VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Sunday, October 5, 2025

View BamSECView Simply Wall StBack to Home

Head-to-head

BamSEC vs Simply Wall St 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 13F coverage that Simply Wall St skips.

Simply Wall St includes Stock Ideas, Portfolio, Watchlist, Valuation Models, Scores, Analyst Forecasts, Analyst Price Targets, News, Dividend, and Broker Connectors 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..

Simply Wall St is known for: Clear, visual company reports covering valuation (DCF), analyst growth forecasts, financial health, dividend safety, management, and insider activity., Snowflake score summarises five pillars: valuation, growth outlook, past performance, financial health, and dividends., and Portfolio tracker calculates total returns including realised/unrealised gains, dividends, FX, and annualised IRR, with automatic adjustments for stock splits..

Simply Wall St 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.

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Simply Wall St logo

Simply Wall St

simplywall.st

Editor’s pick Hands-on review

Equity research and portfolio tracker built around visual stock reports and a proprietary “Snowflake” score. Uses S&P Global Market Intelligence data, with end-of-day pricing and intraday fundamentals/ownership refresh. Premium and Unlimited plans add broker linking (Plaid/SnapTrade), daily sync, more reports, and portfolio/screener limits. Unlimited members also get full Excel/CSV/PDF exports.

Platforms

Web
Mobile

Pricing

Free
Subscription

Quick highlights

  • Clear, visual company reports covering valuation (DCF), analyst growth forecasts, financial health, dividend safety, management, and insider activity.
  • Snowflake score summarises five pillars: valuation, growth outlook, past performance, financial health, and dividends.
  • Portfolio tracker calculates total returns including realised/unrealised gains, dividends, FX, and annualised IRR, with automatic adjustments for stock splits.
  • Broker linking via Plaid and SnapTrade (Premium/Unlimited) with daily auto-sync of holdings.
  • Powerful stock screener with advanced filters; save screens and get weekly alerts on matching companies.

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Overlap

Shared focus areas

5 overlaps

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

Where they differ

BamSEC

Distinct strengths include:

Improved Filings
Diff View
Transcripts
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.

Simply Wall St

Distinct strengths include:

Stock Ideas
Portfolio
Watchlist
Valuation Models
Scores
Analyst Forecasts
Analyst Price Targets
News
  • Clear, visual company reports covering valuation (DCF), analyst growth forecasts, financial health, dividend safety, management, and insider activity.
  • Snowflake score summarises five pillars: valuation, growth outlook, past performance, financial health, and dividends.
  • Portfolio tracker calculates total returns including realised/unrealised gains, dividends, FX, and annualised IRR, with automatic adjustments for stock splits.
  • Broker linking via Plaid and SnapTrade (Premium/Unlimited) with daily auto-sync of holdings.

Feature-by-feature breakdown

AttributeBamSECSimply Wall St
Categories

Which research workflows each platform targets

Shared: Screeners, Financials, Insider Data, Institutional Data, Alerts

Unique: Improved Filings, Diff View, Transcripts, 13F

Shared: Screeners, Financials, Insider Data, Institutional Data, Alerts

Unique: Stock Ideas, Portfolio, Watchlist, Valuation Models, Scores, Analyst Forecasts, Analyst Price Targets, News, Dividend, Broker Connectors

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

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

  • Clear, visual company reports covering valuation (DCF), analyst growth forecasts, financial health, dividend safety, management, and insider activity.
  • Snowflake score summarises five pillars: valuation, growth outlook, past performance, financial health, and dividends.
  • Portfolio tracker calculates total returns including realised/unrealised gains, dividends, FX, and annualised IRR, with automatic adjustments for stock splits.
  • Broker linking via Plaid and SnapTrade (Premium/Unlimited) with daily auto-sync of holdings.
  • Powerful stock screener with advanced filters; save screens and get weekly alerts on matching companies.
  • Email alerts for earnings, dividends, analyst estimate or price target changes, insider trades, corporate actions, risks, and M&A news.
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 Simply Wall St both support?

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

Do BamSEC and Simply Wall St require subscriptions?

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

Which tool has mobile access?

Simply Wall St 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 Simply Wall St stands out for Clear, visual company reports covering valuation (DCF), analyst growth forecasts, financial health, dividend safety, management, and insider activity., Snowflake score summarises five pillars: valuation, growth outlook, past performance, financial health, and dividends., and Portfolio tracker calculates total returns including realised/unrealised gains, dividends, FX, and annualised IRR, with automatic adjustments for stock splits..

Keep exploring

Stay on top of related tools

Browse the categories and profiles that overlap most with this comparison to round out your shortlist.

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.