What is 13F.chat?
13F.chat is a 13F holdings chat and AI portfolio research service built on SEC 13F filings. It tracks the quarterly positions of institutional managers such as Berkshire Hathaway, Oakmark and Dodge & Cox, showing in dollar terms what each manager bought, added or sold. An AI copilot then explains whether those moves are still worth studying, so investors can follow smart money with more context than the raw filings give them.
Research happens in workspaces. A single-13F workspace covers one manager, and a multi-13F workspace combines several, for example a quality-value consensus or a Warren Buffett lineage pack. Each default workspace also goes through a staged AI optimization process: a baseline, factor evidence, challenger plans, out-of-sample testing and a deterministic verdict. A strategy change goes live only when the candidate passes. A Discovery Radar summarizes industry rotations, the stock moves with the highest conviction and the largest manager books across the latest filing period.
Who it's for
- Individual investors researching institutional holdings
- Value investors following well-known managers
- Analysts who study hedge fund 13F filings
- Quant-minded users testing portfolio strategies
How to use 13F.chat
- 1
Open a workspace
Sign in and open a single-13F workspace for one manager or a multi-13F workspace that groups several managers.
- 2
Review holdings and moves
Look at the latest disclosed holdings, concentration, sector exposure and the positions each manager bought, added or sold.
- 3
Ask the AI copilot
Ask questions in the chat, such as why a portfolio is concentrated or how it compares with the S&P 500, and get AI explanations based on the filings.
- 4
Check optimization results
Go through each workspace's optimization record to see which challenger strategies were accepted or rejected and how they did out of sample.
13F.chat key features
13F holdings tracking
Shows each manager's quarterly buys, adds and sells from SEC 13F filings in dollar terms, along with estimated cost.
AI copilot for 13F holdings chat
A chat interface that explains portfolio moves and answers research questions about funds and their holdings.
13F consensus holdings
Multi-manager workspaces bring together the overlapping holdings of groups such as quality-value managers and pair them with curated research Q&A.
AI portfolio optimization
A staged process tests challenger strategies against a baseline using out-of-sample backtests and adopts only the candidates that clear a statistical bar.
13F Discovery Radar
Shows capital rotation across industries, a macro rotation heatmap, the stock moves with the highest conviction and the largest manager books.
Daily public research
Selected public research workspaces are featured and refreshed every day.
13F.chat use cases
Follow smart money
See what managers like Berkshire Hathaway or Oakmark changed in their latest quarter and judge whether the moves still matter.
Hedge fund tracking across sectors
Use the Discovery Radar to spot industries and stocks where institutional managers added or cut capital.
Testing portfolio ideas
Look at how factor tilts or quality filters changed out-of-sample Sharpe ratios and returns in workspace backtests.
Researching a manager's style
Study a single manager's concentration, turnover and sector exposure before looking into their picks more closely.
13F.chat FAQ
What is 13F.chat?
13F.chat is an AI research tool that turns SEC 13F filings into tracked holdings, manager moves and AI explanations, so individual investors can follow institutional portfolios.
Is 13F.chat free?
Yes, there is a free tier with daily usage of AI chat and fund analysis. Paid subscription plans offer higher limits.
How do I follow smart money with 13F.chat?
Open a single- or multi-13F workspace to see what managers bought, added and sold. Then ask the AI copilot to explain whether those moves are still worth studying.
What are 13F consensus holdings?
These are positions that several managers in a group hold together. 13F.chat shows them in multi-13F workspaces, such as its quality-value manager group.
How does AI portfolio optimization work on 13F.chat?
Each workspace runs a staged process: a baseline, factor evidence, challenger plans, out-of-sample evaluation and a deterministic verdict. Only accepted candidates change the live strategy.
Is 13F.chat investment advice?
No. The site says its content is for informational and research purposes only.
This introduction is based on the public pages of 13f.chat, read on October 9, 2026.