VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Saturday, September 27, 2025
Investors comparing BamSEC and CapEdge will find that Both BamSEC and CapEdge concentrate on Improved Filings, Diff View, and Transcripts workflows, making them natural alternatives for similar investment research jobs. BamSEC leans into Screeners, which can be decisive for teams that need depth over breadth. CapEdge stands out with Filing Sentiment, 13D/13G, and Which ETF includes this Stock? 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
BamSEC vs CapEdge
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
- BamSEC adds Screeners coverage that CapEdge skips.
- CapEdge includes Filing Sentiment, 13D/13G, Which ETF includes this Stock?, News, Calendar, IPO, and Secondary Offerings categories that BamSEC omits.
- BamSEC 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., and Redline comparison view highlights added or removed text and tables between filing versions directly in the browser..
- CapEdge is known for: Advanced EDGAR and transcript search with Boolean, phrase, and proximity operators., Near real-time filing alerts (about one minute) via email for saved searches and favorite tickers; bulk CSV upload supported., and Earnings transcript catalog updated hourly, with results downloadable to CSV..
BamSEC
bamsec.com
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.
Categories
Platforms
Pricing
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.
CapEdge
capedge.com
A free research platform for US markets that combines filings, transcripts, ownership dashboards, IPO tracking, and ETF exposure tools. Users can set up near real-time filing alerts, search with advanced operators, and export results to CSV/Excel. CapEdge also connects to Deal Roadshow for access to IPO roadshows. There’s no public API; all functionality is delivered through the web app.
Categories
Platforms
Pricing
Quick highlights
- Advanced EDGAR and transcript search with Boolean, phrase, and proximity operators.
- Near real-time filing alerts (about one minute) via email for saved searches and favorite tickers; bulk CSV upload supported.
- Earnings transcript catalog updated hourly, with results downloadable to CSV.
- IPO calendar with coverage of S-1, F-1, and S-11 filings, plus access to retail roadshows via Deal Roadshow.
- Ownership dashboards tracking 13F holdings, 13D/13G activist positions, and Form 144 insider sales, with export to CSV or Excel.
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
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.
CapEdge
Distinct strengths include:
- Advanced EDGAR and transcript search with Boolean, phrase, and proximity operators.
- Near real-time filing alerts (about one minute) via email for saved searches and favorite tickers; bulk CSV upload supported.
- Earnings transcript catalog updated hourly, with results downloadable to CSV.
- IPO calendar with coverage of S-1, F-1, and S-11 filings, plus access to retail roadshows via Deal Roadshow.
Feature-by-feature breakdown
| Attribute | BamSEC | CapEdge |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Improved Filings, Diff View, Transcripts, Financials, Insider Data, Institutional Data, 13F, Alerts Unique: Screeners | Shared: Improved Filings, Diff View, Transcripts, Financials, Insider Data, Institutional Data, 13F, Alerts Unique: Filing Sentiment, 13D/13G, Which ETF includes this Stock?, News, Calendar, IPO, Secondary Offerings |
Asset types Supported asset classes and universes | Stocks | Stocks, ETFs |
Experience levels Who each product is built for | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Platforms Where you can access the product | Web | Web |
Pricing High-level pricing models | Free, Subscription | Free |
Key features Core capabilities called out by each vendor | Unique
| Unique
|
Tested Verified by hands-on testing inside Find My Moat | Yes | Yes |
Editor pick Featured inside curated shortlists | Highlighted | Highlighted |
Frequently Asked Questions
Which workflows do BamSEC and CapEdge both support?
Both platforms cover Improved Filings, Diff View, Transcripts, Financials, Insider Data, Institutional Data, 13F, and Alerts workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do BamSEC and CapEdge require subscriptions?
Both BamSEC and CapEdge keep freemium access with optional paid upgrades, so you can trial each platform before committing.
How can you access BamSEC and CapEdge?
Both BamSEC and CapEdge prioritize web or desktop access. Investors wanting a mobile-first workflow may need to rely on responsive web views.
What unique strengths set the two platforms apart?
BamSEC differentiates itself with 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., whereas CapEdge stands out for Advanced EDGAR and transcript search with Boolean, phrase, and proximity operators., Near real-time filing alerts (about one minute) via email for saved searches and favorite tickers; bulk CSV upload supported., and Earnings transcript catalog updated hourly, with results downloadable to CSV..
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.