VOL. XCIV, NO. 247
★ FINANCIAL TOOLS & SERVICES DIRECTORY ★
PRICE: 5 CENTS
Saturday, September 27, 2025
Investors comparing OpenInsider and Portseido will find that Both OpenInsider and Portseido concentrate on Data Visualizations workflows, making them natural alternatives for similar investment research jobs. OpenInsider leans into Screeners, Insider Data, and Regulatory Filings Monitoring, which can be decisive for teams that need depth over breadth. Portseido stands out with Portfolio, Dividend, and Risk Metrics (VaR/ES/Drawdown) that the competition lacks. Use the feature-by-feature table to inspect unique capabilities and confirm which roadmap best maps to your process.
Head-to-head
OpenInsider vs Portseido
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Quick takeaways
- OpenInsider adds Screeners, Insider Data, and Regulatory Filings Monitoring coverage that Portseido skips.
- Portseido includes Portfolio, Dividend, and Risk Metrics (VaR/ES/Drawdown) categories that OpenInsider omits.
- OpenInsider highlights: Real-time screener of SEC Form 4 insider trading disclosures for U.S. stocks., Prebuilt screeners for quick discovery: Latest Purchases/Sales, $25k+ CEO or CFO buys, Cluster Buys, and weekly/monthly Top Purchases and Sales., and Aggregate Buy–Sell charts to visualize overall insider sentiment..
- Portseido is known for: Global coverage of stocks (70+ exchanges), 20,000+ ETFs, and major cryptocurrencies., Performance metrics include Money-Weighted Return (MWR) and Time-Weighted Return (TWR), benchmarked and displayed in your base currency., and Risk analysis with beta and drawdown metrics in the Portfolio Analyzer..
- Portseido offers mobile access, which OpenInsider skips.
OpenInsider
openinsider.com
Free web-based screener for U.S. SEC Form 4 filings, tracking insider buys and sells in real time. Data is sourced directly from SEC.gov and refreshed between 6:00 and 22:00 ET on U.S. business days.
Platforms
Pricing
Quick highlights
- Real-time screener of SEC Form 4 insider trading disclosures for U.S. stocks.
- Prebuilt screeners for quick discovery: Latest Purchases/Sales, $25k+ CEO or CFO buys, Cluster Buys, and weekly/monthly Top Purchases and Sales.
- Aggregate Buy–Sell charts to visualize overall insider sentiment.
- Detailed filing tables with trade/filing dates, transaction codes, prices, quantities, and values, with an integrated code legend.
- Ability to drill down by sector, industry, ticker, or individual insider profile.
Portseido
portseido.com
Portfolio and dividend tracker covering global stocks, ETFs, and crypto with both web and mobile apps. Free users can track one portfolio with up to 50 transactions. Paid tiers expand limits, add multiple portfolios, and include a 14-day free trial. Dividends and splits are tracked automatically.
Platforms
Pricing
Quick highlights
- Global coverage of stocks (70+ exchanges), 20,000+ ETFs, and major cryptocurrencies.
- Performance metrics include Money-Weighted Return (MWR) and Time-Weighted Return (TWR), benchmarked and displayed in your base currency.
- Risk analysis with beta and drawdown metrics in the Portfolio Analyzer.
- Automatic dividend tracking with history, estimates, and a dividend calendar/forecast, plus automatic split adjustments.
- Flexible data input: upload broker CSVs, enter transactions manually, or sync from Google Sheets.
Shared focus areas
Both platforms align on these research themes, so you can stay within one workflow when your use case involves them.
Where they differ
OpenInsider
Distinct strengths include:
- Real-time screener of SEC Form 4 insider trading disclosures for U.S. stocks.
- Prebuilt screeners for quick discovery: Latest Purchases/Sales, $25k+ CEO or CFO buys, Cluster Buys, and weekly/monthly Top Purchases and Sales.
- Aggregate Buy–Sell charts to visualize overall insider sentiment.
- Detailed filing tables with trade/filing dates, transaction codes, prices, quantities, and values, with an integrated code legend.
Portseido
Distinct strengths include:
- Global coverage of stocks (70+ exchanges), 20,000+ ETFs, and major cryptocurrencies.
- Performance metrics include Money-Weighted Return (MWR) and Time-Weighted Return (TWR), benchmarked and displayed in your base currency.
- Risk analysis with beta and drawdown metrics in the Portfolio Analyzer.
- Automatic dividend tracking with history, estimates, and a dividend calendar/forecast, plus automatic split adjustments.
Feature-by-feature breakdown
| Attribute | OpenInsider | Portseido |
|---|---|---|
Categories Which research workflows each platform targets | Shared: Data Visualizations Unique: Screeners, Insider Data, Regulatory Filings Monitoring | Shared: Data Visualizations Unique: Portfolio, Dividend, Risk Metrics (VaR/ES/Drawdown) |
Asset types Supported asset classes and universes | Stocks | Stocks, ETFs, Cryptos |
Experience levels Who each product is built for | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Platforms Where you can access the product | Web | Web, Mobile |
Pricing High-level pricing models | Free | Free, Subscription |
Key features Core capabilities called out by each vendor | Unique
| Unique
|
Tested Verified by hands-on testing inside Find My Moat | Yes | Yes |
Editor pick Featured inside curated shortlists | Highlighted | Highlighted |
Frequently Asked Questions
Which workflows do OpenInsider and Portseido both support?
Both platforms cover Data Visualizations workflows, so you can research those use cases in either tool before digging into the feature differences below.
Do OpenInsider and Portseido require subscriptions?
Both OpenInsider and Portseido keep freemium access with optional paid upgrades, so you can trial each platform before committing.
Which tool has mobile access?
Portseido ships a dedicated mobile experience, while OpenInsider focuses on web or desktop access.
What unique strengths set the two platforms apart?
OpenInsider differentiates itself with Real-time screener of SEC Form 4 insider trading disclosures for U.S. stocks., Prebuilt screeners for quick discovery: Latest Purchases/Sales, $25k+ CEO or CFO buys, Cluster Buys, and weekly/monthly Top Purchases and Sales., and Aggregate Buy–Sell charts to visualize overall insider sentiment., whereas Portseido stands out for Global coverage of stocks (70+ exchanges), 20,000+ ETFs, and major cryptocurrencies., Performance metrics include Money-Weighted Return (MWR) and Time-Weighted Return (TWR), benchmarked and displayed in your base currency., and Risk analysis with beta and drawdown metrics in the Portfolio Analyzer..
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.