13F.chat

Turn SEC 13F filings into portfolio insights.

Freemium

13F.chat Overview

What is 13F.chat?

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. Help other people by letting them know if this AI was useful. Add your own prompts and outputs to help others understand how to use this AI.

Screenshot gallery

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
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
May not account for rapid market changes
Dependent on SEC data accuracy

A Professional Framework to Evaluate 13F.chat

When considering 13F.chat for integration into your organizational workflow, we recommend deploying a structured score card across three critical operational pillars: Security & Compliance, Integration Friction, and long-term Price Scalability. Rather than looking only at basic feature lists, modern procurement teams must assess how a software platform behaves under high load and how well it fits into the team's data security guidelines.

1. Security and Database Compliance

Depending on your operating region and field, ensure that 13F.chat supports standard security layers such as SOC 2 Type II certifications, GDPR compliance, or HIPAA-compliant database encryption. If the tool connects directly to client database tables or handles user passwords, verify that they implement multi-factor authentication (MFA), single sign-on (SSO) integrations, and end-to-end data encryption in transit and at rest.

2. API Coverage and Custom Integrations

Siloed data is the primary cause of operational friction. Evaluate if 13F.chat has native connectors for your current project trackers, messaging hubs, and customer communication channels. For custom developer requirements, check if they provide a fully documented REST API with reasonable rate limits, comprehensive Webhooks support, and robust SDK packages in your language. A flexible API layer saves hundreds of hours of manual copy-paste overhead.

3. Total Cost of Ownership (TCO)

SaaS pricing packages are often deceptively simple. When reviewing 13F.chat's billing structure, map out your team's projected expansion over the next 12 to 24 months. Determine how costs scale as your customer database increases or as you add team members. Factor in setup costs, mandatory support plan upgrades, API access fees, and storage overage rates to understand the true cost before committing to a contract.

By combining verified user reviews from our directory with internal workflow pilot tests, your procurement team can make an informed decision that drives productivity without creating capital waste.

Features of 13F.chat

13F Filings
SEC Filings
AI Portfolio Optimization
Portfolio Management
Portfolio Optimization
Fund Holdings
Free + From $30/Mo

SaaS1to10 verified reviews for 13F.chat

Overall rating

5.0

Based on 21 reviews

5.02 weeks ago

“Review”

Looks great, helps my family a lot!

mikew12044@lofiey.com

5.02 weeks ago

“Review”

Honestly, @MySpec saved us from a massive rewrite. We used to just start coding and hope the architecture would figure itself out (spoiler: it didn't, it was pure spaghetti). Using this tool completely changed how we plan. It forces you to get crystal-clear on the specs and scalability before you lay down a single line of code. If you’re tired of 3 AM tech-debt panic attacks, just try it. Seriously.

Reverse Music

5.02 weeks ago

“Review”

i love it i use it to teach me Italian and ukranian and programing ! and it awesome , because it allows you in the free version send many prints of your screen , not having to explain all the errors by typing diferent from gpt that you can only send 3 photos in the free version. i also use @Grok to study i frist make the exercise in my book then i take a photo of my exercise then i ask it to see if there is any mistake and dissipate my terryble handwriting it understands

fernand Lopes

5.02 weeks ago

“Review”

Its a promising project and works well so far. Wishing them all the best and godspeed.

Dipak Rautela

5.02 weeks ago

“Review”

Never thought I needed this but it’s really good

Paul

5.02 weeks ago

“Review”

I have been using this application for some time now, and it pleasantly surprises me. At first, this tool seemed to be just something like a smart document search, but I was wrong. It is able to generate brief contents of books and documents. With it, I will be able to create my own knowledge base in various areas, which will be built only on the data I uploaded, which I am sure of. Overall, the app is great, and I can safely recommend it. How do I personally use this product: For example, to summarize medical research and books. I intend to use it for academic research to save time searching for answers to specific questions and searching for links (documents, pages, comments), and I have to say that I am impressed. I upload not only PDF documents, but also transcribe videos of specialists in the right subject and upload them together to the service. Thus, I make my personal library, knowledge base and the quality of knowledge deeper. More recently, I came up with the idea to use the knowledge of some specialists who run their social networks and tell me the information I am interested in on their pages, because I can also collect their posts on social networks. networks in one document and upload to the service. What I liked especially: 1. Simple and user-friendly interface. Everything is in its place and nothing superfluous. 2. The algorithm does not come up with answers, but proceeds from the data in the document, allowing you to ask contextual questions and receive point-to-point answers in real time. Very often, language models sin against this. 3. Unlimited questions in the "chat" You can ask as many questions as you want in real time without using any credits. 4. Unlimited daily download. 5. I can upload documents in any language and get answers in my own. I can make full use of knowledge from all over the world, not just in my language. 6. The file viewer and links work well. Just click on the link and you will open the document in exactly the right place! 7. Chat with documents is quite accurate and fast. 8. The idea of labels is quite convenient and it is possible to add multiple labels to a file. 9. After downloading the document, it will warn you which pages were not recognized or have little content. 10. Understands the context of the correspondence, and does not answer the last question. 11. Responsive support. 12. API Access 13. OCR. 14. Automation of the workflow. 15. The ability to use your OpenAI API key 16. There is a promising roadmap. Separately, I would like to tell you about the workflow automation function, with the help of, when working with a group of documents, which can be processed separately only the necessary sections of documents. This makes it possible to access several documents at once. This is a super opportunity to gain deeper knowledge from documents uploaded to the service. It should be noted that in the end, a lot depends on how correctly you ask the question. This is both a plus and a minus. An experienced user will always be able to bring the algorithm to the conclusions of interest. For novice researchers, it will be a little more difficult to set the right direction to find the right information. My dreams: 1. Although I have no problems with the document loading time, it would be cool to speed up the document processing time. 2. I would like more free language models. At the moment, the service uses OpenAL GPT 3.5 Turbo and Anthropic Claude 3 Haiku. In principle, this is enough, but it would be good if more advanced language models were included, which will allow you to study your documents even more deeply. 3. I would like to be able to add ready-made template queries to documents. 4. I would like to be able to mark the best answers, which I can quickly refer to later. 5. I would like to be able to create folders in the Documents and Options section cataloging my knowledge. 6. I would like to be able to change the title of the document. 7. I would like to have an internal search system for documents or labels, which will become very numerous over time. 8. It would be very useful to be able to add people to work together with configured access rights. 9. The opportunity to create your own knowledge base and post it on your website via html code would be very useful. 10. I would like to be able to highlight the desired fragment or keywords in the document when you click on the link in the response to the document request. What I wanted to draw attention to: It seemed to me that OCR does not work quite correctly, after downloading the document, it writes "you have not enough credits to use OCR", although there are credits. Maybe I was doing something wrong. I'll figure it out. In general, I would like to rate the usage experience at 5 stars. I recommend everyone to try it!

Stanislav M

5.02 weeks ago

“Review”

Just implemented your instruction out how to run drip campaigns automatically, nice! Getting prospect calls coming in

Jenn N.

5.02 weeks ago

“Review”

Absolutely in love. I could create my own custom AI and shared it with my colleuges to get instant support from me, i mean digital AI of me :)

Derek W.

5.02 weeks ago

“Review”

This is exactly what we have been looking for. Can't wait to run it

Simon

5.02 weeks ago

“Review”

that's such a great AI

piw

5.02 weeks ago

“Review”

The most humanly AI i have used so far but the problem is as soon as you start piling up messages in single chat session , it starts getting slow and at some point it starts freezing and also uses a lot of resources. For time being its okay to do 3 4 messages but as soon as we continue it has messages limitation and also starts getting very very slow . For the price of £18 per month this is unacceptable and with the newly introduced feature called project, if we start new chat within the project we cannot continue with the context we provided in other chats within same project. There are lot of improvements for them to work on. And to start with the its speed and its price

Bibash Katel

5.02 weeks ago

“Review”

Reducing manual efforts in first-pass during code-review process helps speed up the "final check" before merging PRs

Sahil Mohan Bansal

5.02 weeks ago

“Review”

Very interesting

Béatrice Duval

5.02 weeks ago

“Review”

This tool i found is super cool, I created 5 books from this tool to sell them online, which gives me great profit. I am creating more valuable books to spread knowledge, and earn some bucks as well 🤑.

Bilal Ashraf

5.02 weeks ago

“Review”

State of the Art

Dmitry G.

5.02 weeks ago

“Review”

GoAI turns market noise into transparent, actionable investment logic. Go check your favorite stock for an instant deep-dive and see what the AI reveals. Feedback welcome!

GoAI

5.03 weeks ago

“Review”

Very insightful. And very expensive

amit singh

5.03 weeks ago

“Review”

Over-priced for what it promises to do. Other AI powered services, at more affordable prices, or cheaper, some with incredible track records and scientists with great track records.

Claudio Bonafide

5.03 weeks ago

“Review”

This AI is awesome. You have to try it because it gives an amazing analysis on any stock. 10/10

William Gamon

5.03 weeks ago

“Review”

@GoAI turns market noise into transparent, actionable investment logic. Go check your favorite stock for an instant deep-dive and see what the AI reveals. Feedback welcome!

GoAI

5.03 weeks ago