for US companies, available via the site and through API endpoints.
  • Powerful stock screener with filters for exchange, industry, revenue, market cap, operating margin, and more. Saved searches and export features included.
  • API v2 is REST-based with API key authentication. Returns JSON by default, with CSV available as an option. API and Excel plugin require a Professional or higher plan.

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Overlap

Shared focus areas

1 overlap

Both tools cover this research theme.

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.

Roic AI

Distinct strengths include:

Financials
News
Screeners
Data APIs
Sheets / Excel Add-ins
Splits
Stock Handbook
  • Company pages combine business summaries with 30+ years of financial statements and earnings call transcripts.
  • Tiered access: Free plan gives US annuals only; Individual unlocks global coverage, quarterly and TTM data, plus Excel export; Professional adds unlimited exports, a personal-use API connection, and the Excel plugin; Enterprise allows multi-user access, unlimited API bandwidth, and commercial usage rights.
  • Earnings call transcripts are provided for US companies, available via the site and through API endpoints.
  • Powerful stock screener with filters for exchange, industry, revenue, market cap, operating margin, and more. Saved searches and export features included.

Feature-by-feature breakdown

AttributeedmundSECRoic AI
Categories

Which research workflows each platform targets

Shared: Transcripts

Unique: Improved Filings, AI Chat, AI Earnings Summary

Shared: Transcripts

Unique: Financials, News, Screeners, Data APIs, Sheets / Excel Add-ins, Splits, Stock Handbook

Asset types

Supported asset classes and universes

Stocks

Stocks, ETFs, Closed-End Funds

Experience levels

Who each product is built for

Beginner, Intermediate, Advanced

Beginner, Intermediate, Advanced

Platforms

Where you can access the product

Web

Web, 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

  • Company pages combine business summaries with 30+ years of financial statements and earnings call transcripts.
  • Tiered access: Free plan gives US annuals only; Individual unlocks global coverage, quarterly and TTM data, plus Excel export; Professional adds unlimited exports, a personal-use API connection, and the Excel plugin; Enterprise allows multi-user access, unlimited API bandwidth, and commercial usage rights.
  • Earnings call transcripts are provided for US companies, available via the site and through API endpoints.
  • Powerful stock screener with filters for exchange, industry, revenue, market cap, operating margin, and more. Saved searches and export features included.
  • API v2 is REST-based with API key authentication. Returns JSON by default, with CSV available as an option. API and Excel plugin require a Professional or higher plan.
  • News hub and per-company news feeds are available in the UI and through an API endpoint.
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 Roic AI 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?

Roic AI 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 Roic AI?

Both edmundSEC and Roic AI 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 Roic AI stands out for Company pages combine business summaries with 30+ years of financial statements and earnings call transcripts., Tiered access: Free plan gives US annuals only; Individual unlocks global coverage, quarterly and TTM data, plus Excel export; Professional adds unlimited exports, a personal-use API connection, and the Excel plugin; Enterprise allows multi-user access, unlimited API bandwidth, and commercial usage rights., and Earnings call transcripts are provided for US companies, available via the site and through API endpoints..

Keep exploring

Stay on top of related tools

Browse the categories and profiles that overlap most with this comparison to round out your shortlist.

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.