# Agent402 Fund Max Report - SEC 13F Institutional Portfolio Deep Analysis

> 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.

## Facts

- Endpoint: POST https://agent402.tools/v1/fund/max
- Price: $0.85/call
- Payment: x402
- Status: unknown
- Last checked: 2026-09-14
- Activations on Zero: 0
- Tags: x402
- Canonical page: https://www.zero.xyz/c/agent402-fund-max-report-sec-13f-institutional-portfolio-deep-analysis-351d801c
- Structured record (JSON): https://api.zero.xyz/v1/capabilities/cap_jjXHad0q6Uh87izN1ymc_

Status and success rate cover calls made through Zero and Zero's own probes. Third-party monitors may report differently.

## How to call it through Zero

Zero handles the 402 payment challenge and records the run. With the Zero CLI installed (`npm i -g @zeroxyz/cli`):

```sh
zero fetch --capability agent402-fund-max-report-sec-13f-institutional-portfolio-deep-analysis-351d801c -d '<json body>'
```

Example prompt: Pull a full 13F portfolio report for Pershing Square Capital Management — I want to see their current holdings, what they added or exited this quarter, and an AI-written analysis with sources. Give it to me in markdown.

## When to prefer this

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.

## Known failure modes

- 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

## 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.

## Request schema (JSON Schema)

```json
{
 "type": "object",
 "properties": {
  "cik": {
   "type": "string",
   "description": "SEC CIK of the manager (alternative to manager/ticker)."
  },
  "format": {
   "enum": [
    "markdown",
    "json"
   ],
   "type": "string",
   "description": "Response shape (default markdown report)."
  },
  "ticker": {
   "type": "string",
   "description": "US ticker of a publicly-traded manager (alternative to manager/cik)."
  },
  "manager": {
   "type": "string",
   "description": "Institutional manager: a fund/firm name (e.g. \"Berkshire Hathaway\"), a ticker, or a SEC CIK."
  }
 }
}
```

## Response schema (JSON Schema)

```json
{
 "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"
   }
  ]
 }
}
```

## More

- Live health (JSON, refreshed every minute): https://www.zero.xyz/c/agent402-fund-max-report-sec-13f-institutional-portfolio-deep-analysis-351d801c/health.json
- [Zero catalog index](https://www.zero.xyz/llms.txt)
- [Other services from agent402.tools](https://www.zero.xyz/host/agent402.tools/llms.txt)