PortfolioSavvy is a research platform for reading US securities filings, built by Logisoft, a Polish software studio. It does one thing: turn the SEC's EDGAR archive from a wall of documents into something you can actually navigate.
The raw material is public and free, which is precisely the problem. Institutional managers above $100 million in assets must file a 13F each quarter disclosing their US equity holdings. Anyone taking a stake above 5% files a 13D or 13G. Directors, officers, and major shareholders report their own trades on Forms 3, 4, and 5. Companies file 10-Qs and 10-Ks. All of it sits on EDGAR, and all of it is close to unusable in raw form — a filing is a document rather than a dataset, and the connections between filings are left entirely to the reader.
PortfolioSavvy builds those connections. Search once by company, manager, insider, ticker, CIK, or CUSIP, and it links you across every related record: which institutions hold a given security and how those positions shifted quarter on quarter, what a particular manager's portfolio has looked like over time, which insiders have been buying or selling, and what the company's own financials report. It currently tracks 8,708 institutional managers and 8,088 individual insiders, with screens for the largest holder increases and reductions each quarter, and an aggregate "grand portfolio" view of institutional ownership.
The governing principle is that every page traces back to a primary filing rather than a proprietary score — the company calls them source-backed research pages, and the pitch is to investors who would rather check the document themselves than trust someone else's signal. The curated manager list gives away the intended audience: Berkshire Hathaway, Third Point, GMO, Mohnish Pabrai's Dalal Street, Li Lu's Himalaya Capital. This is a tool for the value investing crowd who read 13Fs for a living, sitting closer to WhaleWisdom, Dataroma, and Fintel than to a Bloomberg terminal. Coverage is US filings only.