VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

View BamSECView Fiscal.aiBack to Home

Head-to-head

BamSEC vs Fiscal.ai comparison

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

Quick takeaways

BamSEC adds Improved Filings, and Diff View coverage that Fiscal.ai skips.

Fiscal.ai includes Data Visualizations, Stock Comparison, Portfolio, Watchlist, Calendar, Dividends, Splits, ETF Overview, ETF Holdings, ETF Performance, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, Valuation Models, and Data APIs 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..

Fiscal.ai is known for: Global market coverage for more than 100,000 stocks, ETFs, and funds., Detailed company fundamentals including segments and KPIs for over 2,000 firms, with historical depth expanding by plan tier., and AI Copilot and automated summaries to speed up research; monthly prompt allowances scale with subscription level, with custom summaries on higher tiers..

Fiscal.ai offers mobile access, which BamSEC skips.

BamSEC logo

BamSEC

bamsec.com

Editor’s pick Hands-on review

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.

Platforms

Web

Pricing

Free
Subscription

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.

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Fiscal.ai logo

Fiscal.ai

fiscal.ai

Editor’s pick Hands-on review

A global equities and funds data platform enhanced with AI-driven summaries and Copilot tools. Features range from screeners and dashboards to analyst estimates, ownership datasets, and filings. Plans are gated by data history, AI prompt limits, event counts, and export access. Enterprise unlocks click-through auditability into source filings and U.S. as-reported views, with exports rolling out internationally. The API provides fundamentals, KPIs, and delayed pricing. SOC 2 Type II certified with a public status page.

Platforms

Web
Mobile
API

Pricing

Free
Subscription

Quick highlights

  • Global market coverage for more than 100,000 stocks, ETFs, and funds.
  • Detailed company fundamentals including segments and KPIs for over 2,000 firms, with historical depth expanding by plan tier.
  • AI Copilot and automated summaries to speed up research; monthly prompt allowances scale with subscription level, with custom summaries on higher tiers.
  • Analyst data including forward estimates, revisions, price targets, and ratings.
  • Investor-relations coverage with earnings call audio, transcripts, slide decks, filings, and corporate events, with higher tiers removing event caps.

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Overlap

Shared focus areas

7 overlaps

Mutual strengths include Screeners, Transcripts, and Financials plus 4 more areas.

Where they differ

BamSEC

Distinct strengths include:

Improved Filings
Diff View
  • 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.

Fiscal.ai

Distinct strengths include:

Data Visualizations
Stock Comparison
Portfolio
Watchlist
Calendar
Dividends
Splits
ETF Overview
  • Global market coverage for more than 100,000 stocks, ETFs, and funds.
  • Detailed company fundamentals including segments and KPIs for over 2,000 firms, with historical depth expanding by plan tier.
  • AI Copilot and automated summaries to speed up research; monthly prompt allowances scale with subscription level, with custom summaries on higher tiers.
  • Analyst data including forward estimates, revisions, price targets, and ratings.

Feature-by-feature breakdown

AttributeBamSECFiscal.ai
Categories

Which research workflows each platform targets

Shared: Screeners, Transcripts, Financials, Insider Data, Institutional Data, 13F, Alerts

Unique: Improved Filings, Diff View

Shared: Screeners, Transcripts, Financials, Insider Data, Institutional Data, 13F, Alerts

Unique: Data Visualizations, Stock Comparison, Portfolio, Watchlist, Calendar, Dividends, Splits, ETF Overview, ETF Holdings, ETF Performance, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, Valuation Models, Data APIs

Asset types

Supported asset classes and universes

Stocks

Stocks, ETFs, Mutual Funds

Experience levels

Who each product is built for

Beginner, Intermediate, Advanced

Beginner, Intermediate, Advanced

Platforms

Where you can access the product

Web

Web, Mobile, API

Pricing

High-level pricing models

Free, Subscription

Free, Subscription

Key features

Core capabilities called out by each vendor

Unique

  • 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.
  • Integrated S&P earnings and event transcripts, with downloadable PDFs.

Unique

  • Global market coverage for more than 100,000 stocks, ETFs, and funds.
  • Detailed company fundamentals including segments and KPIs for over 2,000 firms, with historical depth expanding by plan tier.
  • AI Copilot and automated summaries to speed up research; monthly prompt allowances scale with subscription level, with custom summaries on higher tiers.
  • Analyst data including forward estimates, revisions, price targets, and ratings.
  • Investor-relations coverage with earnings call audio, transcripts, slide decks, filings, and corporate events, with higher tiers removing event caps.
  • Ownership datasets spanning insider transactions, institutional holdings, and 13F filings.
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 Fiscal.ai both support?

Both platforms cover Screeners, 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 Fiscal.ai require subscriptions?

Both BamSEC and Fiscal.ai keep freemium access with optional paid upgrades, so you can trial each platform before committing.

Which tool has mobile access?

Fiscal.ai ships a dedicated mobile experience, while BamSEC focuses on web or desktop access.

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 Fiscal.ai stands out for Global market coverage for more than 100,000 stocks, ETFs, and funds., Detailed company fundamentals including segments and KPIs for over 2,000 firms, with historical depth expanding by plan tier., and AI Copilot and automated summaries to speed up research; monthly prompt allowances scale with subscription level, with custom summaries on higher tiers..

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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.