Noindex paid launch gate

PortfolioSavvy Pro launches on the current domain.

The current decision is to skip a new domain for now, keep PortfolioSavvy as the live product, and test whether prosumer investors will pay for filing-backed watchlists, alerts, and ownership intelligence.

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Current brand/domain lock

PortfolioSavvy Pro is the paid-pilot identity.

This is the product decision gate after the brand sprint. HolderLens stays available as a future candidate, but the first billing smoke should use the current PortfolioSavvy identity.

Name	Decision	Why
PortfolioSavvy Pro	Selected paid-pilot identity	Use the current domain and current account/support identity for the first billing smoke and paid pilot.
HolderLens	Park for future counsel/domain screen	RDAP snapshot returned no registration for holderlens.com or holderlens.io, and exact web search did not show an obvious financial research product.
StakeSignal	Pause as billing name	Strong concept, but stakesignal.com is registered and public web results show external product usage.
PortfolioSavvy	Keep as fallback	Safest paid-pilot identity if a new name cannot be cleared before billing readiness.
FilingLens / OwnerLens / CapitalTrace	Do not advance	Each has current external usage close enough to create avoidable trust or category confusion.

Paid launch decision brief

Use PortfolioSavvy Pro before turning on real payments.

This is the staging review board for the next operational gate: verify PortfolioSavvy Pro in Stripe test mode before any production checkout appears.

Recommended decision now

Launch the paid pilot as PortfolioSavvy Pro.

The current decision is to stay on portfoliosavvy.com, use PortfolioSavvy Pro everywhere billing-facing, and stop blocking the first paid pilot on a new domain.

Future candidate

HolderLens stays parked for a later rebrand screen.

HolderLens remains the cleanest future new-brand candidate, but it should not slow staging billing smoke or the first paid pilot.

Payment blocker

Do not expose production Stripe checkout yet.

Keep BILLING_BRAND_DECISION_APPROVED off in production until the PortfolioSavvy Pro staging checkout, webhook, account state, receipts, and support copy agree.

Launch path	Speed	Clarity	Domain migration	Best for	Decision
PortfolioSavvy Pro	Fastest	Medium	None	The first paid pilot on the current domain.	Selected.
HolderLens product-line brand	Fast	High	Deferred	Testing sharper ownership-intelligence positioning before a domain migration.	Future screen.
Full HolderLens rebrand	Slowest	Highest if validated	Required	Only after legal/domain screening and measurable landing lift.	Defer.

Current gate status

Live payments remain blocked.

Recommended staging next step: run the PortfolioSavvy Pro billing smoke in Stripe test mode. Leave production checkout disabled until the staging flow proves pricing, checkout, receipts, webhook entitlement sync, account state, and support identity.

Review questions

Does the name explain ownership alerts before the user reads supporting copy?
Does the pricing page feel like the same product as the homepage, account settings, and receipt identity?
Does the user understand that every signal is filing-backed rather than black-box alpha?
Does the CTA make saving a company, fund, insider, or 13D/G signal feel like the obvious next action?

Decision recommendation

Keep PortfolioSavvy for launch; park HolderLens for later.

The recommended path is staging billing validation under the current brand, not an immediate production rename.

Rank 01

PortfolioSavvy Pro

Fit score

Selected paid-pilot identity

Fastest route to billing learning because auth, canonical domain, email/support identity, and user trust stay coherent.

Filing-backed ownership alerts for serious investors.

Rank 02

HolderLens

Fit score

Future legal-screen candidate

Best blend of ownership clarity, company-page fit, watchlist fit, and current availability signal.

Revisit only after paid pilot learning justifies rebrand effort.

Rank 03

StakeSignal

Fit score

Concept only

Strong marketing read, but third-party usage and domain status make it inappropriate as the presumed billing brand.

Keep the signal language; do not keep the name unless clearance is clean.

Candidate scorecard

Compare names by product fit, not taste alone.

Scores are a directional product heuristic for staging review. They are not trademark, domain, or legal clearance.

Name	Clarity	Ownership fit	Evidence trust	Return loop	Paid fit	Decision
PortfolioSavvy Pro	4/5	4/5	5/5	4/5	5/5	Selected paid-pilot identity Use for first billing smoke and paid pilot on portfoliosavvy.com.
HolderLens	5/5	5/5	4/5	4/5	4/5	Future legal/domain screen Strongest clean future candidate if paid pilot evidence later supports a rebrand.
StakeSignal	5/5	5/5	4/5	5/5	2/5	Do not advance without clearance Great concept, but external usage makes it a billing-name risk.
FilingSignal	4/5	3/5	5/5	4/5	3/5	Do not advance Descriptive, but too close to active filing-copilot market language.

Step 1

Billing identity

Use PortfolioSavvy Pro as the exact billing-facing name before live Stripe links, receipts, or sender identity appear.

Step 2

Staging smoke

Verify pricing, checkout, success/cancel, webhook entitlement sync, account settings, receipts, and support copy in Stripe test mode.

Step 3

Production gate

Keep production checkout disabled until staging proves the full PortfolioSavvy Pro flow.

Step 4

Future rebrand

Only reopen HolderLens or a new domain after paid pilot learning justifies the migration cost.

Payment launch gate

Do not launch real payments until staging billing is verified.

Entitlements and checkout plumbing can keep moving behind feature flags, but the first paid user should see PortfolioSavvy Pro from landing page to receipt.

Selected paid pilot

PortfolioSavvy Pro

Launches Pro fastest because current trust, auth, email, and canonical surfaces stay stable.

No domain migration before paid launch.

The name remains less sharp than the ownership-signal product promise.

Future staged screen

HolderLens by PortfolioSavvy

Could test a sharper HolderLens promise later while accounts, receipts, and SEO stay on the current domain.

Use product-line language first; defer canonical/domain migration.

Requires careful copy so users do not feel they are paying a different company than the one they joined.

Highest upside, highest coordination

New brand and domain

Best if landing tests prove a materially stronger conversion story before checkout goes live.

Requires separate SEO, canonical, email, Stripe statement descriptor, support, and redirect milestone.

A premature domain move can slow product learning and introduce trust friction.

Required before live Stripe checkout

Use PortfolioSavvy Pro as the billing-facing brand name on pricing, checkout, receipts, and support copy.
Launch the first paid plan on portfoliosavvy.com; skip new-domain migration for the paid pilot.
Keep production Stripe live mode, webhook fulfillment, and paid entitlement enforcement disabled until staging smoke passes.
If a new domain wins later, plan canonical URLs, redirects, sitemap, email sender identity, and Stripe statement descriptor as one separate release.
Run the first paid launch as a feature-gated staging test before any production checkout link is exposed.

Decision artifact

Canonical planning docs: docs/BRAND_DOMAIN_DECISION.md and docs/BRAND_SELECTION_SPRINT.md

This page is the staging review surface. The repo document is the durable source of truth for launch sequencing, trademark screening, domain checks, SEO migration, and Stripe identity before real payments.

Brand identity

Use PortfolioSavvy Pro before pricing, checkout, receipts, support copy, and account settings go live.

Trademark screen

Defer new-name legal and common-law screening until a future rebrand/product-line milestone.

Domain path

Keep portfoliosavvy.com for the first paid pilot.

SEO migration

Keep canonical URLs stable until redirects, sitemap, robots, structured data, and crawl smoke are ready.

Stripe identity

Match product name, statement descriptor, receipt copy, support email, and cancellation copy.

Positioning hypothesis

Ownership intelligence with filing evidence attached

The best brand direction is not another generic SEC search tool or AI summary wrapper. It should own the user job that keeps coming back: knowing when important owners, insiders, or large holders changed behavior, and opening the source filing in one click.

13F

A top fund opens a new position or raises concentration.

Form 4

An insider buy clusters with repeat buyer history.

13D/G

A large holder crosses a meaningful ownership threshold.

Watchlist

A saved company shows new activity since the last visit.

Logo and visual tone

Logo direction should feel like research signal, not fintech hype.

The strongest visual system should be compact enough for dashboards, credible beside SEC citations, and energetic enough for alerts/watchlists.

Holder Aperture

Ink, cyan, signal green

Precise, premium, evidence-first

Best for HolderLens if ownership intelligence becomes the primary brand promise.

Evidence Trace

Charcoal, steel, cyan

Research-led, calm, citation-native

Best for HolderLens if the trust layer and source trail become the main differentiator.

Ownership Aperture

Graphite, blue, fresh green

Simple, approachable, company-page friendly

Best for PortfolioSavvy continuity if the brand should feel less trader-oriented.

Name candidates

Brand shortlist for landing tests

These candidates are intentionally tested as messaging, not as production identity changes.

PortfolioSavvy Pro

Selected paid-pilot identity

Launch Pro on portfoliosavvy.com so pricing, checkout, receipts, account settings, and support copy all use one identity.

Current trust
No SEO migration
Fastest billing pilot

The name is less sharp than a future ownership-intelligence rebrand, so product copy must carry the signal promise.

HolderLens

Future screen

Plain-language ownership intelligence: see who holds, who adds, who exits, and which filing proves it.

Ownership-native
Works for companies and investors
Cleanest current web/RDAP screen

Keep as a future rebrand/product-line candidate after paid pilot learning.

PortfolioSavvy

Current domain

Keep the current identity because brand clearance should not slow the paid pilot.

Known continuity
No SEO migration
No billing identity surprise

Less sharp than the filing-backed ownership intelligence promise.

StakeSignal

Clearance risk

Still a strong product concept, but current web/domain evidence makes it too risky to presume as the paid brand.

Signal-first
Memorable
Good watchlist/alert language

Do not advance without legal clearance, domain strategy, and conflict review.

CapitalTrace

Do not advance

Credible words individually, but current external usage creates trust and confusion risk.

Research tone
Citation-friendly
Capital movement metaphor

Too much adjacent web noise for a financial trust product.

FilingLens

Do not advance

Descriptive and evidence-forward, but already appears as an active filing research product.

Explicit
Research-native
Easy to understand

Too close to active filing-copilot positioning.

Signal13

Niche fallback

Filing-native and memorable for power users, but cryptic for broader prosumer investors.

Distinctive
SEC-adjacent
Good for 13D/G modules

Too insider-baseball for first-time users and weak for trust onboarding.

Decision rules

What would make a new brand worth pursuing?

Immediate clarity

A first-time investor should understand the ownership signal promise without reading a methodology page.

Evidence trust

The name cannot imply black-box scoring; SEC filing proximity remains part of the brand.

Return loop fit

The strongest name should make watchlists and alerts feel natural, not bolted on later.

Expansion room

It should cover 13F, insiders, 13D/G, company pages, and future research modules without sounding enterprise-only.