Pricing

Start free. Upgrade when filing-backed signals save real research time.

PortfolioSavvy stays useful before payment: public evidence, clear ownership context, saved research lists, and a preview of the digest loop. Pro is designed for investors who do not want to miss filing-backed changes in watched names.

Create a free account Open latest ownership signals

Current brand payment gate

PortfolioSavvy Pro launches on the current domain.

We are not changing the domain before the paid pilot. Checkout stays locked until the PortfolioSavvy Pro identity, Stripe product, receipts, support copy, account state, and staging checkout smoke all agree.

Review launch gate

Find

Find the ownership signal

Start from smart-money moves, insider activity, 13D/G changes, and company pages built for scanning.

Verify

Verify the filing trail

Every important signal should stay close to the SEC evidence that supports it.

Return

Return when it matters

Watchlists, digest previews, and future alerts make the product useful after the first research session.

Free

Evidence-first research

For investors who want source-backed discovery, public research pages, and a saved research workflow before committing to paid alerts.

$0

Public pages and limited account workflows.

  • Public company, investor, insider, and filing pages
  • Core SEC evidence links and source-backed context
  • Saved research dashboard with a digest preview
  • Signal-first public research hubs
Create free account

Pro

Watchlist-driven signal alerts

For prosumer investors who want ownership, insider, and 13D/G changes delivered as watchlist-driven signals with source evidence attached and less manual checking.

Coming soon

Checkout opens after the PortfolioSavvy Pro staging billing smoke passes.

  • Unlimited watchlists for companies, investors, and insiders
  • Scheduled watchlist digests and near-real-time signal alerts
  • Advanced filters for conviction, recency, role, filing type, and ownership changes
  • Exports, deeper history, and ad-free research pages when Pro launches

Billing launch gate

Why Pro checkout is locked

Pro packaging can keep moving, but real checkout should wait until the PortfolioSavvy Pro Stripe product, receipt copy, support identity, account state, and staging smoke all match.

  • Use PortfolioSavvy Pro consistently across checkout, receipts, account settings, and support copy.
  • Keep Free useful now: watchlists, public evidence, digest previews, and saved research remain available.
  • Keep BILLING_BRAND_DECISION_APPROVED off in production until the staging billing smoke passes.
Review paid launch gate Use Free watchlists

Trust & Policy Surface

Find the important public pages quickly

These pages explain what PortfolioSavvy is, how it uses SEC data, what the limits are, and how privacy and monetization choices are handled.

About What PortfolioSavvy is, who it helps, and what the product is designed to do. Methodology How rankings, summaries, freshness cues, and research pages are assembled. How We Use SEC Filings Which SEC sources we use, how to verify them, and where the limits are. Privacy What account, cookie, telemetry, analytics, and advertising data may be involved. Terms Research-only usage terms, availability expectations, and responsibility boundaries. Advertising Disclosure How sponsored placements are kept low-density and separate from research content. Contact Reach out for corrections, support, partnerships, or privacy/account requests.

What Pro is meant to unlock

Less missed activity

Watchlists become the retention spine: new buys, exits, insider activity, large-stake changes, and digest summaries since your last visit.

Better filters

Pro filters should focus on conviction, recency, role, filing type, ownership percentage, repeat behavior, and portfolio concentration changes.

Evidence stays visible

Every paid signal still needs the original filing trail: no black-box score without source proximity.

Packaging principle

The paywall should accelerate research, not hide trust.

Core SEC evidence stays visible on public pages. Paid value should come from saved workflows, faster return loops, stronger filters, exports, and fewer missed signals.

Open my saved research Review SEC data methodology Review paid launch gate
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