index / Lattice vs PortfolioSavvy
>_ Lattice vs PortfolioSavvy
Lattice and PortfolioSavvy, side-by-side. Compare the facts below, then pick the one that fits your workflow.
Lattice
PortfolioSavvy
one-liner
Monitors SEC filings, insider trades, and congressional disclosures for user portfolios and delivers alerts on material events
SEC filing research platform for 13F portfolios, insider ownership, 13D/G stakes, and company facts with links to source evidence.
best for
retail investors who want automated monitoring of filings and insider activity for their brokerage-connected portfolio without manual research.
—
key feature
cross-references portfolio holdings against SEC filings and insider activity
Linked SEC 13F, 13D/G, Forms 3/4/5, and company-facts evidence
who uses it
Retail
—
asset class
Equities
Equities
function
Portfolio Tracking, News & Sentiment
Research, Portfolio Tracking
strategies
Event-Driven / Special Situations, Fundamental Analysis, Value Investing
Event-Driven / Special Situations, Fundamental Analysis, Value Investing
workflow
Research, Monitoring
—
instruments
Stocks
Stocks
regions
North America
North America
pricing
FREE-$$
FREE
free tier
yes
yes
model
—
free
via
web, mobile
web
audience
retail
retail
upvotes
0
0
Lattice vs PortfolioSavvy: key differences
- Only Lattice is available via mobile.
- Lattice also covers research, monitoring in the workflow.
- Lattice lists Retail users; PortfolioSavvy 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).
Lattice
Monitors SEC filings, insider trades, and congressional disclosures for user portfolios and delivers alerts on material events
[↗] visit trylattice.ioPortfolioSavvy
SEC filing research platform for 13F portfolios, insider ownership, 13D/G stakes, and company facts with links to source evidence.
[↗] visit portfoliosavvy.comSee full data, pricing and alternatives on the Lattice profile page, or the PortfolioSavvy profile page.