>_ alternatives to Lattice
14 portfolio tracking tools that do a similar job to Lattice, with the facts side-by-side.
See full data, pricing and features on the Lattice profile page.
the tool you're replacing
Lattice— Monitors SEC filings, insider trades, and congressional disclosures for user portfolios and delivers alerts on material events
EquitiesPortfolio TrackingFREE-$$· cross-references portfolio holdings against SEC filings and insider activity
lattice monitors sec filings, insider trades, and congressional disclosures for a user's brokerage-linked portfolio and delivers real-time alerts on material events. connects directly to sec filings, congressional disclosures, and exchange data, then cross-references against holdings to surface only relevant signals. available on web and mobile (ios/android).
| tool | best for | pricing | plans | who uses it |
|---|---|---|---|---|
| Lattice (this tool) | retail investors who want automated monitoring of filings and insider activity for their brokerage-connected portfolio without manual research. | FREE-$$ free tier | — | Retail |
| Tracktacle | individuals and teams sourcing investment ideas and monitoring us/canadian equity filings and insider activity | $$ | $49/m | Retail |
| edgar.tools | analysts, developers, fund managers, and advisors who need real-time sec filing monitoring and structured financial data without terminal software. | FREE-$$ free tier | Free $0 · Professional $24.99/mo · Analyst $79.99/mo · Builder $499/mo · Enterprise contact sales | Retail, RIA, Family Office, Hedge Fund, Mutual Fund, Investment Bank |
| Vestara | retail investors monitoring insider trades for conviction signals in u.s. equities. | $$ | Vestara Pro $29/mo | Retail |
| Portrait Analytics | institutional investors (hedge funds, long-only, multi-manager platforms) looking to discover, research, and monitor investment ideas across thousands of filings and transcripts. | CALL | — | Hedge Fund |
| Alpha-File | tracking specific hedge funds, mutual funds, and activist investors to see their quarterly position changes and portfolio evolution | FREE free tier | — | Retail, Hedge Fund, Mutual Fund, Investment Bank, RIA, Family Office |
| WhaleWisdom | tracking hedge fund and institutional investor positions using sec filing data. | FREE-$$ free tier | — | Retail |
| Congressional Stock Brain | tracking congressional trading activity as an alternative data signal for equity research. | $ | Pro $7.77 | Retail |
| StockDrifts | serious investors who want to consolidate fundamental research, track foreign insider activity, and receive real-time ai-analyzed alerts on filings and news. | $-$$ | PRO $49/month (annual: $20/month) · ULTRA $99/month (annual: $69/month) · INSTITUTIONAL contact sales | Retail |
| SEC 8-K Tracker | event-driven hedge funds, retail traders monitoring earnings releases, legal/compliance teams auditing material agreements, fintech builders needing sec data, and journalists breaking news on exec changes and restatements | $? free tier | Free tier first 30 filings per run free · Pay per usage per filing extracted (example: 200 filings < $1) | Retail, Hedge Fund |
| PortfolioSavvy | Linked SEC 13F, 13D/G, Forms 3/4/5, and company-facts evidence | FREE free tier | — | — |
| PocketFiling | investors and advisers watching a list of us-listed issuers who want filing changes summarized in their inbox without reading full 10-k/10-q text. | FREE-$ free tier | Free $0 · Pro $19/month | Retail, RIA |
| Wiseek | 1-10 importance score on every SEC filing, seconds after it hits EDGAR | $? | — | — |
| Better EDGAR | monitoring sec filing activity and market developments across multiple issuers or sectors simultaneously | FREE-$ free tier | Free $0 · Individual $9/month · Business $20/month · Custom contact | Retail, RIA, Family Office, Investment Bank, Venture Capital, Mutual Fund, Hedge Fund, Private Equity |
| OpenInsider | monitoring insider buying and selling patterns in us equities to generate trading ideas | FREE free tier | — | Retail |
free alternatives to Lattice
- edgar.tools — analysts, developers, fund managers, and advisors who need real-time sec filing monitoring and structured financial data without terminal software. · Free $0 · Professional $24.99/mo · Analyst $79.99/mo · Builder $499/mo · Enterprise contact sales
- Alpha-File — tracking specific hedge funds, mutual funds, and activist investors to see their quarterly position changes and portfolio evolution
- WhaleWisdom — tracking hedge fund and institutional investor positions using sec filing data.
- SEC 8-K Tracker — event-driven hedge funds, retail traders monitoring earnings releases, legal/compliance teams auditing material agreements, fintech builders needing sec data, and journalists breaking news on exec changes and restatements · Free tier first 30 filings per run free · Pay per usage per filing extracted (example: 200 filings < $1)
- PortfolioSavvy — Linked SEC 13F, 13D/G, Forms 3/4/5, and company-facts evidence
- PocketFiling — investors and advisers watching a list of us-listed issuers who want filing changes summarized in their inbox without reading full 10-k/10-q text. · Free $0 · Pro $19/month
- Better EDGAR — monitoring sec filing activity and market developments across multiple issuers or sectors simultaneously · Free $0 · Individual $9/month · Business $20/month · Custom contact
- OpenInsider — monitoring insider buying and selling patterns in us equities to generate trading ideas
open-source alternatives to Lattice
- edgar.tools — analysts, developers, fund managers, and advisors who need real-time sec filing monitoring and structured financial data without terminal software. · Free $0 · Professional $24.99/mo · Analyst $79.99/mo · Builder $499/mo · Enterprise contact sales
- Tracktacle— Aggregates real-time US and Canadian corporate filings, press releases, earnings transcripts, and insider transactions with full-text search and email alerts.
- edgar.tools— SEC-filing intelligence platform with structured XBRL financials, real-time AI Sentinels for filing alerts, insider and 13F data, and an MCP server for AI agents.
- Vestara— Track SEC insider trades, filter the noise, and find high-conviction signals backed by real money. Not hype.
- Portrait Analytics— Portrait is a personalized AI-powered investment research platform, built to help you discover, research, and monitor new investment ideas with unprecedented depth.
- Alpha-File— Tracks hedge fund, mutual fund, and activist investor holdings aggregated from 13F, N-PORT, and beneficial-ownership filings across multiple sources
- WhaleWisdom— Tracks institutional investor 13F filings, insider transactions, 13D/13G disclosures, and mutual fund holdings with backtesting and portfolio replication tools
- Congressional Stock Brain— Tracks and analyzes stock trades disclosed by members of the U.S. Congress in real time using AI pattern recognition.
- StockDrifts— Aggregates SEC filings, earnings transcripts, analyst ratings, institutional holdings, and global insider trades with AI-powered analysis and sub-second alerts.
- SEC 8-K Tracker— Track SEC 8-K filings from EDGAR by ticker, CIK, or 8-K item code. Category shortcuts for earnings, exec changes, M&A, cyber incidents, bankruptcy. Returns deduped JSON with filing URL, item codes, and issuer metadata.
- PortfolioSavvy— SEC filing research platform for 13F portfolios, insider ownership, 13D/G stakes, and company facts with links to source evidence.
- PocketFiling— Emails plain-English diffs of each new 10-K, 10-Q, and 8-K against the prior filing when SEC EDGAR posts them
- Wiseek— Reads every SEC filing and licensed news item across ~6,800 US-listed stocks in real time, scores each 1-10 for market impact, and writes a plain-English breakdown linked to the source on sec.gov.
- Better EDGAR— The EDGAR you wish existed — cross-issuer search, a live filings feed, enriched 8-K/6-K exhibits, Form 4 + 13F, and email/RSS/JSON/MCP/API delivery.
- OpenInsider— Tracks SEC Form 4 insider trading filings in real-time with screeners for cluster buys, officer purchases, and penny stock insider activity