Compare AI tools for SEC filings and earnings research by the work you need done: extracting model-ready numbers, comparing company disclosures, analyzing document sets or searching a broader research library. Start with source traceability and coverage before comparing subscription prices.
This is a documentation-based shortlist, not a hands-on accuracy benchmark. Official product materials were checked on October 24, 2026. Workflow labels reflect our editorial assessment, not measured performance rankings. Product coverage and plan entitlements need confirmation with each vendor. Fiscal.ai remains in the directory but is not included in this refreshed comparison because its official page could not be rechecked during this update.
Start with the original documents: SEC EDGAR provides free filing access. Use it to verify vendor outputs.
| Our picks at a glance | |
| Model-ready financial data | Daloopa |
| Earnings and first-party IR research | Quartr |
| Document-set and team analysis | Hebbia |
| Broader institutional research workflow | AlphaSense |
Daloopa documents structured financial data linked to source filings, with Data Sheets, an Excel add-in and API access. Shortlist it when updating model inputs is the main bottleneck.
Before buying: Ask for your actual tickers, historical periods and segment KPIs. Test units, restatements and the source link behind each selected data point.
Source: Daloopa product documentation
Pricing: Paid · Best for: Buy-side / sell-side analysts
Quartr Pro AI chat searches company transcripts, filings and presentations, with links to original document pages. Consider it for tracking management commentary across reporting periods.
Before buying: Confirm that the requested AI, search and export features belong to the plan you are considering. Do not assume free access includes the Pro workflow.
Pricing: Freemium · Best for: Investors / IR teams
Hebbia describes structured analysis across proprietary documents and public research, with citations linked to source material. Consider it when a team needs to compare a substantial document collection.
Before buying: Pilot on your own permitted documents. Inspect cited excerpts, missing answers, permissions and the review effort needed before circulating outputs.
Source: Hebbia equity-research workflows
Pricing: Enterprise · Best for: Hedge funds / PE / IB
AlphaSense positions its platform around generative search, deep research, financial data and internal knowledge. Consider it when filing analysis is one part of a larger institutional research process.
Before buying: Request a demonstration using the exact sources you need. Confirm content entitlements, internal-data access and export options in the proposed contract.
Source: AlphaSense platform overview
Pricing: Enterprise · Best for: Institutional analysts
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Which tool should I start with?
Choose by workflow: structured numbers for models, company commentary, document-set analysis or a broader research library. Trial your required companies and documents before choosing a plan.
Can I read SEC filings without a paid AI tool?
Yes. SEC EDGAR provides free public access to filings. A paid tool should justify its cost through a workflow you can verify, such as extraction, comparison or monitoring.
What does this category cost?
Check current vendor pricing or obtain a written quote. Total cost can depend on seats, document and company coverage, AI usage, data entitlements and exports. This guide does not infer enterprise contract prices.
Do source citations guarantee an accurate answer?
No. A citation may point to a real document while the answer uses the wrong period, unit or interpretation. Inspect the cited text and recompute important figures before using an answer in research.
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