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>>manually approved · 474 tools indexed·since 2026
index / Lattice vs PocketFiling

>_ Lattice vs PocketFiling

Lattice and PocketFiling, side-by-side. Compare the facts below, then pick the one that fits your workflow.

Lattice
PocketFiling
one-liner
Monitors SEC filings, insider trades, and congressional disclosures for user portfolios and delivers alerts on material events
Emails plain-English diffs of each new 10-K, 10-Q, and 8-K against the prior filing when SEC EDGAR posts them
best for
retail investors who want automated monitoring of filings and insider activity for their brokerage-connected portfolio without manual research.
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.
key feature
cross-references portfolio holdings against SEC filings and insider activity
no-login email delivery of filing changes with added/removed/shifted language
who uses it
Retail
Retail, RIA
asset class
Equities
Equities
function
Portfolio Tracking, News & Sentiment
Research, News & Sentiment
strategies
Event-Driven / Special Situations, Fundamental Analysis, Value Investing
Fundamental Analysis, Event-Driven / Special Situations, Value Investing
workflow
Research, Monitoring
Research, Monitoring
instruments
Stocks
Stocks
regions
North America
North America
pricing
FREE-$$
FREE-$
plans
—
Free $0 · Pro $19/month
free tier
yes
yes
model
—
freemium
via
web, mobile
web
audience
retail
retail
upvotes
0
0

Lattice vs PocketFiling: key differences

  • Only Lattice is available via mobile.
  • PocketFiling lists RIA users; Lattice does not.

about Lattice

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).

about PocketFiling

emails plain-english diffs of each new 10-k, 10-q, and 8-k filing against the prior filing when sec edgar posts them. extracts added risks, removed risks, notable shifts in language, and metric changes. no dashboard to log into.

Lattice
Monitors SEC filings, insider trades, and congressional disclosures for user portfolios and delivers alerts on material events
[↗] visit trylattice.io
PocketFiling
Emails plain-English diffs of each new 10-K, 10-Q, and 8-K against the prior filing when SEC EDGAR posts them
[↗] visit pocketfiling.com

See full data, pricing and alternatives on the Lattice profile page, or the PocketFiling profile page.

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