VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Monday, October 6, 2025

View edmundSEC View Zacks (Zacks.com)Back to Home

Head-to-head

edmundSEC vs Zacks (Zacks.com) 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 Zacks (Zacks.com) skips.

Zacks (Zacks.com) includes Screeners, ETF Screeners, Watchlist, Portfolio, News, Calendar, Alerts, Scores, Analyst Forecasts, Analyst Price Targets, ETF Overview, ETF Performance, and ETF Holdings 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..

Zacks (Zacks.com) is known for: Zacks Rank system (#1–#5) and Zacks Industry Rank shown on company pages., Style Scores across Value, Growth, and Momentum factors., and Stock, ETF, and mutual fund screeners with hundreds of filters..

Zacks (Zacks.com) keeps a free entry point that edmundSEC lacks.

Zacks (Zacks.com) 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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Zacks (Zacks.com)

zacks.com

Hands-on review

Equity and fund research platform best known for the Zacks Rank system, Style Scores, and detailed earnings analysis. Free users get access to basic screeners and research pages, while Premium unlocks the full #1 Rank list, Equity Research Reports, and 45+ premium screens. The Earnings ESP filter is exclusive to Premium, and Zacks Ultimate bundles all of the firm’s private portfolios. The mobile app includes subscriber alerts and real-time ECN quotes.

Platforms

Web

Mobile

Pricing

Free

Subscription

Quick highlights

Zacks Rank system (#1–#5) and Zacks Industry Rank shown on company pages.
Style Scores across Value, Growth, and Momentum factors.
Stock, ETF, and mutual fund screeners with hundreds of filters.
Per-ticker pages with analyst forecasts, price targets, and earnings estimates.
Unique Price-Consensus-EPS Surprise charts that map historical estimate accuracy and surprises.

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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.

Zacks (Zacks.com)

Distinct strengths include:

Zacks Rank system (#1–#5) and Zacks Industry Rank shown on company pages.
Style Scores across Value, Growth, and Momentum factors.
Stock, ETF, and mutual fund screeners with hundreds of filters.
Per-ticker pages with analyst forecasts, price targets, and earnings estimates.

Feature-by-feature breakdown

Attribute	edmundSEC	Zacks (Zacks.com)
Categories Which research workflows each platform targets	Shared: Transcripts Unique: Improved Filings, AI Chat, AI Earnings Summary	Shared: Transcripts Unique: Screeners, ETF Screeners, Watchlist, Portfolio, News, Calendar, Alerts, Scores, Analyst Forecasts, Analyst Price Targets, ETF Overview, ETF Performance, ETF Holdings
Asset types Supported asset classes and universes	Stocks	Stocks, ETFs, Mutual Funds
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	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 Zacks Rank system (#1–#5) and Zacks Industry Rank shown on company pages. Style Scores across Value, Growth, and Momentum factors. Stock, ETF, and mutual fund screeners with hundreds of filters. Per-ticker pages with analyst forecasts, price targets, and earnings estimates. Unique Price-Consensus-EPS Surprise charts that map historical estimate accuracy and surprises. Earnings Calendar with upcoming and historical quarterly results.
Tested Verified by hands-on testing inside Find My Moat	Not yet	Yes
Editor pick Featured inside curated shortlists	Standard listing	Standard listing

Frequently Asked Questions

Which workflows do edmundSEC and Zacks (Zacks.com) 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?

Zacks (Zacks.com) 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?

Zacks (Zacks.com) 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 Zacks (Zacks.com) stands out for Zacks Rank system (#1–#5) and Zacks Industry Rank shown on company pages., Style Scores across Value, Growth, and Momentum factors., and Stock, ETF, and mutual fund screeners with hundreds of filters..

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