PortfolioSavvy

PortfolioSavvy pulls SEC ownership data, 13F institutional portfolios, 13D/G large stakes, and insider Forms 3/4/5, into one searchable research layer instead of leaving you to dig through EDGAR filing by filing. Search a company, manager, insider, or CUSIP and the results link straight back to the underlying filing.

Who it’s for

Founders and researchers who want to see institutional and insider ownership activity without building their own SEC data pipeline. If you’re tracking what smart money is buying, watching insider activity on companies you follow, or researching large shareholder stakes, this covers that ground directly and keeps the evidence trail visible.

It’s not a fit if you need a brokerage, a trading platform, portfolio accounting, or personalized investment advice. It also won’t help with real-time prices, trade execution, or ownership data outside US-listed securities.

What it actually does well

The unification is the real value. 13F portfolios, 13D/G disclosures, and Forms 3/4/5 insider filings all come from different SEC feeds with different structures, and PortfolioSavvy normalizes them into one search and browse experience organized by entity, security, or filing type.

Keeping signals tied to the original filing evidence matters here. Rather than presenting a summarized number with no path back to the source, each signal links to the underlying SEC document, which is the difference between a research tool and a black box.

The coverage is genuinely broad for a free tier: company, security, and holder pages sit alongside saved research workflows, and the site currently tracks thousands of institutional managers and insiders with billions in aggregated 13F value.

Where it gets awkward

The Pro tier exists on paper but checkout isn’t live yet, so anyone wanting more than the free public research pages and limited account workflows is currently waiting. Worth checking current pricing before assuming what’s available.

This is also strictly a research layer. It won’t help with anything that requires acting on the data, executing a trade, tracking your own portfolio’s performance, or getting advice tailored to your situation. It’s built for people who want to look, not transact.

How it compares

Against browsing SEC EDGAR directly, the advantage is structure. Raw EDGAR search wasn’t built for cross-referencing an insider against their filing history or a security against every 13F holder in one pass, and PortfolioSavvy’s entity and security pages do that work for you.

Against paid institutional ownership platforms aimed at professional investors, the tradeoff is scope and price. This stays focused on filing-backed ownership research rather than bundling in portfolio management or real-time market data, which keeps it accessible to founders and individual researchers rather than priced for institutional desks.