13F.chat

13F.chat helps investors explore institutional holdings reported in SEC Form 13F filings. It presents managers' disclosed positions and quarterly changes, including purchases, additions, and sales, alongside AI-assisted explanations and research conversations. Users can begin with public manager workspaces to review holdings, concentration, sector exposure, and curated questions. The Discovery Radar offers another route into the data, showing rotation signals across managers, industries, and stocks. The assistant can answer questions about a manager's recent purchases, shared holdings among managers, or a particular disclosed position. Signed-in users can save their chat history, and fund analysis runs provide another way to investigate a portfolio. The service also displays strategy optimization results with baseline and out-of-sample backtest figures for selected workspaces. These tools are intended for research, so the timing and scope of the underlying filings matter: 13F disclosures generally arrive within 45 days of quarter-end and describe past reportable holdings rather than live trades or every asset a manager owns. The service states that its content is informational and is not investment advice.