How much do Lattice and WhaleWisdom cost?

Lattice: FREE-$$. WhaleWisdom: FREE-$$.

Is Lattice or WhaleWisdom free?

Lattice and WhaleWisdom both have a free tier.

What are the main differences between Lattice and WhaleWisdom?

Only Lattice is available via mobile. Only WhaleWisdom is available via api. WhaleWisdom also covers screening in the workflow. WhaleWisdom is tagged for quant / systematic.

index / Lattice vs WhaleWisdom

>_ Lattice vs WhaleWisdom

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

Lattice

WhaleWisdom

one-liner

Monitors SEC filings, insider trades, and congressional disclosures for user portfolios and delivers alerts on material events

Tracks institutional investor 13F filings, insider transactions, 13D/13G disclosures, and mutual fund holdings with backtesting and portfolio replication tools

best for

retail investors who want automated monitoring of filings and insider activity for their brokerage-connected portfolio without manual research.

tracking hedge fund and institutional investor positions using sec filing data.

key feature

cross-references portfolio holdings against SEC filings and insider activity

20+ years of 13F data with fund-level backtesting and consensus holdings analysis

who uses it

Retail

asset class

Equities

function

Portfolio Tracking, News & Sentiment

Research, Alt Data

strategies

Event-Driven / Special Situations, Fundamental Analysis, Value Investing

Event-Driven / Special Situations, Value Investing, Fundamental Analysis, Quant / Systematic

workflow

Research, Monitoring

Screening, Research, Monitoring

instruments

Stocks

Stocks, ETFs, Mutual Funds, Options

regions

North America

pricing

FREE-$$

free tier

yes

model

—

freemium

via

web, mobile

web, api

audience

retail

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