GuruFocus is the closest drop-in replacement with overlapping coverage in Screeners, Stock Ideas, and Transcripts while adding Stock Comparison and Data Visualizations coverage and Global value-investing research platform covering ~100,000 stocks in ~100 markets plus 8,000+ institutional investors and 15,000+ mutual funds holdings, designed to provide historical financial and valuation data for long-term investors. and All-in-One Screener offers 500+ fundamental, valuation, profitability, growth, dividend, guru and insider filters, supports custom filters/formulas and screening by regions, countries, exchanges and user portfolios. features (category overlap ~75%).
VOL. XCIV, NO. 247
★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★
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Monday, January 5, 2026
Free programmatic picks
Free Alternatives to BamSEC
Zero-cost replacements ranked by category overlap, pricing, and platform access. Use this list to test BamSEC before paying for another subscription.
View standard alternativesQuick takeaways
Every pick keeps a free tier; start with GuruFocus, CapEdge, and Fiscal.ai to road-test BamSEC workflows without paying up front.
Need mobile access? GuruFocus, CapEdge, and Trendlyne bring phone-ready workflows that BamSEC lacks.
Round out your stack with new coverage areas like Stock Comparison, Data Visualizations, Portfolio, and Investor Holdings.
BamSEC still leads on Notes & Highlights, so keep it handy for those workflows.
Similarity score 2044Category overlap: 75%
Shared coverage
ScreenersStock IdeasTranscriptsFinancialsInsider DataInstitutional Data
Assets: Stocks and Funds
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- GuruFocus adds mobile access for on-the-go monitoring.
- Expands into Stock Comparison, Data Visualizations, and Portfolio coverage beyond what BamSEC offers.
- Standout features include Global value-investing research platform covering ~100,000 stocks in ~100 markets plus 8,000+ institutional investors and 15,000+ mutual funds holdings, designed to provide historical financial and valuation data for long-term investors., All-in-One Screener offers 500+ fundamental, valuation, profitability, growth, dividend, guru and insider filters, supports custom filters/formulas and screening by regions, countries, exchanges and user portfolios., and Stock pages combine up to 30-year financial statements, valuation ratios, proprietary GF Score (quality, value, growth, momentum and GF value), dividend data, ownership, operating/segment metrics, filings, transcripts, PDF reports and downloadable charts/tables..
- Pair it with BamSEC if you still need Improved Filings, Diff View, and Watchlist.
Adds coverage: Stock Comparison, Data Visualizations, Portfolio, and Investor Holdings
Standout features: Global value-investing research platform covering ~100,000 stocks in ~100 markets plus 8,000+ institutional investors and 15,000+ mutual funds holdings, designed to provide historical financial and valuation data for long-term investors., All-in-One Screener offers 500+ fundamental, valuation, profitability, growth, dividend, guru and insider filters, supports custom filters/formulas and screening by regions, countries, exchanges and user portfolios., Stock pages combine up to 30-year financial statements, valuation ratios, proprietary GF Score (quality, value, growth, momentum and GF value), dividend data, ownership, operating/segment metrics, filings, transcripts, PDF reports and downloadable charts/tables., and Guru and institutional tools track portfolios and trades of thousands of investors, including real-time guru picks, 13F and 13D/13G data for all institutional investors (PremiumPlus+), mutual fund holdings, sector/geographic trends, ETF and options holdings.
Similarity score 1741Category overlap: 63%
Shared coverage
ScreenersImproved FilingsDiff ViewTranscriptsFinancialsInsider Data
Assets: Stocks and Funds
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free
Why investors switch
- CapEdge adds mobile access for on-the-go monitoring.
- Expands into Stock Comparison, Data Visualizations, and Filing Sentiment coverage beyond what BamSEC offers.
- Standout features include Web-based research platform focused on US equity capital markets that lets users instantly search SEC EDGAR filings and earnings transcripts, monitor IPOs, and track investor holdings across time; navigation exposes Earnings, IPOs, Transcripts, Investor Holdings and an EDGAR Filing Screener from the homepage., Advanced EDGAR filing search supports natural-language and keyword queries, filters by ticker, company name, filing type, and date, plus Filing Analysis views that show which companies mention a theme and how its popularity changes over time. Power users can use AND/OR/NOT boolean operators, with search history saved for later reuse., and Improved filing reader for most SEC forms (10-K, 10-Q, 8-K, 6-K, S-1, F-1, S-4, 20-F, 40-F, DEF 14A, etc.) including similar-filing navigation, customizable font and size, side table-of-contents, and advanced content analysis such as sentiment scores, readability measures, and lists of new and removed words across successive filings..
- Pair it with BamSEC if you still need Stock Ideas, Special Situations, and Spin-offs.
Adds coverage: Stock Comparison, Data Visualizations, Filing Sentiment, and Investor Holdings
Standout features: Web-based research platform focused on US equity capital markets that lets users instantly search SEC EDGAR filings and earnings transcripts, monitor IPOs, and track investor holdings across time; navigation exposes Earnings, IPOs, Transcripts, Investor Holdings and an EDGAR Filing Screener from the homepage., Advanced EDGAR filing search supports natural-language and keyword queries, filters by ticker, company name, filing type, and date, plus Filing Analysis views that show which companies mention a theme and how its popularity changes over time. Power users can use AND/OR/NOT boolean operators, with search history saved for later reuse., Improved filing reader for most SEC forms (10-K, 10-Q, 8-K, 6-K, S-1, F-1, S-4, 20-F, 40-F, DEF 14A, etc.) including similar-filing navigation, customizable font and size, side table-of-contents, and advanced content analysis such as sentiment scores, readability measures, and lists of new and removed words across successive filings., and Diff viewer for financial filings highlights changes between successive 10-K/10-Q documents, coloring removed text in one color and new text in another, and attempting to align similar data-table rows across filings to make numeric changes easier to spot.
Similarity score 1605Category overlap: 56%
Shared coverage
ScreenersImproved FilingsTranscriptsFinancialsInsider DataInstitutional Data
Assets: Stocks and Funds
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Stock Comparison, Data Visualizations, and Portfolio coverage beyond what BamSEC offers.
- Standout features include Modern web-based research terminal with dashboards, customizable watchlists, portfolio stats, and fundamental charting for 100,000+ global stocks, ETFs, and funds., Deep fundamental coverage: 10–20+ years of annual and 6–40+ quarters of quarterly financials by plan, with ratios, common-size statements, and adjusted metrics., and Rich segment & KPI database across ~2,300 large-cap names, including company-specific business KPIs that are hard to aggregate manually..
- Pair it with BamSEC if you still need Stock Ideas, Diff View, and Special Situations.
Adds coverage: Stock Comparison, Data Visualizations, Portfolio, and Investor Holdings
Standout features: Modern web-based research terminal with dashboards, customizable watchlists, portfolio stats, and fundamental charting for 100,000+ global stocks, ETFs, and funds., Deep fundamental coverage: 10–20+ years of annual and 6–40+ quarters of quarterly financials by plan, with ratios, common-size statements, and adjusted metrics., Rich segment & KPI database across ~2,300 large-cap names, including company-specific business KPIs that are hard to aggregate manually., and AI Copilot for conversational research, capable of summarizing earnings, screening for ideas, comparing peers, and explaining drivers with citations back to sources.
Similarity score 1402Category overlap: 50%
Shared coverage
ScreenersStock IdeasTranscriptsFinancialsInstitutional Data13F
Assets: Stocks
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Data Visualizations, Stock Comparison, and Portfolio coverage beyond what BamSEC offers.
- Standout features include Institutional‑quality fundamental database with S&P Global CapitalIQ–powered financials and Morningstar data on 100,000+ stocks across 92 countries and 136 exchanges, including full statements and ratios for most listed equities., Detailed Financials tab exposing Income Statement, Balance Sheet, Cash Flow and Ratio views with configurable units/decimals and interactive tables, plus the ability to chart rows and compare multiple tickers over up to 20 years of history on Pro., and Global equity screener covering 100,000+ stocks across 92 countries and 136 exchanges, allowing filters by region, industry, financials, ratios, valuation multiples, Wall Street forecasts, growth rates, margins and more, with “Browse All Data” to explore all available criteria..
- Pair it with BamSEC if you still need Improved Filings, Diff View, and Insider Data.
Adds coverage: Data Visualizations, Stock Comparison, Portfolio, and Investor Holdings
Standout features: Institutional‑quality fundamental database with S&P Global CapitalIQ–powered financials and Morningstar data on 100,000+ stocks across 92 countries and 136 exchanges, including full statements and ratios for most listed equities., Detailed Financials tab exposing Income Statement, Balance Sheet, Cash Flow and Ratio views with configurable units/decimals and interactive tables, plus the ability to chart rows and compare multiple tickers over up to 20 years of history on Pro., Global equity screener covering 100,000+ stocks across 92 countries and 136 exchanges, allowing filters by region, industry, financials, ratios, valuation multiples, Wall Street forecasts, growth rates, margins and more, with “Browse All Data” to explore all available criteria., and Valuation tooling with extensive forward and trailing multiples (e.g., EV/Sales, EV/EBITDA, P/FCF, P/E, REIT metrics like P/FFO and P/AFFO), historical multiple charts, peer comparisons via a Competitors tab and a Valuation Model Builder (Guided and Advanced) with plan‑based limits on saved models.
Similarity score 1400Category overlap: 50%
Shared coverage
ScreenersTranscriptsFinancialsInsider DataInstitutional DataIPO
Assets: Stocks
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Trendlyne adds mobile access for on-the-go monitoring.
- Expands into Analyst Forecasts, Analyst Price Targets, and Analyst Recommendations coverage beyond what BamSEC offers.
- Standout features include Stock screener with over 1,000 parameters, plus prebuilt strategies and optional screener alerts (up to every 15 minutes on premium tiers)., Backtesting at both strategy and stock level, with plan-based limits (from a few hundred to over a thousand annual backtests)., and Consensus estimates platform (“Forecaster”) with historical and real-time views on revenue, EPS, profit, dividends, cash flow, capex, and more..
- Pair it with BamSEC if you still need Stock Ideas, Improved Filings, and Diff View.
Adds coverage: Analyst Forecasts, Analyst Price Targets, Analyst Recommendations, and Data Visualizations
Standout features: Stock screener with over 1,000 parameters, plus prebuilt strategies and optional screener alerts (up to every 15 minutes on premium tiers)., Backtesting at both strategy and stock level, with plan-based limits (from a few hundred to over a thousand annual backtests)., Consensus estimates platform (“Forecaster”) with historical and real-time views on revenue, EPS, profit, dividends, cash flow, capex, and more., and DVM score (Durability-Valuation-Momentum) available with historical charts and exportable to CSV/XLS.
Similarity score 1381Category overlap: 53%
Shared coverage
ScreenersStock IdeasTranscriptsFinancialsInsider DataInstitutional Data
Assets: Stocks
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Calendar, Valuation Models, and Analyst Recommendations coverage beyond what BamSEC offers.
- Standout features include Supercharged screener with 500+ filters across fundamentals, forward estimates, and valuation multiples., Conversational AI for valuation, key financials, and earnings‑call insights (real‑time aware)., and Earnings Calendar with dates, estimates and quick drilldowns..
- Pair it with BamSEC if you still need Improved Filings, Diff View, and Special Situations.
Adds coverage: Calendar, Valuation Models, Analyst Recommendations, and Analyst Forecasts
Standout features: Supercharged screener with 500+ filters across fundamentals, forward estimates, and valuation multiples., Conversational AI for valuation, key financials, and earnings‑call insights (real‑time aware)., Earnings Calendar with dates, estimates and quick drilldowns., and Top Investors tracker: real‑time 13F filings, rankings, and email alerts; Congress & insider trading views.
Similarity score 1332Category overlap: 44%
Shared coverage
ScreenersStock IdeasFinancialsInsider DataInstitutional DataAlerts
Assets: Stocks and Funds
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Simply Wall St adds mobile access for on-the-go monitoring.
- Expands into Data Visualizations, Portfolio, and Valuation Models coverage beyond what BamSEC offers.
- Standout features include Global coverage of over 120,000 listed stocks across ~90 markets, with fundamentals and estimates powered by S&P Global Market Intelligence and analyzed using a documented quantitative model., Company “Snowflake” reports visualize five key dimensions - valuation, future growth, past performance, financial health, and dividends - into a single infographic, with detailed drill‑down sections and methodology explained in the help center and GitHub docs., and Investing Ideas hub with curated themes such as undervalued companies, dividend powerhouses, recent insider buying and sector/thematic lists (AI, nuclear energy, cybersecurity, etc.)..
- Pair it with BamSEC if you still need Improved Filings, Diff View, and Transcripts.
Adds coverage: Data Visualizations, Portfolio, Valuation Models, and Dividends
Standout features: Global coverage of over 120,000 listed stocks across ~90 markets, with fundamentals and estimates powered by S&P Global Market Intelligence and analyzed using a documented quantitative model., Company “Snowflake” reports visualize five key dimensions - valuation, future growth, past performance, financial health, and dividends - into a single infographic, with detailed drill‑down sections and methodology explained in the help center and GitHub docs., Investing Ideas hub with curated themes such as undervalued companies, dividend powerhouses, recent insider buying and sector/thematic lists (AI, nuclear energy, cybersecurity, etc.)., and Stock Screener & Alerts lets users filter the global universe by market, industry and dozens of fundamentals (value, growth, income and risk metrics) and set saved screeners with alerts; Free has “Limited” screener access, Premium supports 3 saved screeners, and Unlimited supports 10.
Similarity score 1306Category overlap: 44%
Shared coverage
ScreenersTranscriptsFinancialsInsider DataInstitutional Data13F
Assets: Stocks and Funds
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Data APIs, News, and Calendar coverage beyond what BamSEC offers.
- Standout features include Multi‑asset data coverage via a single API: equities, ETFs, mutual funds, indexes, forex, crypto, commodities, macroeconomic indicators, ESG and ownership datasets, organized into Market Data, Fundamental & Company Data, News & Calendar Data, Advanced Data, Ownership and Other Markets., Real‑time quotes plus intraday (1‑minute, 5‑minute, 30‑minute, 1‑hour) and end‑of‑day historical bars for stocks and other assets; Premium and Ultimate tiers add intraday chart endpoints, technical indicators and up to 30+ years of history, with Ultimate including 1‑minute intraday charting and full historical access., and Fundamental statement APIs with audited, standardized and as‑reported income statements, balance sheets and cash‑flow statements (annual, quarterly and TTM), plus key metrics, ratios, financial scores, enterprise values and product/geographic segment revenue breakdowns..
- Pair it with BamSEC if you still need Stock Ideas, Improved Filings, and Diff View.
Adds coverage: Data APIs, News, Calendar, and Dividends
Standout features: Multi‑asset data coverage via a single API: equities, ETFs, mutual funds, indexes, forex, crypto, commodities, macroeconomic indicators, ESG and ownership datasets, organized into Market Data, Fundamental & Company Data, News & Calendar Data, Advanced Data, Ownership and Other Markets., Real‑time quotes plus intraday (1‑minute, 5‑minute, 30‑minute, 1‑hour) and end‑of‑day historical bars for stocks and other assets; Premium and Ultimate tiers add intraday chart endpoints, technical indicators and up to 30+ years of history, with Ultimate including 1‑minute intraday charting and full historical access., Fundamental statement APIs with audited, standardized and as‑reported income statements, balance sheets and cash‑flow statements (annual, quarterly and TTM), plus key metrics, ratios, financial scores, enterprise values and product/geographic segment revenue breakdowns., and Built‑in valuation and advanced metrics including DCF models, owner earnings and other formula‑based indicators documented in the Financial Formulas section, with a Custom DCF Calculator and Advanced Market Metrics (e.g., sector performance, technical indicators) available on higher‑tier plans.
Similarity score 1272Category overlap: 44%
Shared coverage
ScreenersStock IdeasFinancialsInsider DataInstitutional DataAlerts
Assets: Stocks
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- TipRanks adds mobile access for on-the-go monitoring.
- Expands into Top Analysts, ETF Screeners, and Analyst Forecasts coverage beyond what BamSEC offers.
- Standout features include Analyst coverage includes forecasts, price targets, recommendations, and Top Analysts leaderboards., Smart Score: a proprietary 1–10 multi-factor equity rating system., and Tracks insider transactions and hedge fund activity, with manager rankings based on filings..
- Pair it with BamSEC if you still need Improved Filings, Diff View, and Transcripts.
Adds coverage: Top Analysts, ETF Screeners, Analyst Forecasts, and Analyst Recommendations
Standout features: Analyst coverage includes forecasts, price targets, recommendations, and Top Analysts leaderboards., Smart Score: a proprietary 1–10 multi-factor equity rating system., Tracks insider transactions and hedge fund activity, with manager rankings based on filings., and Stock and ETF screeners, technical analysis filters, and stock/ETF comparison tools.
Similarity score 1238Category overlap: 44%
Shared coverage
ScreenersTranscriptsFinancialsInsider DataInstitutional Data13F
Assets: Stocks
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into News, News Sentiment, and Calendar coverage beyond what BamSEC offers.
- Standout features include Company dashboards with tabs for Financials, Estimates, Insider Transactions, Dividends, SEC Filings, Ownership, and Transcripts., AI Financial Analysis: executive overview, bull/base/bear scenario modeling, and financial‑health (cash, leverage, DuPont) refreshed each earnings cycle (Pro)., and AI Peer Analysis: benchmark valuation, growth, profitability, and capital returns vs. peers in one AI report (Pro)..
- Pair it with BamSEC if you still need Stock Ideas, Improved Filings, and Diff View.
Adds coverage: News, News Sentiment, Calendar, and Valuation Models
Standout features: Company dashboards with tabs for Financials, Estimates, Insider Transactions, Dividends, SEC Filings, Ownership, and Transcripts., AI Financial Analysis: executive overview, bull/base/bear scenario modeling, and financial‑health (cash, leverage, DuPont) refreshed each earnings cycle (Pro)., AI Peer Analysis: benchmark valuation, growth, profitability, and capital returns vs. peers in one AI report (Pro)., and AI SWOT Analysis previews and full SWOT in Pro.
Similarity score 1118Category overlap: 40%
Shared coverage
ScreenersFinancialsInsider DataInstitutional DataAlertsWatchlist
Assets: Stocks
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Data Visualizations, News, and Calendar coverage beyond what BamSEC offers.
- Standout features include Stock screener with extensive fundamental/technical/news/ETF filters; Elite unlocks additional customizable filters and views., Elite: real-time stock quotes & charts (free is delayed); includes premarket (4:00–9:30 AM) and after-hours (4:00–8:00 PM)., and Multi-layout charting with drawing tools, indicators, and automatic pattern recognition; technical studies are saved automatically..
- Pair it with BamSEC if you still need Stock Ideas, Improved Filings, and Diff View.
Adds coverage: Data Visualizations, News, Calendar, and Backtesting
Standout features: Stock screener with extensive fundamental/technical/news/ETF filters; Elite unlocks additional customizable filters and views., Elite: real-time stock quotes & charts (free is delayed); includes premarket (4:00–9:30 AM) and after-hours (4:00–8:00 PM)., Multi-layout charting with drawing tools, indicators, and automatic pattern recognition; technical studies are saved automatically., and ETF analytics with full holdings breakdown (beyond top-10) plus performance & structural metrics, including a treemap composition view.
Similarity score 1115Category overlap: 38%
Shared coverage
ScreenersFinancialsInsider DataIPOAlertsWatchlist
Assets: Stocks
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- MarketWatch adds mobile access for on-the-go monitoring.
- Expands into News, Calendar, and Data Visualizations coverage beyond what BamSEC offers.
- Standout features include Market data hub with stock and market screeners, mutual fund research, fund comparison, and multi-quote lookup tools., Personal watchlists available free with an account; syncs across web and mobile apps with customizable price and news alerts., and Comprehensive event calendars, including U.S. economic releases, corporate earnings, IPO schedules, and options-expiration dates..
- Pair it with BamSEC if you still need Stock Ideas, Improved Filings, and Diff View.
Adds coverage: News, Calendar, Data Visualizations, and Paper Trading
Standout features: Market data hub with stock and market screeners, mutual fund research, fund comparison, and multi-quote lookup tools., Personal watchlists available free with an account; syncs across web and mobile apps with customizable price and news alerts., Comprehensive event calendars, including U.S. economic releases, corporate earnings, IPO schedules, and options-expiration dates., and BigCharts advanced charting platform with multiple timeframes (intraday to monthly) and technical overlays; intraday data typically delayed 15 minutes.
Similarity score 1115Category overlap: 38%
Shared coverage
ScreenersFinancialsInsider Data13FIPOWatchlist
Assets: Stocks
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Nasdaq.com adds mobile access for on-the-go monitoring.
- Expands into Portfolio, News, and Calendar coverage beyond what BamSEC offers.
- Standout features include Real-time U.S. quotes with continuously updating bid/ask via Nasdaq Basic, with data credited to Nasdaq Data Link., Built-in screeners for stocks, ETFs, and mutual funds with filterable metrics., and Options chains enhanced with Greeks such as Delta, Gamma, and Vega..
- Pair it with BamSEC if you still need Stock Ideas, Improved Filings, and Diff View.
Adds coverage: Portfolio, News, Calendar, and Dividends
Standout features: Real-time U.S. quotes with continuously updating bid/ask via Nasdaq Basic, with data credited to Nasdaq Data Link., Built-in screeners for stocks, ETFs, and mutual funds with filterable metrics., Options chains enhanced with Greeks such as Delta, Gamma, and Vega., and Dedicated pages for short interest, insider transactions, and institutional holdings (13F).
Similarity score 1115Category overlap: 38%
Shared coverage
ScreenersInsider DataInstitutional Data13FAlertsWatchlist
Assets: Stocks
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Quiver Quantitative adds mobile access for on-the-go monitoring.
- Expands into Backtesting, US Government Trades, and Investor Holdings coverage beyond what BamSEC offers.
- Standout features include Alternative data dashboards spanning Congress trading, insider activity, government contracts, lobbying, app ratings, Google Trends, U.S. patents, ETF and institutional holdings, and more., Congress Trading dashboard parses public disclosures, tracks post-trade performance, and shows cumulative returns by individual politicians., and Institutional Holdings (13F) dashboard, with a backtesting tool for premium users to evaluate fund-level positioning over time..
- Pair it with BamSEC if you still need Stock Ideas, Improved Filings, and Diff View.
Adds coverage: Backtesting, US Government Trades, Investor Holdings, and News
Standout features: Alternative data dashboards spanning Congress trading, insider activity, government contracts, lobbying, app ratings, Google Trends, U.S. patents, ETF and institutional holdings, and more., Congress Trading dashboard parses public disclosures, tracks post-trade performance, and shows cumulative returns by individual politicians., Institutional Holdings (13F) dashboard, with a backtesting tool for premium users to evaluate fund-level positioning over time., and Premium adds advanced tools like stock screeners, alerts, institutional and congressional backtesters, Smart Score/Bull–Bear metrics, watchlists, exportable data samples, and early access to curated content. Pricing is $25/month or $300/year, with free trials (7 or 30 days).
Similarity score 1105Category overlap: 43%
Shared coverage
ScreenersStock IdeasFinancialsInsider DataAlertsWatchlist
Assets: Stocks
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into News, Calendar, and Data Visualizations coverage beyond what BamSEC offers.
- Standout features include Technical and fundamental screener for stocks and ETFs, with interactive charts, ratings, watchlists, and trading ideas., Pre-market and after-hours movers screener for U.S. markets (NYSE, NASDAQ, AMEX)., and Ability to create custom expressions and filters in the screener for advanced screening logic..
- Pair it with BamSEC if you still need Improved Filings, Diff View, and Transcripts.
Adds coverage: News, Calendar, Data Visualizations, and Scores
Standout features: Technical and fundamental screener for stocks and ETFs, with interactive charts, ratings, watchlists, and trading ideas., Pre-market and after-hours movers screener for U.S. markets (NYSE, NASDAQ, AMEX)., Ability to create custom expressions and filters in the screener for advanced screening logic., and Historical screener mode allows users to run any screen as of a past date.
Similarity score 1104Category overlap: 60%
Shared coverage
ScreenersImproved FilingsInsider DataIPOAlertsWatchlist
Assets: Stocks
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Regulatory Filings Monitoring, Data APIs, and AI Filings Summary coverage beyond what BamSEC offers.
- Standout features include Real‑time filings ingestion (<5 min typical) with continuous 30‑minute source refresh; 4.5M+ filings from 16,645 companies across 44 markets., Programmatic access to filings, company metadata, languages, countries, filing types, sources; Markdown extraction endpoint for filing text., and Watchlist & email alerts the moment a tracked company files; ‘Live Filings Feed’ UI (30‑minute update cycle)..
- Pair it with BamSEC if you still need Stock Ideas, Diff View, and Transcripts.
Adds coverage: Regulatory Filings Monitoring, Data APIs, AI Filings Summary, and AI Chat
Standout features: Real‑time filings ingestion (<5 min typical) with continuous 30‑minute source refresh; 4.5M+ filings from 16,645 companies across 44 markets., Programmatic access to filings, company metadata, languages, countries, filing types, sources; Markdown extraction endpoint for filing text., Watchlist & email alerts the moment a tracked company files; ‘Live Filings Feed’ UI (30‑minute update cycle)., and Insider trades browser and country drill‑downs; IPO/exchange/index reference sections.
Similarity score 1098Category overlap: 46%
Shared coverage
ScreenersStock IdeasTranscriptsFinancialsAlertsWatchlist
Assets: Stocks
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Stock Comparison, Valuation Models, and Analyst Price Targets coverage beyond what BamSEC offers.
- Standout features include Automatic intrinsic value from two methods (DCF + relative valuation) with bear/base/bull range; “valuation history” views., Manual DCF with sensitivity analysis; separate discount‑rate (CAPM/WACC) calculator., and Stock screener with valuation, Wall St targets/estimates, profitability, solvency, dividend safety/shareholder yield; prebuilt screens (e.g., Magic Formula) and email screener alerts..
- Pair it with BamSEC if you still need Improved Filings, Diff View, and Insider Data.
Adds coverage: Stock Comparison, Valuation Models, Analyst Price Targets, and Analyst Forecasts
Standout features: Automatic intrinsic value from two methods (DCF + relative valuation) with bear/base/bull range; “valuation history” views., Manual DCF with sensitivity analysis; separate discount‑rate (CAPM/WACC) calculator., Stock screener with valuation, Wall St targets/estimates, profitability, solvency, dividend safety/shareholder yield; prebuilt screens (e.g., Magic Formula) and email screener alerts., and Watchlists plus targeted alerts: price/valuation thresholds, analyst price‑target changes, and insider activity.
Similarity score 1095Category overlap: 38%
Shared coverage
ScreenersStock IdeasImproved FilingsFinancialsInsider DataWatchlist
Assets: Stocks
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Data Visualizations, Index Rebalancing, and Investor Holdings coverage beyond what BamSEC offers.
- Standout features include Web-based analytics terminal for equity investors with company data for ~1 700 Nordic and 16 000+ global companies, 20 years of history, thousands of ratios, technical analysis, strategies, screener, MFN news and API/Excel plug-in., Complete financials (income statement, balance sheet, cash flow) with long annual, quarterly and rolling 12‑month history and visual comparison against sector peers., and Advanced stock screener with several thousand KPIs, mini charts, saved filters and watchlists, plus intraday price‑performance KPIs for multiple short-term horizons in the UI..
- Pair it with BamSEC if you still need Diff View, Transcripts, and Institutional Data.
Adds coverage: Data Visualizations, Index Rebalancing, Investor Holdings, and Short Interest
Standout features: Web-based analytics terminal for equity investors with company data for ~1 700 Nordic and 16 000+ global companies, 20 years of history, thousands of ratios, technical analysis, strategies, screener, MFN news and API/Excel plug-in., Complete financials (income statement, balance sheet, cash flow) with long annual, quarterly and rolling 12‑month history and visual comparison against sector peers., Advanced stock screener with several thousand KPIs, mini charts, saved filters and watchlists, plus intraday price‑performance KPIs for multiple short-term horizons in the UI., and Built-in quantitative strategies such as Magic Formula, Graham, Dividend, F-Score and Net-nets leveraging the historical ratio database for stock idea generation.
Similarity score 1095Category overlap: 38%
Shared coverage
ScreenersImproved FilingsInsider Data13FAlertsWatchlist
Assets: Stocks
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Short Interest, 13D/13G, and Which ETF includes this Stock? coverage beyond what BamSEC offers.
- Standout features include Official short-interest data sourced from NASDAQ and NYSE on individual ticker pages., Off-exchange and dark pool short volume reported from FINRA feeds., and Comprehensive ownership tracking including 13F, 13D/G, NPORT filings, ETF and mutual fund holders, plus UK disclosure data..
- Pair it with BamSEC if you still need Stock Ideas, Diff View, and Transcripts.
Adds coverage: Short Interest, 13D/13G, Which ETF includes this Stock?, and ETF Holdings
Standout features: Official short-interest data sourced from NASDAQ and NYSE on individual ticker pages., Off-exchange and dark pool short volume reported from FINRA feeds., Comprehensive ownership tracking including 13F, 13D/G, NPORT filings, ETF and mutual fund holders, plus UK disclosure data., and Dedicated “Which ETF holds this stock?” pages showing ETF-level exposure by ticker.
Similarity score 1095Category overlap: 38%
Shared coverage
ScreenersFinancialsInsider Data13FAlertsWatchlist
Assets: Stocks
Experience: Intermediate and Advanced
Platforms: Web
Pricing: Free and Subscription
Why investors switch
- Expands into Options & Derivatives, Data Visualizations, and News coverage beyond what BamSEC offers.
- Standout features include Ticker pages with tabs for Financials, Statistics, Business Metrics, Forecasts, Dark Pool, Options, Insider, Dividends, and History., Real-time options flow feed and unusual activity; options chains available (OPRA-sourced)., and Dark pool & off-exchange trade tape (15‑minute delay)..
- Pair it with BamSEC if you still need Stock Ideas, Improved Filings, and Diff View.
Adds coverage: Options & Derivatives, Data Visualizations, News, and Calendar
Standout features: Ticker pages with tabs for Financials, Statistics, Business Metrics, Forecasts, Dark Pool, Options, Insider, Dividends, and History., Real-time options flow feed and unusual activity; options chains available (OPRA-sourced)., Dark pool & off-exchange trade tape (15‑minute delay)., and Hedge Fund tracker (13F) with institution list (downloadable) and holdings analytics.
Coverage Snapshot
Where alternatives already align
Most shared categories across the top matches.
Screeners×20Insider Data×18Financials×17Watchlist×17Alerts×15Institutional Data×1213F×11Transcripts×9
New angles introduced
Categories the alternatives add beyond BamSEC.
News+18Calendar+15Analyst Price Targets+13Analyst Forecasts+12Data Visualizations+11ETF Holdings+11Analyst Recommendations+10Portfolio+10
Free Access & Pricing
Free options
All 20
20 vetted picks keep a permanent free tier so you can validate workflows before upgrading.
Mobile ready
8/20
8 alternatives bring native mobile access.
API availability
9/20
9 of the shortlisted tools expose API endpoints for automation-heavy workflows.
Quality checks
7 starred / 13 tested
7 tools are flagged as analyst picks; 13 have been hands-on tested.
Avg. coverage overlap
47%
Average percentage of categories shared with the base tool.
Free Alternatives FAQ
What are the best free alternatives to BamSEC?
Start with GuruFocus, CapEdge, and Fiscal.ai to replicate BamSEC workflows without paying for a subscription.
Do these picks stay permanently free?
Yes. Each platform listed keeps a standing free tier with no credit card required -- though export limits or seat caps may apply if you scale usage.
Which BamSEC workflows stay covered on the free plan?
Expect solid overlap across Screeners, Stock Ideas, Transcripts, Financials, Insider Data, Institutional Data, 13F, Special Situations, IPO, Spin-offs, Delisted, Alerts, Improved Filings, Diff View, and Watchlist, so core BamSEC workflows can move over without a paid upgrade.
What extra coverage do the free alternatives add?
Stock Comparison, Data Visualizations, Portfolio, Investor Holdings, US Government Trades, Backtesting, News, Calendar, Data APIs, Acquisitions, Dividends, GDP, Interest Rates, Inflation Rates, Unemployment Rates, Commitment of Traders (COT), Yield Curves, Scores, Valuation Models, Short Interest, 13D/13G, ETF Overview, ETF Holdings, Analyst Forecasts, Analyst Price Targets, Analyst Recommendations, AI, AI Chat, Education, Videos, Blogs, Forums, Newsletters, Stock Handbook, Filing Sentiment, Which ETF includes this Stock?, Secondary Offerings, ETF Performance, ETF Fundamentals, ETF Valuation, Splits, APIs & SDKs, Webhooks, AI Business Summary, AI Earnings Summary, AI Filings Summary, AI Report, Options & Derivatives, Sheets / Excel Add-ins, Broker Connectors, Management Performance, Management Compensation, Dividend, ESG Ratings, Top Analysts, ETF Screeners, Flags, App & Website Traffic, ETF Comparison, News Sentiment, Correlation, Options, Paper Trading, Reddit, Patents / USPTO, Dark Pool & Off-Exchange, Position Sizing, Regulatory Filings Monitoring, Index Rebalancing, and Buybacks & Authorizations show up most often as bonus coverage beyond the base platform, giving you room to experiment before upgrading.
Where might I still rely on BamSEC?
Improved Filings, Diff View, Watchlist, Notes & Highlights, Stock Ideas, Special Situations, Spin-offs, Delisted, IPO, Insider Data, 13F, Alerts, Transcripts, Institutional Data, and Financials remain strengths for BamSEC. Keep it handy for those tasks or plan for a paid upgrade if they matter.
Information
About Me
Hey! Thanks for stopping by. I'm an independent investor with a soft spot for coding and the stock market - especially value investing (as you can probably tell from the tools I've collected here, haha). Hopefully you'll find something useful or interesting along the way.
Find me here:
- Twitter / X: @Jera_Value
- Substack: Jera Value
Got questions or suggestions? I'm all ears!
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Discovered a gem I don't have here yet? Drop the link below and I'll check it out ASAP. Tagging me on X works too! Can't wait to see what you've found!
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Suggest on XStarred Tools
These are my top picks. Tools I've tested thoroughly and found to be excellent. They do their job really well, and I use them a lot. If you're not already familiar with them, I highly recommend checking them out.
Tested Tools
These are tools I've tried and found to be solid, but not standout. Think of them as passing an initial quality screen: worth exploring, though not all will be exceptional.
Curation & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.