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BamSEC

BamSEC

Overview

What is BamSEC?

BamSEC is a financial research tool designed to transform how the user can work with SEC filings and earnings transcripts.

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Recent Reviews
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Pricing

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Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visithttps://www.bamsec.com/pricing

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Starting price (does not include set up fee)

  • $828 per year
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Product Details

What is BamSEC?

BamSEC is a financial research tool designed to transform how the user can work with SEC filings and earnings transcripts.

Find the Next Investment Idea
Search across millions of documents across all companies at once. See how key topics are being discussed or discover new companies. Find every mention of a company, product, or industry trend in order to uncover insights others are missing.

Instant, Comprehensive Search
View all references to a search term across all of a company's filings and transcripts. See if Management has mentioned a key term on an earnings call, or find all buried references to an obscure subsidiary in the filings. Save yourself from hours of painstakingly looking through documents one by one.

Models and Benchmarking
See the prior versions of any table without leaving the current filing. When building a model that needs several years of segment data, Similar Tables can be used to quickly view and download past versions of the segment tables all from one place. No more need to pull up multiple individual filings and manually track down the particular tables needed.

Labels and Categories for Every Document
Filings and transcripts are organized into categories, to helo quickly find what's needed, or new. Labels make opening filings one by one to find a specific one a thing of the past. Every filing has a label, and 8-Ks even have the title of the included press release.

Link Directly to Any Text
Found an important piece of information in a filing or some key management commentary in a transcript? Just highlight it and create a link directly to the text selected. Links will bring anyone directly to a text selection without the user having to clunkily explain which portion of a filing is being referenced.

See What's Changed
Filings and disclosures may change over time, and Document Comparison enables the user to see exactly what's different. Avoid having to scroll through the documents side by side in order to see what's changed – every addition and removal is clearly marked, right in the browser.

Email Alerts and Documents Feed
Stay on top of the latest developments for companies, and avoid missing important filings or transcripts. Real-time Email Alerts can be sent as soon as a company adds a new filing or transcript. Catch up on the latest filings and transcripts for companies directly from the home page with a customizable Documents Feed.

BamSEC Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo
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Comparisons

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Reviews and Ratings

(11)

Reviews

(1-1 of 1)
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Score 10 out of 10
Vetted Review
Verified User
Incentivized
simply the best way to consistently search through SEC filings, transcripts and other sources. newly introduced screening features that let you search widely across industries are also very helpful. alerts are second to none, can customize as much as we want and then choose digest or real time. many people at our company use BamSec every single day to keep abreast of competition
  • 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
  • mobile website is unusable
  • there is no mobile app
  • note-taking can be finicky
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
  • efficiency of research
  • ROI
  • no need to proactively look after setting alerts
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
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