Reflexivity adds Screeners, Quant, Performance Attribution, Scenario & Stress Tests, Portfolio, Backtesting, Transcripts, AI, AI Chat, and AI Report coverage that SEC EDGAR — Company Filings (Full‑Text Search & Search Filings) skips.
VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Thursday, October 30, 2025
Tool Comparison
Reflexivity vs SEC EDGAR — Company Filings (Full‑Text Search & Search Filings) comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
SEC EDGAR — Company Filings (Full‑Text Search & Search Filings) includes Regulatory Filings Monitoring, IPO, Secondary Offerings, Insider Data, 13F, 13D/13G, and Education categories that Reflexivity omits.
SEC EDGAR — Company Filings (Full‑Text Search & Search Filings) keeps a free entry point that Reflexivity lacks.
In depth comparison
Reflexivity
reflexivity.com
Reflexivity is a sales-led enterprise platform (annual subscription) designed for institutions. Deep Research features are still in beta and not enabled for all accounts. All listed data sources (S&P Global, Refinitiv, Nasdaq, Cboe, etc.) are included out of the box—no separate contracts required.
Categories
Platforms
WebAPI
Pricing
Subscription
Quick highlights
- Institutional-grade AI research environment with verified data from S&P Global, Refinitiv Datastream, Nasdaq, and Cboe—all included without the need for separate data contracts.
- Deep Research agent that can write and execute Python, run backtests, generate Excel models, export code and data, and produce publication-ready reports.
- Document Intelligence to search and extract from SEC filings, transcripts, presentations, and central bank documents; includes OCR for charts and tables and custom ingestion for proprietary docs.
- Portfolio Insights delivers real-time alerts, risk/exposure analytics, and performance attribution. Portfolios can be replicated via manual entry or file upload. The system produces over 1,500 daily insights spanning 40k+ assets, 250+ indicators, and 20 years of history.
- Scenario Analysis allows backtesting and stress testing with 50+ years of historical market data. Users can model custom scenarios and view results in real time.
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SEC EDGAR — Company Filings (Full‑Text Search & Search Filings)
sec.gov
Editor’s pick Hands-on review
Primary U.S. source for public company, fund, and insider filings. The Full‑Text Search covers filings since 2001 (including exhibits), while the ‘Latest Filings’ view shows near‑real‑time submissions as they are processed. Search tools include Company search, Mutual Fund & Variable Insurance product search, CIK lookup, and RSS subscriptions. Developers can consume JSON via data.sec.gov (Submissions, XBRL Company Facts/Concepts/Frames). Programmatic access must include a descriptive User‑Agent and respect the SEC fair‑access limit (currently 10 requests/sec).
Categories
Platforms
WebAPI
Pricing
Free
Quick highlights
- Full‑Text Search (since 2001) with fielded filters: word/phrase, company/ticker/CIK/person, filing category/types, filed date ranges, ‘principal executive offices in’ and ‘incorporated in’.
- ‘Latest Filings’ list shows filings as they are submitted (with RSS for any filter; ownership Forms 3/4/5 can be included/excluded/only).
- Company Search with ‘more search options’, plus dedicated searches for Mutual Funds (prospectuses/proxy voting) and Variable Insurance Products.
- CIK Lookup & helper datasets (company_tickers*.json) to map tickers↔CIK (company/fund/series/class).
- Developer APIs on data.sec.gov: submissions by CIK; XBRL endpoints (companyfacts, companyconcept, frames); bulk nightly ZIPs (submissions.zip, companyfacts.zip).
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Where they differ
Reflexivity
Distinct strengths include:
- Institutional-grade AI research environment with verified data from S&P Global, Refinitiv Datastream, Nasdaq, and Cboe—all included without the need for separate data contracts.
- Deep Research agent that can write and execute Python, run backtests, generate Excel models, export code and data, and produce publication-ready reports.
- Document Intelligence to search and extract from SEC filings, transcripts, presentations, and central bank documents; includes OCR for charts and tables and custom ingestion for proprietary docs.
- Portfolio Insights delivers real-time alerts, risk/exposure analytics, and performance attribution. Portfolios can be replicated via manual entry or file upload. The system produces over 1,500 daily insights spanning 40k+ assets, 250+ indicators, and 20 years of history.
SEC EDGAR — Company Filings (Full‑Text Search & Search Filings)
Distinct strengths include:
- Full‑Text Search (since 2001) with fielded filters: word/phrase, company/ticker/CIK/person, filing category/types, filed date ranges, ‘principal executive offices in’ and ‘incorporated in’.
- ‘Latest Filings’ list shows filings as they are submitted (with RSS for any filter; ownership Forms 3/4/5 can be included/excluded/only).
- Company Search with ‘more search options’, plus dedicated searches for Mutual Funds (prospectuses/proxy voting) and Variable Insurance Products.
- CIK Lookup & helper datasets (company_tickers*.json) to map tickers↔CIK (company/fund/series/class).
Feature-by-feature breakdown
| Attribute | Reflexivity | SEC EDGAR — Company Filings (Full‑Text Search & Search Filings) |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Alerts, News, Data APIs, APIs & SDKs Unique: Screeners, Quant, Performance Attribution, Scenario & Stress Tests, Portfolio, Backtesting, Transcripts, AI, AI Chat, AI Report | Shared: Alerts, News, Data APIs, APIs & SDKs Unique: Regulatory Filings Monitoring, IPO, Secondary Offerings, Insider Data, 13F, 13D/13G, Education |
Asset types Supported asset classes and universes | Stocks, ETFs, Bonds, Commodities, Currencies | Stocks, ETFs, Mutual Funds, Closed-End Funds, Bonds, Hedge Funds, Private Funds, Real Estate, Funds |
Experience levels Who each product is built for | Intermediate, Advanced | Beginner, Intermediate, Advanced |
Platforms Where you can access the product | Web, API | Web, API |
Pricing High-level pricing models | Subscription | Free |
Key features Core capabilities called out by each vendor | Unique
| Unique
|
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 Reflexivity and SEC EDGAR — Company Filings (Full‑Text Search & Search Filings) both support?
Both platforms cover Alerts, News, Data APIs, and APIs & SDKs workflows, so you can research those use cases in either tool before digging into the feature differences below.
Which tool offers a free plan?
SEC EDGAR — Company Filings (Full‑Text Search & Search Filings) offers a free entry point, while Reflexivity requires a paid subscription. Review the pricing table to see how the paid tiers compare.
How can you access Reflexivity and SEC EDGAR — Company Filings (Full‑Text Search & Search Filings)?
Both Reflexivity and SEC EDGAR — Company Filings (Full‑Text Search & Search Filings) 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?
Reflexivity differentiates itself with Institutional-grade AI research environment with verified data from S&P Global, Refinitiv Datastream, Nasdaq, and Cboe—all included without the need for separate data contracts., Deep Research agent that can write and execute Python, run backtests, generate Excel models, export code and data, and produce publication-ready reports., and Document Intelligence to search and extract from SEC filings, transcripts, presentations, and central bank documents; includes OCR for charts and tables and custom ingestion for proprietary docs., whereas SEC EDGAR — Company Filings (Full‑Text Search & Search Filings) stands out for Full‑Text Search (since 2001) with fielded filters: word/phrase, company/ticker/CIK/person, filing category/types, filed date ranges, ‘principal executive offices in’ and ‘incorporated in’., ‘Latest Filings’ list shows filings as they are submitted (with RSS for any filter; ownership Forms 3/4/5 can be included/excluded/only)., and Company Search with ‘more search options’, plus dedicated searches for Mutual Funds (prospectuses/proxy voting) and Variable Insurance Products..
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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.