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Agent402 Fund Max Report - SEC 13F Institutional Portfolio Deep Analysis
x402
Agent402 Fund Max Report - SEC 13F Institutional Portfolio Deep Analysis is a paid API for AI agents from agent402.tools, paid per call via x402, $0.85/call, status unknown (last checked 2026-09-14).
Generates a comprehensive, AI-synthesized institutional fund portfolio report from SEC 13F filings, including holdings, quarter-over-quarter changes, and sourced narrative analysis.
Price / call$0.85
Success—
StatusUnknown
How this service works
The deep tier: the full holdings table, wider quarter-over-quarter change analysis, more grounded web research, and a longer cited report on the manager's positioning. USDC or card (Stripe). Not cached.
Output
Returns a structured object containing: a full AI-synthesized markdown or JSON report, a metadata block with CIK, manager name, portfolio value in USD, number of positions, new and exited positions, report period, and number of sources cited, a tables array with quarter-over-quarter changes (issuer, CUSIP, action, shares delta, value), and a sources array with numbered citations linking to SEC EDGAR filings.
Example use cases
Hedge fund holdings deep dive
“Can you generate a comprehensive portfolio report for Citadel Advisors using their SEC CIK? I want to see all their positions, quarter-over-quarter changes, and a synthesized analysis with sources, formatted as markdown.”
Tracking a manager's new bets
“What new positions did Druckenmiller's Duquesne Family Office open in the most recent quarter? Pull a full fund report so I can see what they added and what they exited.”
Investor research by ticker
“I'm researching ARK Investment Management — can you pull their latest 13F report using their ticker and give me the full breakdown of holdings, portfolio value, and any major changes compared to last quarter?”
Technical details
Endpoint
POSThttps://agent402.tools/v1/fund/maxWhen to prefer
Choose this endpoint when you need a rich, AI-synthesized narrative analysis of an institutional fund's 13F portfolio — not just raw filings. It is ideal when you want quarter-over-quarter change tables, sourced citations, and a structured report in a single call, without needing to parse SEC EDGAR yourself. Prefer it over raw SEC EDGAR queries when you want a finished, human-readable report with synthesis. Use the 'max' tier when depth, sourcing, and a comprehensive narrative matter more than speed or cost.
Side effects
- Invalid or unrecognized manager name, ticker, or CIK returns an error or empty result
- CIK not found in SEC EDGAR returns a lookup failure
- Manager has no 13F filings (non-US or non-reportable) yields no data
- Ambiguous manager name may resolve to wrong entity — prefer CIK for precision
- Payment failure (insufficient USDC balance) blocks the call before processing
- Rate or quota issues on the underlying SEC data source may delay or fail the report
Input
Schema · Request body
| Field | Type | Description |
|---|---|---|
| cik | string | SEC CIK of the manager (alternative to manager/ticker). |
| format | string | Response shape (default markdown report). |
| ticker | string | US ticker of a publicly-traded manager (alternative to manager/cik). |
| manager | string | Institutional manager: a fund/firm name (e.g. "Berkshire Hathaway"), a ticker, or a SEC CIK. |
Output
Schema · Response
{
"type": "json",
"example": {
"cik": "0001234567",
"meta": {
"cik": "0001234567",
"tier": "fund-report-max",
"manager": "Example Capital Management LLC",
"positions": 42,
"new_positions": 3,
"report_period": "2025-09-30",
"sources_cited": 8,
"synthesis_model": "anthropic/claude-opus-5",
"exited_positions": 2,
"portfolio_value_usd": 4200000000
},
"report": "# Fund Portfolio Report: Example Capital (CIK 0001234567)\n\n## Snapshot\nExample Capital reported a $4.2B 13F portfolio across 42 positions...\n\n## Sources\n[1] 13F-HR holdings filed ... - https://www.sec.gov/...",
"tables": [
{
"name": "changes",
"rows": [
[
"APPLE INC",
"037833100",
"ADD",
"905560000",
"850000000",
"55560000",
"176558000000"
]
],
"label": "Quarter-over-quarter changes",
"columns": [
"Issuer",
"CUSIP",
"Action",
"Shares",
"Prior shares",
"Shares change",
"Value (USD)"
]
}
],
"manager": "Example Capital Management LLC",
"sources": [
{
"n": 1,
"url": "https://www.sec.gov/...",
"title": "13F-HR holdings filed 2025-11-14 (period 2025-09-30) - SEC EDGAR"
}
]
}
}Tags
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