13F.chat lets users explore SEC 13F holdings, compare managers and quarterly portfolio changes, and use AI-assisted research and strategy tools.

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13F.chat is for investors and researchers who want to study institutional portfolios and understand how reported holdings change over time. Search for a fund or manager, review its reported positions and portfolio concentration, and compare quarterly adds, reductions, and exits. You can also compare managers and examine which stocks or industries they hold in common or are moving into or out of. The workspace brings holdings data together with an AI assistant for questions and explanations, plus research tools for exploring portfolio strategies. Single-manager and multi-manager workspaces support strategy testing and backtests, including comparisons of simulated performance and risk. The discovery views summarize reported activity across stocks, managers, and industries. The information is based on Form 13F disclosures, so it reflects reported holdings for a past quarter rather than a manager’s real-time portfolio. 13F.chat is suited to portfolio research and analysis, not as a live trade feed or a substitute for investment advice.

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