>_ alternatives to Lattice
9 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-$$· cross-references portfolio holdings against SEC filings and insider activity
| tool | best for | pricing | who uses it |
|---|---|---|---|
| Lattice (this tool) | cross-references portfolio holdings against SEC filings and insider activity | FREE-$$ | — |
| Tracktacle | individuals and teams sourcing investment ideas and monitoring us/canadian equity filings and insider activity | $$ | Retail |
| edgar.tools | analysts, developers, fund managers, and advisors who need real-time sec filing monitoring and structured financial data without terminal software. | FREE-$$ | Retail, RIA, Family Office, Hedge Fund, Mutual Fund, Investment Bank |
| Vestara | retail investors monitoring insider trades for conviction signals in u.s. equities. | $$ | Retail |
| Portrait Analytics | analysts and portfolio managers at long/short, long-only, and market neutral funds | CALL | Hedge Fund, Mutual Fund |
| Alpha-File | tracking specific hedge funds, mutual funds, and activist investors to see their quarterly position changes and portfolio evolution | FREE | Retail, Hedge Fund, Mutual Fund, Investment Bank, RIA, Family Office |
| WhaleWisdom | analyzing and replicating institutional investor portfolios using quarterly 13F and Schedule 13D/G data. | FREE-$$ | Retail |
| Congressional Stock Brain | tracking congressional trading activity as an alternative data signal for equity research. | $ | 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. | $-$$ | 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 | $? | Retail, Hedge Fund |
- 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.