VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Saturday, September 27, 2025

Investors comparing edmundSEC and Tegus will find that Both edmundSEC and Tegus concentrate on Improved Filings, and Transcripts workflows, making them natural alternatives for similar investment research jobs. edmundSEC leans into AI Chat, and AI Earnings Summary, which can be decisive for teams that need depth over breadth. Tegus stands out with Financials, Data Visualizations, and AI that the competition lacks. Use the feature-by-feature table to inspect unique capabilities and confirm which roadmap best maps to your process.

Head-to-head

edmundSEC vs Tegus

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

Quick takeaways

  • edmundSEC adds AI Chat, and AI Earnings Summary coverage that Tegus skips.
  • Tegus includes Financials, Data Visualizations, AI, Alerts, and Sheets / Excel Add-ins 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..
  • Tegus is known for: Extensive expert-call transcript library with more than 100,000 transcripts, growing by 2,500 new calls each month and covering 36,000+ public and private companies., AI-generated summaries and topic tagging to help navigate transcripts quickly., and Expert Calls service allows users to commission custom interviews, with flat, transparent pricing and no credit system..
  • Tegus 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.
Tegus logo

Tegus

tegus.com

Tegus is a unified research platform that blends expert-call transcripts, SEC filings, financial models, and benchmarking dashboards into one workflow. It features AI-generated transcript summaries, advanced filing search, and pre-built industry comps. Analyst-built Excel models integrate directly via an add-in, and the platform offers a transparent Expert Calls service for custom interviews. Subscriptions are seat or enterprise-based through AlphaSense, with free trials available but no public pricing.

Platforms

Web
Mobile

Pricing

Subscription

Quick highlights

  • Extensive expert-call transcript library with more than 100,000 transcripts, growing by 2,500 new calls each month and covering 36,000+ public and private companies.
  • AI-generated summaries and topic tagging to help navigate transcripts quickly.
  • Expert Calls service allows users to commission custom interviews, with flat, transparent pricing and no credit system.
  • Company Filings module enables cross-document search, email alerts, watchlists, downloadable tables, and historical table comparisons.
  • Financial Models library with analyst-built Excel models, pre-set templates (DCF, LBO, M&A), and one-click updates through the Tegus Excel Add-in.

Shared focus areas

Both platforms align on these research themes, so you can stay within one workflow when your use case involves them.

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.

Tegus

Distinct strengths include:

  • Extensive expert-call transcript library with more than 100,000 transcripts, growing by 2,500 new calls each month and covering 36,000+ public and private companies.
  • AI-generated summaries and topic tagging to help navigate transcripts quickly.
  • Expert Calls service allows users to commission custom interviews, with flat, transparent pricing and no credit system.
  • Company Filings module enables cross-document search, email alerts, watchlists, downloadable tables, and historical table comparisons.

Feature-by-feature breakdown

AttributeedmundSECTegus
Categories

Which research workflows each platform targets

Shared: Improved Filings, Transcripts

Unique: AI Chat, AI Earnings Summary

Shared: Improved Filings, Transcripts

Unique: Financials, Data Visualizations, AI, Alerts, Sheets / Excel Add-ins

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

Pricing

High-level pricing models

Subscription

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

  • Extensive expert-call transcript library with more than 100,000 transcripts, growing by 2,500 new calls each month and covering 36,000+ public and private companies.
  • AI-generated summaries and topic tagging to help navigate transcripts quickly.
  • Expert Calls service allows users to commission custom interviews, with flat, transparent pricing and no credit system.
  • Company Filings module enables cross-document search, email alerts, watchlists, downloadable tables, and historical table comparisons.
  • Financial Models library with analyst-built Excel models, pre-set templates (DCF, LBO, M&A), and one-click updates through the Tegus Excel Add-in.
  • Comps & Benchmarking dashboards across 55+ industries, featuring sector-specific KPIs sourced and verified by analysts and technology.
Tested

Verified by hands-on testing inside Find My Moat

Not yet

Not yet

Editor pick

Featured inside curated shortlists

Standard listing

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Frequently Asked Questions

Which workflows do edmundSEC and Tegus both support?

Both platforms cover Improved Filings, and Transcripts workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do edmundSEC and Tegus require subscriptions?

Neither platform maintains a free tier. Budget for a subscription to unlock the research coverage highlighted in this comparison.

Which tool has mobile access?

Tegus 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 Tegus stands out for Extensive expert-call transcript library with more than 100,000 transcripts, growing by 2,500 new calls each month and covering 36,000+ public and private companies., AI-generated summaries and topic tagging to help navigate transcripts quickly., and Expert Calls service allows users to commission custom interviews, with flat, transparent pricing and no credit system..

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.