BamSEC vs. Koyfin vs. Quid

other than being essentially unusable on mobile/tablet, BamSec is second to none when it comes to efficiently searching through filings and transcripts. really like how it pre-sorts all a company's documents into PRs, 8-Ks, proxies, trancripts, 10-K/-Q, et cetera we also like that you can use screening function that enables searches across multiple companies or company lists

Incentivized

If you want to feel more secure than you imagine to invest in the stock market or EFTs then Koyfin will more than pay for itself immediately. Well suited for all investors.

Incentivized

In my use of [NetBase] Quid, I found the tool particularly suitable for curating pertinent content. It allowed me to develop more comprehensive analysis at a larger scale, all while substantially reducing the amount of research time needed. It is also a plus that [NetBase] Quid is delivered as a web app. I did some of my [NetBase] Quid work on a low-end Chromebook without issues.

• comparing similar tables across different SEC filings
• custom and general email alerts
• ability to pay for expert interviews
• ability to download raw pdf
• speed of updates
• highlighting capabilities
• can create a public link to share snippets

Incentivized

• Graphs that are simple but detailed
• Helpful watchlists to keep you aware and prompt
• Snapshots for quick checkins

Incentivized

• Their NLP is very strong with the ability to distinguish subject in sentences and then apply analysis based on either the subject or sentence. Competitors lack strong NLP and often have lower degrees of accuracy.
• The platform is highly flexible with dozens of ways to filter and cut the data. It is great for an analyst that really wants to deep dive into the data. However, the analysis done automatically by NetBase is also strong enough that less experienced users would still be able to gain insight with ease.
• The customizable dashboards are perfect for client reporting and drastically reduce the amount of time spent preparing recurring reports and decks. These are also very flexible depending on reporting needs.

Incentivized

• mobile website is unusable
• there is no mobile app
• note-taking can be finicky

Incentivized

• Easier to review statements
• Lower prices for more premium packages
• Monthly should be weekly trend emails

Incentivized

• Dashboards can only currently be exported as PDFs. It would be helpful to have a more read/writable format (eg. PPT) that enables us to combine Netbase's outputs with other sources, or to make them more consistent with our own branding (colours, fonts etc.)
• The business model revolves around a limited number of login seats. I would like to be able to roll out the tool to make it available/accessible to more people in the business, but the pricing model makes this impractical/uneconomical.
• Logging out users after a period of inactivity can be frustrating when multitasking/task switching and unsaved work is lost.
• While Netbase's focus on language processing is its key strength, additional functionality around social analysis (eg. people who follow a brand account, users who talk about X are also likely to talk about Y) is somewhat limited.

Incentivized

We've had a good experience using the tool and have invested quite a bit of time training the internal team on how to get the most benefit out of it. There would need to be a compelling reason or business case to port over all of our existing topics and tool know-how to another platform.

Incentivized

Very simple to use, quick to pick up on the key principles, and a task-centric design (ie. Topics to set up what you want to analyze, Analysis to do the exploration/analysis, and Dashboards to pull results and findings together to generate reports.) All intuitive, drag & drop etc.

Incentivized

NetBase constantly updates the platform with features. The platforms ability to analyze complex social listening topics is exceptional. Its fast and gives you the ability to create standardized reports for a quick topic analysis. Additionally, the standard overview tab provides the topic at a glance and assists in quickly identifying areas to further analyze. Great product with excellent support behind it!

Our support contact is always available and will spend all of the time required to make sure our questions are answered.

Incentivized

We had an internal implementation meeting with the NetBase team as well as a business seat implementation for one of our clients. I would highly recommend having all stakeholders attend an implementation meeting as they can understand the power of this platform.

not even comparable. Koyfin would take much much longer to feed new filings than BamSec the only place this beats BamSec is the mobile website, i really hope BamSec can get their act together on that front

Incentivized

Koyfin swims alongside the competition with competitive pricing and your results will speak for themselves. Built by Wall St Traders. Koyfin has elevated my ROI tenfold and allows me to trade in a high Rick environment with lower risk.

Incentivized

Meltwater took too long to load whenever you had to change keywords, their customer service was not very responsive, and their interface was not very customizeable. We decided to search for a new software company and we invited many companies to present. We selected Netbase after a free trial for reasons stated earlier.

Incentivized

• efficiency of research
• ROI
• no need to proactively look after setting alerts

Incentivized

• Positive ROI - percentage of success rate
• Increased ROI- allowing me to invest more
• Expanded my base ROI
• Stock knowledge expanded

Incentivized

• Positive - NetBase allows us to quickly gather a high level over view of a topic, which helps for new business pitch and being able to inform the account teams of basic information.
• Negative - We have to use other tools to gather news, which affects our budget.

Incentivized