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.
