BamSEC vs CapEdge comparison

Unique

• Specialized web platform for working with SEC filings and earnings transcripts, marketed as making “financial research easier” for thousands of subscribers including major investment banks and buy-side firms.
• Covers all SEC filings submitted electronically via EDGAR from 1994 onward in their original, unmodified form, with new filings typically processed within a minute or two of being filed (and by end of day for confidential filings that later become public). Browsing filings does not require a subscription, but premium features are limited to active subscribers.
• All-company screening tools let you instantly search across millions of documents for any term, using filters like industry, market cap, document type and Watch List, plus advanced operators (exact phrases, boolean logic, proximity / distance between words) and email alerts for new matches.
• Company-level Document Search shows every mention of a term across a single issuer’s filings and transcripts, with result categorization and an “intuitive workflow” for jumping straight from search hits to the underlying documents without manual Ctrl+F scans.
• Table Tools provide one-click Excel downloads for any table in any filing, including most financial tables beyond the three statements, plus Similar Tables to pull prior versions from older filings and Merge Tables to combine data across periods; downloads are cleanly formatted spreadsheets with no merged cells or styling and data taken directly from the filings.
• Historical Similar Tables coverage spans almost every financial table (for example, segment breakdowns or pension tables), enabling multi-year model building and benchmarking without manually opening each historical filing.

Unique

• 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.
• 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.
• Real-time filing alerts: CapEdge sends email alerts for new filings from favorite companies and for favorite searches, typically within about a minute of SEC EDGAR submission; users can restrict alerts by filing groups (financial reports, company news, registrations/prospectuses, proxies, or specific form types), and emails include the full main filing text or the relevant press release exhibit.
• Favorites system and personal dashboard allow users to star companies and searches, organize them into folders with separate notification settings, browse search history, and manage alert preferences; users can annotate filings and maintain private or shared notes tied to filings and tickers.