index / PortfolioSavvy vs Rockwood Research
>_ PortfolioSavvy vs Rockwood Research
PortfolioSavvy and Rockwood Research, side-by-side. Compare the facts below, then pick the one that fits your workflow.
PortfolioSavvy
Rockwood Research
one-liner
SEC filing research platform for 13F portfolios, insider ownership, 13D/G stakes, and company facts with links to source evidence.
Displays 13F filings from SEC EDGAR weighted against actual AUM with a weekly event monitor of special-situation corporate filings.
best for
—
tracking institutional investor holdings and special-situation corporate events directly from sec filings
key feature
Linked SEC 13F, 13D/G, Forms 3/4/5, and company-facts evidence
13F holdings weighted against actual AUM, not reported long-only positions
who uses it
—
Retail
asset class
Equities
Equities
function
Research, Portfolio Tracking
Research
strategies
Event-Driven / Special Situations, Fundamental Analysis, Value Investing
Event-Driven / Special Situations, Fundamental Analysis
workflow
—
Research, Monitoring
instruments
Stocks
Stocks
regions
North America
North America
pricing
FREE
FREE
plans
—
Free $0
free tier
yes
yes
model
free
free
via
web
web
audience
retail
retail
upvotes
0
1
PortfolioSavvy vs Rockwood Research: key differences
- Rockwood Research also covers research, monitoring in the workflow.
- Rockwood Research lists Retail users; PortfolioSavvy does not.
- PortfolioSavvy is tagged for value investing.
about Rockwood Research
rockwood research pulls 13f filings from sec edgar and weights holdings against actual aum rather than reported long-only positions. includes a weekly event monitor of special-situation corporate filings. free for all users.
PortfolioSavvy
SEC filing research platform for 13F portfolios, insider ownership, 13D/G stakes, and company facts with links to source evidence.
[↗] visit portfoliosavvy.comRockwood Research
Displays 13F filings from SEC EDGAR weighted against actual AUM with a weekly event monitor of special-situation corporate filings.
[↗] visit rockwoodresearch.comSee full data, pricing and alternatives on the PortfolioSavvy profile page, or the Rockwood Research profile page.