FOR FINANCIAL ADVISORS & ANALYSTS

Your portfolio's SEC filings.
Analyzed. Delivered. Ready to share.

Every SEC filing across your entire portfolio — analyzed the moment it hits EDGAR. Language quietly removed, risks buried in footnotes, financial shifts hidden in plain sight. Delivered as a client-ready report before your clients ask why you missed it.

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WHY ADVISORS USE TRACENOTES

Institutional-grade filing intelligence for every holding in your portfolio — automatically

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Automated coverage

Every 10-K and 10-Q across your entire portfolio analyzed the moment it hits EDGAR. No manual monitoring required.

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Client-ready reports

Professional formatted reports with executive summary, risk flags, and per-holding analysis. Share via link — no login needed.

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Validated methodology

The same engine that detected SVB's collapse 14 days before it happened. WeWork, BBBY, Mallinckrodt — all flagged in advance.

ADVISOR PRICING

Quarterly reports, no long-term contracts

Billed quarterly. Cancel anytime.

Solo advisors & independent analysts

Starter

$497/quarter
✓Portfolio Brief — up to 15 holdings
✓Unlimited analyzer + dashboard access
✓Full signal feed access
✓Shareable report link
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Small RIA firms & active managers

Professional

$997/quarter
✓Portfolio Brief — up to 40 holdings
✓Unlimited analyzer + dashboard access
✓Full signal feed access
✓Shareable report links
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Multi-advisor firms & family offices

Firm

$2,497/quarter
✓Portfolio Brief — unlimited holdings
✓Unlimited analyzer + dashboard access
✓Full signal feed access
✓Shareable report links
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