13F.chat
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13F.chat
AI terminal for researching 13F filings and fund portfolios. Optimize investment strategies, assess risk, and track institutional capital movements.
General Information about 13F.chat
13F.chat is an advanced AI-powered research terminal designed to transform 13F filings into actionable insights for quantitative investing. This tool allows investors to analyze the holdings of major U.S. fund managers through an interactive chat interface that processes complex SEC data. Its primary function is to convert investment theses, constraints, and financial concepts into fund screens, portfolio analyses, and portfolio optimization paths ready to be tested from a computer or any device.
The platform utilizes live portfolio reasoning technology to break down the composition of high-profile funds such as Berkshire Hathaway, Scion Asset Management, or the S&P 500. Through an AI engine, 13F.chat synthesizes current data and provides an evidence dashboard detailing critical metrics such as manager conviction, turnover rate, and overlap between different portfolios. Its technical approach combines public data analysis with AI models that enable natural language queries regarding risk, factor style, and the results of specific strategies.
Key capabilities and practical benefits include:
- Real-time holdings analysis: Access to current positions and capital movements across more than 114 funds, including indices like the Nasdaq-100.
- Optimization strategies: Enables running and comparing models such as the Momentum Screen, Value Screen, and Combo Equal to evaluate Alpha and the Sharpe ratio.
- Identification of high-conviction ideas: Filters managers whose top 10 holdings concentration exceeds 60%, facilitating the search for powerful investment signals.
- Customized AI summaries: Generation of reports on asset weight changes and alerts on significant movements in specific tickers.
- Alpha and risk detection: Tools to build portfolio versions with lower drawdowns and understand which periods best explain the risk-return trade-off.
For professional users or active retail investors, the unique value of 13F.chat lies in its ability to contextualize data that, due to regulations, is typically published with a lag. The AI helps identify which portfolio changes remain relevant and complements the view of long positions with sector analysis and peer overlap. It is a robust solution for those seeking to perform deep fundamental research and data-driven portfolio management, eliminating the need to manually process thousands of SEC filings.
Features and Use Cases of 13F.chat
How 13F.chat Works
Frequently Asked Questions about 13F.chat
What exactly is 13F.chat and what is its purpose?
It is an AI-powered research terminal that transforms 13F filings into quantitative analysis, allowing users to optimize portfolios and track the moves of major fund managers.
How does 13F.chat use artificial intelligence to analyze portfolios?
The tool employs AI to analyze portfolios in real time, summarize complex reports, identify investment convictions, and generate personalized strategies based on risk or return criteria.
What are the limitations of the data obtained from 13F filings?
The data is subject to a delay of up to 45 days after the end of the quarter and only shows long positions in U.S. assets, excluding short positions, derivatives, or foreign holdings.
Can I follow specific investors like Warren Buffett on 13F.chat?
Yes, the platform allows you to monitor the updated portfolios of "superinvestors" such as Warren Buffett (Berkshire Hathaway), Michael Burry (Scion Asset Management), and many other prominent managers.
What types of optimization strategies does the platform offer?
The system allows for screening based on momentum factors, fundamental valuations, or a combination of both to compare historical performance against the market.
Does 13F.chat offer a free version for new users?
There is a free plan that provides daily credits for logging in and for inviting friends, allowing for limited AI queries and access to static research reports.
What distinguishes the Plus and Pro plans from the free plan?
The paid plans are designed for active and professional investors, offering a higher volume of monthly credits, unlimited fund analysis at the Pro level, and priority email support.
Is the information provided by 13F.chat an investment recommendation?
No, all generated content is strictly for informational and research purposes and should not be considered professional financial advice under any circumstances.
13F.chat Pricing
Free Plan
0 $ per month
2 AI chats and 1 fund analysis per day.
20 initial credits upon sign-up.
10 additional credits for each daily login.
20 additional credits for each friend referred.
Access to all static research reports.
Community support.
Plus Plan
30 $ per month (or 180 $ per year)
50 AI chats and 20 fund analyses per day.
3,000 credits per month (approximately 600 chats or 300 fund analyses).
Cost: 5 credits per AI chat and 10 credits per fund analysis.
Access to all static research reports.
Email support.
Pro Plan
90 $ per month (or 540 $ per year)
Unlimited AI chats and fund analyses.
12,000 credits per month (approximately 2,400 chats or 1,200 fund analyses).
Access to all static research reports.
Priority email support (response in less than 48 hours).
13F.chat Screenshots
