TrustRadius: an HG Insights company

BamSEC

Score9.4 out of 10

11 Reviews and Ratings

What is BamSEC?

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

Categories & Use Cases

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

Use Cases and Deployment Scope

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

Pros

  • 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

Cons

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

Return on Investment

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

Alternatives Considered

Koyfin

Other Software Used

AlphaSense