VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

View BamSEC View Koyfin Back to Home

Head-to-head

BamSEC vs Koyfin comparison

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

Quick takeaways

BamSEC adds Improved Filings, Diff View, Insider Data, Institutional Data, and 13F coverage that Koyfin skips.

Koyfin includes ETF Screeners, Data Visualizations, News, Calendar, ETF Overview, ETF Performance, ETF Holdings, ETF Overlap, ETF Fundamentals, ETF Valuation, Watchlist, Portfolio, Short Interest, and Dividends 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..

Koyfin is known for: Plan tiers: Free, Plus ($39/mo), Premium ($79/mo), Advisor Core ($209/mo), and Advisor Pro ($299/mo), with a published plan comparison., Global equities coverage with prices, financial statements, valuation, analyst estimates, filings, news, and transcripts. US quotes are live or 15-minute delayed, Canadian quotes are 15-minute delayed, and most international markets are end-of-day., and Stock Screener covering ~100,000 global equities with nearly 6,000 filter criteria. Results can be saved to watchlists or exported to CSV, though some data exports are restricted..

Koyfin offers mobile access, which BamSEC skips.

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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Koyfin

koyfin.com

Editor’s pick Hands-on review

Global market analytics platform combining screeners, financials, charting, news, and portfolio tools. US equity data is a mix of live and 15-minute delayed quotes, Canada is delayed 15 minutes, and other markets are end-of-day. CSV exports are available, but certain fields such as detailed financials and analyst estimates are restricted. Advisor plans add client portfolio management, custodian integrations, and professional reporting. Options functionality is announced but not yet live.

Platforms

Web

Mobile

Pricing

Free

Subscription

Quick highlights

Plan tiers: Free, Plus ($39/mo), Premium ($79/mo), Advisor Core ($209/mo), and Advisor Pro ($299/mo), with a published plan comparison.
Global equities coverage with prices, financial statements, valuation, analyst estimates, filings, news, and transcripts. US quotes are live or 15-minute delayed, Canadian quotes are 15-minute delayed, and most international markets are end-of-day.
Stock Screener covering ~100,000 global equities with nearly 6,000 filter criteria. Results can be saved to watchlists or exported to CSV, though some data exports are restricted.
Custom Formulas & Calculations for table columns. Limits vary by plan: Free (1), Plus (up to 10), Premium (unlimited).
Mobile apps for iOS and Android with synced watchlists, price alerts, and access to core features.

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Overlap

Shared focus areas

4 overlaps

Mutual strengths include Screeners, Transcripts, and Financials plus 1 more area.

Where they differ

BamSEC

Distinct strengths include:

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.

Koyfin

Distinct strengths include:

Plan tiers: Free, Plus ($39/mo), Premium ($79/mo), Advisor Core ($209/mo), and Advisor Pro ($299/mo), with a published plan comparison.
Global equities coverage with prices, financial statements, valuation, analyst estimates, filings, news, and transcripts. US quotes are live or 15-minute delayed, Canadian quotes are 15-minute delayed, and most international markets are end-of-day.
Stock Screener covering ~100,000 global equities with nearly 6,000 filter criteria. Results can be saved to watchlists or exported to CSV, though some data exports are restricted.
Custom Formulas & Calculations for table columns. Limits vary by plan: Free (1), Plus (up to 10), Premium (unlimited).

Feature-by-feature breakdown

Attribute	BamSEC	Koyfin
Categories Which research workflows each platform targets	Shared: Screeners, Transcripts, Financials, Alerts Unique: Improved Filings, Diff View, Insider Data, Institutional Data, 13F	Shared: Screeners, Transcripts, Financials, Alerts Unique: ETF Screeners, Data Visualizations, News, Calendar, ETF Overview, ETF Performance, ETF Holdings, ETF Overlap, ETF Fundamentals, ETF Valuation, Watchlist, Portfolio, Short Interest, Dividends
Asset types Supported asset classes and universes	Stocks	Stocks, ETFs, Mutual Funds, Closed-End Funds, Bonds, Commodities, Currencies, Cryptos
Experience levels Who each product is built for	Beginner, Intermediate, Advanced	Beginner, Intermediate, Advanced
Platforms Where you can access the product	Web	Web, Mobile
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 Plan tiers: Free, Plus ($39/mo), Premium ($79/mo), Advisor Core ($209/mo), and Advisor Pro ($299/mo), with a published plan comparison. Global equities coverage with prices, financial statements, valuation, analyst estimates, filings, news, and transcripts. US quotes are live or 15-minute delayed, Canadian quotes are 15-minute delayed, and most international markets are end-of-day. Stock Screener covering ~100,000 global equities with nearly 6,000 filter criteria. Results can be saved to watchlists or exported to CSV, though some data exports are restricted. Custom Formulas & Calculations for table columns. Limits vary by plan: Free (1), Plus (up to 10), Premium (unlimited). Mobile apps for iOS and Android with synced watchlists, price alerts, and access to core features. Portfolio and Model Portfolios with analytics including performance, drawdown, beta, and correlations. Advisor plans include client-ready PDF reports with tiered monthly limits.
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 Koyfin both support?

Both platforms cover Screeners, Transcripts, Financials, and Alerts workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do BamSEC and Koyfin require subscriptions?

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

Which tool has mobile access?

Koyfin 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 Koyfin stands out for Plan tiers: Free, Plus ($39/mo), Premium ($79/mo), Advisor Core ($209/mo), and Advisor Pro ($299/mo), with a published plan comparison., Global equities coverage with prices, financial statements, valuation, analyst estimates, filings, news, and transcripts. US quotes are live or 15-minute delayed, Canadian quotes are 15-minute delayed, and most international markets are end-of-day., and Stock Screener covering ~100,000 global equities with nearly 6,000 filter criteria. Results can be saved to watchlists or exported to CSV, though some data exports are restricted..

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