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Agent402 Fund Portfolio Report
x402
Agent402 Fund Portfolio Report is a paid API for AI agents from agent402.tools, paid per call via x402, $0.6/call, status unknown (last checked 2026-09-16).
Fetches a synthesized institutional fund portfolio report from SEC 13F filings, given a fund name, ticker, or CIK, returning holdings, changes, and sourced analysis.
Price / call$0.6
Success—
StatusUnknown
How this service works
Hand over an institutional manager (a fund name like "Berkshire Hathaway", a ticker, or a SEC CIK) and get one cited report on what they hold and what they BOUGHT, ADDED, TRIMMED, and EXITED last quarter - diffed from their two most recent SEC 13F-HR filings, with a downloadable holdings + changes appendix. Data a chatbot can't reach (parsed live off SEC EDGAR). One payment, one report. USDC (x402/MPP) or card (Stripe). Not cached.
Output
Returns a structured report containing: a synthesized markdown or JSON narrative of the fund's 13F portfolio, a metadata block (CIK, manager name, portfolio value, position counts, report period, synthesis model), a quarter-over-quarter changes table (issuer, CUSIP, action, shares, value), and a list of cited SEC EDGAR source URLs.
Example use cases
Hedge fund holdings deep-dive
“Get me a full portfolio report for Tiger Global Management using their SEC 13F data — show me what they hold, what they added, and what they exited last quarter.”
CIK-based fund research
“I have the SEC CIK 0001336528 for Citadel Advisors — can you pull their latest 13F portfolio report and return it as JSON so I can parse the position changes?”
Publicly-traded manager portfolio check
“Look up the current 13F holdings for ARK Invest using their ticker and summarize the top positions, new buys, and any exits from last quarter.”
Technical details
Endpoint
POSThttps://agent402.tools/v1/fundWhen to prefer
Choose this endpoint when you need a ready-made, synthesized analysis of an institutional manager's SEC 13F portfolio — including position changes, portfolio value, and cited sources — without manually parsing raw EDGAR filings. It is ideal for hedge fund research, due diligence on asset managers, or monitoring institutional positioning. Prefer this over raw EDGAR APIs when you want narrative synthesis and structured change tables in one call.
Side effects
- Unknown manager name, ticker, or CIK returns an error or empty result
- SEC EDGAR may not have recent 13F data if filing deadline has not passed
- Ambiguous manager names may resolve to wrong entity
- Non-US or non-13F-filing managers will have no data
- Rate-limited or payment failure returns 402 or error response
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",
"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
x402
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