13F.chat
13F.chat is a web-based research platform that transforms SEC Form 13F filings into actionable portfolio intelligence. It tracks quarterly disclosures from institutional investment managers, presenting what top managers bought, added, and sold in dollar terms, along with estimated cost bases. The platform includes a 13F Discovery Radar that visualizes capital rotation across managers, industries, and high-conviction stocks. It provides an AI Smart Money Copilot that explains whether a given manager's move still matters, using natural language Q&A over aggregated 13F data. Users can create multi-13F or single-13F workspaces, explore smart money holdings, and access daily public research on notable funds. 13F.chat aims to offer institutional-grade research to individual investors, with coverage of over 130 managers, 25 industries, and 500 stocks in the latest quarter. The platform emphasizes informational and research purposes and is not investment advice.
- Category
- AI/ML
- Pricing
- Freemium
Problem solved
Individual investors often lack efficient tools to parse and interpret complex SEC 13F filings. 13F.chat consolidates these filings and adds AI explanations to help users understand institutional portfolio changes, capital rotation, and high-conviction moves without manual data processing.
Use cases
- Track quarterly holdings changes of top institutional managers
- Estimate cost basis of manager buys and sells
- Ask AI questions about 13F portfolios and investment theses
- Monitor industry-level capital rotation and momentum
- Identify high-conviction stock moves across managers
- Compare multiple managers’ portfolios in a single workspace
Audience
- Business Users
- Researchers
- Hobbyists
Pros
- Aggregates 13F filings into actionable portfolio insights
- AI-powered explanations help interpret manager moves
- Real-time capital rotation radar across industries
- Institutional-grade data for individual investors
- Supports multi-manager workspaces for comparison
Cons
- May require subscription for full features (freemium)
- Focused exclusively on US 13F filings, excludes non-SEC data
- AI explanations are informational, not investment advice
- Data lags due to quarterly 13F filing schedule
- Limited custom screening beyond predefined workspace tools
Official website: https://13f.chat/
Canonical LambdaBase page: https://www.lambdabase.com/tools/13f-chat