VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Saturday, September 27, 2025

Investors comparing AlphaSense and BamSEC will find that Both AlphaSense and BamSEC concentrate on Improved Filings, Diff View, and Transcripts workflows, making them natural alternatives for similar investment research jobs. AlphaSense leans into Earnings Calls Sentiment, Notes & Highlights, and AI, which can be decisive for teams that need depth over breadth. BamSEC stands out with Financials, Insider Data, and Institutional Data that the competition lacks. Use the feature-by-feature table to inspect unique capabilities and confirm which roadmap best maps to your process.

Head-to-head

AlphaSense vs BamSEC

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

  • AlphaSense adds Earnings Calls Sentiment, Notes & Highlights, AI, AI Earnings Summary, AI Report, Analyst Recommendations, Analyst Price Targets, Analyst Forecasts, News, Watchlist, and Data APIs coverage that BamSEC skips.
  • BamSEC includes Financials, Insider Data, and Institutional Data categories that AlphaSense omits.
  • AlphaSense highlights: Extensive content coverage, including SEC filings, earnings call transcripts, broker and independent research, expert call transcripts, and regulatory news., Generative AI workflows such as Generative Search, Generative Grid, and Deep Research, delivering source-cited answers and summaries., and Blackline (redline) comparisons to highlight changes across versions of filings or document sections..
  • BamSEC is known for: Advanced document search across filings and transcripts, with boolean and proximity operators for precision., Table tools include one-click Excel downloads, 'Similar Tables' to pull prior versions, and 'Merge Tables' to combine data across periods., and Redline comparison view highlights added or removed text and tables between filing versions directly in the browser..
  • BamSEC keeps a free entry point that AlphaSense lacks.
  • AlphaSense ships a mobile app. BamSEC is web/desktop only.
AlphaSense logo

AlphaSense

alpha-sense.com

AlphaSense is an enterprise-grade market intelligence platform that combines a massive library of filings, research, transcripts, and news with AI-powered search and summarization. Broker research access depends on entitlements, while premium features like Expert Calls or Canalyst models are offered as add-ons. Enterprise Intelligence expands the platform to include secure integration of a firm’s own internal content.

Platforms

Web
Mobile
API

Pricing

Subscription

Quick highlights

  • Extensive content coverage, including SEC filings, earnings call transcripts, broker and independent research, expert call transcripts, and regulatory news.
  • Generative AI workflows such as Generative Search, Generative Grid, and Deep Research, delivering source-cited answers and summaries.
  • Blackline (redline) comparisons to highlight changes across versions of filings or document sections.
  • Table Tools to extract structured financial tables and export them to Excel with minimal friction.
  • Company financial tearsheets combining Reuters Fundamentals with I/B/E/S consensus estimates.
BamSEC logo

BamSEC

bamsec.com

Editor’s pick Hands-on review

A focused research platform for SEC filings and transcripts. The Pro plan adds powerful tools like document search, Excel table downloads, redlines, transcripts, and all-company screening with alerts. Enterprise subscribers get consolidated invoicing, usage reporting, and priority support.

Platforms

Web

Pricing

Free
Subscription

Quick highlights

  • Advanced document search across filings and transcripts, with boolean and proximity operators for precision.
  • Table tools include one-click Excel downloads, 'Similar Tables' to pull prior versions, and 'Merge Tables' to combine data across periods.
  • Redline comparison view highlights added or removed text and tables between filing versions directly in the browser.
  • All-company screening with filters for industry, market cap, and document type, plus email alerts tied to searches.
  • Ownership data includes insider transactions (Form 4) with filters, and institutional ownership/13F holdings with labeling for options and convertibles.

Shared focus areas

Both platforms align on these research themes, so you can stay within one workflow when your use case involves them.

Where they differ

AlphaSense

Distinct strengths include:

  • Extensive content coverage, including SEC filings, earnings call transcripts, broker and independent research, expert call transcripts, and regulatory news.
  • Generative AI workflows such as Generative Search, Generative Grid, and Deep Research, delivering source-cited answers and summaries.
  • Blackline (redline) comparisons to highlight changes across versions of filings or document sections.
  • Table Tools to extract structured financial tables and export them to Excel with minimal friction.

BamSEC

Distinct strengths include:

  • Advanced document search across filings and transcripts, with boolean and proximity operators for precision.
  • Table tools include one-click Excel downloads, 'Similar Tables' to pull prior versions, and 'Merge Tables' to combine data across periods.
  • Redline comparison view highlights added or removed text and tables between filing versions directly in the browser.
  • All-company screening with filters for industry, market cap, and document type, plus email alerts tied to searches.

Feature-by-feature breakdown

AttributeAlphaSenseBamSEC
Categories

Which research workflows each platform targets

Shared: Improved Filings, Diff View, Transcripts, 13F, Screeners, Alerts

Unique: Earnings Calls Sentiment, Notes & Highlights, AI, AI Earnings Summary, AI Report, Analyst Recommendations, Analyst Price Targets, Analyst Forecasts, News, Watchlist, Data APIs

Shared: Improved Filings, Diff View, Transcripts, 13F, Screeners, Alerts

Unique: Financials, Insider Data, Institutional Data

Asset types

Supported asset classes and universes

Stocks

Stocks

Experience levels

Who each product is built for

Intermediate, Advanced

Beginner, Intermediate, Advanced

Platforms

Where you can access the product

Web, Mobile, API

Web

Pricing

High-level pricing models

Subscription

Free, Subscription

Key features

Core capabilities called out by each vendor

Unique

  • Extensive content coverage, including SEC filings, earnings call transcripts, broker and independent research, expert call transcripts, and regulatory news.
  • Generative AI workflows such as Generative Search, Generative Grid, and Deep Research, delivering source-cited answers and summaries.
  • Blackline (redline) comparisons to highlight changes across versions of filings or document sections.
  • Table Tools to extract structured financial tables and export them to Excel with minimal friction.
  • Company financial tearsheets combining Reuters Fundamentals with I/B/E/S consensus estimates.
  • AI-powered sentiment scoring across filings, transcripts, and research documents.

Unique

  • Advanced document search across filings and transcripts, with boolean and proximity operators for precision.
  • Table tools include one-click Excel downloads, 'Similar Tables' to pull prior versions, and 'Merge Tables' to combine data across periods.
  • Redline comparison view highlights added or removed text and tables between filing versions directly in the browser.
  • All-company screening with filters for industry, market cap, and document type, plus email alerts tied to searches.
  • Ownership data includes insider transactions (Form 4) with filters, and institutional ownership/13F holdings with labeling for options and convertibles.
  • Integrated S&P earnings and event transcripts, with downloadable PDFs.
Tested

Verified by hands-on testing inside Find My Moat

Not yet

Yes

Editor pick

Featured inside curated shortlists

Standard listing

Highlighted

Frequently Asked Questions

Which workflows do AlphaSense and BamSEC both support?

Both platforms cover Improved Filings, Diff View, Transcripts, 13F, Screeners, and Alerts workflows, so you can research those use cases in either tool before digging into the feature differences below.

Which tool offers a free plan?

BamSEC offers a free entry point, while AlphaSense requires a paid subscription. Review the pricing table to see how the paid tiers compare.

Which tool has mobile access?

AlphaSense ships a dedicated mobile experience, while BamSEC focuses on web or desktop access.

What unique strengths set the two platforms apart?

AlphaSense differentiates itself with Extensive content coverage, including SEC filings, earnings call transcripts, broker and independent research, expert call transcripts, and regulatory news., Generative AI workflows such as Generative Search, Generative Grid, and Deep Research, delivering source-cited answers and summaries., and Blackline (redline) comparisons to highlight changes across versions of filings or document sections., whereas BamSEC stands out for Advanced document search across filings and transcripts, with boolean and proximity operators for precision., Table tools include one-click Excel downloads, 'Similar Tables' to pull prior versions, and 'Merge Tables' to combine data across periods., and Redline comparison view highlights added or removed text and tables between filing versions directly in the browser..

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.