best solution hands down for filing search, just wish it was better on mobile browsers or had an app
July 20, 2022

best solution hands down for filing search, just wish it was better on mobile browsers or had an app

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Pro

Overall Satisfaction with BamSEC

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
  • 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

Do you think BamSEC delivers good value for the price?

Yes

Are you happy with BamSEC's feature set?

Yes

Did BamSEC live up to sales and marketing promises?

Yes

Did implementation of BamSEC go as expected?

Yes

Would you buy BamSEC again?

Yes

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