13F.chat

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Introduction
A 13F holdings chat tool that turns SEC 13F filings into AI portfolio research for following smart money.
Category
Productivity
Submitted
Apr 14, 2025
13F.chat

What is 13F.chat?

13F.chat is a 13F holdings chat and AI portfolio research tool built around SEC 13F filings. It tracks the quarterly moves of well-known fund managers, showing what they bought, added and sold in dollar terms along with estimated cost, and uses AI explanations to help individual investors decide whether a move is still worth studying. The goal is to make it easier to follow smart money with context rather than raw filing data.

Users work in single-13F workspaces for one manager or multi-13F workspaces that combine several managers, such as a consensus view across quality-value funds. An AI agent runs a staged strategy optimization (baseline, factor evidence, challenger plan, out-of-sample evaluation and a rule-based verdict), and only accepted changes update a workspace's strategy. A 13F Discovery Radar summarizes sector rotation, industry flows and high-conviction stock moves across managers. The site states its content is for research only, not investment advice.

Who it's for

  • Individual investors
  • Followers of hedge fund and institutional managers
  • Value and quality-focused stock researchers
  • Quantitatively minded retail investors

How to use 13F.chat

  1. 1

    Open a workspace

    Choose a single-13F workspace for one manager, such as Berkshire Hathaway, or a multi-13F workspace that groups several managers.

  2. 2

    Review the holdings

    Look over the latest disclosed holdings, concentration, sector exposure and the buys, adds and sells reported in recent filings.

  3. 3

    Ask the AI Copilot

    Chat with the AI about a manager's moves or ask it to analyze a fund, getting explanations grounded in the 13F data.

  4. 4

    Check optimization results and the radar

    See which strategy changes the agent accepted or rejected, and use the 13F Discovery Radar to spot industry rotations and high-conviction stock moves.

13F.chat key features

13F holdings tracking

Shows what top managers bought, added and sold each quarter, in dollars and with estimated cost, based on SEC 13F filings.

AI Copilot for 13F holdings chat

An AI chat assistant explains manager moves and supports fund analysis runs inside each workspace.

Single and multi-13F workspaces

Research one manager at a time or combine several, such as a consensus view of holdings across five quality-value managers.

Agent-driven portfolio optimization

An AI agent tests challenger strategies against a baseline with out-of-sample evaluation and only applies changes that pass a set acceptance bar.

13F Discovery Radar for hedge fund tracking

Summarizes capital rotation by sector, a macro rotation heatmap, the largest industry rotations, high-conviction stock moves and the largest manager books.

Daily public research

Features curated public research conversations that refresh daily, along with static research reports.

13F.chat use cases

Follow smart money each quarter

Check what well-known managers changed in their latest 13F filings and read AI explanations of whether the moves still matter.

Study smart money holdings consensus

Compare overlapping positions across a group of like-minded managers to see where conviction is shared.

Spot sector and industry rotations

Use the Discovery Radar to see which industries and stocks saw the largest net inflows or outflows across managers.

Test strategy ideas

Review out-of-sample optimization results to see which changes to a manager-based strategy held up and which were rejected.

13F.chat FAQ

What is 13F.chat?

13F.chat is an AI portfolio research tool that turns SEC 13F filings into readable holdings data, AI explanations and strategy optimization so individual investors can follow smart money.

Is 13F.chat free?

There is a free tier with a daily allowance of AI chat and fund analysis, funded by signup and check-in credits. Paid subscriptions add more usage.

How do I follow smart money with 13F.chat?

Open a single- or multi-13F workspace for the managers you care about, review their latest buys, adds and sells, and ask the AI Copilot to explain the moves.

How does portfolio optimization work on 13F.chat?

An AI agent runs a staged process covering baseline, factor evidence, challenger plans, out-of-sample evaluation and a rule-based verdict. Only accepted candidates change a workspace's live strategy.

Can I use 13F.chat for hedge fund tracking?

Yes. It covers 13F holdings from many managers and its Discovery Radar summarizes manager books, industry rotations and high-conviction stock moves.

Is 13F.chat investment advice?

No. The site states that its content is for informational and research purposes only and is not investment advice.

This introduction is based on the public pages of 13f.chat, read on October 9, 2026.

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