BamSEC vs DATAROMA comparison

BamSEC focuses on Screeners, Stock Ideas, and Improved Filings while DATAROMA specializes in Stock Ideas, Investor Holdings, and 13F. They overlap in 4 categories, so choose based on your preferred workflow and pricing.

Good news—both BamSEC and DATAROMA offer free plans. You can try each platform without commitment and only pay when you need premium features.

DATAROMA is more beginner-friendly with an approachable interface. Both can work for intermediate users.

Choose BamSEC if you need 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., and 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.. Go with DATAROMA if Homepage states it is “currently tracking portfolios” of superinvestors (count shown on-page and may change over time) and highlights recent activity / insider buys of superinvestor holdings., and Superinvestor holdings pages list positions with % of portfolio, activity (e.g., Add/Reduce), shares, reported price, current price, and 52‑week low/high. better fits how you invest.

Both cover Stocks. BamSEC also includes Funds. DATAROMA adds coverage for ETFs.

BamSEC offers real-time data feeds, which is essential for active traders. DATAROMA uses delayed or end-of-day data, which works fine for longer-term investors who don't need up-to-the-second quotes.

BamSEC supports data exports to Excel, and PDF. DATAROMA has more limited export options.

BamSEC includes a stock screener for finding investment ideas. DATAROMA focuses on other analytical tools.