Tool Comparison
BamSEC vs DATAROMA
- Paid from
- $69/mo
- Free plan
- Yes
- Platforms
- Web
Best if
- Delayed quotes won't cut it; you need real-time data
- You want screeners, improved filings, and diff view.
- Paid from
- —
- Free plan
- Yes
- Platforms
- Web
Best if
- You're newer to investing and want something approachable
- You're a long-term investor who cares more about fundamentals than headlines
Start here
BamSEC
Free • From $69/mo · Web
- Delayed quotes won't cut it; you need real-time data
- You want screeners, improved filings, and diff view.
Pick DATAROMA instead if
DATAROMA
Free · Web
- You're newer to investing and want something approachable
- You're a long-term investor who cares more about fundamentals than headlines
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
BamSEC and DATAROMA cover a lot of the same ground (3 shared categories, stock ideas, insider data, and institutional ownership), so for the basics you won't go far wrong with either. BamSEC simply does more: 13 categories to DATAROMA's 3, including screeners, improved filings, and diff view. DATAROMA counters by being completely free.
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BamSEC
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Key differences at a glance
- Real-time data
- BamSEC
- Free trial
- BamSEC7 days
- Broader coverage
- BamSEC13 vs 3 categories
- Beginner friendly
- DATAROMA
- Free plan
- Both
What BamSEC does best
- Browsing access to SEC filings from EDGAR in their original form, with BamSEC adding faster navigation, better document organization, and premium research workflows on paid plans.
- Search across company filings and transcripts with phrase, boolean, proximity, form-type, industry, market-cap, document-type, and watchlist filters.
- All-company document search and recent-filing screens to surface IPOs, spinoffs, activist filings, proxy fights, late filings, financing documents, and other event-driven research leads.
- Download support for filing tables to clean Excel files, pull similar historical tables, and merge tables across periods for faster model building.
- Comparison tools for filings with browser-based redlines that highlight added and removed text and tables between versions.
What DATAROMA does best
- Curated superinvestor portfolios with each manager's reported holdings in one table.
- Review position size, portfolio weight, share count, reported price, current price, activity labels, and 52-week context for tracked holdings.
- Comparison tools for quarter-based portfolio changes, top buys, top sells, and manager-level activity from public filing data.
- Holdings Summary and Grand Portfolio views showing stocks owned by multiple tracked investors.
- Stock pages for Super Investor Stats, ownership count, rank across tracked portfolios, and related insider buying or selling summaries.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $69/mo | Free |
Free tier | Yes | Yes |
Free trial | 7 days | — |
Plan limits | Free (Browse Filings): premium features: Document Search, table tools, document comparison, insider and instit... | — |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | No | No |
API access | No | No |
Broker sync | No | — |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Institutional Investors, Pro Retail +3 more | Retail Traders, Pro Retail +4 more |
Categories covered | 13 | 3 |
Regions | North America | North America |
| Data & capabilities | ||
Data quality | Latency: Real-time and Survivorship-bias-free | — |
Data partners | SEC EDGAR and S&P Global Market Intelligence | — |
Capabilities | Universe builder | — |
| Try it | Visit BamSEC | Visit DATAROMA |
Standout features
The best features of BamSEC and DATAROMA.ShowHide
Standout features
What BamSEC does best
- Browsing access to SEC filings from EDGAR in their original form, with BamSEC adding faster navigation, better document organization, and premium research workflows on paid plans.
- Search across company filings and transcripts with phrase, boolean, proximity, form-type, industry, market-cap, document-type, and watchlist filters.
- All-company document search and recent-filing screens to surface IPOs, spinoffs, activist filings, proxy fights, late filings, financing documents, and other event-driven research leads.
- Download support for filing tables to clean Excel files, pull similar historical tables, and merge tables across periods for faster model building.
- Comparison tools for filings with browser-based redlines that highlight added and removed text and tables between versions.
What DATAROMA does best
- Curated superinvestor portfolios with each manager's reported holdings in one table.
- Review position size, portfolio weight, share count, reported price, current price, activity labels, and 52-week context for tracked holdings.
- Comparison tools for quarter-based portfolio changes, top buys, top sells, and manager-level activity from public filing data.
- Holdings Summary and Grand Portfolio views showing stocks owned by multiple tracked investors.
- Stock pages for Super Investor Stats, ownership count, rank across tracked portfolios, and related insider buying or selling summaries.
All details
Every attribute we track for BamSEC and DATAROMA.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksFunds | StocksETFs |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Institutional InvestorsPro RetailAnalystsFinancial AdvisorsStudents/Researchers | Retail TradersPro RetailLong-term InvestorsValue InvestorsAnalystsStudents/Researchers |
Regions | North America | North America |
Coverage details | Countries: USIdentifiers: Ticker and CIK | Identifiers: Ticker |
| Data | ||
Data freshness | Real-time | Not specified |
Data partners | SEC EDGARS&P Global Market Intelligence | Not specified |
| Access & integrations | ||
Export formats | ExcelPDF | Not specified |
| Plans & trust | ||
Capability signals | Universe builder | Not specified |
Vendor & support | BamSEC, LLCCountry: USSupport: Email | Not specified |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Free“Free (Browse Filings)”premium features: Document Search, table tools, document comparison, insider and instit... | — |
| Entry paid plan | $69/mo“Pro” | — |
| Custom / enterprise | Contact sales“Enterprise” | — |
| Free trial | 7 days | — |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between BamSEC and DATAROMA?
BamSEC leans toward screeners, stock ideas, and improved filings, while DATAROMA puts more weight on stock ideas, institutional ownership, and insider data. They overlap in 3 categories, so for most people it comes down to workflow preference and price.
How much do BamSEC and DATAROMA cost?
Good news: both BamSEC and DATAROMA have free plans, so you can run them side by side and only pay if you hit a wall.
Which is better for beginners: BamSEC or DATAROMA?
DATAROMA is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Should I choose BamSEC or DATAROMA?
It depends on what you're after. Pick BamSEC if screeners and improved filings matter to you; go with DATAROMA if you prefer its overall approach. And if you only need the basics both share, let price decide.
What asset classes do BamSEC and DATAROMA cover?
Both cover stocks. BamSEC also handles funds. DATAROMA adds ETFs on top.
Does BamSEC or DATAROMA have real-time data?
BamSEC offers real-time data, which matters if you trade actively. DATAROMA runs on delayed or end-of-day data, which is perfectly fine for longer-term investors who don't live and die by the tick.
Can I export data from BamSEC and DATAROMA?
BamSEC exports to Excel. DATAROMA is stingier about getting data out.
Which has a better stock screener: BamSEC or DATAROMA?
BamSEC has a stock screener for surfacing ideas; DATAROMA doesn't, and focuses its energy elsewhere.
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