VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Saturday, November 1, 2025

Tool Comparison

Dilution Tracker vs r/SecurityAnalysis — Letters Wiki comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

Dilution Tracker adds Secondary Offerings, Splits, News, Alerts, Calendar, Screeners, Data Visualizations, and Watchlist coverage that r/SecurityAnalysis — Letters Wiki skips.

r/SecurityAnalysis — Letters Wiki includes Forums, Playbooks & Case Studies, and Newsletters categories that Dilution Tracker omits.

In depth comparison

Dilution Tracker logo

Dilution Tracker

dilutiontracker.com

Editor’s pick

Small‑/micro‑cap **dilution intelligence** platform focused on U.S. listings. Tracks S‑1/S‑3 shelves, ATM programs, convertibles, warrants, reverse splits, and completed offerings; pairs this with PR/SEC wire monitoring and configurable email/SMS alerts. Includes public ‘open‑access’ tickers plus paid tiers. Strong for event‑driven traders (supply/float risk) rather than factor, portfolio, or options‑greeks analytics.

Platforms

Web

Pricing

FreeSubscription

Quick highlights

  • Reverse‑split dashboard with **upcoming & completed** actions; entries are manually verified.
  • S‑1 (and other registration) **tables** to monitor pending offerings; separate lists for **new filings** and **completed offerings**.
  • PR & SEC **notification management** to route major‑wire press releases and filings for custom ticker lists.
  • Email/SMS **alerts** with flexible scopes (All, DT‑covered universe ≈ 2,300–2,500 tickers, or a custom watchlist).
  • ‘Learn Dilution’ mini‑course and a deep knowledge base on warrants, convertibles, PIPEs, ATMs, CMPOs, etc.

Community votes (overall)

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r/SecurityAnalysis — Letters Wiki logo

r/SecurityAnalysis — Letters Wiki

reddit.com

Community‑maintained directory of investor/fund letters and reports, organized by year/quarter. Publicly viewable; edits limited to approved contributors. Links out to original PDFs/posts on managers’ sites. No data feeds, APIs, or exports—pure research reading list.

Platforms

Web

Pricing

Free

Quick highlights

  • Chronological index of letters grouped by year and quarter (2016→present in the wiki).
  • Publicly readable wiki page with edit permissions restricted to approved users/moderators.
  • ‘Others’ section pointing to classic collections (e.g., Austin Value, Nomad Partnership, Peter Lynch).
  • Direct outbound links to the letters on manager sites; useful for primary-source research.

Community votes (overall)

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Where they differ

Dilution Tracker

Distinct strengths include:

  • Reverse‑split dashboard with **upcoming & completed** actions; entries are manually verified.
  • S‑1 (and other registration) **tables** to monitor pending offerings; separate lists for **new filings** and **completed offerings**.
  • PR & SEC **notification management** to route major‑wire press releases and filings for custom ticker lists.
  • Email/SMS **alerts** with flexible scopes (All, DT‑covered universe ≈ 2,300–2,500 tickers, or a custom watchlist).

r/SecurityAnalysis — Letters Wiki

Distinct strengths include:

  • Chronological index of letters grouped by year and quarter (2016→present in the wiki).
  • Publicly readable wiki page with edit permissions restricted to approved users/moderators.
  • ‘Others’ section pointing to classic collections (e.g., Austin Value, Nomad Partnership, Peter Lynch).
  • Direct outbound links to the letters on manager sites; useful for primary-source research.

Feature-by-feature breakdown

AttributeDilution Trackerr/SecurityAnalysis — Letters Wiki
Categories

Which research workflows each platform targets

Shared: Education

Unique: Secondary Offerings, Splits, News, Alerts, Calendar, Screeners, Data Visualizations, Watchlist

Shared: Education

Unique: Forums, Playbooks & Case Studies, Newsletters

Asset types

Supported asset classes and universes

Stocks, Bonds, Other

Other

Experience levels

Who each product is built for

Intermediate, Advanced

Beginner, Intermediate, Advanced

Platforms

Where you can access the product

Web

Web

Pricing

High-level pricing models

Free, Subscription

Free

Key features

Core capabilities called out by each vendor

Unique

  • Reverse‑split dashboard with **upcoming & completed** actions; entries are manually verified.
  • S‑1 (and other registration) **tables** to monitor pending offerings; separate lists for **new filings** and **completed offerings**.
  • PR & SEC **notification management** to route major‑wire press releases and filings for custom ticker lists.
  • Email/SMS **alerts** with flexible scopes (All, DT‑covered universe ≈ 2,300–2,500 tickers, or a custom watchlist).
  • ‘Learn Dilution’ mini‑course and a deep knowledge base on warrants, convertibles, PIPEs, ATMs, CMPOs, etc.
  • Open‑access subset of tickers; sign up enables additional fields across the app.

Unique

  • Chronological index of letters grouped by year and quarter (2016→present in the wiki).
  • Publicly readable wiki page with edit permissions restricted to approved users/moderators.
  • ‘Others’ section pointing to classic collections (e.g., Austin Value, Nomad Partnership, Peter Lynch).
  • Direct outbound links to the letters on manager sites; useful for primary-source research.
Tested

Verified by hands-on testing inside Find My Moat

Not yet

Not yet

Editor pick

Featured inside curated shortlists

Highlighted

Standard listing

Frequently Asked Questions

Which workflows do Dilution Tracker and r/SecurityAnalysis — Letters Wiki both support?

Both platforms cover Education workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do Dilution Tracker and r/SecurityAnalysis — Letters Wiki require subscriptions?

Both Dilution Tracker and r/SecurityAnalysis — Letters Wiki keep freemium access with optional paid upgrades, so you can trial each platform before committing.

How can you access Dilution Tracker and r/SecurityAnalysis — Letters Wiki?

Both Dilution Tracker and r/SecurityAnalysis — Letters Wiki prioritize web or desktop access. Investors wanting a mobile-first workflow may need to rely on responsive web views.

What unique strengths set the two platforms apart?

Dilution Tracker differentiates itself with Reverse‑split dashboard with **upcoming & completed** actions; entries are manually verified., S‑1 (and other registration) **tables** to monitor pending offerings; separate lists for **new filings** and **completed offerings**., and PR & SEC **notification management** to route major‑wire press releases and filings for custom ticker lists., whereas r/SecurityAnalysis — Letters Wiki stands out for Chronological index of letters grouped by year and quarter (2016→present in the wiki)., Publicly readable wiki page with edit permissions restricted to approved users/moderators., and ‘Others’ section pointing to classic collections (e.g., Austin Value, Nomad Partnership, Peter Lynch)..

Keep exploring

Curation & Accuracy

This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).

Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.