VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Tuesday, November 11, 2025

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Tool Comparison

SEDAR+ (CSA Public Filings — Canada) vs Trackly comparison

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

Quick takeaways

SEDAR+ (CSA Public Filings — Canada) adds IPO, Secondary Offerings, News, and Education coverage that Trackly skips.

Trackly includes APIs & SDKs, and Webhooks categories that SEDAR+ (CSA Public Filings — Canada) omits.

In depth comparison

SEDAR+ (CSA Public Filings — Canada) logo

SEDAR+ (CSA Public Filings — Canada)

sedarplus.ca

Official Canadian public‑filings system operated by the Canadian Securities Administrators (CSA). Public users can search issuer profiles and disclosure documents (financial statements, MD&A, prospectuses, material change reports, etc.), as well as CSA lists such as Reporting Issuers, Cease Trade Orders, and the Disciplined List. Advanced search supports ‘Document content’ full‑text queries. Search results can be exported to CSV; individual filings download as PDFs. Ticker lookup is not the primary key—use issuer/fund profile name or profile number.

Platforms

Web

Pricing

Free

Quick highlights

  • Public search across profiles (companies, investment funds, fund groups) and documents; includes lists for Reporting Issuers, Cease Trade Orders, and Disciplined List.
  • Advanced filters: profile name/number, filing category & type (e.g., Annual/Interim MD&A, financials, prospectuses), submitted date ranges, and ‘Document content’ full‑text search.
  • One‑click download of selected filings as PDFs; export entire document search result set to CSV for offline analysis.
  • Issuer/fund profile pages with tabs for filings and profile details.
  • Help Centre and system status pages maintained by CSA; service generally available 24/7 with periodic maintenance windows.

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Trackly logo

Trackly

trackly.io

Website & PDF change‑detection for business users (legal, banking, competitive intel). Features include visual diffs in email, partial‑page CSS selection, noise filtering (“Ignore small changes”), hourly/daily/weekly schedules, bulk CSV/Excel import, team workflows, and enterprise‑grade unblocking. An authenticated REST API and change‑notification webhook are available on paid plans/enterprise. Not a finance‑data provider per se; commonly used to watch IR pages, regulators, central banks, fee/terms pages, and other sources relevant to investing workflows. Pricing shows 30‑day trial and a free plan (3 tracks). Enterprise starts “from $229/mo” (annual) with 10 seats; support articles mention up to ~2,000–5,000+ tracks depending on quote. No native broker/data integrations disclosed.

Platforms

WebAPI

Pricing

FreeSubscription

Quick highlights

  • Visual change summaries in email (diff highlights) with interactive compare UI.
  • Noise filtering via “Ignore small changes” for counts, relative dates, paging, etc.
  • Track just part of a page using a CSS selector (partial‑section monitoring).
  • Schedules: hourly, daily, or weekly checks; multiple recipients per track.
  • Bulk import (CSV/Excel) and assisted onboarding for large lists.

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Where they differ

SEDAR+ (CSA Public Filings — Canada)

Distinct strengths include:

IPOSecondary OfferingsNewsEducation
  • Public search across profiles (companies, investment funds, fund groups) and documents; includes lists for Reporting Issuers, Cease Trade Orders, and Disciplined List.
  • Advanced filters: profile name/number, filing category & type (e.g., Annual/Interim MD&A, financials, prospectuses), submitted date ranges, and ‘Document content’ full‑text search.
  • One‑click download of selected filings as PDFs; export entire document search result set to CSV for offline analysis.
  • Issuer/fund profile pages with tabs for filings and profile details.

Trackly

Distinct strengths include:

APIs & SDKsWebhooks
  • Visual change summaries in email (diff highlights) with interactive compare UI.
  • Noise filtering via “Ignore small changes” for counts, relative dates, paging, etc.
  • Track just part of a page using a CSS selector (partial‑section monitoring).
  • Schedules: hourly, daily, or weekly checks; multiple recipients per track.

Feature-by-feature breakdown

AttributeSEDAR+ (CSA Public Filings — Canada)Trackly
Categories

Which research workflows each platform targets

Shared: Regulatory Filings Monitoring, Alerts

Unique: IPO, Secondary Offerings, News, Education

Shared: Regulatory Filings Monitoring, Alerts

Unique: APIs & SDKs, Webhooks

Asset types

Supported asset classes and universes

Stocks, ETFs, Mutual Funds, Closed-End Funds, Bonds, Funds, Real Estate

Other

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

Free

Free, Subscription

Key features

Core capabilities called out by each vendor

Unique

  • Public search across profiles (companies, investment funds, fund groups) and documents; includes lists for Reporting Issuers, Cease Trade Orders, and Disciplined List.
  • Advanced filters: profile name/number, filing category & type (e.g., Annual/Interim MD&A, financials, prospectuses), submitted date ranges, and ‘Document content’ full‑text search.
  • One‑click download of selected filings as PDFs; export entire document search result set to CSV for offline analysis.
  • Issuer/fund profile pages with tabs for filings and profile details.
  • Help Centre and system status pages maintained by CSA; service generally available 24/7 with periodic maintenance windows.

Unique

  • Visual change summaries in email (diff highlights) with interactive compare UI.
  • Noise filtering via “Ignore small changes” for counts, relative dates, paging, etc.
  • Track just part of a page using a CSS selector (partial‑section monitoring).
  • Schedules: hourly, daily, or weekly checks; multiple recipients per track.
  • Bulk import (CSV/Excel) and assisted onboarding for large lists.
  • Best‑in‑class PDF monitoring tuned for large, text‑heavy legal/financial docs.
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 SEDAR+ (CSA Public Filings — Canada) and Trackly both support?

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

Do SEDAR+ (CSA Public Filings — Canada) and Trackly require subscriptions?

Both SEDAR+ (CSA Public Filings — Canada) and Trackly keep freemium access with optional paid upgrades, so you can trial each platform before committing.

How can you access SEDAR+ (CSA Public Filings — Canada) and Trackly?

Both SEDAR+ (CSA Public Filings — Canada) and Trackly 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?

SEDAR+ (CSA Public Filings — Canada) differentiates itself with Public search across profiles (companies, investment funds, fund groups) and documents; includes lists for Reporting Issuers, Cease Trade Orders, and Disciplined List., Advanced filters: profile name/number, filing category & type (e.g., Annual/Interim MD&A, financials, prospectuses), submitted date ranges, and ‘Document content’ full‑text search., and One‑click download of selected filings as PDFs; export entire document search result set to CSV for offline analysis., whereas Trackly stands out for Visual change summaries in email (diff highlights) with interactive compare UI., Noise filtering via “Ignore small changes” for counts, relative dates, paging, etc., and Track just part of a page using a CSS selector (partial‑section monitoring)..

Keep exploring

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.