VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, November 16, 2025

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Tool Comparison

BamSEC vs Monexa comparison

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

Quick takeaways

BamSEC adds Improved Filings, Diff View, and Alerts coverage that Monexa skips.

Monexa includes News, News Sentiment, Calendar, Valuation Models, Analyst Forecasts, Analyst Price Targets, Dividends, 13D/13G, Watchlist, Investor Holdings, US Government Trades, and AI Chat categories that BamSEC omits.

In depth comparison

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

FreeSubscription

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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Monexa

monexa.ai

AI‑augmented equity research workstation with company dashboards (financials, estimates, insider trades, dividends, SEC filings, ownership), news with sentiment filters, an equity screener, watchlists, Whale Tracker (institutional portfolios/13F), and Congressional Trading. Pro unlocks AI reports (corporate finance, peer benchmarks, SWOT) and full transcript history/analysis.

Platforms

Web

Pricing

FreeSubscription

Quick highlights

Company dashboards with tabs for Financials, Estimates, Insider Transactions, Dividends, SEC Filings, Ownership, and Transcripts.
AI Financial Analysis: executive overview, bull/base/bear scenario modeling, and financial‑health (cash, leverage, DuPont) refreshed each earnings cycle (Pro).
AI Peer Analysis: benchmark valuation, growth, profitability, and capital returns vs. peers in one AI report (Pro).
AI SWOT Analysis previews and full SWOT in Pro.
Earnings call Transcripts with gated full history and transcript analysis in Pro.

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Where they differ

BamSEC

Distinct strengths include:

Improved Filings Diff View Alerts

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.

Monexa

Distinct strengths include:

News News Sentiment Calendar Valuation Models Analyst Forecasts Analyst Price Targets Dividends 13D/13G

Company dashboards with tabs for Financials, Estimates, Insider Transactions, Dividends, SEC Filings, Ownership, and Transcripts.
AI Financial Analysis: executive overview, bull/base/bear scenario modeling, and financial‑health (cash, leverage, DuPont) refreshed each earnings cycle (Pro).
AI Peer Analysis: benchmark valuation, growth, profitability, and capital returns vs. peers in one AI report (Pro).
AI SWOT Analysis previews and full SWOT in Pro.

Feature-by-feature breakdown

Attribute	BamSEC	Monexa
Categories Which research workflows each platform targets	Shared: Screeners, Transcripts, Financials, Insider Data, Institutional Data, 13F Unique: Improved Filings, Diff View, Alerts	Shared: Screeners, Transcripts, Financials, Insider Data, Institutional Data, 13F Unique: News, News Sentiment, Calendar, Valuation Models, Analyst Forecasts, Analyst Price Targets, Dividends, 13D/13G, Watchlist, Investor Holdings, US Government Trades, AI Chat
Asset types Supported asset classes and universes	Stocks	Stocks, ETFs
Experience levels Who each product is built for	Beginner, Intermediate, Advanced	Beginner, Intermediate, Advanced
Platforms Where you can access the product	Web	Web
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 Company dashboards with tabs for Financials, Estimates, Insider Transactions, Dividends, SEC Filings, Ownership, and Transcripts. AI Financial Analysis: executive overview, bull/base/bear scenario modeling, and financial‑health (cash, leverage, DuPont) refreshed each earnings cycle (Pro). AI Peer Analysis: benchmark valuation, growth, profitability, and capital returns vs. peers in one AI report (Pro). AI SWOT Analysis previews and full SWOT in Pro. Earnings call Transcripts with gated full history and transcript analysis in Pro. Analyst Estimates: consensus dashboards with price targets and 5‑year forecast unlock.
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 Monexa both support?

Both platforms cover Screeners, Transcripts, Financials, Insider Data, Institutional Data, and 13F workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do BamSEC and Monexa require subscriptions?

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

How can you access BamSEC and Monexa?

Both BamSEC and Monexa 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 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 Monexa stands out for Company dashboards with tabs for Financials, Estimates, Insider Transactions, Dividends, SEC Filings, Ownership, and Transcripts., AI Financial Analysis: executive overview, bull/base/bear scenario modeling, and financial‑health (cash, leverage, DuPont) refreshed each earnings cycle (Pro)., and AI Peer Analysis: benchmark valuation, growth, profitability, and capital returns vs. peers in one AI report (Pro)..

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