# 13F.Chat vs PublicView

13F.Chat records 1,730 monthly visits with -7.7% month-over-month growth and Freemium pricing. PublicView records 148 monthly visits with -53.6% growth and Free Trial pricing.

| Metric | [13F.Chat](https://openaitools.app/tool/13f-chat) | [PublicView](https://openaitools.app/tool/publicview) |
| :--- | :--- | :--- |
| Website URL | https://13f.chat | https://www.publicview.ai |
| Categories | AI Investing, AI For Finance, AI Research Tool, AI Copilot | AI Research Tool, AI For Finance, AI Investing, AI Report Generator |
| Pricing Model | Freemium | Free Trial |
| Monthly Visits | 1,730 | 148 |
| MoM Growth Rate | -7.7% | -53.6% |
| Primary Market | United States | Global |
| Direct Visits | 620 | 57 |
| Review Score | 3.8 | 4.2 |
| Saved Count | 0 | 0 |
| Supported Platforms | Website | Website |

## 13F.Chat

13F.Chat is built around the fact that every institutional investment manager with more than $100M under management must disclose its reportable US equity positions quarterly on SEC Form 13F, generally within 45 days of quarter-end. Instead of forcing you to read raw filings, the platform parses those tables into a browsable workspace per manager, showing what was bought, added, trimmed or exited, alongside estimated cost, position weight, concentration and turnover.

The product has three layers. A single-13F workspace follows one manager (for example a Berkshire Hathaway or Oakmark-style portfolio) with sector exposure and a curated research conversation. Multi-13F packs bundle several managers so you can study consensus holdings across a quality-value lineage or a growth cohort. On top of that sits a Discovery Radar that aggregates roughly 130 managers, 25 industries and 500 stocks to surface rotation signals, capital flow momentum and the highest-conviction active moves by ticker.

An AI copilot and a staged strategy-optimisation engine complete the picture. The optimisation pipeline runs a baseline, tests factor evidence, proposes a challenger plan and then evaluates it out-of-sample before any candidate is accepted into a live strategy, with rejected candidates and the statistical bar they failed published openly. The site is explicit that 13F data describes a past portfolio, is not live trading data, and is provided for informational and research purposes only, not investment advice.

**Pricing & Plans:** Freemium. The Free tier costs $0 and includes 2 AI chats and 1 fund analysis per day, with 20 credits on signup, 10 credits per daily check-in and 20 credits per invited friend. Plus is $30/month for 50 AI chats and 20 fund analyses per day plus 3,000 monthly credits, and Pro is $90/month for unlimited AI chat and fund analysis plus 12,000 monthly credits. Yearly billing is advertised with a saving of up to 50%.

- **Per-Manager 13F Workspaces:** Open a dedicated workspace for any tracked manager to see holdings, position weights, sector exposure, turnover and estimated cost of the reported moves.
- **Multi-13F Research Packs:** Bundle several managers into one view, such as a Buffett lineage pack or a quality-value consensus group, to study shared conviction and divergences.
- **13F Discovery Radar:** A live radar across roughly 130 managers, 25 industries and 500 stocks that ranks active capital flow, industry rotation and highest-conviction stock moves.
- **AI Copilot for Holdings Q&A:** Ask questions in natural language about a filing, a manager or a stock and get explanations that cite the underlying disclosed data rather than generic commentary.
- **Staged Strategy Optimisation:** Automated baseline, factor test, challenger and out-of-sample evaluation pipeline with an explicit acceptance bar, plus transparent records of accepted and rejected changes.

**Strengths:** Turns dense quarterly filings into a readable, per-manager workspace with estimated cost and turnover.; Rare transparency about research limits: the site states clearly that 13F data is historical, not live trading data, and is not investment advice.; Publishing rejected optimisation candidates along with the statistical bar they failed is unusually honest methodology disclosure.; Generous free tier with daily AI chat credits makes it easy to evaluate before paying.

**Limitations:** 13F disclosures are backward-looking and lag quarter-end by up to 45 days, so signals can be stale by the time they are published.; Advanced workflows such as unlimited chat and fund analysis require the $90/month Pro plan, and daily credits on the free plan are limited.; The platform is a research tool rather than a brokerage or portfolio tracker, so it does not place trades or sync live holdings automatically.

[Profile (Markdown)](https://openaitools.app/tool/13f-chat.md)

## PublicView

PublicView positions itself as a "public company intelligence platform" built on top of SEC filings. Rather than summarizing documents from model memory, every answer is retrieved from indexed filing excerpts and returned with inline citations you can inspect, so the evidence chain stays attached to the claim. The platform supports three research depths — Quick Mode for fast fact extraction, Deep Mode for entity and relationship mapping, and Track Mode for continuous monitoring — letting users match effort to the question at hand.

Beyond conversational Q&A, PublicView structures filings into other views. A knowledge graph maps companies, people, products, ownership and risk into an explorable network with source-linked connections, a relationships table answers "who is connected to whom and how," and a timeline lays out dated events so you can see how strategy, leadership and risks changed across periods. Watchlists add automatic monitoring: when an 8-K, 10-Q or Form 4 is filed, the platform surfaces an AI-summarized alert so time-sensitive disclosures do not slip past a research cycle. An IPO calendar and lifecycle tracker round out the coverage for companies before and after listing.

The product is aimed at anyone who works from filings: allocators tracking risks and verifying management claims, analysts comparing competitor strategy across 10-Ks and S-1s, lawyers reviewing legal matters across multiple issuers, and journalists hunting for connections when an 8-K drops. PublicView publishes a single flat subscription, and the site explicitly notes that the tool is for research only and does not provide financial advice — outputs are expected to be verified independently.

**Pricing & Plans:** PublicView Pro is a single flat plan at $9.99 USD per month, starting with a 3-day free trial that requires a card and can be canceled anytime. The plan includes SEC-grounded AI chat, deep financials, the knowledge graph, company monitoring and filing alerts, and IPO research, subject to daily limits published on the site (5 Quick analyses, 5 Deep analyses, 50 AI calls, 250k charged tokens and one active analysis).

- **Grounded chat with inline citations:** Ask plain-English questions about 10-Ks, 10-Qs and 8-Ks. The assistant retrieves the relevant filing excerpts and streams an answer with citations you can open to inspect the source text.
- **Visual knowledge graph:** Deep Mode extracts entities and relationships from filings and maps companies, people, products, ownership, strategy and risk into a dual-view network where every node links back to evidence.
- **Relationships table and event timeline:** Search extracted connections to answer who is tied to whom and how, then follow dated events across filing periods to see how leadership, strategy and risks evolved.
- **Filing alerts, watchlists and Form 4 tracking:** Add companies to a watchlist and get AI-summarized notifications when a new 8-K, 10-Q or Form 4 lands, with insider transactions organized for quick review.
- **Multi-company research and IPO coverage:** Compare issuers side by side, work across tickers, CIK numbers or company names, and track IPO research and post-listing lifecycle events in the same workspace.

**Strengths:** Every AI answer is tied to filing excerpts with inline citations you can inspect; Covers the whole loop: Q&A, graph, relationships, timeline and alerts in one workspace; Straightforward single-tier pricing at $9.99/month with a 3-day free trial; Form 4 insider tracking and IPO lifecycle coverage extend it beyond standard filing Q&A

**Limitations:** Published daily caps (5 Quick analyses, 5 Deep analyses, 50 AI calls) can feel tight for heavy research days; Free trial requires a card, so it is not a no-commitment sandbox; It is a research tool only and does not provide financial advice or trade execution

[Profile (Markdown)](https://openaitools.app/tool/publicview.md)

## Frequently Asked Questions

### How do 13F.Chat and PublicView compare in monthly traffic?

13F.Chat has 1,730 monthly visits, while PublicView has 148. Traffic estimates describe audience size, not product quality.

### How do their growth rates compare?

13F.Chat has a month-over-month growth rate of -7.7%; PublicView has -53.6%.

### How does pricing compare?

13F.Chat: Freemium. Freemium. The Free tier costs $0 and includes 2 AI chats and 1 fund analysis per day, with 20 credits on signup, 10 credits per daily check-in and 20 credits per invited friend. Plus is $30/month for 50 AI chats and 20 fund analyses per day plus 3,000 monthly credits, and Pro is $90/month for unlimited AI chat and fund analysis plus 12,000 monthly credits. Yearly billing is advertised with a saving of up to 50%. PublicView: Free Trial. PublicView Pro is a single flat plan at $9.99 USD per month, starting with a 3-day free trial that requires a card and can be canceled anytime. The plan includes SEC-grounded AI chat, deep financials, the knowledge graph, company monitoring and filing alerts, and IPO research, subject to daily limits published on the site (5 Quick analyses, 5 Deep analyses, 50 AI calls, 250k charged tokens and one active analysis).

## Alternatives

| # | Tool Name | Monthly Visits | MoM Growth Rate | Pricing Model | Summary | Profile (Markdown) |
| :--- | :--- | :--- | :--- | :--- | :--- | :--- |
| 1 | [MacroMicro](https://openaitools.app/tool/macromicro) | 928,258 | +22.5% | Freemium, Paid | Global macro data and AI research platform for smarter economic decisions | [.md](https://openaitools.app/tool/macromicro.md) |
| 2 | [Aime](https://openaitools.app/tool/aime) | 260,428 | +11.4% | Freemium | AI investing copilot for stock research, screening and market signals | [.md](https://openaitools.app/tool/aime.md) |
| 3 | [Danelfin](https://openaitools.app/tool/danelfin-com) | 216,830 | -11.1% | Freemium | AI-driven stock scores that rank every pickable stock by probability of beating the market | [.md](https://openaitools.app/tool/danelfin-com.md) |
| 4 | [Intellectia.Ai](https://openaitools.app/tool/intellectia-ai) | 171,347 | +18% | Free Trial, Paid | AI-driven market analysis for faster, data-backed investing decisions | [.md](https://openaitools.app/tool/intellectia-ai.md) |
| 5 | [Surf](https://openaitools.app/tool/surf) | 116,252 | -18.9% | Free, Pro, Max, API credits | Institution-grade crypto and equities intelligence, delivered through a chat-style AI analyst. | [.md](https://openaitools.app/tool/surf.md) |
| 6 | [PortfolioPilot Insights](https://openaitools.app/tool/portfoliopilot-insights) | 88,922 | -41% | Freemium, Free Trial | AI financial advisor that puts sophisticated portfolio tools in your own hands | [.md](https://openaitools.app/tool/portfoliopilot-insights.md) |
| 7 | [Moning](https://openaitools.app/tool/moning-co) | 55,156 | +6.9% | Free | Track, analyze, and grow your portfolio with AI insights | [.md](https://openaitools.app/tool/moning-co.md) |
| 8 | [Amsflow](https://openaitools.app/tool/amsflow) | 37,303 | +72.2% | Free Trial, Paid | Institutional-depth market research with an AI copilot that builds, backtests, and screens for you | [.md](https://openaitools.app/tool/amsflow.md) |
| 9 | [nashnova](https://openaitools.app/tool/nashnova) | 17,229 | +33.1% | Free | AI research agents that track your investment theses across HK and US markets | [.md](https://openaitools.app/tool/nashnova.md) |
| 10 | [Fiscal.ai (FinChat)](https://openaitools.app/tool/finchat-io) | 9,221 | -38.5% | Freemium, Paid, Contact for Pricing | Institutional-grade financial data for investors, platforms and AI models | [.md](https://openaitools.app/tool/finchat-io.md) |

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Source: https://openaitools.app/compare/13f-chat-vs-publicview

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