VOL. XCIV, NO. 247

★ A CURATED DIRECTORY OF FINANCIAL TOOLS ★

PRICE: 5 CENTS

Tuesday, December 23, 2025

Tool Comparison

BamSEC vs Perplexity Finance comparison

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

Quick takeaways

BamSEC adds Stock Ideas, Diff View, Transcripts, Financials, 13F, IPO, Spin-offs, Delisted, Alerts, and Notes & Highlights coverage that Perplexity Finance skips.

Perplexity Finance includes Data Visualizations, News, Calendar, Analyst Forecasts, US Government Trades, and Options categories that BamSEC omits.

Perplexity Finance offers mobile access, which BamSEC skips.

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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Perplexity Finance

perplexity.ai

Editor’s pick Hands-on review

Finance-focused experience inside Perplexity combining asset pages, charts, news, watchlists, screeners, earnings calendar/docs, ownership/government trade views, and cited answers that can reference SEC filings. Finance UI is available on web and in the Perplexity iOS/Android app. Plan gating follows Perplexity tiers (e.g., Free: 5 Pro searches/day; Pro: 300+; Max: unlimited).

Platforms

WebMobile

Pricing

FreeSubscription

Quick highlights

Upgraded price charts with volume bars, OHLCV tooltips, candlestick/area toggle, compare overlays, SMA indicator, and custom date ranges.
Real-time newswire feeds for equities and markets, with headline → full story and related coverage.
Watchlist tab includes an AI-generated briefing across a user’s watchlist using price data and web news.
Natural-language stock screener (“type what you want”) with filters/columns/sorting; screener coverage includes US and Indian equities.
Earnings hub with an earnings calendar and company “Documents” (slides, quarterly reports, earnings releases, etc.); documents are available to all users.

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Where they differ

BamSEC

Distinct strengths include:

Stock Ideas Diff View Transcripts Financials 13F 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.

Perplexity Finance

Distinct strengths include:

Data Visualizations News Calendar Analyst Forecasts US Government Trades Options

Upgraded price charts with volume bars, OHLCV tooltips, candlestick/area toggle, compare overlays, SMA indicator, and custom date ranges.
Real-time newswire feeds for equities and markets, with headline → full story and related coverage.
Watchlist tab includes an AI-generated briefing across a user’s watchlist using price data and web news.
Natural-language stock screener (“type what you want”) with filters/columns/sorting; screener coverage includes US and Indian equities.

Feature-by-feature breakdown

Attribute	BamSEC	Perplexity Finance
Categories Which research workflows each platform targets	Shared: Screeners, Improved Filings, Insider Data, Institutional Data, Watchlist Unique: Stock Ideas, Diff View, Transcripts, Financials, 13F, IPO, Spin-offs, Delisted, Alerts, Notes & Highlights	Shared: Screeners, Improved Filings, Insider Data, Institutional Data, Watchlist Unique: Data Visualizations, News, Calendar, Analyst Forecasts, US Government Trades, Options
Asset types Supported asset classes and universes	Stocks, Funds	Stocks, ETFs, Mutual Funds, Cryptos, Options
Experience levels Who each product is built for	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 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 Upgraded price charts with volume bars, OHLCV tooltips, candlestick/area toggle, compare overlays, SMA indicator, and custom date ranges. Real-time newswire feeds for equities and markets, with headline → full story and related coverage. Watchlist tab includes an AI-generated briefing across a user’s watchlist using price data and web news. Natural-language stock screener (“type what you want”) with filters/columns/sorting; screener coverage includes US and Indian equities. Earnings hub with an earnings calendar and company “Documents” (slides, quarterly reports, earnings releases, etc.); documents are available to all users. Stock pages support comparison graphs in the price history chart and show consensus analyst estimates on US stocks.
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 Perplexity Finance both support?

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

Do BamSEC and Perplexity Finance require subscriptions?

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

Which tool has mobile access?

Perplexity Finance 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 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 Perplexity Finance stands out for Upgraded price charts with volume bars, OHLCV tooltips, candlestick/area toggle, compare overlays, SMA indicator, and custom date ranges., Real-time newswire feeds for equities and markets, with headline → full story and related coverage., and Watchlist tab includes an AI-generated briefing across a user’s watchlist using price data and web news..

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