13F.chat
13F.chat organizes institutional managers’ quarterly holdings, portfolio changes, and industry flows, with AI explanations and strategy optimization. Individual investors and investment researchers can use it to investigate disclosed manager activity and review tested portfolio changes.
Who it's for
- Individual investors researching what institutional managers reported buying, adding, or selling.
- Investment researchers comparing manager holdings, industry exposure, and stock-level flows across 13F disclosures.
- Portfolio researchers testing strategy changes in the product’s optimization workspaces and reviewing out-of-sample results.
Not the right fit if…
- People who need live trade information: the page says 13F filings describe past portfolios and generally arrive within 45 days after quarter-end.
- Researchers who need a complete view of every manager asset: the page says 13F filings do not disclose every asset a manager owns.
How it fits your workflow
Open a manager workspace, multi-manager collection, or the Discovery Radar. Review quarterly reported holdings and changes, or compare industry and stock-level flow signals across managers.
Use the AI Copilot for explanations of reported moves. In optimization workspaces, review the baseline, challenger plan, out-of-sample evaluation, and deterministic verdict; the page notes that results can change as data refreshes.
Pricing
The vendor doesn't publish prices. Check with 13F.chat directly.
Prices checked on Nov 7, 2026 from the vendor's site. They can change; confirm before you buy.
Key features
- 13F manager holdings research
- Explore quarterly disclosed holdings and portfolio changes for individual managers and multi-manager research collections. The page highlights what managers bought, added, and sold, including dollar-denominated changes.
- 13F Discovery Radar
- Review manager, industry, and stock-level rotation signals from the latest filings, including active-flow figures, buyers and sellers, and sector exposure.
- AI Copilot explanations
- Get AI-powered explanations intended to help assess whether a reported manager move still merits study.
- Portfolio strategy optimization
- Run a staged process that compares a baseline with challenger strategies, evaluates candidates out of sample, and reports accepted or rejected changes with supporting metrics.
- Curated research and filing guides
- Read public research conversations and guides that explain 13F filing types, reported fields, disclosure limits, and selected fund or ETF topics.
Limitations to know
- 13F filings are quarterly disclosures that generally arrive within 45 days after quarter-end, so they describe past holdings rather than live trades.
- The page notes that 13F filings do not cover every asset a manager owns.
- The product states that its content is for informational and research purposes and is not investment advice.
Alternatives to consider
-
InvestSpy
Choose it if you want to track your own investment portfolio with performance and risk analytics and AI explanations, rather than focus on institutional managers’ quarterly 13F disclosures.
Getting started
- Open a public workspace or the 13F Discovery Radar.
- Select a manager, multi-manager collection, or research topic to investigate.
- Review its disclosed holdings or the relevant industry and stock rotation signals.
- Use the AI explanation or portfolio optimization workflow where appropriate, keeping the filing’s timing and coverage limits in mind.
Frequently asked questions
What is a Form 13F filing?
The page describes Form 13F as a quarterly SEC disclosure of reportable securities held by institutional investment managers.
Do 13F filings show managers’ live trades?
No. The page states that filings generally arrive within 45 days after quarter-end and describe a past portfolio, not live trades or every asset a manager owns.
Is 13F.chat investment advice?
No. The page states that its content is for informational and research purposes only and is not investment advice.