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.