Noindex brand test

StakeSignal: filing-backed ownership signals before the market forgets them.

This landing test keeps PortfolioSavvy as the live product while exploring a sharper promise for prosumer investors: less noise, more SEC-verifiable ownership intelligence across smart-money moves, insider activity, and 13D/G stake changes.

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Decision recommendation

Test StakeSignal first, keep CapitalTrace as the trust fallback.

The recommended path is a landing test, not an immediate production rename.

Rank 01

StakeSignal

Fit score

Lead test

Best balance of urgency, ownership specificity, and watchlist/alert fit.

Filing-backed ownership signals for the investors you follow.

Rank 02

CapitalTrace

Fit score

Trust fallback

Most credible research tone when the product leans into source trails and citations.

Trace ownership changes from capital movement to SEC evidence.

Rank 03

OwnerLens

Fit score

Approachable fallback

Clearest plain-language fit for company intelligence and who-owns-what discovery.

See who owns, buys, sells, and files around the companies you track.

Candidate scorecard

Compare names by product fit, not taste alone.

Scores are a directional product heuristic for staging review. They are not trademark, domain, or legal clearance.

Name	Clarity	Ownership fit	Evidence trust	Return loop	Paid fit	Decision
StakeSignal	5/5	5/5	4/5	5/5	5/5	Primary landing test Strongest for watchlists, alerts, and signal-first homepage language.
CapitalTrace	4/5	4/5	5/5	4/5	4/5	Trust-positioning fallback Best if source trails and citation confidence outperform urgency in user testing.
OwnerLens	5/5	4/5	4/5	3/5	3/5	Approachable fallback Good for company intelligence, weaker for Pro alert urgency.
FilingSignal	4/5	3/5	5/5	4/5	3/5	Utility fallback Very explicit, but may narrow the brand toward documents rather than ownership intelligence.

Step 1

Landing message

Test StakeSignal vs PortfolioSavvy language on the noindex page and pricing-gate entrypoints.

Step 2

Trust screen

Run trademark/common-law/domain checks before naming checkout, receipts, or sender identity.

Step 3

Billing identity

Choose the exact billing-facing name before live Stripe links appear.

Step 4

Migration plan

Only move domains after redirects, canonicals, email sender identity, support copy, and crawl smoke are ready.

Payment launch gate

Do not launch real payments until brand and domain are decided.

Entitlements and checkout plumbing can keep moving behind feature flags, but the first paid user should see one coherent identity from landing page to receipt.

Safest short-term

Keep PortfolioSavvy

Can launch Pro fastest because current trust, auth, email, and canonical surfaces stay stable.

No domain migration before paid launch.

The name remains less sharp than the ownership-signal product promise.

Best staged test

PortfolioSavvy by StakeSignal

Lets paid packaging use the stronger StakeSignal promise while accounts, receipts, and SEO stay on the current domain.

Use product-line language first; defer canonical/domain migration.

Requires careful copy so users do not feel they are paying a different company than the one they joined.

Highest upside, highest coordination

New brand and domain

Best if landing tests prove a materially stronger conversion story before checkout goes live.

Requires separate SEO, canonical, email, Stripe statement descriptor, support, and redirect milestone.

A premature domain move can slow product learning and introduce trust friction.

Required before live Stripe checkout

Choose the billing-facing brand name that appears on pricing, checkout, receipts, and support copy.
Decide whether the first paid plan launches on portfoliosavvy.com or only after a tested new-domain migration.
Keep Stripe live mode, webhook fulfillment, and paid entitlement enforcement disabled until brand/domain decision is recorded.
If a new domain wins, plan canonical URLs, redirects, sitemap, email sender identity, and Stripe statement descriptor as one release.
Run the first paid launch as a feature-gated staging test before any production checkout link is exposed.

Decision artifact

Canonical planning doc: docs/BRAND_DOMAIN_DECISION.md

This page is the staging review surface. The repo document is the durable source of truth for launch sequencing, trademark screening, domain checks, SEO migration, and Stripe identity before real payments.

Brand identity

Pick the billing-facing name before pricing, checkout, receipts, support copy, and account settings go live.

Trademark screen

Run legal and common-law screening before buying into a full rename or paid launch under a new name.

Domain path

Choose current domain, staged product-line language, or a separate domain migration as a dedicated release.

SEO migration

Keep canonical URLs stable until redirects, sitemap, robots, structured data, and crawl smoke are ready.

Stripe identity

Match product name, statement descriptor, receipt copy, support email, and cancellation copy.

Positioning hypothesis

Ownership intelligence with filing evidence attached

The best brand direction is not another generic SEC search tool or AI summary wrapper. It should own the user job that keeps coming back: knowing when important owners, insiders, or large holders changed behavior, and opening the source filing in one click.

13F

A top fund opens a new position or raises concentration.

Form 4

An insider buy clusters with repeat buyer history.

13D/G

A large holder crosses a meaningful ownership threshold.

Watchlist

A saved company shows new activity since the last visit.

Logo and visual tone

Logo direction should feel like research signal, not fintech hype.

The strongest visual system should be compact enough for dashboards, credible beside SEC citations, and energetic enough for alerts/watchlists.

Signal Ledger

Ink, cyan, signal green

Precise, premium, evidence-first

Best for StakeSignal if Pro alerts become the core paid loop.

Trace Line

Charcoal, steel, cyan

Research-led, calm, citation-native

Best for CapitalTrace if the trust layer becomes the main differentiator.

Ownership Aperture

Graphite, blue, fresh green

Simple, approachable, company-page friendly

Best for OwnerLens if the brand should feel less trader-oriented.

Name candidates

Brand shortlist for landing tests

These candidates are intentionally tested as messaging, not as production identity changes.

StakeSignal

Recommended

Fastest read on the core promise: ownership stakes turning into actionable signals.

Signal-first
Memorable
Works for 13F, insiders, and 13D/G

Slightly broader than SEC filings, so trust copy must keep source evidence visible.

CapitalTrace

Strong

Feels credible and research-led, with a clear trail from capital movement to filing evidence.

Trustworthy tone
Good for investor pages
Natural fit for source citations

Less urgent than a signal-led name.

OwnerLens

Strong

Simple, human, and focused on seeing who owns what.

Approachable
Clear product metaphor
Good fit for company intelligence pages

May feel less premium for paid Pro alerts.

FilingSignal

Useful

Directly connects SEC documents with alert-worthy changes.

Very explicit
Evidence-forward
Low ambiguity

Can sound narrower and more utility-like than the full ownership intelligence vision.

StakeLens

Useful

A compact alternative to StakeSignal with a more analytical feel.

Short
Ownership-native
Works for dashboards

Softer reason-to-return than a signal-led name.

Signal13

Niche

A filing-native brand cue for 13F and 13D/G watchers.

Distinctive
SEC-adjacent
Good for power users

Too insider-baseball for newer investors unless paired with plain-language copy.

Decision rules

What would make a new brand worth pursuing?

Immediate clarity

A first-time investor should understand the ownership signal promise without reading a methodology page.

Evidence trust

The name cannot imply black-box scoring; SEC filing proximity remains part of the brand.

Return loop fit

The strongest name should make watchlists and alerts feel natural, not bolted on later.

Expansion room

It should cover 13F, insiders, 13D/G, company pages, and future research modules without sounding enterprise-only.