VOL. XCIV, NO. 247

★ A CURATED DIRECTORY OF FINANCIAL TOOLS ★

PRICE: 5 CENTS

Saturday, December 13, 2025

Tool Comparison

BamSEC vs Journalytic comparison

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

Quick takeaways

BamSEC adds Screeners, Stock Ideas, Improved Filings, Diff View, Transcripts, Financials, Insider Data, Institutional Data, 13F, IPO, Spin-offs, Delisted, Alerts, and Watchlist coverage that Journalytic skips.

Journalytic includes Checklist, and Research Templates categories that BamSEC omits.

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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Journalytic

journalytic.com

Investor journaling & process analytics: record decisions (buy/sell/pass/hold), run checklists, make probabilistic predictions, create self‑contracts, capture feelings/mood, tag & link entries, and review process analytics (top ideas, reason comparisons, heat maps, usage metrics). Open beta is currently free; native mobile app not yet available (use mobile web/PWA). Client‑side encryption before data leaves the browser; encrypted in transit and at rest.

Platforms

Web

Pricing

Free

Quick highlights

Journal Actions: Record a Decision; Run a Checklist; Create a Self‑Contract; Make a Prediction; Capture a Feeling.
Ideas & Tags: track tickers worldwide; create custom ideas for real estate, PE/VC, or crypto; color‑coded tags with their own note dashboards.
Mood Graph: add emotions to entries and see them plotted alongside the price chart for mentioned ideas.
Reports Dashboard: Top Ideas, Reason Comparison (buy/sell/pass/hold), Heat Map & activity tracking, usage metrics, daily activity, decision tracking.
Search, sidebar navigation, linking entries, and dashboards to organize research.

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Where they differ

BamSEC

Distinct strengths include:

Screeners Stock Ideas Improved Filings Diff View Transcripts Financials Insider Data Institutional Data

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.

Journalytic

Distinct strengths include:

Checklist Research Templates

Journal Actions: Record a Decision; Run a Checklist; Create a Self‑Contract; Make a Prediction; Capture a Feeling.
Ideas & Tags: track tickers worldwide; create custom ideas for real estate, PE/VC, or crypto; color‑coded tags with their own note dashboards.
Mood Graph: add emotions to entries and see them plotted alongside the price chart for mentioned ideas.
Reports Dashboard: Top Ideas, Reason Comparison (buy/sell/pass/hold), Heat Map & activity tracking, usage metrics, daily activity, decision tracking.

Feature-by-feature breakdown

Attribute	BamSEC	Journalytic
Categories Which research workflows each platform targets	Shared: Notes & Highlights Unique: Screeners, Stock Ideas, Improved Filings, Diff View, Transcripts, Financials, Insider Data, Institutional Data, 13F, IPO, Spin-offs, Delisted, Alerts, Watchlist	Shared: Notes & Highlights Unique: Checklist, Research Templates
Asset types Supported asset classes and universes	Stocks, Funds	Stocks, Real Estate, Cryptos, Private Funds
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	Free
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 Journal Actions: Record a Decision; Run a Checklist; Create a Self‑Contract; Make a Prediction; Capture a Feeling. Ideas & Tags: track tickers worldwide; create custom ideas for real estate, PE/VC, or crypto; color‑coded tags with their own note dashboards. Mood Graph: add emotions to entries and see them plotted alongside the price chart for mentioned ideas. Reports Dashboard: Top Ideas, Reason Comparison (buy/sell/pass/hold), Heat Map & activity tracking, usage metrics, daily activity, decision tracking. Search, sidebar navigation, linking entries, and dashboards to organize research. Reminders & Idea Alerts: set time‑based reminders and inactivity alerts (e.g., 30/60‑day) per idea.
Tested Verified by hands-on testing inside Find My Moat	Yes	Not yet
Editor pick Featured inside curated shortlists	Highlighted	Standard listing

Frequently Asked Questions

Which workflows do BamSEC and Journalytic both support?

Both platforms cover Notes & Highlights workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do BamSEC and Journalytic require subscriptions?

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

How can you access BamSEC and Journalytic?

Both BamSEC and Journalytic 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 Journalytic stands out for Journal Actions: Record a Decision; Run a Checklist; Create a Self‑Contract; Make a Prediction; Capture a Feeling., Ideas & Tags: track tickers worldwide; create custom ideas for real estate, PE/VC, or crypto; color‑coded tags with their own note dashboards., and Mood Graph: add emotions to entries and see them plotted alongside the price chart for mentioned ideas..

Keep exploring

Stay on top of related tools

Browse the categories and profiles that overlap most with this comparison to round out your shortlist.