An Octagon alternative that returns the evidence, not a synthesized answer
Octagon sells specialist research agents, reached through an OpenAI-compatible API or MCP, that read SEC filings, transcripts, holdings and market data and write back an answer, metered in credits per call. Equibles serves the underlying documents and datasets as tools, so the model you already run does the reasoning over cited sources. [1] [2] [3] [4] [6]
Equibles
Research layer
Quick verdict
The short answer
Choose Octagon when you want a finished, agent-written research answer per call and a credit budget fits your usage. Choose Equibles when you want raw filings, transcripts and datasets returned into your own model, with citations you can check and a free plan to start. [1] [2] [4] [5]
Decision compass
Which product fits your work?
Side-by-side
Equibles vs Octagon
This table compares current product positioning and published capabilities. It is not a benchmark of data accuracy or completeness.
| Criterion | Equibles | Octagon | What it means |
|---|---|---|---|
| What a tool call returns | Filings, transcripts, datasets and tables as evidence | An agent-written answer synthesized from the sources | Equibles to reason yourself; Octagon for a drafted result [2] [4] [6] |
| SEC filings | Filing search with line references, XBRL financials, filing-derived analysis | octagon-sec-agent analyzes SEC filings data | Equibles when the passage must be quoted [2] [4] |
| Earnings calls | Speaker-attributed transcripts, briefs, events and slides | octagon-transcripts-agent over earnings call transcripts | Both cover calls; Equibles returns the transcript itself [2] [4] |
| Beyond equities | FRED, CFTC, index composition, government contracts and FDA data | Crypto, news, deep research and prediction-markets agents | Octagon for prediction markets; Equibles for macro and regulatory datasets [2] [4] |
| Access | Hosted MCP and REST on one account | MCP with OAuth or key and an OpenAI-compatible API; Claude Desktop, Claude.ai, Cursor and Windsurf listed | Both are agent-ready; the REST shape differs [3] [6] [7] |
| Metering | Daily request allowances by plan | Credits per call: 1 for public markets, 2 for deep research, 3 for prediction markets | Equibles for predictable daily volume; Octagon for pay-per-answer [1] [5] |
| Published price | Free plan plus self-serve paid plans | Plus $17 a month billed annually for 200 credits; Pro $41 a month billed annually for 600; 15-day free trial | Equibles to start free; Octagon to trial finished answers [1] [5] |
Beyond the checklist
The difference is where the reasoning happens
Octagon's tools are agents: octagon-sec-agent, octagon-transcripts-agent and octagon-holdings-agent each read the source and return a written result, priced at one credit per public-markets call, two for deep research and three for prediction markets. Equibles' tools are datasets: filing search with line references, speaker-attributed transcripts, 13F and insider tables, short data and option chains, returned as evidence for the calling model to reason over. One pattern buys convenience, the other keeps the reasoning and the audit trail on your side. [1] [2] [4] [6]
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01
Search the filing
Ask for the risk-factor or MD&A passage and receive it with its line reference. [4]
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02
Read the call
Pull the speaker-attributed transcript and let your model summarize it with quotes. [4]
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03
Check the holders
Add 13F, insider and short data as tables and keep the whole chain citable. [4]
Bottom line
Who should switch from Octagon?
Keep Octagon when a one-call written answer is the product you need, or when prediction-markets and deep-research agents matter. Move to Equibles when you want to see and cite the evidence, control the model that reasons over it, or reach the same data over REST in an application. An agent can call both: Octagon for a drafted answer, Equibles for the sources behind it. [1] [2] [3] [4] [5] [6]
Methodology
How this comparison was verified
Equibles Research checked current first-party product, documentation and pricing pages on the review date. We compare material, verifiable workflow differences and state where the competitor is the stronger fit.
Primary evidence
Every mutable capability or price claim points to a numbered first-party reference.
No paid placement
Competitors do not pay for inclusion, and this page contains no affiliate links.
Clear limits
This is a workflow comparison, not an unperformed benchmark of accuracy, latency or completeness.
Evidence
Sources and review notes
Product claims and published prices were checked against first-party pages on . Features and prices can change.
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1 Octagon pricingPlus, Pro and Enterprise plans, credit metering and the free trial
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2 Octagon agents guideSpecialist agents and what each one covers
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3 Octagon MCP server guideMCP endpoint, authentication and supported clients
- 4 Equibles data coverageequibles.com/docs/dataFilings, transcripts, ownership, Congress, short data, prices and options coverage
- 5 Equibles pricingequibles.com/pricingFree plan, paid plans and what each unlocks
- 6 Equibles MCP and REST guideequibles.com/docs/mcp-vs-restMCP and REST access patterns on one account
- 7 Equibles MCP server docsequibles.com/docs/mcpSupported clients and connection steps
Competitor names and trademarks belong to their respective owners. They are used only to identify the products compared and do not imply affiliation or endorsement. Competitor URLs are intentionally omitted.
Common questions