13F.chat
13F.chat - AI 13F Filings & Portfolio Research
Introduction:
AI-powered platform turning SEC 13F filings into insights: track hedge fund holdings, follow smart money, optimize portfolios.
13F.chat Product Information
What is 13F.chat ?
13F.chat is an AI-powered research platform that converts SEC 13F filings into decision-ready intelligence for individual investors. It normalizes filings from over 5,000 institutional managers into a searchable database, computes quarter-over-quarter position changes, and surfaces sector rotation and high-conviction moves through its Discovery Radar. A conversational AI answers portfolio questions in plain language, with every claim cited to an underlying filing or computed metric. Beyond tracking, the platform offers quantitative portfolio optimization (Mean-Variance, Black-Litterman, Risk Parity), portfolio diagnostics covering factor exposure and hedge fund overlap, and strategy backtesting — delivering institutional-grade research workflows without requiring quantitative expertise.
13F.chat's Core Features
AI-powered 13F filing analysis with cited sources
Searchable database of 5,000+ institutional filers by fund, CIK, or ticker
Quarterly position change tracking (buys, sells, new positions, exits)
13F Discovery Radar with sector rotation heatmap and capital flow timeline
AI-driven portfolio optimization (Mean-Variance, Black-Litterman, Risk Parity)
Portfolio diagnostics: factor exposure, concentration, and hedge fund overlap
Strategy backtesting with alpha, Sharpe, and drawdown metrics
Conversational interface with multilingual support
13F.chat's Use Cases
#1
Track what Berkshire Hathaway, Bridgewater, and other major funds bought or sold last quarter
#2
Identify sector rotation and high-conviction stock moves across 130+ institutional managers
#3
Compare a personal portfolio's factor exposure and overlap against top hedge fund holdings
#4
Optimize a watchlist using Black-Litterman views derived from institutional conviction
#5
Backtest strategies built on fund holdings and compare them against smart money benchmarks
13F.chat's Pricing
Free ($0/month) — 2 AI Chat and 1 Fund Analysis per day, 20 credits on signup, +10 credits per daily check-in, +20 credits per friend invited, all static research reports, community support
Plus ($30/month) — 50 AI Chat and 20 Fund Analysis per day, 3,000 credits per month (~1,500 AI chats or 600 fund analyses), all static research reports, email support
Pro ($90/month) — unlimited AI Chat and Fund Analysis, 12,000 credits per month (~6,000 AI chats or 2,400 fund analyses), priority email support within 48 hours, all static research reports; best for daily research workflows
FAQ from 13F.chat
What is 13F.chat?
- 13F.chat is an AI-powered financial research platform that transforms SEC 13F filings into actionable insights, allowing users to track hedge fund holdings, follow institutional money flows, and run quantitative portfolio optimization.
How does 13F.chat work?
- 13F.chat ingests 13F filings from SEC EDGAR within hours of publication, normalizes them into a searchable database, and computes quarter-over-quarter position changes. Users can query the data through a conversational AI interface, with every factual claim linked back to the underlying filing or a computed metric.
Who can benefit from using 13F.chat?
- Individual investors, financial analysts, portfolio managers, and researchers who want institutional-grade insight into hedge fund positioning can benefit from 13F.chat, without needing quantitative expertise — the AI explains every number in plain language.
What are 13F filings?
- 13F filings are quarterly reports that institutional investment managers with over $100 million in U.S. equities must file with the SEC within 45 days of quarter-end, disclosing their long positions. They are one of the most transparent public windows into institutional portfolios.
Can 13F.chat optimize a portfolio built from 13F holdings?
- Yes. Users can import any fund's 13F holdings or their own watchlist into the optimizer, which supports Mean-Variance, Black-Litterman, and Risk Parity strategies, returning the efficient frontier, expected return, volatility, Sharpe ratio, max drawdown, and a diversification score.
Are 13F filings real-time portfolio data?
- No. 13F filings are delayed quarterly snapshots that disclose long U.S. positions only; they may omit shorts, cash, and certain derivatives. 13F.chat presents them as research context with explicit caveats, not as investment advice or copy-trade instructions.
How does the credit system work on 13F.chat?
- 13F.chat operates on a credit system: each AI Chat query costs 2 credits and each Fund Analysis costs 5 credits. Free users earn 20 credits on signup plus 10 credits per daily check-in and 20 credits per friend invited. Plus members receive 3,000 credits monthly (roughly 1,500 AI chats or 600 fund analyses), while Pro members receive 12,000 credits with unlimited daily chat and analysis.