>_ alternatives to PortfolioSavvy
7 research tools that do a similar job to PortfolioSavvy, with the facts side-by-side.
See full data, pricing and features on the PortfolioSavvy profile page.
the tool you're replacing
PortfolioSavvy— SEC filing research platform for 13F portfolios, insider ownership, 13D/G stakes, and company facts with links to source evidence.
| tool | best for | pricing | plans | who uses it |
|---|---|---|---|---|
| PortfolioSavvy (this tool) | Linked SEC 13F, 13D/G, Forms 3/4/5, and company-facts evidence | FREE free tier | — | — |
| WhaleWisdom | tracking hedge fund and institutional investor positions using sec filing data. | FREE-$$ free tier | — | Retail |
| Dataroma | aggregates and ranks superinvestor portfolio moves quarterly | FREE free tier | — | — |
| Vestara | retail investors monitoring insider trades for conviction signals in u.s. equities. | $$ | Vestara Pro $29/mo | Retail |
| 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 |
| Rockwood Research | tracking institutional investor holdings and special-situation corporate events directly from sec filings | FREE free tier | Free $0 | Retail |
| Arrugia Labs | combines 13F search with AI-focused equity research and factor dashboards | FREE free tier | — | — |
| Lattice | retail investors who want automated monitoring of filings and insider activity for their brokerage-connected portfolio without manual research. | FREE-$$ free tier | — | Retail |
free alternatives to PortfolioSavvy
- WhaleWisdom — tracking hedge fund and institutional investor positions using sec filing data.
- Dataroma — aggregates and ranks superinvestor portfolio moves quarterly
- Alpha-File — tracking specific hedge funds, mutual funds, and activist investors to see their quarterly position changes and portfolio evolution
- Rockwood Research — tracking institutional investor holdings and special-situation corporate events directly from sec filings · Free $0
- Arrugia Labs — combines 13F search with AI-focused equity research and factor dashboards
- Lattice — retail investors who want automated monitoring of filings and insider activity for their brokerage-connected portfolio without manual research.
- WhaleWisdom— Tracks institutional investor 13F filings, insider transactions, 13D/13G disclosures, and mutual fund holdings with backtesting and portfolio replication tools
- Dataroma— Tracks 13F filings and portfolio holdings of 82 notable hedge fund managers and institutional investors
- Vestara— Track SEC insider trades, filter the noise, and find high-conviction signals backed by real money. Not hype.
- Alpha-File— Tracks hedge fund, mutual fund, and activist investor holdings aggregated from 13F, N-PORT, and beneficial-ownership filings across multiple sources
- Rockwood Research— Displays 13F filings from SEC EDGAR weighted against actual AUM with a weekly event monitor of special-situation corporate filings.
- Arrugia Labs— Provides 13F filing search, factor dashboards, document search, and an investing blog focused on AI infrastructure and momentum stocks for equity investors
- Lattice— Monitors SEC filings, insider trades, and congressional disclosures for user portfolios and delivers alerts on material eventsEquitiesPortfolio TrackingFREE-$$· cross-references portfolio holdings against SEC filings and insider activity