VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Tuesday, October 28, 2025

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Tool Comparison

BamSEC vs Quartr comparison

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

Quick takeaways

BamSEC adds Screeners, Diff View, Financials, Insider Data, Institutional Data, and 13F coverage that Quartr skips.

Quartr includes AI, AI Chat, Calendar, Data APIs, APIs & SDKs, Webhooks, and Watchlist categories that BamSEC omits.

Quartr offers mobile access, which BamSEC skips.

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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Quartr

quartr.com

Editor’s pick Hands-on review

Quartr brings together earnings calls, transcripts, filings, reports, and slides into one platform. The free mobile app is consumer-friendly, while Quartr Pro (desktop) and the API are enterprise products sold on a custom basis. The API is generous—paying customers get effectively unlimited calls, demo accounts are capped, and a 50 rps global rate limit goes into effect in December 2025. Live audio and transcripts are delivered in real time, making it a go-to tool for analysts who don’t want to wait.

Platforms

WebMobileAPI

Pricing

FreeSubscription

Quick highlights

Stream live earnings calls with real-time transcripts—instant coverage as events happen.
Centralizes IR material from 13,000+ companies across 27 markets: events, filings, reports, and slide decks, all searchable in one place.
AI chat over transcripts, filings, and slides, with every answer fully source-traceable back to the original document.
Search across transcripts, filings, and slides to track narrative shifts, compare language, and follow how management decks evolve over time.
Earnings calendar with granular filters, calendar sync, and live alerts when calls go on air—plus keyword-based alerts.

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Where they differ

BamSEC

Distinct strengths include:

Screeners Diff View Financials Insider Data Institutional Data 13F

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.

Quartr

Distinct strengths include:

AI AI Chat Calendar Data APIs APIs & SDKs Webhooks Watchlist

Stream live earnings calls with real-time transcripts—instant coverage as events happen.
Centralizes IR material from 13,000+ companies across 27 markets: events, filings, reports, and slide decks, all searchable in one place.
AI chat over transcripts, filings, and slides, with every answer fully source-traceable back to the original document.
Search across transcripts, filings, and slides to track narrative shifts, compare language, and follow how management decks evolve over time.

Feature-by-feature breakdown

Attribute	BamSEC	Quartr
Categories Which research workflows each platform targets	Shared: Improved Filings, Transcripts, Alerts Unique: Screeners, Diff View, Financials, Insider Data, Institutional Data, 13F	Shared: Improved Filings, Transcripts, Alerts Unique: AI, AI Chat, Calendar, Data APIs, APIs & SDKs, Webhooks, Watchlist
Asset types Supported asset classes and universes	Stocks	Stocks
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 Stream live earnings calls with real-time transcripts—instant coverage as events happen. Centralizes IR material from 13,000+ companies across 27 markets: events, filings, reports, and slide decks, all searchable in one place. AI chat over transcripts, filings, and slides, with every answer fully source-traceable back to the original document. Search across transcripts, filings, and slides to track narrative shifts, compare language, and follow how management decks evolve over time. Earnings calendar with granular filters, calendar sync, and live alerts when calls go on air—plus keyword-based alerts. Free mobile app with watchlists, personalized newsfeeds, consensus estimates, revenue segment breakdowns, offline listening, and curated company lists.
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 Quartr both support?

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

Do BamSEC and Quartr require subscriptions?

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

Which tool has mobile access?

Quartr 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 Quartr stands out for Stream live earnings calls with real-time transcripts—instant coverage as events happen., Centralizes IR material from 13,000+ companies across 27 markets: events, filings, reports, and slide decks, all searchable in one place., and AI chat over transcripts, filings, and slides, with every answer fully source-traceable back to the original document..

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