Promote Sign in Sign up

Stocks 2026 Rank: #2330

13F.chat ✓

Turn SEC 13F filings into portfolio insights.

347 views 3 saves Freemium
13F Filings SEC Filings AI Portfolio Optimization
More categories (4)
Portfolio Management Portfolio Optimization Fund Holdings Stocks
Visit website Sign in to save

Free + from $30/mo

Privacy Terms

Verdict

A quick read before you dig into the full page.

Best if
Turn SEC 13F filings into portfolio insights
Skip if
Data limited to large investors
Pick this when
Comprehensive portfolio research

Considering MarketAlerts.ai instead? Compare side by side

Overview

13F.chat is a AI-powered portfolio research tool that transforms SEC 13F filings into actionable portfolio insights. This tool allows users to keep track of 13F holdings, enabling them to have discussions with AI about hedge funds, follow smart money transactions, and run AI portfolio optimizations.

The platform provides live portfolio reasoning and summary of 13F filings, allowing users to ask nuanced questions about specific holdings, risk, investment strategy and more.

13F.chat also supports the development and testing of investment ideas, converting any investment thesis, constraint, or idea into a portfolio optimization path.

This AI tool comes with a chat-ready interface that turns fund screens, holdings insights and optimizations into user-friendly conversions within investment communities.

It also provides a compact feed feature featuring optimized strategy and fund-level AI insight articles and reports, keeping users up-to-date with tested strategies.

Notably, 13F.chat offers portfolio updates on various types of funds and frequently updates its research, optimization and insights to drive risk-return trade-offs and quantitative investing.

13F.chat website

Access & connections

Where you can use 13F.chat.

Platforms

Web

Capabilities

What this tool accepts, produces, and is strongest at.

Input

  • Text

Output

  • Text

Supported features

  • Deep Research
  • Finance & Accounting
  • Stocks & Investing

Pros & cons

Pros

  • Comprehensive portfolio research
  • Optimizes portfolio distribution
  • Detailed fund holdings information
  • Securities and Exchange Commission (SEC) 13F filings interpretation
  • Tracks funds' positions changes
  • Insights on successful investors' strategies
  • Live portfolio reasoning
  • Insights on high-conviction investment approaches
Show 12 more
  • Evaluates risk-return trade-offs
  • Supports investment ideas testing
  • Chat-ready user interface
  • Compact feed for market trends
  • Provides strategies tested by successful investors
  • Allows nuanced questions on investments
  • Showcases 13F holdings trends
  • Converts investment ideas into portfolio optimization
  • User-friendly conversions in investment communities
  • Frequent updates on research, optimization, insights
  • Portfolio updates on various types of funds
  • Quantitative investing support

Cons

  • Chat interface can be limiting
  • No short, derivatives info
  • 45-day disclosure delay
  • No foreign assets data included
  • Tool focuses on US data
  • Only works with 13F filings
  • No real-time data
  • Data limited to large investors
Show 2 more
  • May not account for rapid market changes
  • Dependent on SEC data accuracy

Compare alternatives

Similar tools in the catalog — with a clear reason to open each one.

Why look Typically cheaper

Full comparison

Why look Typically cheaper

Full comparison

Why look Fully free option

Full comparison

Free + from $49/mo

Full comparison

Why look Typically cheaper

Full comparison

Why look Higher community rating

Full comparison

Releases 1

Initial release June 2, 2026 Current
Initial release of 13F.chat.

FAQ 12

What is 13F.chat?
13F.chat is an AI-powered tool that provides comprehensive portfolio research and optimization. It parses and synthesizes data from Securities and Exchange Commission (SEC) 13F filings to provide detailed information about fund holdings. It offers an AI chat capability for users to inquire about various investment aspects. The platform tracks 13F holdings to highlight trends and significant changes in funds' positions, provides insights on 'smart money', and helps optimize portfolio distribution using AI technology. It also provides a research feed to keep users updated with changing market trends and reports.
How does 13F.chat synthesize data from SEC 13F filings?
13F.chat synthesizes data from SEC 13F filings by parsing and processing the data to provide detailed information about fund holdings. It uses AI technology to understand the data and create meaningful insights related to various investment aspects, such as risk analysis, factor style, and expected returns from specific investments.
How does the AI Chat feature in 13F.chat work?
The AI Chat feature in 13F.chat allows users to engage in an interactive dialogue with the AI. Users can ask a question or inquire about a certain aspect of their investment portfolio, and the AI will respond with detailed and comprehensive answers based on the data it has from the SEC 13F filings.
What kind of investment aspects can I inquire about using 13F.chat's AI chat feature?
Using 13F.chat's AI chat feature, users can inquire about various investment aspects such as risk analysis, factor style, expected returns from specific investments, holdings, alpha, or strategy. They can ask about specific investments like Berkshire Hathaway, Top 20 US Stocks, or S&P 500 holdings, and also request explanation of investment features such as Berkshire concentration.
How does 13F.chat track 13F holdings?
13F.chat tracks 13F holdings by utilizing AI and Machine Learning algorithms to analyze the raw data in the SEC 13F filings. The tool illustrates trends and significant changes in funds' positions, and provides analytical insight on the same, enabling users to see how their or other holdings are performing.
What insights can I get on 'smart money' from 13F.chat?
Through 13F.chat, users can get insights on 'smart money', i.e. strategies followed by successful investors. It highlights and reports trends in successful investment strategies that users can adopt. This includes insights into successful fund-level strategies and investment approaches.
How does 13F.chat use AI technology for portfolio optimization?
13F.chat utilizes AI technology for portfolio optimization by analyzing the data from SEC 13F filings along with current market trends and forecasts. The AI can recommend an optimized distribution of a portfolio to maximize potential investment returns. The portfolio distribution can be modified based on individual user preferences and strategies.
What kind of updates can I get from 13F.chat's research feed?
Users can get various updates from 13F.chat's research feed; this includes up-to-date information on changing market trends and market reports. They also receive tested strategies from successful investors and AI-generated fund-level insights. The research feed also alternates tested strategy pages with fund-level AI insight pages, allowing user to always start their 13F chat from fresh filings.
What investment strategies can I get from 13F.chat?
Users can get several investment strategies from 13F.chat, all tested by successful investors and AI-generated. These include strategies related to momentum screening, value screening, combo equal screening, portfolio optimization, alpha generation, baseline risk-return trade-off, and more. Specific examples include names like Robert Vinall, Harry Burn, William Von Mueffling, and Michael Burry.
How does 13F.chat highlight high-conviction investment approaches?
13F.chat highlights high-conviction investment approaches by showcasing funds whose top-10 concentration exceeds 60% with a positive baseline alpha. The tool focuses on funds that have a strong focus on certain investments and are yielding positive returns - the core idea being these concentrated bets could be backed by high-conviction insights from these fund managers.
What is the concept of 'AI Live portfolio reasoning' in 13F.chat?
The 'AI Live portfolio reasoning' in 13F.chat represents the AI's ability to provide real-time analytical thought process and insight on the status of a portfolio based on the available data. It can explain the reasoning behind its analytical decisions, providing insightful analysis for the users.
What insights can I get from 'Conviction', 'Turnover', and 'Overlap' on 13F.chat's homepage?
The 'Conviction', 'Turnover', and 'Overlap' values on 13F.chat's homepage provide insights into a fund's portfolio. 'Conviction' shows the degree of belief a manager has in their investments. 'Turnover' is the round-trip buying and selling activity in the portfolio. 'Overlap' measures the similarity of two portfolios' holdings, providing insights into how similar a fund's strategy is to other funds or indices.
13F.chat Free + from $30/mo
Visit website