VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, December 7, 2025

Tool Comparison

BamSEC vs Finbox comparison

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

Quick takeaways

BamSEC adds Improved Filings, Diff View, Transcripts, Insider Data, Institutional Data, IPO, Spin-offs, Delisted, Alerts, and Notes & Highlights coverage that Finbox skips.

Finbox includes Data Visualizations, Stock Comparison, Investor Holdings, Valuation Models, Analyst Forecasts, Dividend, and Blogs categories that BamSEC omits.

BamSEC has a free tier, while Finbox requires a paid plan.

In depth comparison

BamSEC

bamsec.com

Editor’s pick Hands-on review

Web-only SEC filings and transcripts research platform focused on EDGAR documents, table extraction and ownership analytics. Browsing all electronically filed SEC documents is free, while premium tools such as Document Search, table downloads, document comparison, insider and institutional ownership views, and advanced alerts are part of the Pro and Enterprise subscriptions (Pro is $69/month billed annually with a 7-day free trial; Enterprise adds team features like consolidated invoicing, usage reporting and priority support).

Platforms

Web

Pricing

FreeSubscription

Quick highlights

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.

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Finbox

finbox.com

Hands-on review

A global fundamentals platform that combines screeners, valuation models, investment ideas, and watchlists. CSV exports require a Data Boost add-on with Starter or are bundled with Professional. No public API is offered. Regional exchange coverage can be added to plans.

Platforms

Web

Pricing

Subscription

Quick highlights

Coverage spans 130+ exchanges worldwide, including North America, Europe, APAC, Latin America, the Middle East, and Africa.
Powerful stock screener with over 1,000 metrics, plus the ability to create custom formulas and metrics.
CSV export available from screeners, watchlists, and idea lists (requires Data Boost add-on for Starter, included with Professional).
Financials Explorer provides up to 10 years of normalized financials, valuation ratios, and forward-looking estimates.
Fair value models (DCF, comparables, and DDM) are built with broker consensus inputs by default, fully editable, and exportable to Excel or Google Sheets.

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Where they differ

BamSEC

Distinct strengths include:

Improved Filings Diff View Transcripts Insider Data Institutional Data IPO Spin-offs Delisted

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.

Finbox

Distinct strengths include:

Data Visualizations Stock Comparison Investor Holdings Valuation Models Analyst Forecasts Dividend Blogs

Coverage spans 130+ exchanges worldwide, including North America, Europe, APAC, Latin America, the Middle East, and Africa.
Powerful stock screener with over 1,000 metrics, plus the ability to create custom formulas and metrics.
CSV export available from screeners, watchlists, and idea lists (requires Data Boost add-on for Starter, included with Professional).
Financials Explorer provides up to 10 years of normalized financials, valuation ratios, and forward-looking estimates.

Feature-by-feature breakdown

Attribute	BamSEC	Finbox
Categories Which research workflows each platform targets	Shared: Screeners, Stock Ideas, Financials, 13F, Watchlist Unique: Improved Filings, Diff View, Transcripts, Insider Data, Institutional Data, IPO, Spin-offs, Delisted, Alerts, Notes & Highlights	Shared: Screeners, Stock Ideas, Financials, 13F, Watchlist Unique: Data Visualizations, Stock Comparison, Investor Holdings, Valuation Models, Analyst Forecasts, Dividend, Blogs
Asset types Supported asset classes and universes	Stocks, Funds	Stocks, ETFs
Experience levels Who each product is built for	Intermediate, Advanced	Beginner, Intermediate, Advanced
Platforms Where you can access the product	Web	Web
Pricing High-level pricing models	Free, Subscription	Subscription
Key features Core capabilities called out by each vendor	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 Coverage spans 130+ exchanges worldwide, including North America, Europe, APAC, Latin America, the Middle East, and Africa. Powerful stock screener with over 1,000 metrics, plus the ability to create custom formulas and metrics. CSV export available from screeners, watchlists, and idea lists (requires Data Boost add-on for Starter, included with Professional). Financials Explorer provides up to 10 years of normalized financials, valuation ratios, and forward-looking estimates. Fair value models (DCF, comparables, and DDM) are built with broker consensus inputs by default, fully editable, and exportable to Excel or Google Sheets. Smart Watchlists allow bulk adding of tickers, custom views, price targets, and CSV export.
Tested Verified by hands-on testing inside Find My Moat	Yes	Yes
Editor pick Featured inside curated shortlists	Highlighted	Standard listing

Frequently Asked Questions

Which workflows do BamSEC and Finbox both support?

Both platforms cover Screeners, Stock Ideas, Financials, 13F, and Watchlist 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 Finbox requires a paid subscription. Review the pricing table to see how the paid tiers compare.

How can you access BamSEC and Finbox?

Both BamSEC and Finbox 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 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., and 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., whereas Finbox stands out for Coverage spans 130+ exchanges worldwide, including North America, Europe, APAC, Latin America, the Middle East, and Africa., Powerful stock screener with over 1,000 metrics, plus the ability to create custom formulas and metrics., and CSV export available from screeners, watchlists, and idea lists (requires Data Boost add-on for Starter, included with Professional)..

Keep exploring

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