01
What's included in the Free tier?
Free includes company search, filing browsing, daily curated briefings, 6 MCP tools for AI assistants (account_status, search_companies, search_entities, company_filings, company_brief, edgar_recipes), 5 tracked companies, 1 watchlist, 1 screen, and the live SEC filing feed with auto-snooze. No card required.
02
Do paid tiers have a free trial?
Yes. Both Professional ($24.99/mo) and Analyst ($79.99/mo) include a 14-day Stripe-managed trial with card on file. One trial per user lifetime. Auto-converts on day 15 unless canceled. Cancel anytime in the customer portal.
03
What's the difference between Pro and Analyst?
Pro is the "track your list" tier — 10 Sentinels with AI analysis, 23 MCP tools, 500 API calls/day. Analyst is the "research end-to-end" tier — unlimited Sentinels, 29 MCP tools + 7 recipe prompts (/edgar:position_thesis, /edgar:peer_comparison, /edgar:portfolio_pulse, /edgar:earnings_postmortem, /edgar:filing_red_flags, /edgar:forge, /edgar:short_seller_forensics), HMAC-signed webhooks, disclosure search, 5,000 API calls/day.
04
What is Builder tier and why is it on a waitlist?
Builder ($499/mo) is for solo CTOs and engineers building products on SEC data — bulk parquet drops, webhook firehose, unmetered MCP. Phase A (waitlist) is live; Phase B with self-serve Stripe checkout is demand-gated. Join at waitlist@edgar.tools.
05
What does Enterprise cost?
Enterprise is custom-priced. Three deal shapes — Internal Seats (org-wide self-serve), OEM-Embed (white-labeled inside your product), or Data Feed (bulk analytics). Includes SOC 2 commitment (Type I 90 days, Type II 12 months, contractual), SSO/SAML, 99.9% SLA, DPA, named CSM, RBAC + audit log export, custom retention, dedicated DOs.
06
Can I change tiers?
Yes. Upgrade or downgrade anytime in the customer portal. Upgrades are prorated immediately; downgrades take effect at the end of your current billing period. Past-due grace window is 7 days via Stripe's retry sequence.