VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

Head-to-head

BamSEC vs Quiver Quantitative comparison

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

Quick takeaways

BamSEC adds Improved Filings, Diff View, Transcripts, and Financials coverage that Quiver Quantitative skips.

Quiver Quantitative includes Watchlist, Backtesting, US Government Trades, Investor Holdings, News, Reddit, Data APIs, Splits, Which ETF includes this Stock?, ETF Holdings, Patents / USPTO, and Dark Pool & Off-Exchange 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..

Quiver Quantitative is known for: Alternative data dashboards spanning Congress trading, insider activity, government contracts, lobbying, app ratings, Google Trends, U.S. patents, ETF and institutional holdings, and more., Congress Trading dashboard parses public disclosures, tracks post-trade performance, and shows cumulative returns by individual politicians., and Institutional Holdings (13F) dashboard, with a backtesting tool for premium users to evaluate fund-level positioning over time..

Quiver Quantitative offers mobile access, which BamSEC skips.

BamSEC logo

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.

Community votes (overall)

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Quiver Quantitative logo

Quiver Quantitative

quiverquant.com

Hands-on review

Premium unlocks stock screeners, alerts, backtesters for Congress and institutional trades, strategy dashboards, Smart Score/Bull–Bear ratings, customizable watchlists, early access to news/videos, and data export samples. Copytrading is available through partner Quantbase. Premium runs $25/month or $300/year with a free trial (7 days on monthly, 30 days on annual). The Quiver API is sold separately under tiered plans (Hobbyist, Trader, Institution).

Platforms

Web
Mobile
API

Pricing

Free
Subscription

Quick highlights

  • Alternative data dashboards spanning Congress trading, insider activity, government contracts, lobbying, app ratings, Google Trends, U.S. patents, ETF and institutional holdings, and more.
  • Congress Trading dashboard parses public disclosures, tracks post-trade performance, and shows cumulative returns by individual politicians.
  • Institutional Holdings (13F) dashboard, with a backtesting tool for premium users to evaluate fund-level positioning over time.
  • Premium adds advanced tools like stock screeners, alerts, institutional and congressional backtesters, Smart Score/Bull–Bear metrics, watchlists, exportable data samples, and early access to curated content. Pricing is $25/month or $300/year, with free trials (7 or 30 days).
  • Strategy copytrading offered via Quantbase integration (Premium).

Community votes (overall)

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Overlap

Shared focus areas

5 overlaps

Mutual strengths include Screeners, Insider Data, and Institutional Data plus 2 more areas.

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.

Quiver Quantitative

Distinct strengths include:

  • Alternative data dashboards spanning Congress trading, insider activity, government contracts, lobbying, app ratings, Google Trends, U.S. patents, ETF and institutional holdings, and more.
  • Congress Trading dashboard parses public disclosures, tracks post-trade performance, and shows cumulative returns by individual politicians.
  • Institutional Holdings (13F) dashboard, with a backtesting tool for premium users to evaluate fund-level positioning over time.
  • Premium adds advanced tools like stock screeners, alerts, institutional and congressional backtesters, Smart Score/Bull–Bear metrics, watchlists, exportable data samples, and early access to curated content. Pricing is $25/month or $300/year, with free trials (7 or 30 days).

Feature-by-feature breakdown

AttributeBamSECQuiver Quantitative
Categories

Which research workflows each platform targets

Shared: Screeners, Insider Data, Institutional Data, 13F, Alerts

Unique: Improved Filings, Diff View, Transcripts, Financials

Shared: Screeners, Insider Data, Institutional Data, 13F, Alerts

Unique: Watchlist, Backtesting, US Government Trades, Investor Holdings, News, Reddit, Data APIs, Splits, Which ETF includes this Stock?, ETF Holdings, Patents / USPTO, Dark Pool & Off-Exchange

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, 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

  • Alternative data dashboards spanning Congress trading, insider activity, government contracts, lobbying, app ratings, Google Trends, U.S. patents, ETF and institutional holdings, and more.
  • Congress Trading dashboard parses public disclosures, tracks post-trade performance, and shows cumulative returns by individual politicians.
  • Institutional Holdings (13F) dashboard, with a backtesting tool for premium users to evaluate fund-level positioning over time.
  • Premium adds advanced tools like stock screeners, alerts, institutional and congressional backtesters, Smart Score/Bull–Bear metrics, watchlists, exportable data samples, and early access to curated content. Pricing is $25/month or $300/year, with free trials (7 or 30 days).
  • Strategy copytrading offered via Quantbase integration (Premium).
  • Quiver API is a separate product with tiered pricing: Hobbyist ($10/month for Tier 1 data), Trader ($75/month for Tier 1 & 2), and Institution (custom). Comes with an official Python package.
Tested

Verified by hands-on testing inside Find My Moat

Yes

Yes

Editor pick

Featured inside curated shortlists

Highlighted

Standard listing

Frequently Asked Questions

Which workflows do BamSEC and Quiver Quantitative both support?

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

Do BamSEC and Quiver Quantitative require subscriptions?

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

Which tool has mobile access?

Quiver Quantitative 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 Quiver Quantitative stands out for Alternative data dashboards spanning Congress trading, insider activity, government contracts, lobbying, app ratings, Google Trends, U.S. patents, ETF and institutional holdings, and more., Congress Trading dashboard parses public disclosures, tracks post-trade performance, and shows cumulative returns by individual politicians., and Institutional Holdings (13F) dashboard, with a backtesting tool for premium users to evaluate fund-level positioning over time..

Curation & Accuracy

This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).

Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.