BamSEC vs WhaleWisdom comparison

BamSEC focuses on Screeners, Stock Ideas, and Improved Filings while WhaleWisdom specializes in Institutional Data, 13F, and Investor Holdings. They overlap in 3 categories, so choose based on your preferred workflow and pricing.

Good news—both BamSEC and WhaleWisdom offer free plans. You can try each platform without commitment and only pay when you need premium features.

WhaleWisdom is more beginner-friendly with an approachable interface. Both can work for intermediate users.

WhaleWisdom provides API access for programmatic data retrieval and custom integrations. BamSEC doesn't currently offer an API, so you'll need to use their web interface.

Choose BamSEC if you need 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., and 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.. Go with WhaleWisdom if Rank hedge fund managers by performance, risk-adjusted returns, and recent filings., and Pull 13F, 13D/G, insider trades, and sector exposures into custom portfolios and alerts. better fits how you invest.

Both cover Stocks. BamSEC also includes Funds. WhaleWisdom adds coverage for ETFs.

BamSEC offers real-time data feeds, which is essential for active traders. WhaleWisdom uses delayed or end-of-day data, which works fine for longer-term investors who don't need up-to-the-second quotes.

Both platforms let you export data to spreadsheets (). This is useful for custom analysis or record-keeping.

BamSEC includes a stock screener for finding investment ideas. WhaleWisdom focuses on other analytical tools.