BamSEC vs Yellowbrick Investing comparison

BamSEC focuses on Screeners, Stock Ideas, and Improved Filings while Yellowbrick Investing specializes in Stock Ideas, Screeners, and Investor Holdings. They overlap in 5 categories, so choose based on your preferred workflow and pricing.

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

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

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 Yellowbrick Investing if Aggregated stock pitches with powerful filters: search by ticker, sector, valuation metrics, price targets, dividends, sentiment, geography, and more., and Elite Investor Feeds curate trades and ideas from top-performing investors, complete with displayed average returns. better fits how you invest.

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

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

BamSEC supports data exports to Excel, and PDF. Yellowbrick Investing has more limited export options.

Both BamSEC and Yellowbrick Investing include stock screeners. Try each to see which filtering options and interface you prefer.