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U2A Holdings Diff
x402
U2A Holdings Diff is a paid API for AI agents from www.u2a.com.au, paid per call via x402, $0.01/call, status unknown (last checked 2026-10-12).
Compares two portfolio or SEC-style holdings datasets and returns opened, closed, increased, decreased, and field-level changed positions identified by CUSIP, ticker, ISIN, or internal ID.
Price / call$0.01
Success—
StatusUnknown
How this service works
Compare any two portfolio or SEC-style holdings datasets (up to 1000 rows each) by CUSIP, ticker, ISIN, or internal identifier. Return opened, closed, increased, decreased, and field-level changed positions with totals and weight changes.
Output
Returns a structured diff object categorizing each position as opened (in new but not old), closed (in old but not new), increased (quantity/value grew), decreased (quantity/value shrank), or changed (field-level differences in specified compareFields), with before/after values for each affected record.
Example use cases
Monthly fund holdings change report
“I have last month's and this month's mutual fund holdings snapshots — both as lists of position objects with CUSIP and ticker. Use those as keys, compare the 'shares' quantity field and 'nav_value' value field, and tell me every position that was opened, closed, increased, or decreased between the two dates.”
13F filing comparison for hedge fund tracking
“I've got two 13F holdings datasets — one from Q1 and one from Q2 — and I want to know exactly what changed: which positions are new, which were fully exited, which grew or shrank, and any other field-level differences. Match records by CUSIP.”
Daily portfolio drift detection
“Run a diff on yesterday's and today's portfolio records using ISIN as the key, with 'quantity' as the share count field and 'mkt_value' as the value field, and also compare the 'sector' and 'rating' fields so I can see if any metadata changed alongside the position sizes.”
Technical details
Endpoint
POSThttps://www.u2a.com.au/api/mcp/holdings-diff?utm_source=zero.xyzWhen to prefer
Use this endpoint when you need a structured, field-level diff of two holdings or portfolio datasets identified by financial identifiers like CUSIP, ticker, or ISIN — especially when you need to categorize changes as opened, closed, increased, or decreased. Prefer it over generic record-diff tools when dealing with SEC-style or fund portfolio data formats, or when you need quantity and market-value aware comparison alongside field-level change detection.
Side effects
- Missing required 'keys' field returns a validation error
- newRecords or oldRecords exceeding 2000 items each may be rejected
- Unrecognized or absent key fields in records produce unmatched rows
- Non-existent valueField or quantityField names result in null comparisons or errors
- Malformed record objects (non-array or missing properties) cause parsing failures
Input
Schema · Request body
| Field | Type | Description |
|---|---|---|
| keys | array | Field name(s) that identify a row in both datasets, e.g. ["cusip"] or ["ticker","putCall"]. |
| newRecords | array | Holdings at the later date, same field names as oldRecords (max 1000). |
| oldRecords | array | Holdings at the earlier date (one object per position; max 1000). |
| valueField | string | Field containing the position market value. |
| compareFields | array | Fields to compare for changes. Default: every field present in both datasets except the keys. |
| quantityField | string | Field containing the position quantity or share count. |
| includeRecords | boolean | Include the new source row (new_record) on each position. Old rows are never echoed back. Set false for the smallest response. |
| aggregateDuplicates | boolean | Sum quantity and value for rows sharing a key (e.g. 13F rows split by sub-manager) instead of rejecting duplicates. |
| caseInsensitiveKeys | boolean | Treat "abc" and "ABC" as the same key. |
Tags
x402
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